XHU.TO vs. DGRO
Compare and contrast key facts about iShares U.S. High Dividend Equity Index ETF (XHU.TO) and iShares Core Dividend Growth ETF (DGRO).
XHU.TO and DGRO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XHU.TO is a passively managed fund by iShares that tracks the performance of the Morningstar US Market TR CAD. It was launched on Feb 10, 2015. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014. Both XHU.TO and DGRO 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: XHU.TO or DGRO.
Key characteristics
| XHU.TO | DGRO | |
|---|---|---|
| YTD Return | 24.81% | 20.51% |
| 1Y Return | 28.00% | 29.14% |
| 3Y Return (Ann) | 13.27% | 8.22% |
| 5Y Return (Ann) | 8.73% | 11.94% |
| Sharpe Ratio | 3.23 | 3.27 |
| Sortino Ratio | 4.79 | 4.63 |
| Omega Ratio | 1.63 | 1.61 |
| Calmar Ratio | 5.19 | 5.39 |
| Martin Ratio | 27.72 | 22.01 |
| Ulcer Index | 1.04% | 1.44% |
| Daily Std Dev | 8.89% | 9.68% |
| Max Drawdown | -29.89% | -35.10% |
| Current Drawdown | -0.62% | -0.65% |
Correlation
The correlation between XHU.TO and DGRO is 0.67, 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
XHU.TO vs. DGRO - Performance Comparison
In the year-to-date period, XHU.TO achieves a 24.81% return, which is significantly higher than DGRO's 20.51% 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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XHU.TO vs. DGRO - Expense Ratio Comparison
XHU.TO has a 0.34% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
XHU.TO vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. High Dividend Equity Index ETF (XHU.TO) and iShares Core Dividend Growth ETF (DGRO). 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
XHU.TO vs. DGRO - Dividend Comparison
XHU.TO's dividend yield for the trailing twelve months is around 2.80%, more than DGRO's 2.16% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
XHU.TO iShares U.S. High Dividend Equity Index ETF | 2.80% | 3.19% | 2.93% | 2.90% | 3.55% | 2.52% | 2.81% | 2.53% | 2.65% | 2.57% | 0.00% |
DGRO iShares Core Dividend Growth ETF | 2.16% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
XHU.TO vs. DGRO - Drawdown Comparison
The maximum XHU.TO drawdown since its inception was -29.89%, smaller than the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for XHU.TO and DGRO. For additional features, visit the drawdowns tool.
Volatility
XHU.TO vs. DGRO - Volatility Comparison
The current volatility for iShares U.S. High Dividend Equity Index ETF (XHU.TO) is 2.55%, while iShares Core Dividend Growth ETF (DGRO) has a volatility of 3.23%. This indicates that XHU.TO experiences smaller price fluctuations and is considered to be less risky than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.