XGRO.TO vs. RUD.TO
XGRO.TO (iShares Core Growth ETF Portfolio) and RUD.TO (RBC Quant U.S. Dividend Leaders ETF (CAD)) are both exchange-traded funds - XGRO.TO is a Diversified Portfolio fund actively managed by iShares, while RUD.TO is a Large Cap Blend Equities fund actively managed by RBC. Both are actively managed. Over the past 10 years, XGRO.TO returned 10.51%/yr vs 17.20%/yr for RUD.TO. A 0.55 correlation means they provide meaningful diversification when combined. XGRO.TO charges 0.20%/yr vs 0.43%/yr for RUD.TO.
Performance
XGRO.TO vs. RUD.TO - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with XGRO.TO having a 12.43% return and RUD.TO slightly higher at 12.84%. Over the past 10 years, XGRO.TO has underperformed RUD.TO with an annualized return of 10.51%, while RUD.TO has yielded a comparatively higher 17.20% annualized return.
XGRO.TO
- 1D
- 0.73%
- 1M
- 1.86%
- 6M
- 11.88%
- YTD
- 12.43%
- 1Y
- 22.47%
- 3Y*
- 18.26%
- 5Y*
- 10.88%
- 10Y*
- 10.51%
RUD.TO
- 1D
- 0.98%
- 1M
- 3.53%
- 6M
- 12.43%
- YTD
- 12.84%
- 1Y
- 22.22%
- 3Y*
- 19.25%
- 5Y*
- 16.37%
- 10Y*
- 17.20%
XGRO.TO vs. RUD.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XGRO.TO iShares Core Growth ETF Portfolio | 12.43% | 15.62% | 20.17% | 15.06% | -11.05% | 14.34% | 11.58% | 18.04% | -6.52% | 11.67% |
RUD.TO RBC Quant U.S. Dividend Leaders ETF (CAD) | 12.84% | 7.35% | 25.76% | 23.90% | -15.14% | 54.34% | 13.61% | 25.93% | 6.03% | 14.39% |
Correlation
The correlation between XGRO.TO and RUD.TO is 0.78, 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 | 0.78 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.76 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Jan 15, 2014 | 0.55 |
Over the past year, XGRO.TO and RUD.TO have become more correlated (0.78) than their long-term average of 0.55, meaning their price movements have been converging.
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Return for Risk
XGRO.TO vs. RUD.TO — Risk / Return Rank
XGRO.TO
RUD.TO
XGRO.TO vs. RUD.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Growth ETF Portfolio (XGRO.TO) and RBC Quant U.S. Dividend Leaders ETF (CAD) (RUD.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| XGRO.TO | RUD.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.23 | ||
| Sortino ratioReturn per unit of downside risk | +0.43 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.33 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.17 | 3.36 | -0.19 |
| Martin ratioReturn relative to average drawdown | 13.86 | 11.93 | +1.93 |
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Drawdowns
XGRO.TO vs. RUD.TO - Drawdown Comparison
The maximum XGRO.TO drawdown since its inception was -47.99%, which is greater than RUD.TO's maximum drawdown of -35.99%. Use the drawdown chart below to compare losses from any high point for XGRO.TO and RUD.TO.
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Drawdown Indicators
| XGRO.TO | RUD.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.99% | -35.99% | -12.00% |
Max Drawdown (1Y)Largest decline over 1 year | -7.12% | -6.65% | -0.47% |
Max Drawdown (3Y)Largest decline over 3 years | -12.47% | -28.31% | +15.84% |
Max Drawdown (5Y)Largest decline over 5 years | -18.38% | -28.31% | +9.93% |
Max Drawdown (10Y)Largest decline over 10 years | -25.85% | -35.99% | +10.14% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -8.48% | -10.06% | +1.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.63% | 1.87% | -0.24% |
Volatility
XGRO.TO vs. RUD.TO - Volatility Comparison
The current volatility for iShares Core Growth ETF Portfolio (XGRO.TO) is 3.39%, while RBC Quant U.S. Dividend Leaders ETF (CAD) (RUD.TO) has a volatility of 3.89%. This indicates that XGRO.TO experiences smaller price fluctuations and is considered to be less risky than RUD.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XGRO.TO | RUD.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.39% | 3.89% | -0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 9.50% | 9.38% | +0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.11% | 12.41% | -1.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.12% | 34.42% | -23.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.28% | 44.70% | -31.42% |
XGRO.TO vs. RUD.TO - Expense Ratio Comparison
XGRO.TO has a 0.20% expense ratio, which is lower than RUD.TO's 0.43% expense ratio.
Dividends
XGRO.TO vs. RUD.TO - Dividend Comparison
XGRO.TO's dividend yield for the trailing twelve months is around 1.88%, more than RUD.TO's 1.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RUD.TO RBC Quant U.S. Dividend Leaders ETF (CAD) | 1.36% | 1.38% | 3.43% | 5.24% | 5.51% | 3.38% | 5.73% | 6.77% | 7.06% | 6.23% | 6.07% | 7.42% |
XGRO.TO iShares Core Growth ETF Portfolio | 1.88% | 1.94% | 2.01% | 2.27% | 1.89% | 1.70% | 1.99% | 2.27% | 7.62% | 2.09% | 2.70% | 2.17% |
Frequently Asked Questions
XGRO.TO and RUD.TO have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XGRO.TO is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XGRO.TO is cheaper with a 0.20% expense ratio, compared with 0.43% for RUD.TO.
XGRO.TO is categorized as Diversified Portfolio, while RUD.TO is Large Cap Blend Equities. They also come from different issuers: iShares and RBC. Their fees differ too: 0.20% for XGRO.TO and 0.43% for RUD.TO.
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