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XDUH.TO vs. XIC.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XDUH.TO vs. XIC.TO

Last updated Jun 4, 2026

XDUH.TO (iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged)) and XIC.TO (iShares Core S&P/TSX Capped Composite Index ETF) are both exchange-traded funds - XDUH.TO is a Large Cap Value Equities fund tracking the Morningstar US Market TR CAD, while XIC.TO is a Canada Equities fund tracking the S&P/TSX Capped Composite Index. Both are passively managed. Over the past 5 years, XDUH.TO returned 6.48%/yr vs 14.60%/yr for XIC.TO. At a 0.48 correlation, their price movements are largely independent. XDUH.TO charges 0.16%/yr vs 0.06%/yr for XIC.TO.

Performance

XDUH.TO vs. XIC.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged) (XDUH.TO) and iShares Core S&P/TSX Capped Composite Index ETF (XIC.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XDUH.TO achieves a 8.93% return, which is significantly lower than XIC.TO's 10.75% 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*
—

XIC.TO

1D
-1.05%
1M
3.59%
YTD
10.75%
6M
12.90%
1Y
34.79%
3Y*
23.62%
5Y*
14.60%
10Y*
12.48%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XDUH.TO vs. XIC.TO - Yearly Performance Comparison

2026 (YTD)20252024202320222021202020192018
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%
XIC.TO
iShares Core S&P/TSX Capped Composite Index ETF		10.75%31.51%21.48%11.73%-5.82%23.42%5.61%22.76%-9.43%

Correlation

The correlation between XDUH.TO and XIC.TO is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.36

Correlation (3Y)
Calculated over the trailing 3-year period

0.43

Correlation (5Y)
Calculated over the trailing 5-year period

0.51

Correlation (All Time)
Calculated using the full available price history since Jan 10, 2018

0.48

The correlation between XDUH.TO and XIC.TO shifts across timeframes, from 0.36 (1 year) to 0.51 (5 years), reflecting how their relationship changes across market environments.

XDUH.TO vs. XIC.TO - Sectors Allocation Comparison

Sectors
XDUH.TO
XIC.TO

Healthcare

20.6%
0.1%

Technology

15.3%
6.7%

Consumer Defensive

14.5%
2.9%

Industrials

13.1%
10.0%

Energy

11.8%
18.1%

Financial Services

9.2%
34.0%

Consumer Cyclical

9.1%
3.7%

Utilities

3.6%
2.9%

Communication Services

2.6%
1.8%

Basic Materials

1.1%
17.2%

Real Estate

-

1.5%

Healthcare

XDUH.TO
20.6%
XIC.TO
0.1%

Technology

XDUH.TO
15.3%
XIC.TO
6.7%

Consumer Defensive

XDUH.TO
14.5%
XIC.TO
2.9%

Industrials

XDUH.TO
13.1%
XIC.TO
10.0%

Energy

XDUH.TO
11.8%
XIC.TO
18.1%

Financial Services

XDUH.TO
9.2%
XIC.TO
34.0%

Consumer Cyclical

XDUH.TO
9.1%
XIC.TO
3.7%

Utilities

XDUH.TO
3.6%
XIC.TO
2.9%

Communication Services

XDUH.TO
2.6%
XIC.TO
1.8%

Basic Materials

XDUH.TO
1.1%
XIC.TO
17.2%

Real Estate

XDUH.TO

-

XIC.TO
1.5%

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iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged)

iShares Core S&P/TSX Capped Composite Index ETF

Often compared with XDUH.TO:
XDUH.TO vs. SCHDXDUH.TO vs. XDGH.TOXDUH.TO vs. XDU.TOXDUH.TO vs. XDIV.TOXDUH.TO vs. ZDY.TOXDUH.TO vs. XHD.TOXDUH.TO vs. XDV.TO
Often compared with XIC.TO:
XIC.TO vs. XIU.TOXIC.TO vs. VDY.TOXIC.TO vs. ZCN.TOXIC.TO vs. VCE.TOXIC.TO vs. XEF.TOXIC.TO vs. VEQT.TOXIC.TO vs. VO

