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XIU.TO vs. IDV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XIU.TO vs. IDV

Last updated Jun 9, 2026

XIU.TO (iShares S&P/TSX 60 Index ETF) and IDV (iShares International Select Dividend ETF) are both exchange-traded funds - XIU.TO is a Canada Equities fund tracking the S&P/TSX 60 Index, while IDV is a Global Equities fund tracking the Dow Jones EPAC Select Dividend. Both are passively managed. Over the past 10 years, XIU.TO returned 12.76%/yr vs 11.34%/yr for IDV. A 0.60 correlation means they provide meaningful diversification when combined. XIU.TO charges 0.18%/yr vs 0.49%/yr for IDV.

Performance

XIU.TO vs. IDV - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares S&P/TSX 60 Index ETF (XIU.TO) and iShares International Select Dividend ETF (IDV). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

XIU.TO is traded in CAD, while IDV is traded in USD. To make them comparable, the IDV values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, XIU.TO achieves a 9.69% return, which is significantly lower than IDV's 12.83% return. Over the past 10 years, XIU.TO has outperformed IDV with an annualized return of 12.76%, while IDV has yielded a comparatively lower 11.34% annualized return.

XIU.TO

1D
0.26%
1M
2.33%
YTD
9.69%
6M
11.69%
1Y
31.18%
3Y*
22.55%
5Y*
14.33%
10Y*
12.76%

IDV

1D
0.47%
1M
-0.36%
YTD
12.83%
6M
14.88%
1Y
36.51%
3Y*
26.00%
5Y*
14.89%
10Y*
11.34%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XIU.TO vs. IDV - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
XIU.TO
iShares S&P/TSX 60 Index ETF		9.69%28.89%20.73%11.85%-6.35%28.06%5.27%21.81%-7.82%9.58%
IDV
iShares International Select Dividend ETF		12.87%45.21%12.80%7.70%-0.47%11.94%-8.17%18.46%-2.83%11.64%

Correlation

The correlation between XIU.TO and IDV is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.

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

0.49

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

0.55

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

0.60

Correlation (10Y)
Calculated over the trailing 10-year period

0.59

Correlation (All Time)
Calculated using the full available price history since Jun 22, 2007

0.60

The correlation between XIU.TO and IDV shifts across timeframes, from 0.49 (1 year) to 0.60 (all time), reflecting how their relationship changes across market environments.

XIU.TO vs. IDV - Sectors Allocation Comparison

Sectors
XIU.TO
IDV

Financial Services

39.4%
30.1%

Energy

18.6%
15.6%

Basic Materials

13.3%
5.8%

Technology

8.8%
0.9%

Industrials

7.9%
6.7%

Consumer Cyclical

4.1%
9.6%

Consumer Defensive

3.2%
7.2%

Utilities

2.6%
11.8%

Communication Services

2.0%
10.0%

Real Estate

0.2%
2.4%

Healthcare

-

-

Financial Services

XIU.TO
39.4%
IDV
30.1%

Energy

XIU.TO
18.6%
IDV
15.6%

Basic Materials

XIU.TO
13.3%
IDV
5.8%

Technology

XIU.TO
8.8%
IDV
0.9%

Industrials

XIU.TO
7.9%
IDV
6.7%

Consumer Cyclical

XIU.TO
4.1%
IDV
9.6%

Consumer Defensive

XIU.TO
3.2%
IDV
7.2%

Utilities

XIU.TO
2.6%
IDV
11.8%

Communication Services

XIU.TO
2.0%
IDV
10.0%

Real Estate

XIU.TO
0.2%
IDV
2.4%

Healthcare

XIU.TO

-

IDV

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares S&P/TSX 60 Index ETF

iShares International Select Dividend ETF

Often compared with XIU.TO:
XIU.TO vs. XIC.TOXIU.TO vs. ZCN.TOXIU.TO vs. XDIV.TOXIU.TO vs. XSP.TOXIU.TO vs. HXT.TOXIU.TO vs. SPYXIU.TO vs. XIT.TO
Often compared with IDV:
IDV vs. SCHDIDV vs. LVHIIDV vs. VYMIIDV vs. IGROIDV vs. DIVOIDV vs. PIDIDV vs. DVY

Return for Risk

XIU.TO vs. IDV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
XIU.TO
XIU.TO Risk / Return Rank: 8686
Overall Rank
XIU.TO Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
XIU.TO Sortino Ratio Rank: 8686
Sortino Ratio Rank
XIU.TO Omega Ratio Rank: 8585
Omega Ratio Rank
XIU.TO Calmar Ratio Rank: 8484
Calmar Ratio Rank
XIU.TO Martin Ratio Rank: 9090
Martin Ratio Rank
IDV
IDV Risk / Return Rank: 8484
Overall Rank
IDV Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
IDV Sortino Ratio Rank: 8484
Sortino Ratio Rank
IDV Omega Ratio Rank: 8686
Omega Ratio Rank
IDV Calmar Ratio Rank: 8383
Calmar Ratio Rank
IDV Martin Ratio Rank: 8282
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.

