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XSP.TO vs. CADUSD=X
Performance
Return for Risk
Drawdowns
Volatility

Performance

XSP.TO vs. CADUSD=X - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP.TO) and CAD/USD (CADUSD=X). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

XSP.TO is traded in CAD, while CADUSD=X is traded in USD. To make them comparable, the CADUSD=X values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, XSP.TO achieves a 10.07% return, which is significantly higher than CADUSD=X's 0.08% return. Over the past 10 years, XSP.TO has outperformed CADUSD=X with an annualized return of 13.78%, while CADUSD=X has yielded a comparatively lower 0.01% annualized return.


XSP.TO

1D
0.39%
1M
4.54%
YTD
10.07%
6M
9.82%
1Y
25.62%
3Y*
20.50%
5Y*
12.27%
10Y*
13.78%

CADUSD=X

1D
0.02%
1M
0.02%
YTD
0.08%
6M
0.06%
1Y
-0.01%
3Y*
0.01%
5Y*
0.03%
10Y*
0.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XSP.TO vs. CADUSD=X - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
XSP.TO
iShares Core S&P 500 Index ETF (CAD-Hedged)
10.07%15.68%23.39%24.33%-19.32%27.85%15.17%29.35%-6.26%20.71%
CADUSD=X
CAD/USD
0.08%-0.01%0.01%0.02%-0.04%-0.17%0.28%-0.17%0.06%0.10%

Correlation

The correlation between XSP.TO and CADUSD=X is -0.14, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.14

Correlation (3Y)
Calculated over the trailing 3-year period

-0.09

Correlation (5Y)
Calculated over the trailing 5-year period

-0.05

Correlation (10Y)
Calculated over the trailing 10-year period

-0.08

Correlation (All Time)
Calculated using the full available price history since Jun 24, 2009

-0.08

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Return for Risk

XSP.TO vs. CADUSD=X — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XSP.TO
XSP.TO Risk / Return Rank: 6565
Overall Rank
XSP.TO Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
XSP.TO Sortino Ratio Rank: 6767
Sortino Ratio Rank
XSP.TO Omega Ratio Rank: 6666
Omega Ratio Rank
XSP.TO Calmar Ratio Rank: 5656
Calmar Ratio Rank
XSP.TO Martin Ratio Rank: 6969
Martin Ratio Rank

CADUSD=X
CADUSD=X Risk / Return Rank: 2929
Overall Rank
CADUSD=X Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
CADUSD=X Sortino Ratio Rank: 2828
Sortino Ratio Rank
CADUSD=X Omega Ratio Rank: 2929
Omega Ratio Rank
CADUSD=X Calmar Ratio Rank: 3030
Calmar Ratio Rank
CADUSD=X Martin Ratio Rank: 2828
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XSP.TO vs. CADUSD=X - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP.TO) and CAD/USD (CADUSD=X). 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.


XSP.TOCADUSD=XDifference
Sharpe ratioReturn per unit of total volatility

+2.20

Sortino ratioReturn per unit of downside risk

+3.02

Omega ratioGain probability vs. loss probability

1.39

1.00

+0.39

Calmar ratioReturn relative to maximum drawdown

2.74

-0.03

+2.76

Martin ratioReturn relative to average drawdown

12.64

-0.04

+12.68

XSP.TO vs. CADUSD=X - Sharpe Ratio Comparison

The current XSP.TO Sharpe Ratio is 2.19, which is higher than the CADUSD=X Sharpe Ratio of -0.01. The chart below compares the historical Sharpe Ratios of XSP.TO and CADUSD=X, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


XSP.TOCADUSD=XDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.19

-0.01

+2.20

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.74

0.03

+0.71

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.76

0.00

+0.76

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

0.00

+0.37

Drawdowns

XSP.TO vs. CADUSD=X - Drawdown Comparison

The maximum XSP.TO drawdown since its inception was -57.82%, which is greater than CADUSD=X's maximum drawdown of -11.57%. Use the drawdown chart below to compare losses from any high point for XSP.TO and CADUSD=X.


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Drawdown Indicators


XSP.TOCADUSD=XDifference

Max Drawdown

Largest peak-to-trough decline

-57.82%

-11.57%

-46.25%

Max Drawdown (1Y)

Largest decline over 1 year

-9.41%

-0.27%

-9.14%

Max Drawdown (3Y)

Largest decline over 3 years

-18.77%

-0.40%

-18.37%

Max Drawdown (5Y)

Largest decline over 5 years

-25.44%

-0.40%

-25.04%

Max Drawdown (10Y)

Largest decline over 10 years

-36.05%

-3.43%

-32.62%

Current Drawdown

Current decline from peak

-0.34%

-1.06%

+0.72%

Average Drawdown

Average peak-to-trough decline

-12.11%

-1.11%

-11.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.03%

0.19%

+1.84%

Volatility

XSP.TO vs. CADUSD=X - Volatility Comparison

iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP.TO) has a higher volatility of 3.20% compared to CAD/USD (CADUSD=X) at 0.25%. This indicates that XSP.TO's price experiences larger fluctuations and is considered to be riskier than CADUSD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XSP.TOCADUSD=XDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.20%

0.25%

+2.95%

Volatility (6M)

Calculated over the trailing 6-month period

8.99%

0.52%

+8.47%

Volatility (1Y)

Calculated over the trailing 1-year period

11.75%

0.83%

+10.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.74%

0.83%

+15.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.19%

1.81%

+16.38%

Frequently Asked Questions


XSP.TO and CADUSD=X have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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