XESG.TO vs. SCHG
Compare and contrast key facts about iShares ESG Aware MSCI Canada Index ETF (XESG.TO) and Schwab U.S. Large-Cap Growth ETF (SCHG).
XESG.TO and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XESG.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Canada GR CAD. It was launched on Mar 18, 2019. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009. Both XESG.TO and SCHG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XESG.TO or SCHG.
Correlation
The correlation between XESG.TO and SCHG is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
XESG.TO vs. SCHG - Performance Comparison
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Key characteristics
XESG.TO:
1.15
SCHG:
0.65
XESG.TO:
1.62
SCHG:
1.19
XESG.TO:
1.24
SCHG:
1.17
XESG.TO:
1.25
SCHG:
0.81
XESG.TO:
4.91
SCHG:
2.70
XESG.TO:
3.59%
SCHG:
7.04%
XESG.TO:
15.08%
SCHG:
25.25%
XESG.TO:
-37.36%
SCHG:
-34.59%
XESG.TO:
-0.34%
SCHG:
-5.33%
Returns By Period
In the year-to-date period, XESG.TO achieves a 5.23% return, which is significantly higher than SCHG's -1.16% return.
XESG.TO
5.23%
7.97%
2.63%
17.34%
14.29%
N/A
SCHG
-1.16%
12.23%
0.14%
16.33%
19.56%
15.80%
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XESG.TO vs. SCHG - Expense Ratio Comparison
XESG.TO has a 0.16% expense ratio, which is higher than SCHG's 0.04% 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%.
Risk-Adjusted Performance
XESG.TO vs. SCHG — Risk-Adjusted Performance Rank
XESG.TO
SCHG
XESG.TO vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware MSCI Canada Index ETF (XESG.TO) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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.
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Dividends
XESG.TO vs. SCHG - Dividend Comparison
XESG.TO's dividend yield for the trailing twelve months is around 2.44%, more than SCHG's 0.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XESG.TO iShares ESG Aware MSCI Canada Index ETF | 2.44% | 2.53% | 2.82% | 2.71% | 1.94% | 2.22% | 1.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.41% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
XESG.TO vs. SCHG - Drawdown Comparison
The maximum XESG.TO drawdown since its inception was -37.36%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for XESG.TO and SCHG. For additional features, visit the drawdowns tool.
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Volatility
XESG.TO vs. SCHG - Volatility Comparison
The current volatility for iShares ESG Aware MSCI Canada Index ETF (XESG.TO) is 2.64%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 7.85%. This indicates that XESG.TO experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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