XSMC.TO vs. XVLU.TO
Compare and contrast key facts about iShares S&P U.S. Small-Cap Index ETF (XSMC.TO) and iShares MSCI USA Value Factor Index ETF (XVLU.TO).
XSMC.TO and XVLU.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XSMC.TO is a passively managed fund by iShares that tracks the performance of the S&P SmallCap 600 Index. It was launched on Sep 4, 2019. XVLU.TO is a passively managed fund by iShares that tracks the performance of the MSCI USA Enhanced Value Index. It was launched on Sep 4, 2019. Both XSMC.TO and XVLU.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: XSMC.TO or XVLU.TO.
Correlation
The correlation between XSMC.TO and XVLU.TO is 0.64, 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
XSMC.TO vs. XVLU.TO - Performance Comparison
Key characteristics
XSMC.TO:
0.80
XVLU.TO:
1.42
XSMC.TO:
1.32
XVLU.TO:
2.11
XSMC.TO:
1.16
XVLU.TO:
1.27
XSMC.TO:
1.47
XVLU.TO:
2.21
XSMC.TO:
3.51
XVLU.TO:
5.81
XSMC.TO:
4.06%
XVLU.TO:
3.18%
XSMC.TO:
17.83%
XVLU.TO:
13.01%
XSMC.TO:
-37.30%
XVLU.TO:
-34.40%
XSMC.TO:
-9.40%
XVLU.TO:
-1.62%
Returns By Period
In the year-to-date period, XSMC.TO achieves a -2.90% return, which is significantly lower than XVLU.TO's 4.78% return.
XSMC.TO
-2.90%
-6.29%
3.33%
13.43%
9.89%
N/A
XVLU.TO
4.78%
-0.40%
11.87%
17.35%
9.09%
N/A
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XSMC.TO vs. XVLU.TO - Expense Ratio Comparison
XSMC.TO has a 0.22% expense ratio, which is lower than XVLU.TO's 0.32% expense ratio.
Risk-Adjusted Performance
XSMC.TO vs. XVLU.TO — Risk-Adjusted Performance Rank
XSMC.TO
XVLU.TO
XSMC.TO vs. XVLU.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P U.S. Small-Cap Index ETF (XSMC.TO) and iShares MSCI USA Value Factor Index ETF (XVLU.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
XSMC.TO vs. XVLU.TO - Dividend Comparison
XSMC.TO's dividend yield for the trailing twelve months is around 1.79%, less than XVLU.TO's 2.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
XSMC.TO iShares S&P U.S. Small-Cap Index ETF | 1.79% | 1.74% | 1.00% | 1.09% | 1.19% | 0.78% | 0.60% |
XVLU.TO iShares MSCI USA Value Factor Index ETF | 2.07% | 2.17% | 2.26% | 2.51% | 2.03% | 2.72% | 0.68% |
Drawdowns
XSMC.TO vs. XVLU.TO - Drawdown Comparison
The maximum XSMC.TO drawdown since its inception was -37.30%, which is greater than XVLU.TO's maximum drawdown of -34.40%. Use the drawdown chart below to compare losses from any high point for XSMC.TO and XVLU.TO. For additional features, visit the drawdowns tool.
Volatility
XSMC.TO vs. XVLU.TO - Volatility Comparison
iShares S&P U.S. Small-Cap Index ETF (XSMC.TO) has a higher volatility of 4.20% compared to iShares MSCI USA Value Factor Index ETF (XVLU.TO) at 3.44%. This indicates that XSMC.TO's price experiences larger fluctuations and is considered to be riskier than XVLU.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.