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XESG.TO vs. HXH.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XESG.TO vs. HXH.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares ESG Aware MSCI Canada Index ETF (XESG.TO) and Global X Canadian High Dividend Index Corporate Class ETF (HXH.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, XESG.TO achieves a 10.34% return, which is significantly lower than HXH.TO's 20.31% return.


XESG.TO

1D
-0.94%
1M
3.12%
YTD
10.34%
6M
9.25%
1Y
29.31%
3Y*
20.90%
5Y*
12.42%
10Y*

HXH.TO

1D
0.07%
1M
3.71%
YTD
20.31%
6M
22.05%
1Y
40.82%
3Y*
21.85%
5Y*
16.07%
10Y*
11.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XESG.TO vs. HXH.TO - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
XESG.TO
iShares ESG Aware MSCI Canada Index ETF
10.34%26.25%20.05%10.13%-7.77%22.91%4.80%15.28%
HXH.TO
Global X Canadian High Dividend Index Corporate Class ETF
20.31%25.86%15.24%6.33%5.00%34.51%-7.66%6.76%

Correlation

The correlation between XESG.TO and HXH.TO is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.34

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

0.57

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

0.61

Correlation (All Time)
Calculated using the full available price history since Mar 25, 2019

0.59

Over the past year, the correlation between XESG.TO and HXH.TO has dropped to 0.34 - well below their long-term average of 0.59, suggesting their price drivers have been diverging.

XESG.TO vs. HXH.TO - Sectors Allocation Comparison


Sectors
XESG.TO
HXH.TO

Financial Services

38.5%

-

Energy

19.3%

-

Basic Materials

17.9%

-

Industrials

8.9%

-

Technology

8.3%

-

Utilities

2.7%

-

Consumer Cyclical

2.2%

-

Consumer Defensive

1.9%

-

Real Estate

0.2%
32.3%

Communication Services

0.1%

-

Healthcare

0.1%

-

Financial Services

XESG.TO
38.5%
HXH.TO

-

Energy

XESG.TO
19.3%
HXH.TO

-

Basic Materials

XESG.TO
17.9%
HXH.TO

-

Industrials

XESG.TO
8.9%
HXH.TO

-

Technology

XESG.TO
8.3%
HXH.TO

-

Utilities

XESG.TO
2.7%
HXH.TO

-

Consumer Cyclical

XESG.TO
2.2%
HXH.TO

-

Consumer Defensive

XESG.TO
1.9%
HXH.TO

-

Real Estate

XESG.TO
0.2%
HXH.TO
32.3%

Communication Services

XESG.TO
0.1%
HXH.TO

-

Healthcare

XESG.TO
0.1%
HXH.TO

-

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Return for Risk

XESG.TO vs. HXH.TO — Risk / Return Rank

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

XESG.TO
XESG.TO Risk / Return Rank: 6666
Overall Rank
XESG.TO Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
XESG.TO Sortino Ratio Rank: 6060
Sortino Ratio Rank
XESG.TO Omega Ratio Rank: 6868
Omega Ratio Rank
XESG.TO Calmar Ratio Rank: 6363
Calmar Ratio Rank
XESG.TO Martin Ratio Rank: 7474
Martin Ratio Rank

HXH.TO
HXH.TO Risk / Return Rank: 9898
Overall Rank
HXH.TO Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
HXH.TO Sortino Ratio Rank: 9898
Sortino Ratio Rank
HXH.TO Omega Ratio Rank: 9898
Omega Ratio Rank
HXH.TO Calmar Ratio Rank: 9898
Calmar Ratio Rank
HXH.TO Martin Ratio Rank: 9797
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.

XESG.TO vs. HXH.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware MSCI Canada Index ETF (XESG.TO) and Global X Canadian High Dividend Index Corporate Class ETF (HXH.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.


XESG.TOHXH.TODifference
Sharpe ratioReturn per unit of total volatility

-2.74

Sortino ratioReturn per unit of downside risk

-4.65

Omega ratioGain probability vs. loss probability

1.41

2.08

-0.66

Calmar ratioReturn relative to maximum drawdown

3.17

16.25

-13.08

Martin ratioReturn relative to average drawdown

14.11

50.77

-36.66

XESG.TO vs. HXH.TO - Sharpe Ratio Comparison

The current XESG.TO Sharpe Ratio is 2.24, which is lower than the HXH.TO Sharpe Ratio of 4.99. The chart below compares the historical Sharpe Ratios of XESG.TO and HXH.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


XESG.TOHXH.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.24

4.99

-2.74

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.92

1.33

-0.41

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.74

Sharpe Ratio (All Time)

Calculated using the full available price history

0.82

0.76

+0.06

Drawdowns

XESG.TO vs. HXH.TO - Drawdown Comparison

The maximum XESG.TO drawdown since its inception was -37.36%, smaller than the maximum HXH.TO drawdown of -40.80%. Use the drawdown chart below to compare losses from any high point for XESG.TO and HXH.TO.


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Drawdown Indicators


XESG.TOHXH.TODifference

Max Drawdown

Largest peak-to-trough decline

-37.36%

-40.80%

+3.44%

Max Drawdown (1Y)

Largest decline over 1 year

-9.28%

-2.52%

-6.76%

Max Drawdown (3Y)

Largest decline over 3 years

-14.18%

-10.55%

-3.63%

Max Drawdown (5Y)

Largest decline over 5 years

-17.91%

-15.88%

-2.03%

Max Drawdown (10Y)

Largest decline over 10 years

-40.80%

Current Drawdown

Current decline from peak

-0.94%

-0.73%

-0.21%

Average Drawdown

Average peak-to-trough decline

-4.55%

-4.86%

+0.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.08%

0.81%

+1.27%

Volatility

XESG.TO vs. HXH.TO - Volatility Comparison

iShares ESG Aware MSCI Canada Index ETF (XESG.TO) has a higher volatility of 3.37% compared to Global X Canadian High Dividend Index Corporate Class ETF (HXH.TO) at 3.02%. This indicates that XESG.TO's price experiences larger fluctuations and is considered to be riskier than HXH.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XESG.TOHXH.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.37%

3.02%

+0.35%

Volatility (6M)

Calculated over the trailing 6-month period

10.94%

6.79%

+4.15%

Volatility (1Y)

Calculated over the trailing 1-year period

13.15%

8.23%

+4.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.62%

12.18%

+1.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.83%

16.05%

+0.78%

XESG.TO vs. HXH.TO - Expense Ratio Comparison

XESG.TO has a 0.16% expense ratio, which is higher than HXH.TO's 0.11% 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

XESG.TO vs. HXH.TO - Dividend Comparison

XESG.TO's dividend yield for the trailing twelve months is around 1.96%, while HXH.TO has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019
HXH.TO
Global X Canadian High Dividend Index Corporate Class ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XESG.TO
iShares ESG Aware MSCI Canada Index ETF
1.96%2.13%2.45%2.74%2.63%1.88%2.15%1.05%

Frequently Asked Questions


XESG.TO and HXH.TO have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, HXH.TO is cheaper at 0.11% per year. The better choice depends on whether you care most about return, fees, risk, or income.

HXH.TO is cheaper with a 0.11% expense ratio, compared with 0.16% for XESG.TO.

XESG.TO tracks Morningstar Canada GR CAD, while HXH.TO tracks Solactive Canadian High Dividend Yield Index. They also come from different issuers: iShares and Global X. Their fees differ too: 0.16% for XESG.TO and 0.11% for HXH.TO.

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