XFH.TO vs. XLC
Compare and contrast key facts about iShares Core MSCI EAFE IMI Index ETF (CAD-Hedged) (XFH.TO) and Communication Services Select Sector SPDR Fund (XLC).
XFH.TO and XLC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XFH.TO is a passively managed fund by iShares that tracks the performance of the Morningstar DM xNA GR CAD. It was launched on Feb 10, 2015. XLC is a passively managed fund by State Street that tracks the performance of the S&P Communication Services Select Sector Index. It was launched on Jun 18, 2018. Both XFH.TO and XLC 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: XFH.TO or XLC.
Key characteristics
| XFH.TO | XLC | |
|---|---|---|
| YTD Return | 11.13% | 21.46% |
| 1Y Return | 15.23% | 31.28% |
| 3Y Return (Ann) | 5.70% | 2.79% |
| 5Y Return (Ann) | 7.99% | 12.45% |
| Sharpe Ratio | 1.34 | 1.92 |
| Daily Std Dev | 10.90% | 16.33% |
| Max Drawdown | -33.85% | -46.66% |
| Current Drawdown | -3.05% | -0.01% |
Correlation
The correlation between XFH.TO and XLC is 0.63, 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
XFH.TO vs. XLC - Performance Comparison
In the year-to-date period, XFH.TO achieves a 11.13% return, which is significantly lower than XLC's 21.46% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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XFH.TO vs. XLC - Expense Ratio Comparison
XFH.TO has a 0.22% expense ratio, which is higher than XLC's 0.13% 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
XFH.TO vs. XLC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI EAFE IMI Index ETF (CAD-Hedged) (XFH.TO) and Communication Services Select Sector SPDR Fund (XLC). 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.
Dividends
XFH.TO vs. XLC - Dividend Comparison
XFH.TO's dividend yield for the trailing twelve months is around 2.85%, more than XLC's 0.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
XFH.TO iShares Core MSCI EAFE IMI Index ETF (CAD-Hedged) | 2.85% | 2.93% | 2.93% | 2.31% | 1.74% | 2.45% | 2.68% | 2.13% | 2.04% | 2.47% |
XLC Communication Services Select Sector SPDR Fund | 0.70% | 0.82% | 1.10% | 0.74% | 0.68% | 0.82% | 0.64% | 0.00% | 0.00% | 0.00% |
Drawdowns
XFH.TO vs. XLC - Drawdown Comparison
The maximum XFH.TO drawdown since its inception was -33.85%, smaller than the maximum XLC drawdown of -46.66%. Use the drawdown chart below to compare losses from any high point for XFH.TO and XLC. For additional features, visit the drawdowns tool.
Volatility
XFH.TO vs. XLC - Volatility Comparison
iShares Core MSCI EAFE IMI Index ETF (CAD-Hedged) (XFH.TO) has a higher volatility of 4.72% compared to Communication Services Select Sector SPDR Fund (XLC) at 4.28%. This indicates that XFH.TO's price experiences larger fluctuations and is considered to be riskier than XLC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.