XDUH.TO vs. XHC.TO
XDUH.TO (iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged)) and XHC.TO (iShares Global Healthcare Index ETF (CAD-Hedged)) are both exchange-traded funds - XDUH.TO is a Large Cap Value Equities fund tracking the Morningstar US Market TR CAD, while XHC.TO is a Health & Biotech Equities fund tracking the Morningstar Gbl GR CAD. Both are passively managed. Over the past 5 years, XDUH.TO returned 6.48%/yr vs 3.54%/yr for XHC.TO. A 0.52 correlation means they provide meaningful diversification when combined. XDUH.TO charges 0.16%/yr vs 0.66%/yr for XHC.TO.
Performance
XDUH.TO vs. XHC.TO - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, XDUH.TO achieves a 8.93% return, which is significantly higher than XHC.TO's -5.65% return.
XDUH.TO
- 1D
- -0.10%
- 1M
- 3.40%
- YTD
- 8.93%
- 6M
- 7.07%
- 1Y
- 15.05%
- 3Y*
- 11.66%
- 5Y*
- 6.48%
- 10Y*
- —
XHC.TO
- 1D
- 0.59%
- 1M
- 0.77%
- YTD
- -5.65%
- 6M
- -5.54%
- 1Y
- 7.72%
- 3Y*
- 2.70%
- 5Y*
- 3.54%
- 10Y*
- 6.87%
XDUH.TO vs. XHC.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
XDUH.TO iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged) | 8.93% | 8.02% | 9.45% | 5.57% | -6.32% | 22.54% | -2.08% | 21.38% | -6.70% |
XHC.TO iShares Global Healthcare Index ETF (CAD-Hedged) | -5.65% | 10.91% | 1.22% | 2.14% | -3.56% | 21.32% | 8.71% | 22.47% | -1.32% |
Correlation
The correlation between XDUH.TO and XHC.TO is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.48 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Jan 10, 2018 | 0.52 |
The correlation between XDUH.TO and XHC.TO has been stable across timeframes, ranging from 0.48 to 0.54 - a consistent structural relationship.
XDUH.TO vs. XHC.TO - Sectors Allocation Comparison
Sectors
XDUH.TO
XHC.TO
Healthcare
Technology
-
Consumer Defensive
Industrials
-
Energy
-
Financial Services
-
Consumer Cyclical
-
Utilities
-
Communication Services
-
Basic Materials
-
Real Estate
-
-
Healthcare
XDUH.TO
XHC.TO
Technology
XDUH.TO
XHC.TO
-
Consumer Defensive
XDUH.TO
XHC.TO
Industrials
XDUH.TO
XHC.TO
-
Energy
XDUH.TO
XHC.TO
-
Financial Services
XDUH.TO
XHC.TO
-
Consumer Cyclical
XDUH.TO
XHC.TO
-
Utilities
XDUH.TO
XHC.TO
-
Communication Services
XDUH.TO
XHC.TO
-
Basic Materials
XDUH.TO
XHC.TO
-
Real Estate
XDUH.TO
-
XHC.TO
-
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
XDUH.TO vs. XHC.TO — Risk / Return Rank
XDUH.TO
XHC.TO
XDUH.TO vs. XHC.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged) (XDUH.TO) and iShares Global Healthcare Index ETF (CAD-Hedged) (XHC.TO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| XDUH.TO | XHC.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.89 | ||
| Sortino ratioReturn per unit of downside risk | +1.20 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.10 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.49 | 0.72 | +1.77 |
| Martin ratioReturn relative to average drawdown | 6.87 | 1.76 | +5.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| XDUH.TO | XHC.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.43 | 0.54 | +0.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.26 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.44 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.67 | -0.26 |
Drawdowns
XDUH.TO vs. XHC.TO - Drawdown Comparison
The maximum XDUH.TO drawdown since its inception was -34.91%, which is greater than XHC.TO's maximum drawdown of -27.28%. Use the drawdown chart below to compare losses from any high point for XDUH.TO and XHC.TO.
Loading charts...
Drawdown Indicators
| XDUH.TO | XHC.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.91% | -27.28% | -7.63% |
Max Drawdown (1Y)Largest decline over 1 year | -6.08% | -10.79% | +4.71% |
Max Drawdown (3Y)Largest decline over 3 years | -14.37% | -18.81% | +4.44% |
Max Drawdown (5Y)Largest decline over 5 years | -17.40% | -18.81% | +1.41% |
Max Drawdown (10Y)Largest decline over 10 years | — | -27.28% | — |
Current DrawdownCurrent decline from peak | -1.39% | -9.76% | +8.37% |
Average DrawdownAverage peak-to-trough decline | -4.57% | -4.85% | +0.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 4.39% | -2.19% |
Volatility
XDUH.TO vs. XHC.TO - Volatility Comparison
The current volatility for iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged) (XDUH.TO) is 2.98%, while iShares Global Healthcare Index ETF (CAD-Hedged) (XHC.TO) has a volatility of 4.76%. This indicates that XDUH.TO experiences smaller price fluctuations and is considered to be less risky than XHC.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| XDUH.TO | XHC.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.98% | 4.76% | -1.78% |
Volatility (6M)Calculated over the trailing 6-month period | 7.50% | 10.21% | -2.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.60% | 14.34% | -3.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.39% | 13.87% | -0.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.55% | 15.75% | +0.80% |
XDUH.TO vs. XHC.TO - Expense Ratio Comparison
XDUH.TO has a 0.16% expense ratio, which is lower than XHC.TO's 0.66% expense ratio.
Dividends
XDUH.TO vs. XHC.TO - Dividend Comparison
XDUH.TO's dividend yield for the trailing twelve months is around 2.26%, more than XHC.TO's 1.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XDUH.TO iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged) | 2.26% | 2.41% | 2.61% | 2.49% | 2.35% | 2.56% | 2.62% | 2.31% | 2.69% | 0.00% | 0.00% | 0.00% |
XHC.TO iShares Global Healthcare Index ETF (CAD-Hedged) | 1.98% | 1.87% | 4.42% | 2.38% | 0.84% | 0.79% | 0.96% | 1.07% | 1.68% | 1.14% | 1.63% | 2.15% |
Frequently Asked Questions
XDUH.TO and XHC.TO have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XDUH.TO is cheaper at 0.16% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XDUH.TO is cheaper with a 0.16% expense ratio, compared with 0.66% for XHC.TO.
XDUH.TO is categorized as Large Cap Value Equities, while XHC.TO is Health & Biotech Equities. XDUH.TO tracks Morningstar US Market TR CAD, while XHC.TO tracks Morningstar Gbl GR CAD. Their fees differ too: 0.16% for XDUH.TO and 0.66% for XHC.TO.
Find the right allocation for XDUH.TO and XHC.TO
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer