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XEF-U.TO vs. VIU.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XEF-U.TO vs. VIU.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Core MSCI EAFE IMI Index ETF (XEF-U.TO) and Vanguard FTSE Developed All Cap ex North America Index ETF (VIU.TO). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

XEF-U.TO is traded in USD, while VIU.TO is traded in CAD. To make them comparable, the VIU.TO values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, XEF-U.TO achieves a 8.45% return, which is significantly lower than VIU.TO's 15.29% return.


XEF-U.TO

1D
-0.76%
1M
3.58%
YTD
8.45%
6M
10.90%
1Y
20.77%
3Y*
15.95%
5Y*
7.17%
10Y*

VIU.TO

1D
-0.84%
1M
5.78%
YTD
15.29%
6M
17.96%
1Y
31.35%
3Y*
19.01%
5Y*
8.90%
10Y*
9.62%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XEF-U.TO vs. VIU.TO - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
XEF-U.TO
iShares Core MSCI EAFE IMI Index ETF
8.45%31.24%2.23%15.90%-15.58%10.81%10.61%1.79%
VIU.TO
Vanguard FTSE Developed All Cap ex North America Index ETF
15.29%33.96%1.97%18.29%-16.61%10.55%9.71%4.94%

Correlation

The correlation between XEF-U.TO and VIU.TO is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.94

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

0.71

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

0.59

Correlation (All Time)
Calculated using the full available price history since Oct 30, 2019

0.51

Over the past year, XEF-U.TO and VIU.TO have become more correlated (0.94) than their long-term average of 0.51, meaning their price movements have been converging.

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Return for Risk

XEF-U.TO vs. VIU.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XEF-U.TO
XEF-U.TO Risk / Return Rank: 3838
Overall Rank
XEF-U.TO Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
XEF-U.TO Sortino Ratio Rank: 3737
Sortino Ratio Rank
XEF-U.TO Omega Ratio Rank: 3838
Omega Ratio Rank
XEF-U.TO Calmar Ratio Rank: 3636
Calmar Ratio Rank
XEF-U.TO Martin Ratio Rank: 4242
Martin Ratio Rank

VIU.TO
VIU.TO Risk / Return Rank: 6262
Overall Rank
VIU.TO Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
VIU.TO Sortino Ratio Rank: 6363
Sortino Ratio Rank
VIU.TO Omega Ratio Rank: 6666
Omega Ratio Rank
VIU.TO Calmar Ratio Rank: 5656
Calmar Ratio Rank
VIU.TO Martin Ratio Rank: 6262
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.

XEF-U.TO vs. VIU.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI EAFE IMI Index ETF (XEF-U.TO) and Vanguard FTSE Developed All Cap ex North America Index ETF (VIU.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.


XEF-U.TOVIU.TODifference
Sharpe ratioReturn per unit of total volatility

-0.54

Sortino ratioReturn per unit of downside risk

-0.72

Omega ratioGain probability vs. loss probability

1.26

1.35

-0.10

Calmar ratioReturn relative to maximum drawdown

1.80

2.60

-0.80

Martin ratioReturn relative to average drawdown

6.90

10.06

-3.16

XEF-U.TO vs. VIU.TO - Sharpe Ratio Comparison

The current XEF-U.TO Sharpe Ratio is 1.38, which is comparable to the VIU.TO Sharpe Ratio of 1.92. The chart below compares the historical Sharpe Ratios of XEF-U.TO and VIU.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


XEF-U.TOVIU.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.38

1.92

-0.54

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

0.53

-0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

Sharpe Ratio (All Time)

Calculated using the full available price history

0.68

0.52

+0.16

Drawdowns

XEF-U.TO vs. VIU.TO - Drawdown Comparison

The maximum XEF-U.TO drawdown since its inception was -33.72%, smaller than the maximum VIU.TO drawdown of -35.91%. Use the drawdown chart below to compare losses from any high point for XEF-U.TO and VIU.TO.


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Drawdown Indicators


XEF-U.TOVIU.TODifference

Max Drawdown

Largest peak-to-trough decline

-33.72%

-35.91%

+2.19%

Max Drawdown (1Y)

Largest decline over 1 year

-11.67%

-12.10%

+0.43%

Max Drawdown (3Y)

Largest decline over 3 years

-13.48%

-13.92%

+0.44%

Max Drawdown (5Y)

Largest decline over 5 years

-31.18%

-31.23%

+0.05%

Max Drawdown (10Y)

Largest decline over 10 years

-35.91%

Current Drawdown

Current decline from peak

-1.58%

-0.84%

-0.74%

Average Drawdown

Average peak-to-trough decline

-5.61%

-7.20%

+1.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.03%

3.12%

-0.09%

Volatility

XEF-U.TO vs. VIU.TO - Volatility Comparison

The current volatility for iShares Core MSCI EAFE IMI Index ETF (XEF-U.TO) is 5.01%, while Vanguard FTSE Developed All Cap ex North America Index ETF (VIU.TO) has a volatility of 6.09%. This indicates that XEF-U.TO experiences smaller price fluctuations and is considered to be less risky than VIU.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XEF-U.TOVIU.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.01%

6.09%

-1.08%

Volatility (6M)

Calculated over the trailing 6-month period

12.61%

13.91%

-1.30%

Volatility (1Y)

Calculated over the trailing 1-year period

15.24%

16.38%

-1.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.28%

16.80%

+4.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.41%

17.73%

+6.68%

XEF-U.TO vs. VIU.TO - Expense Ratio Comparison

XEF-U.TO has a 0.21% expense ratio, which is lower than VIU.TO's 0.23% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

XEF-U.TO vs. VIU.TO - Dividend Comparison

XEF-U.TO's dividend yield for the trailing twelve months is around 1.63%, less than VIU.TO's 2.16% yield.


PositionTTM20252024202320222021202020192018201720162015
VIU.TO
Vanguard FTSE Developed All Cap ex North America Index ETF
2.16%2.48%2.55%2.65%2.75%2.37%1.97%2.67%2.75%2.12%1.71%0.27%
XEF-U.TO
iShares Core MSCI EAFE IMI Index ETF
1.63%1.77%2.05%2.09%2.27%1.94%1.41%0.77%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.94, XEF-U.TO and VIU.TO move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, XEF-U.TO is cheaper at 0.21% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XEF-U.TO is cheaper with a 0.21% expense ratio, compared with 0.23% for VIU.TO.

XEF-U.TO is categorized as Global Equities, while VIU.TO is International Equity. XEF-U.TO tracks MSCI EAFE® Investable Market Index, while VIU.TO tracks FTSE Developed All Cap ex North America Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.21% for XEF-U.TO and 0.23% for VIU.TO.

Portfolio Optimizer

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