XHC.TO vs. MOAT
Compare and contrast key facts about iShares Global Healthcare Index ETF (CAD-Hedged) (XHC.TO) and VanEck Vectors Morningstar Wide Moat ETF (MOAT).
XHC.TO and MOAT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XHC.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Gbl GR CAD. It was launched on Apr 12, 2011. MOAT is a passively managed fund by VanEck that tracks the performance of the Morningstar Wide Moat Focus Index. It was launched on Apr 24, 2012. Both XHC.TO and MOAT 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: XHC.TO or MOAT.
Key characteristics
| XHC.TO | MOAT | |
|---|---|---|
| YTD Return | 9.48% | 14.09% |
| 1Y Return | 15.16% | 30.47% |
| 3Y Return (Ann) | 2.66% | 8.63% |
| 5Y Return (Ann) | 7.98% | 13.92% |
| 10Y Return (Ann) | 7.62% | 13.28% |
| Sharpe Ratio | 1.58 | 2.51 |
| Sortino Ratio | 2.25 | 3.47 |
| Omega Ratio | 1.28 | 1.45 |
| Calmar Ratio | 1.36 | 2.67 |
| Martin Ratio | 6.25 | 13.44 |
| Ulcer Index | 2.43% | 2.25% |
| Daily Std Dev | 9.61% | 12.06% |
| Max Drawdown | -27.28% | -33.31% |
| Current Drawdown | -6.72% | -0.82% |
Correlation
The correlation between XHC.TO and MOAT 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
XHC.TO vs. MOAT - Performance Comparison
In the year-to-date period, XHC.TO achieves a 9.48% return, which is significantly lower than MOAT's 14.09% return. Over the past 10 years, XHC.TO has underperformed MOAT with an annualized return of 7.62%, while MOAT has yielded a comparatively higher 13.28% annualized 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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XHC.TO vs. MOAT - Expense Ratio Comparison
XHC.TO has a 0.66% expense ratio, which is higher than MOAT's 0.48% expense ratio.
Risk-Adjusted Performance
XHC.TO vs. MOAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Healthcare Index ETF (CAD-Hedged) (XHC.TO) and VanEck Vectors Morningstar Wide Moat ETF (MOAT). 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
XHC.TO vs. MOAT - Dividend Comparison
XHC.TO's dividend yield for the trailing twelve months is around 2.21%, more than MOAT's 0.75% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XHC.TO iShares Global Healthcare Index ETF (CAD-Hedged) | 2.21% | 2.38% | 0.84% | 0.79% | 0.93% | 1.03% | 1.63% | 1.10% | 1.58% | 2.07% | 1.00% | 1.21% |
MOAT VanEck Vectors Morningstar Wide Moat ETF | 0.75% | 0.86% | 1.25% | 1.08% | 1.45% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% | 1.34% | 0.79% |
Drawdowns
XHC.TO vs. MOAT - Drawdown Comparison
The maximum XHC.TO drawdown since its inception was -27.28%, smaller than the maximum MOAT drawdown of -33.31%. Use the drawdown chart below to compare losses from any high point for XHC.TO and MOAT. For additional features, visit the drawdowns tool.
Volatility
XHC.TO vs. MOAT - Volatility Comparison
iShares Global Healthcare Index ETF (CAD-Hedged) (XHC.TO) has a higher volatility of 3.01% compared to VanEck Vectors Morningstar Wide Moat ETF (MOAT) at 2.69%. This indicates that XHC.TO's price experiences larger fluctuations and is considered to be riskier than MOAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.