XIU.TO vs. IDV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares S&P/TSX 60 Index ETF (XIU.TO) and iShares International Select Dividend ETF (IDV). 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.

XIU.TOIDVDifference
Sharpe ratioReturn per unit of total volatility
2.62
2.69

-0.07

Sortino ratioReturn per unit of downside risk
3.49
3.58

-0.09

Omega ratioGain probability vs. loss probability

1.47

1.48

0.00

Calmar ratioReturn relative to maximum drawdown

4.09

4.43

-0.34

Martin ratioReturn relative to average drawdown

18.93

16.34

+2.58

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

XIU.TO vs. IDV - Sharpe Ratio Comparison

The current XIU.TO Sharpe Ratio is 2.62, which is comparable to the IDV Sharpe Ratio of 2.69. The chart below compares the historical Sharpe Ratios of XIU.TO and IDV, 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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Sharpe Ratios by Period

XIU.TOIDVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.62

2.69

-0.07

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.12

0.90

+0.22

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.85

0.60

+0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

0.55

0.29

+0.26

Drawdowns

XIU.TO vs. IDV - Drawdown Comparison

The maximum XIU.TO drawdown since its inception was -46.98%, smaller than the maximum IDV drawdown of -61.89%. Use the drawdown chart below to compare losses from any high point for XIU.TO and IDV.

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Drawdown Indicators

XIU.TOIDVDifference

Max Drawdown

Largest peak-to-trough decline

-46.98%

-61.89%

+14.91%

Max Drawdown (1Y)

Largest decline over 1 year

-7.65%

-8.28%

+0.63%

Max Drawdown (3Y)

Largest decline over 3 years

-12.36%

-12.60%

+0.24%

Max Drawdown (5Y)

Largest decline over 5 years

-16.36%

-23.14%

+6.78%

Max Drawdown (10Y)

Largest decline over 10 years

-35.46%

-37.44%

+1.98%

Current Drawdown

Current decline from peak

-1.68%

-2.77%

+1.09%

Average Drawdown

Average peak-to-trough decline

-6.85%

-12.66%

+5.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.65%

2.24%

-0.59%

Volatility

XIU.TO vs. IDV - Volatility Comparison

iShares S&P/TSX 60 Index ETF (XIU.TO) and iShares International Select Dividend ETF (IDV) have volatilities of 3.96% and 4.16%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

XIU.TOIDVDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.96%

4.16%

-0.20%

Volatility (6M)

Calculated over the trailing 6-month period

9.56%

11.33%

-1.77%

Volatility (1Y)

Calculated over the trailing 1-year period

11.97%

13.66%

-1.69%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.82%

16.60%

-3.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.02%

18.93%

-3.91%

XIU.TO vs. IDV - Expense Ratio Comparison

XIU.TO has a 0.18% expense ratio, which is lower than IDV's 0.49% expense ratio.

Dividends

XIU.TO vs. IDV - Dividend Comparison

XIU.TO's dividend yield for the trailing twelve months is around 2.21%, less than IDV's 4.51% yield.

PositionTTM20252024202320222021202020192018201720162015
IDV
iShares International Select Dividend ETF		4.51%4.94%6.46%6.51%7.33%5.78%5.47%5.15%5.93%4.52%4.69%5.08%
XIU.TO
iShares S&P/TSX 60 Index ETF		2.21%2.39%2.92%3.16%3.02%2.43%3.03%2.87%3.18%2.58%2.65%3.19%

Frequently Asked Questions

XIU.TO and IDV have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XIU.TO is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XIU.TO is cheaper with a 0.18% expense ratio, compared with 0.49% for IDV.

XIU.TO is categorized as Canada Equities, while IDV is Global Equities. XIU.TO tracks S&P/TSX 60 Index, while IDV tracks Dow Jones EPAC Select Dividend. Their fees differ too: 0.18% for XIU.TO and 0.49% for IDV.

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