XHC.TO vs. XST.TO
Compare and contrast key facts about iShares Global Healthcare Index ETF (CAD-Hedged) (XHC.TO) and iShares S&P/TSX Capped Consumer Staples Index ETF (XST.TO).
XHC.TO and XST.TO 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. XST.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. Both XHC.TO and XST.TO 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 XST.TO.
Key characteristics
| XHC.TO | XST.TO | |
|---|---|---|
| YTD Return | 8.29% | 22.84% |
| 1Y Return | 14.74% | 21.67% |
| 3Y Return (Ann) | 2.26% | 12.71% |
| 5Y Return (Ann) | 7.71% | 11.82% |
| 10Y Return (Ann) | 7.55% | 11.20% |
| Sharpe Ratio | 1.64 | 1.76 |
| Sortino Ratio | 2.34 | 2.49 |
| Omega Ratio | 1.29 | 1.33 |
| Calmar Ratio | 1.51 | 0.22 |
| Martin Ratio | 6.17 | 10.00 |
| Ulcer Index | 2.54% | 2.16% |
| Daily Std Dev | 9.57% | 12.25% |
| Max Drawdown | -27.28% | -99.63% |
| Current Drawdown | -7.73% | -97.74% |
Correlation
The correlation between XHC.TO and XST.TO is 0.54, 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. XST.TO - Performance Comparison
In the year-to-date period, XHC.TO achieves a 8.29% return, which is significantly lower than XST.TO's 22.84% return. Over the past 10 years, XHC.TO has underperformed XST.TO with an annualized return of 7.55%, while XST.TO has yielded a comparatively higher 11.20% 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. XST.TO - Expense Ratio Comparison
XHC.TO has a 0.66% expense ratio, which is higher than XST.TO's 0.61% expense ratio.
Risk-Adjusted Performance
XHC.TO vs. XST.TO - 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 iShares S&P/TSX Capped Consumer Staples Index ETF (XST.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.
Dividends
XHC.TO vs. XST.TO - Dividend Comparison
XHC.TO's dividend yield for the trailing twelve months is around 2.24%, more than XST.TO'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) | 2.24% | 2.38% | 0.84% | 0.79% | 0.93% | 1.03% | 1.63% | 1.10% | 1.58% | 2.07% | 1.00% | 1.21% |
XST.TO iShares S&P/TSX Capped Consumer Staples Index ETF | 0.75% | 0.79% | 0.74% | 0.68% | 0.73% | 0.72% | 0.80% | 0.89% | 0.51% | 0.62% | 1.33% | 0.75% |
Drawdowns
XHC.TO vs. XST.TO - Drawdown Comparison
The maximum XHC.TO drawdown since its inception was -27.28%, smaller than the maximum XST.TO drawdown of -99.63%. Use the drawdown chart below to compare losses from any high point for XHC.TO and XST.TO. For additional features, visit the drawdowns tool.
Volatility
XHC.TO vs. XST.TO - Volatility Comparison
The current volatility for iShares Global Healthcare Index ETF (CAD-Hedged) (XHC.TO) is 3.10%, while iShares S&P/TSX Capped Consumer Staples Index ETF (XST.TO) has a volatility of 4.51%. This indicates that XHC.TO experiences smaller price fluctuations and is considered to be less risky than XST.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.