Return for Risk

XDUH.TO vs. XIC.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
XDUH.TO
XDUH.TO Risk / Return Rank: 4343
Overall Rank
XDUH.TO Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
XDUH.TO Sortino Ratio Rank: 4141
Sortino Ratio Rank
XDUH.TO Omega Ratio Rank: 3939
Omega Ratio Rank
XDUH.TO Calmar Ratio Rank: 5151
Calmar Ratio Rank
XDUH.TO Martin Ratio Rank: 4343
Martin Ratio Rank
XIC.TO
XIC.TO Risk / Return Rank: 8080
Overall Rank
XIC.TO Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
XIC.TO Sortino Ratio Rank: 7878
Sortino Ratio Rank
XIC.TO Omega Ratio Rank: 8181
Omega Ratio Rank
XIC.TO Calmar Ratio Rank: 7373
Calmar Ratio Rank
XIC.TO Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XDUH.TO vs. XIC.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 Core S&P/TSX Capped Composite Index ETF (XIC.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.TOXIC.TODifference
Sharpe ratioReturn per unit of total volatility
1.43
2.76

-1.33

Sortino ratioReturn per unit of downside risk
2.11
3.57

-1.46

Omega ratioGain probability vs. loss probability

1.26

1.50

-0.24

Calmar ratioReturn relative to maximum drawdown

2.49

3.76

-1.28

Martin ratioReturn relative to average drawdown

6.87

17.44

-10.57

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

XDUH.TO vs. XIC.TO - Sharpe Ratio Comparison

The current XDUH.TO Sharpe Ratio is 1.43, which is lower than the XIC.TO Sharpe Ratio of 2.76. The chart below compares the historical Sharpe Ratios of XDUH.TO and XIC.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

XDUH.TOXIC.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.43

2.76

-1.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.49

1.12

-0.63

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.84

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

0.54

-0.13

Drawdowns

XDUH.TO vs. XIC.TO - Drawdown Comparison

The maximum XDUH.TO drawdown since its inception was -34.91%, smaller than the maximum XIC.TO drawdown of -48.21%. Use the drawdown chart below to compare losses from any high point for XDUH.TO and XIC.TO.

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Drawdown Indicators

XDUH.TOXIC.TODifference

Max Drawdown

Largest peak-to-trough decline

-34.91%

-48.21%

+13.30%

Max Drawdown (1Y)

Largest decline over 1 year

-6.08%

-9.29%

+3.21%

Max Drawdown (3Y)

Largest decline over 3 years

-14.37%

-12.27%

-2.10%

Max Drawdown (5Y)

Largest decline over 5 years

-17.40%

-16.24%

-1.16%

Max Drawdown (10Y)

Largest decline over 10 years

—

-37.21%

—

Current Drawdown

Current decline from peak

-1.39%

-1.05%

-0.34%

Average Drawdown

Average peak-to-trough decline

-4.57%

-7.04%

+2.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.20%

2.00%

+0.20%

Volatility

XDUH.TO vs. XIC.TO - Volatility Comparison

The current volatility for iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged) (XDUH.TO) is 2.98%, while iShares Core S&P/TSX Capped Composite Index ETF (XIC.TO) has a volatility of 3.48%. This indicates that XDUH.TO experiences smaller price fluctuations and is considered to be less risky than XIC.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

XDUH.TOXIC.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

2.98%

3.48%

-0.50%

Volatility (6M)

Calculated over the trailing 6-month period

7.50%

10.33%

-2.83%

Volatility (1Y)

Calculated over the trailing 1-year period

10.60%

12.67%

-2.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.39%

13.13%

+0.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.55%

14.96%

+1.59%

XDUH.TO vs. XIC.TO - Expense Ratio Comparison

XDUH.TO has a 0.16% expense ratio, which is higher than XIC.TO's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

XDUH.TO vs. XIC.TO - Dividend Comparison

XDUH.TO's dividend yield for the trailing twelve months is around 2.26%, more than XIC.TO's 2.02% yield.

PositionTTM20252024202320222021202020192018201720162015
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%
XIC.TO
iShares Core S&P/TSX Capped Composite Index ETF		2.02%2.23%2.64%2.95%3.10%2.44%3.03%3.01%3.19%2.49%2.72%3.21%

Frequently Asked Questions

XDUH.TO and XIC.TO have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XIC.TO is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XIC.TO is cheaper with a 0.06% expense ratio, compared with 0.16% for XDUH.TO.

XDUH.TO is categorized as Large Cap Value Equities, while XIC.TO is Canada Equities. XDUH.TO tracks Morningstar US Market TR CAD, while XIC.TO tracks S&P/TSX Capped Composite Index. Their fees differ too: 0.16% for XDUH.TO and 0.06% for XIC.TO.

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