XSMH.TO vs. XSU.TO
Compare and contrast key facts about iShares S&P U.S. Small-Cap Index ETF (CAD-Hedged) (XSMH.TO) and iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU.TO).
XSMH.TO and XSU.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XSMH.TO is a passively managed fund by iShares that tracks the performance of the S&P SmallCap 600 Index (CAD Hedged). It was launched on Sep 4, 2019. XSU.TO is a passively managed fund by iShares that tracks the performance of the Morningstar US SMID TR CAD. It was launched on May 14, 2007. Both XSMH.TO and XSU.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: XSMH.TO or XSU.TO.
Correlation
The correlation between XSMH.TO and XSU.TO is 0.82, 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
XSMH.TO vs. XSU.TO - Performance Comparison
Key characteristics
XSMH.TO:
0.38
XSU.TO:
0.50
XSMH.TO:
0.68
XSU.TO:
0.85
XSMH.TO:
1.08
XSU.TO:
1.10
XSMH.TO:
0.47
XSU.TO:
0.46
XSMH.TO:
1.52
XSU.TO:
2.06
XSMH.TO:
4.73%
XSU.TO:
4.82%
XSMH.TO:
18.91%
XSU.TO:
19.85%
XSMH.TO:
-45.43%
XSU.TO:
-62.62%
XSMH.TO:
-11.44%
XSU.TO:
-11.78%
Returns By Period
In the year-to-date period, XSMH.TO achieves a -2.08% return, which is significantly lower than XSU.TO's -1.62% return.
XSMH.TO
-2.08%
-5.06%
-2.71%
6.92%
6.09%
N/A
XSU.TO
-1.62%
-4.64%
-1.51%
8.72%
4.73%
5.69%
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XSMH.TO vs. XSU.TO - Expense Ratio Comparison
XSMH.TO has a 0.22% expense ratio, which is lower than XSU.TO's 0.35% expense ratio.
Risk-Adjusted Performance
XSMH.TO vs. XSU.TO — Risk-Adjusted Performance Rank
XSMH.TO
XSU.TO
XSMH.TO vs. XSU.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 (CAD-Hedged) (XSMH.TO) and iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU.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
XSMH.TO vs. XSU.TO - Dividend Comparison
XSMH.TO's dividend yield for the trailing twelve months is around 1.75%, more than XSU.TO's 0.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XSMH.TO iShares S&P U.S. Small-Cap Index ETF (CAD-Hedged) | 1.75% | 1.72% | 0.81% | 0.93% | 1.07% | 0.43% | 1.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XSU.TO iShares U.S. Small Cap Index ETF (CAD-Hedged) | 0.95% | 0.93% | 1.09% | 1.28% | 0.73% | 0.79% | 1.00% | 1.12% | 0.95% | 1.16% | 1.28% | 1.20% |
Drawdowns
XSMH.TO vs. XSU.TO - Drawdown Comparison
The maximum XSMH.TO drawdown since its inception was -45.43%, smaller than the maximum XSU.TO drawdown of -62.62%. Use the drawdown chart below to compare losses from any high point for XSMH.TO and XSU.TO. For additional features, visit the drawdowns tool.
Volatility
XSMH.TO vs. XSU.TO - Volatility Comparison
iShares S&P U.S. Small-Cap Index ETF (CAD-Hedged) (XSMH.TO) and iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU.TO) have volatilities of 5.20% and 5.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.