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

XIU.TO vs. VFV.TO

Last updated Jun 5, 2026

XIU.TO (iShares S&P/TSX 60 Index ETF) and VFV.TO (Vanguard S&P 500 Index ETF) are both exchange-traded funds - XIU.TO is a Canada Equities fund tracking the S&P/TSX 60 Index, while VFV.TO is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. A 0.60 correlation means they provide meaningful diversification when combined. XIU.TO charges 0.18%/yr vs 0.09%/yr for VFV.TO.

Performance

XIU.TO vs. VFV.TO - 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 Vanguard S&P 500 Index ETF (VFV.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, XIU.TO achieves a 11.56% return, which is significantly higher than VFV.TO's 10.06% return.

XIU.TO

1D
1.29%
1M
4.28%
YTD
11.56%
6M
12.93%
1Y
33.92%
3Y*
23.20%
5Y*
14.66%
10Y*
12.74%

VFV.TO

1D
-2.35%
1M
2.71%
YTD
10.06%
6M
8.92%
1Y
—
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

XIU.TO vs. VFV.TO - Yearly Performance Comparison

2026 (YTD)2025
XIU.TO
iShares S&P/TSX 60 Index ETF		11.56%19.58%
VFV.TO
Vanguard S&P 500 Index ETF		10.06%14.91%

Correlation

The correlation between XIU.TO and VFV.TO is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (All Time)
Calculated using the full available price history since Jun 9, 2025

0.61

XIU.TO vs. VFV.TO - Sectors Allocation Comparison

Sectors
XIU.TO
VFV.TO

Financial Services

39.4%
11.6%

Energy

18.6%
3.5%

Basic Materials

13.3%
1.8%

Technology

8.8%
35.7%

Industrials

7.9%
8.3%

Consumer Cyclical

4.1%
10.2%

Consumer Defensive

3.2%
4.9%

Utilities

2.6%
2.4%

Communication Services

2.0%
11.3%

Real Estate

0.2%
1.9%

Healthcare

-

8.5%

Financial Services

XIU.TO
39.4%
VFV.TO
11.6%

Energy

XIU.TO
18.6%
VFV.TO
3.5%

Basic Materials

XIU.TO
13.3%
VFV.TO
1.8%

Technology

XIU.TO
8.8%
VFV.TO
35.7%

Industrials

XIU.TO
7.9%
VFV.TO
8.3%

Consumer Cyclical

XIU.TO
4.1%
VFV.TO
10.2%

Consumer Defensive

XIU.TO
3.2%
VFV.TO
4.9%

Utilities

XIU.TO
2.6%
VFV.TO
2.4%

Communication Services

XIU.TO
2.0%
VFV.TO
11.3%

Real Estate

XIU.TO
0.2%
VFV.TO
1.9%

Healthcare

XIU.TO

-

VFV.TO
8.5%

Compare stocks, funds, or ETFs

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iShares S&P/TSX 60 Index ETF

Vanguard S&P 500 Index 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 VFV.TO:
VFV.TO vs. XEQT.TOVFV.TO vs. VEQT.TOVFV.TO vs. VOOVFV.TO vs. QQC.TOVFV.TO vs. VSP.TOVFV.TO vs. VCN.TOVFV.TO vs. XQQ.TO

Return for Risk

XIU.TO vs. VFV.TO — 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: 8787
Overall Rank
XIU.TO Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
XIU.TO Sortino Ratio Rank: 8787
Sortino Ratio Rank
XIU.TO Omega Ratio Rank: 8686
Omega Ratio Rank
XIU.TO Calmar Ratio Rank: 8484
Calmar Ratio Rank
XIU.TO Martin Ratio Rank: 9090
Martin Ratio Rank
VFV.TO
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. VFV.TO - 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 Vanguard S&P 500 Index ETF (VFV.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.

XIU.TOVFV.TODifference
Sharpe ratioReturn per unit of total volatility
2.89

—

—

Sortino ratioReturn per unit of downside risk
3.86

—

—

Omega ratioGain probability vs. loss probability

1.52

—

—

Calmar ratioReturn relative to maximum drawdown

4.45

—

—

Martin ratioReturn relative to average drawdown

20.69

—

—

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. VFV.TO - Sharpe Ratio Comparison

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Sharpe Ratios by Period

XIU.TOVFV.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.89

—

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.15

—

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.85

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

2.30

-1.79

Drawdowns

XIU.TO vs. VFV.TO - Drawdown Comparison

The maximum XIU.TO drawdown since its inception was -52.31%, which is greater than VFV.TO's maximum drawdown of -8.62%. Use the drawdown chart below to compare losses from any high point for XIU.TO and VFV.TO.

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Drawdown Indicators

XIU.TOVFV.TODifference

Max Drawdown

Largest peak-to-trough decline

-52.31%

-8.62%

-43.69%

Max Drawdown (1Y)

Largest decline over 1 year

-7.65%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-12.36%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-16.36%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-35.46%

—

—

Current Drawdown

Current decline from peak

0.00%

-2.35%

+2.35%

Average Drawdown

Average peak-to-trough decline

-11.62%

-1.38%

-10.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.64%

—

—

Volatility

XIU.TO vs. VFV.TO - Volatility Comparison

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Volatility by Period

XIU.TOVFV.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.43%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

9.39%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

11.79%

11.65%

+0.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.79%

11.65%

+1.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.01%

11.65%

+3.36%

XIU.TO vs. VFV.TO - Expense Ratio Comparison

XIU.TO has a 0.18% expense ratio, which is higher than VFV.TO's 0.09% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

XIU.TO vs. VFV.TO - Dividend Comparison

XIU.TO's dividend yield for the trailing twelve months is around 2.17%, more than VFV.TO's 0.85% yield.

PositionTTM20252024202320222021202020192018201720162015
VFV.TO
Vanguard S&P 500 Index ETF		0.85%0.92%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XIU.TO
iShares S&P/TSX 60 Index ETF		2.17%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 VFV.TO have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VFV.TO is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VFV.TO is cheaper with a 0.09% expense ratio, compared with 0.18% for XIU.TO.

XIU.TO is categorized as Canada Equities, while VFV.TO is S&P 500. XIU.TO tracks S&P/TSX 60 Index, while VFV.TO tracks S&P 500 Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.18% for XIU.TO and 0.09% for VFV.TO.

Portfolio Optimizer

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