XST.TO vs. WSHR.NEO
XST.TO (iShares S&P/TSX Capped Consumer Staples Index ETF) and WSHR.NEO (Wealthsimple Shariah World Equity Index ETF) are both exchange-traded funds - XST.TO is a Consumer Staples Equities fund tracking the Morningstar Gbl GR CAD, while WSHR.NEO is a Global Equities fund tracking the Dow Jones Islamic Market Developed Markets Quality and Low Volatility Index. Both are passively managed. Over the past 5 years, XST.TO returned 12.73%/yr vs 7.02%/yr for WSHR.NEO. At a 0.33 correlation, their price movements are largely independent. XST.TO charges 0.61%/yr vs 0.56%/yr for WSHR.NEO.
Performance
XST.TO vs. WSHR.NEO - Performance Comparison
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Returns By Period
In the year-to-date period, XST.TO achieves a 1.77% return, which is significantly lower than WSHR.NEO's 5.97% return.
XST.TO
- 1D
- 0.28%
- 1M
- 1.37%
- YTD
- 1.77%
- 6M
- 0.81%
- 1Y
- 7.32%
- 3Y*
- 13.98%
- 5Y*
- 12.73%
- 10Y*
- 9.62%
WSHR.NEO
- 1D
- 0.27%
- 1M
- 3.61%
- YTD
- 5.97%
- 6M
- 4.74%
- 1Y
- 9.08%
- 3Y*
- 9.32%
- 5Y*
- 7.02%
- 10Y*
- —
XST.TO vs. WSHR.NEO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
XST.TO iShares S&P/TSX Capped Consumer Staples Index ETF | 1.77% | 16.38% | 19.83% | 6.37% | 8.76% | 14.23% |
WSHR.NEO Wealthsimple Shariah World Equity Index ETF | 5.97% | 5.34% | 12.31% | 11.88% | -10.32% | 16.05% |
Correlation
The correlation between XST.TO and WSHR.NEO is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since May 13, 2021 | 0.33 |
The correlation between XST.TO and WSHR.NEO shifts across timeframes, from 0.16 (1 year) to 0.33 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
XST.TO vs. WSHR.NEO — Risk / Return Rank
XST.TO
WSHR.NEO
XST.TO vs. WSHR.NEO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P/TSX Capped Consumer Staples Index ETF (XST.TO) and Wealthsimple Shariah World Equity Index ETF (WSHR.NEO). 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.
| XST.TO | WSHR.NEO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.37 | ||
| Sortino ratioReturn per unit of downside risk | -0.43 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.16 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.70 | 1.02 | -0.32 |
| Martin ratioReturn relative to average drawdown | 1.65 | 3.39 | -1.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XST.TO | WSHR.NEO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 0.82 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 0.63 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.99 | 0.70 | +0.28 |
Drawdowns
XST.TO vs. WSHR.NEO - Drawdown Comparison
The maximum XST.TO drawdown since its inception was -22.65%, which is greater than WSHR.NEO's maximum drawdown of -20.86%. Use the drawdown chart below to compare losses from any high point for XST.TO and WSHR.NEO.
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Drawdown Indicators
| XST.TO | WSHR.NEO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.65% | -20.86% | -1.79% |
Max Drawdown (1Y)Largest decline over 1 year | -10.52% | -8.96% | -1.56% |
Max Drawdown (3Y)Largest decline over 3 years | -10.86% | -11.15% | +0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -10.86% | -20.86% | +10.00% |
Max Drawdown (10Y)Largest decline over 10 years | -22.65% | — | — |
Current DrawdownCurrent decline from peak | -6.39% | -0.93% | -5.46% |
Average DrawdownAverage peak-to-trough decline | -3.21% | -4.81% | +1.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.44% | 2.69% | +1.75% |
Volatility
XST.TO vs. WSHR.NEO - Volatility Comparison
iShares S&P/TSX Capped Consumer Staples Index ETF (XST.TO) has a higher volatility of 4.72% compared to Wealthsimple Shariah World Equity Index ETF (WSHR.NEO) at 2.21%. This indicates that XST.TO's price experiences larger fluctuations and is considered to be riskier than WSHR.NEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XST.TO | WSHR.NEO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.72% | 2.21% | +2.51% |
Volatility (6M)Calculated over the trailing 6-month period | 11.99% | 7.80% | +4.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.12% | 11.10% | +5.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.22% | 11.13% | +3.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.95% | 11.11% | +3.84% |
XST.TO vs. WSHR.NEO - Expense Ratio Comparison
XST.TO has a 0.61% expense ratio, which is higher than WSHR.NEO's 0.56% expense ratio.
Dividends
XST.TO vs. WSHR.NEO - Dividend Comparison
XST.TO's dividend yield for the trailing twelve months is around 0.68%, less than WSHR.NEO's 1.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSHR.NEO Wealthsimple Shariah World Equity Index ETF | 1.32% | 1.34% | 1.31% | 1.34% | 2.58% | 0.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XST.TO iShares S&P/TSX Capped Consumer Staples Index ETF | 0.68% | 0.67% | 0.86% | 0.79% | 0.74% | 0.68% | 0.74% | 0.73% | 0.81% | 0.90% | 0.52% | 0.62% |
Frequently Asked Questions
XST.TO and WSHR.NEO have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WSHR.NEO is cheaper at 0.56% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WSHR.NEO is cheaper with a 0.56% expense ratio, compared with 0.61% for XST.TO.
XST.TO is categorized as Consumer Staples Equities, while WSHR.NEO is Global Equities. XST.TO tracks Morningstar Gbl GR CAD, while WSHR.NEO tracks Dow Jones Islamic Market Developed Markets Quality and Low Volatility Index. They also come from different issuers: iShares and Mackenzie. Their fees differ too: 0.61% for XST.TO and 0.56% for WSHR.NEO.
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