XQLT.TO vs. XGRO.TO
Compare and contrast key facts about iShares MSCI USA Quality Factor Index ETF (XQLT.TO) and iShares Core Growth ETF Portfolio (XGRO.TO).
XQLT.TO and XGRO.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XQLT.TO is a passively managed fund by iShares that tracks the performance of the MSCI USA Sector Neutral Quality Index. It was launched on Sep 4, 2019. XGRO.TO is an actively managed fund by iShares. It was launched on Jun 21, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XQLT.TO or XGRO.TO.
Correlation
The correlation between XQLT.TO and XGRO.TO is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
XQLT.TO vs. XGRO.TO - Performance Comparison
Key characteristics
XQLT.TO:
2.14
XGRO.TO:
2.36
XQLT.TO:
3.15
XGRO.TO:
3.32
XQLT.TO:
1.39
XGRO.TO:
1.44
XQLT.TO:
3.78
XGRO.TO:
3.88
XQLT.TO:
15.03
XGRO.TO:
15.99
XQLT.TO:
1.72%
XGRO.TO:
1.24%
XQLT.TO:
12.04%
XGRO.TO:
8.39%
XQLT.TO:
-25.12%
XGRO.TO:
-47.94%
XQLT.TO:
-1.92%
XGRO.TO:
-0.82%
Returns By Period
In the year-to-date period, XQLT.TO achieves a 2.58% return, which is significantly lower than XGRO.TO's 3.23% return.
XQLT.TO
2.58%
0.68%
10.53%
25.72%
14.88%
N/A
XGRO.TO
3.23%
0.93%
9.35%
20.02%
9.24%
7.63%
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XQLT.TO vs. XGRO.TO - Expense Ratio Comparison
XQLT.TO has a 0.32% expense ratio, which is higher than XGRO.TO's 0.20% expense ratio.
Risk-Adjusted Performance
XQLT.TO vs. XGRO.TO — Risk-Adjusted Performance Rank
XQLT.TO
XGRO.TO
XQLT.TO vs. XGRO.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Quality Factor Index ETF (XQLT.TO) and iShares Core Growth ETF Portfolio (XGRO.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.
Dividends
XQLT.TO vs. XGRO.TO - Dividend Comparison
XQLT.TO's dividend yield for the trailing twelve months is around 0.70%, less than XGRO.TO's 1.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XQLT.TO iShares MSCI USA Quality Factor Index ETF | 0.70% | 0.72% | 0.94% | 1.21% | 0.87% | 1.11% | 1.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XGRO.TO iShares Core Growth ETF Portfolio | 1.95% | 2.01% | 2.25% | 1.88% | 1.68% | 1.97% | 2.24% | 7.52% | 2.07% | 2.68% | 2.18% | 5.68% |
Drawdowns
XQLT.TO vs. XGRO.TO - Drawdown Comparison
The maximum XQLT.TO drawdown since its inception was -25.12%, smaller than the maximum XGRO.TO drawdown of -47.94%. Use the drawdown chart below to compare losses from any high point for XQLT.TO and XGRO.TO. For additional features, visit the drawdowns tool.
Volatility
XQLT.TO vs. XGRO.TO - Volatility Comparison
iShares MSCI USA Quality Factor Index ETF (XQLT.TO) has a higher volatility of 3.00% compared to iShares Core Growth ETF Portfolio (XGRO.TO) at 2.35%. This indicates that XQLT.TO's price experiences larger fluctuations and is considered to be riskier than XGRO.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.