XHD.TO vs. VIG
Compare and contrast key facts about iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD.TO) and Vanguard Dividend Appreciation ETF (VIG).
XHD.TO and VIG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XHD.TO is a passively managed fund by iShares that tracks the performance of the Morningstar US Market TR CAD. It was launched on Aug 14, 2012. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Apr 21, 2006. Both XHD.TO and VIG 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: XHD.TO or VIG.
Correlation
The correlation between XHD.TO and VIG is 0.70, 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
XHD.TO vs. VIG - Performance Comparison
Key characteristics
XHD.TO:
0.75
VIG:
1.74
XHD.TO:
1.10
VIG:
2.44
XHD.TO:
1.13
VIG:
1.31
XHD.TO:
0.77
VIG:
3.53
XHD.TO:
3.11
VIG:
10.14
XHD.TO:
2.39%
VIG:
1.77%
XHD.TO:
9.91%
VIG:
10.32%
XHD.TO:
-38.69%
VIG:
-46.81%
XHD.TO:
-9.41%
VIG:
-4.20%
Returns By Period
In the year-to-date period, XHD.TO achieves a -0.09% return, which is significantly higher than VIG's -0.32% return. Over the past 10 years, XHD.TO has underperformed VIG with an annualized return of 5.58%, while VIG has yielded a comparatively higher 11.43% annualized return.
XHD.TO
-0.09%
-6.93%
2.64%
7.31%
4.28%
5.58%
VIG
-0.32%
-3.36%
7.21%
16.90%
11.28%
11.43%
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XHD.TO vs. VIG - Expense Ratio Comparison
XHD.TO has a 0.33% expense ratio, which is higher than VIG's 0.06% expense ratio.
Risk-Adjusted Performance
XHD.TO vs. VIG — Risk-Adjusted Performance Rank
XHD.TO
VIG
XHD.TO vs. VIG - Risk-Adjusted Performance 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 Vanguard Dividend Appreciation ETF (VIG). 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
XHD.TO vs. VIG - Dividend Comparison
XHD.TO's dividend yield for the trailing twelve months is around 3.16%, more than VIG's 1.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XHD.TO iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) | 3.16% | 3.15% | 3.26% | 2.84% | 2.96% | 3.62% | 2.59% | 2.96% | 2.49% | 2.61% | 3.17% | 5.73% |
VIG Vanguard Dividend Appreciation ETF | 1.73% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% |
Drawdowns
XHD.TO vs. VIG - Drawdown Comparison
The maximum XHD.TO drawdown since its inception was -38.69%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for XHD.TO and VIG. For additional features, visit the drawdowns tool.
Volatility
XHD.TO vs. VIG - Volatility Comparison
iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD.TO) has a higher volatility of 4.24% compared to Vanguard Dividend Appreciation ETF (VIG) at 3.67%. This indicates that XHD.TO's price experiences larger fluctuations and is considered to be riskier than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.