XSEM.TO vs. XDSR.TO
Compare and contrast key facts about iShares ESG Aware MSCI Emerging Markets Index ETF (XSEM.TO) and iShares ESG Advanced MSCI EAFE Index ETF (XDSR.TO).
XSEM.TO and XDSR.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XSEM.TO is a passively managed fund by iShares that tracks the performance of the Morningstar EM GR CAD. It was launched on Mar 18, 2019. XDSR.TO is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Choice ESG Screened Index. It was launched on Apr 15, 2020. Both XSEM.TO and XDSR.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: XSEM.TO or XDSR.TO.
Correlation
The correlation between XSEM.TO and XDSR.TO is 0.63, 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
XSEM.TO vs. XDSR.TO - Performance Comparison
Key characteristics
XSEM.TO:
1.50
XDSR.TO:
1.36
XSEM.TO:
2.14
XDSR.TO:
1.93
XSEM.TO:
1.27
XDSR.TO:
1.23
XSEM.TO:
0.89
XDSR.TO:
2.35
XSEM.TO:
6.86
XDSR.TO:
6.02
XSEM.TO:
3.08%
XDSR.TO:
2.54%
XSEM.TO:
14.05%
XDSR.TO:
11.26%
XSEM.TO:
-37.03%
XDSR.TO:
-29.13%
XSEM.TO:
-7.85%
XDSR.TO:
-0.08%
Returns By Period
In the year-to-date period, XSEM.TO achieves a 5.42% return, which is significantly lower than XDSR.TO's 5.84% return.
XSEM.TO
5.42%
3.89%
8.15%
20.21%
3.46%
N/A
XDSR.TO
5.84%
3.78%
4.19%
14.12%
N/A
N/A
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XSEM.TO vs. XDSR.TO - Expense Ratio Comparison
XSEM.TO has a 0.32% expense ratio, which is higher than XDSR.TO's 0.28% expense ratio.
Risk-Adjusted Performance
XSEM.TO vs. XDSR.TO — Risk-Adjusted Performance Rank
XSEM.TO
XDSR.TO
XSEM.TO vs. XDSR.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware MSCI Emerging Markets Index ETF (XSEM.TO) and iShares ESG Advanced MSCI EAFE Index ETF (XDSR.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
XSEM.TO vs. XDSR.TO - Dividend Comparison
XSEM.TO's dividend yield for the trailing twelve months is around 2.01%, more than XDSR.TO's 1.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
XSEM.TO iShares ESG Aware MSCI Emerging Markets Index ETF | 2.01% | 2.12% | 1.12% | 2.29% | 2.50% | 1.16% | 2.46% |
XDSR.TO iShares ESG Advanced MSCI EAFE Index ETF | 1.83% | 1.94% | 1.94% | 2.27% | 1.45% | 0.77% | 0.00% |
Drawdowns
XSEM.TO vs. XDSR.TO - Drawdown Comparison
The maximum XSEM.TO drawdown since its inception was -37.03%, which is greater than XDSR.TO's maximum drawdown of -29.13%. Use the drawdown chart below to compare losses from any high point for XSEM.TO and XDSR.TO. For additional features, visit the drawdowns tool.
Volatility
XSEM.TO vs. XDSR.TO - Volatility Comparison
iShares ESG Aware MSCI Emerging Markets Index ETF (XSEM.TO) has a higher volatility of 3.62% compared to iShares ESG Advanced MSCI EAFE Index ETF (XDSR.TO) at 2.98%. This indicates that XSEM.TO's price experiences larger fluctuations and is considered to be riskier than XDSR.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.