XRB.TO vs. XEI.TO
Compare and contrast key facts about iShares Canadian Real Return Bond Index ETF (XRB.TO) and iShares S&P/TSX Composite High Dividend Index ETF (XEI.TO).
XRB.TO and XEI.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XRB.TO is a passively managed fund by iShares that tracks the performance of the FTSE Canada Real Return Bond Index. It was launched on Dec 19, 2005. XEI.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Canada GR CAD. It was launched on Apr 12, 2011. Both XRB.TO and XEI.TO 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: XRB.TO or XEI.TO.
Correlation
The correlation between XRB.TO and XEI.TO is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
XRB.TO vs. XEI.TO - Performance Comparison
Key characteristics
XRB.TO:
0.89
XEI.TO:
2.24
XRB.TO:
1.32
XEI.TO:
3.13
XRB.TO:
1.15
XEI.TO:
1.41
XRB.TO:
0.39
XEI.TO:
2.18
XRB.TO:
5.01
XEI.TO:
10.16
XRB.TO:
1.84%
XEI.TO:
1.99%
XRB.TO:
10.36%
XEI.TO:
9.01%
XRB.TO:
-26.51%
XEI.TO:
-45.51%
XRB.TO:
-14.96%
XEI.TO:
-1.75%
Returns By Period
In the year-to-date period, XRB.TO achieves a 0.74% return, which is significantly lower than XEI.TO's 1.89% return. Over the past 10 years, XRB.TO has underperformed XEI.TO with an annualized return of 0.01%, while XEI.TO has yielded a comparatively higher 7.07% annualized return.
XRB.TO
0.74%
2.97%
2.14%
8.60%
-1.45%
0.01%
XEI.TO
1.89%
0.88%
9.48%
19.20%
8.76%
7.07%
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XRB.TO vs. XEI.TO - Expense Ratio Comparison
XRB.TO has a 0.39% expense ratio, which is higher than XEI.TO's 0.22% expense ratio.
Risk-Adjusted Performance
XRB.TO vs. XEI.TO — Risk-Adjusted Performance Rank
XRB.TO
XEI.TO
XRB.TO vs. XEI.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Canadian Real Return Bond Index ETF (XRB.TO) and iShares S&P/TSX Composite High Dividend Index ETF (XEI.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
XRB.TO vs. XEI.TO - Dividend Comparison
XRB.TO's dividend yield for the trailing twelve months is around 2.41%, less than XEI.TO's 5.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XRB.TO iShares Canadian Real Return Bond Index ETF | 2.41% | 2.43% | 2.43% | 1.88% | 1.27% | 1.40% | 1.77% | 1.79% | 1.74% | 1.63% | 1.66% | 3.37% |
XEI.TO iShares S&P/TSX Composite High Dividend Index ETF | 5.44% | 5.56% | 5.08% | 4.78% | 3.65% | 5.13% | 4.71% | 5.53% | 4.37% | 4.51% | 5.75% | 7.94% |
Drawdowns
XRB.TO vs. XEI.TO - Drawdown Comparison
The maximum XRB.TO drawdown since its inception was -26.51%, smaller than the maximum XEI.TO drawdown of -45.51%. Use the drawdown chart below to compare losses from any high point for XRB.TO and XEI.TO. For additional features, visit the drawdowns tool.
Volatility
XRB.TO vs. XEI.TO - Volatility Comparison
iShares Canadian Real Return Bond Index ETF (XRB.TO) has a higher volatility of 3.49% compared to iShares S&P/TSX Composite High Dividend Index ETF (XEI.TO) at 3.00%. This indicates that XRB.TO's price experiences larger fluctuations and is considered to be riskier than XEI.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.