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XHD.TO vs. DRFU.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XHD.TO vs. DRFU.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD.TO) and Desjardins RI USA Multifactor - Net-Zero Emissions Pathway ETF (DRFU.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XHD.TO achieves a 16.33% return, which is significantly higher than DRFU.TO's 12.29% return.


XHD.TO

1D
-0.30%
1M
4.54%
6M
11.52%
YTD
16.33%
1Y
7.15%
3Y*
8.69%
5Y*
6.78%
10Y*
5.65%

DRFU.TO

1D
-2.58%
1M
-1.18%
6M
11.18%
YTD
12.29%
1Y
26.04%
3Y*
21.30%
5Y*
14.24%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XHD.TO vs. DRFU.TO - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
XHD.TO
iShares U.S. High Dividend Equity Index ETF (CAD-Hedged)
16.33%-1.36%9.56%0.00%4.27%17.97%-9.44%18.01%-8.19%
DRFU.TO
Desjardins RI USA Multifactor - Net-Zero Emissions Pathway ETF
12.29%12.18%37.32%5.44%-9.19%29.41%7.31%21.84%-8.47%

Correlation

The correlation between XHD.TO and DRFU.TO is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.02

Correlation (3Y)
Calculated over the trailing 3-year period

0.05

Correlation (5Y)
Calculated over the trailing 5-year period

0.05

Correlation (All Time)
Calculated using the full available price history since Sep 24, 2018

0.09

The correlation between XHD.TO and DRFU.TO shifts across timeframes, from -0.02 (1 year) to 0.09 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

XHD.TO vs. DRFU.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XHD.TO
XHD.TO Risk / Return Rank: 1919
Overall Rank
XHD.TO Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
XHD.TO Sortino Ratio Rank: 1515
Sortino Ratio Rank
XHD.TO Omega Ratio Rank: 2020
Omega Ratio Rank
XHD.TO Calmar Ratio Rank: 1919
Calmar Ratio Rank
XHD.TO Martin Ratio Rank: 2323
Martin Ratio Rank

DRFU.TO
DRFU.TO Risk / Return Rank: 8787
Overall Rank
DRFU.TO Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
DRFU.TO Sortino Ratio Rank: 8888
Sortino Ratio Rank
DRFU.TO Omega Ratio Rank: 9494
Omega Ratio Rank
DRFU.TO Calmar Ratio Rank: 8888
Calmar Ratio Rank
DRFU.TO Martin Ratio Rank: 8787
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XHD.TO vs. DRFU.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD.TO) and Desjardins RI USA Multifactor - Net-Zero Emissions Pathway ETF (DRFU.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.


XHD.TODRFU.TODifference
Sharpe ratioReturn per unit of total volatility

-1.41

Sortino ratioReturn per unit of downside risk

-2.47

Omega ratioGain probability vs. loss probability

1.11

1.53

-0.42

Calmar ratioReturn relative to maximum drawdown

0.64

3.81

-3.18

Martin ratioReturn relative to average drawdown

2.22

13.72

-11.50

XHD.TO vs. DRFU.TO - Sharpe Ratio Comparison

The current XHD.TO Sharpe Ratio is 0.44, which is lower than the DRFU.TO Sharpe Ratio of 1.85. The chart below compares the historical Sharpe Ratios of XHD.TO and DRFU.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

XHD.TO vs. DRFU.TO - Drawdown Comparison

The maximum XHD.TO drawdown since its inception was -38.71%, which is greater than DRFU.TO's maximum drawdown of -19.89%. Use the drawdown chart below to compare losses from any high point for XHD.TO and DRFU.TO.


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Drawdown Indicators


XHD.TODRFU.TODifference

Max Drawdown

Largest peak-to-trough decline

-38.71%

-19.89%

-18.82%

Max Drawdown (1Y)

Largest decline over 1 year

-11.29%

-6.89%

-4.40%

Max Drawdown (3Y)

Largest decline over 3 years

-12.74%

-19.89%

+7.15%

Max Drawdown (5Y)

Largest decline over 5 years

-16.37%

-19.89%

+3.52%

Max Drawdown (10Y)

Largest decline over 10 years

-38.71%

Current Drawdown

Current decline from peak

-0.30%

-2.58%

+2.28%

Average Drawdown

Average peak-to-trough decline

-3.94%

-4.91%

+0.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.23%

1.91%

+1.32%

Volatility

XHD.TO vs. DRFU.TO - Volatility Comparison

iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD.TO) has a higher volatility of 4.77% compared to Desjardins RI USA Multifactor - Net-Zero Emissions Pathway ETF (DRFU.TO) at 3.53%. This indicates that XHD.TO's price experiences larger fluctuations and is considered to be riskier than DRFU.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XHD.TODRFU.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.77%

3.53%

+1.24%

Volatility (6M)

Calculated over the trailing 6-month period

8.63%

11.63%

-3.00%

Volatility (1Y)

Calculated over the trailing 1-year period

16.39%

14.22%

+2.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.69%

16.41%

-1.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.42%

16.51%

-0.09%

Dividends

XHD.TO vs. DRFU.TO - Dividend Comparison

XHD.TO's dividend yield for the trailing twelve months is around 2.35%, more than DRFU.TO's 1.04% yield.


PositionTTM20252024202320222021202020192018201720162015
DRFU.TO
Desjardins RI USA Multifactor - Net-Zero Emissions Pathway ETF
1.04%0.76%0.60%0.80%1.05%1.08%1.38%1.37%0.41%0.00%0.00%0.00%
XHD.TO
iShares U.S. High Dividend Equity Index ETF (CAD-Hedged)
2.35%2.74%3.06%3.16%2.75%2.87%3.51%2.51%2.87%2.41%2.54%3.07%

Frequently Asked Questions


XHD.TO and DRFU.TO have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

They also come from different issuers: iShares and Desjardins.

Portfolio Optimizer

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