XDV.TO vs. CLSA.TO
XDV.TO (iShares Canadian Select Dividend Index ETF) and CLSA.TO (Brompton Split Corp. Enhanced Equity Income ETF) are both Canada Equities funds. XDV.TO is passively managed, while CLSA.TO is actively managed. Over the past year, XDV.TO returned 39.82% vs 70.18% for CLSA.TO. A 0.64 correlation means they provide meaningful diversification when combined. XDV.TO charges 0.55%/yr vs 0.60%/yr for CLSA.TO.
Performance
XDV.TO vs. CLSA.TO - Performance Comparison
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Returns By Period
In the year-to-date period, XDV.TO achieves a 16.45% return, which is significantly lower than CLSA.TO's 20.72% return.
XDV.TO
- 1D
- -0.09%
- 1M
- 4.74%
- YTD
- 16.45%
- 6M
- 20.26%
- 1Y
- 39.82%
- 3Y*
- 23.34%
- 5Y*
- 13.46%
- 10Y*
- 11.99%
CLSA.TO
- 1D
- 0.25%
- 1M
- 7.37%
- YTD
- 20.72%
- 6M
- 30.07%
- 1Y
- 70.18%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XDV.TO vs. CLSA.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XDV.TO iShares Canadian Select Dividend Index ETF | 16.45% | 29.46% |
CLSA.TO Brompton Split Corp. Enhanced Equity Income ETF | 20.72% | 56.35% |
Correlation
The correlation between XDV.TO and CLSA.TO is 0.67, 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 | 0.67 |
Correlation (All Time) Calculated using the full available price history since Mar 24, 2025 | 0.64 |
The correlation between XDV.TO and CLSA.TO has been stable across timeframes, ranging from 0.64 to 0.67 - a consistent structural relationship.
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Return for Risk
XDV.TO vs. CLSA.TO — Risk / Return Rank
XDV.TO
CLSA.TO
XDV.TO vs. CLSA.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Canadian Select Dividend Index ETF (XDV.TO) and Brompton Split Corp. Enhanced Equity Income ETF (CLSA.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.
| XDV.TO | CLSA.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.24 | ||
| Sortino ratioReturn per unit of downside risk | +1.93 | ||
| Omega ratioGain probability vs. loss probability | 2.02 | 1.96 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 8.35 | 6.54 | +1.81 |
| Martin ratioReturn relative to average drawdown | 41.42 | 28.01 | +13.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XDV.TO | CLSA.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 5.11 | 4.87 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.26 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 4.25 | -3.66 |
Drawdowns
XDV.TO vs. CLSA.TO - Drawdown Comparison
The maximum XDV.TO drawdown since its inception was -48.56%, which is greater than CLSA.TO's maximum drawdown of -11.73%. Use the drawdown chart below to compare losses from any high point for XDV.TO and CLSA.TO.
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Drawdown Indicators
| XDV.TO | CLSA.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.56% | -11.73% | -36.83% |
Max Drawdown (1Y)Largest decline over 1 year | -4.79% | -10.78% | +5.99% |
Max Drawdown (3Y)Largest decline over 3 years | -12.99% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -20.52% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -39.08% | — | — |
Current DrawdownCurrent decline from peak | -0.18% | -1.09% | +0.91% |
Average DrawdownAverage peak-to-trough decline | -6.78% | -1.37% | -5.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.96% | 2.51% | -1.55% |
Volatility
XDV.TO vs. CLSA.TO - Volatility Comparison
The current volatility for iShares Canadian Select Dividend Index ETF (XDV.TO) is 2.79%, while Brompton Split Corp. Enhanced Equity Income ETF (CLSA.TO) has a volatility of 3.14%. This indicates that XDV.TO experiences smaller price fluctuations and is considered to be less risky than CLSA.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XDV.TO | CLSA.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.79% | 3.14% | -0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 6.53% | 12.36% | -5.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.83% | 14.48% | -6.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.71% | 16.54% | -5.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.63% | 16.54% | -1.91% |
XDV.TO vs. CLSA.TO - Expense Ratio Comparison
XDV.TO has a 0.55% expense ratio, which is lower than CLSA.TO's 0.60% expense ratio.
Dividends
XDV.TO vs. CLSA.TO - Dividend Comparison
XDV.TO's dividend yield for the trailing twelve months is around 3.36%, less than CLSA.TO's 10.76% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CLSA.TO Brompton Split Corp. Enhanced Equity Income ETF | 10.76% | 7.99% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XDV.TO iShares Canadian Select Dividend Index ETF | 3.36% | 3.46% | 4.34% | 4.62% | 4.49% | 3.82% | 4.78% | 4.21% | 4.92% | 3.65% | 3.91% | 4.75% |
Frequently Asked Questions
XDV.TO and CLSA.TO have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XDV.TO is cheaper at 0.55% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XDV.TO is cheaper with a 0.55% expense ratio, compared with 0.60% for CLSA.TO.
They also come from different issuers: iShares and Brompton Funds. Their fees differ too: 0.55% for XDV.TO and 0.60% for CLSA.TO.
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