XSU.TO vs. AVUV
Compare and contrast key facts about iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU.TO) and Avantis U.S. Small Cap Value ETF (AVUV).
XSU.TO and AVUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. AVUV is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XSU.TO or AVUV.
Correlation
The correlation between XSU.TO and AVUV is 0.89, 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
XSU.TO vs. AVUV - Performance Comparison
Key characteristics
XSU.TO:
0.61
AVUV:
0.52
XSU.TO:
1.01
AVUV:
0.91
XSU.TO:
1.12
AVUV:
1.11
XSU.TO:
0.55
AVUV:
0.96
XSU.TO:
2.53
AVUV:
2.09
XSU.TO:
4.74%
AVUV:
5.03%
XSU.TO:
19.66%
AVUV:
20.06%
XSU.TO:
-62.62%
AVUV:
-49.42%
XSU.TO:
-8.29%
AVUV:
-8.04%
Returns By Period
In the year-to-date period, XSU.TO achieves a 2.28% return, which is significantly higher than AVUV's 0.94% return.
XSU.TO
2.28%
-0.68%
4.69%
13.61%
5.56%
6.13%
AVUV
0.94%
-1.89%
5.47%
13.15%
15.78%
N/A
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XSU.TO vs. AVUV - Expense Ratio Comparison
XSU.TO has a 0.35% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Risk-Adjusted Performance
XSU.TO vs. AVUV — Risk-Adjusted Performance Rank
XSU.TO
AVUV
XSU.TO vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU.TO) and Avantis U.S. Small Cap Value ETF (AVUV). 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
XSU.TO vs. AVUV - Dividend Comparison
XSU.TO's dividend yield for the trailing twelve months is around 0.91%, less than AVUV's 1.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XSU.TO iShares U.S. Small Cap Index ETF (CAD-Hedged) | 0.91% | 0.93% | 1.09% | 1.28% | 0.73% | 0.79% | 1.00% | 1.12% | 0.95% | 1.16% | 1.28% | 1.20% |
AVUV Avantis U.S. Small Cap Value ETF | 1.60% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
XSU.TO vs. AVUV - Drawdown Comparison
The maximum XSU.TO drawdown since its inception was -62.62%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for XSU.TO and AVUV. For additional features, visit the drawdowns tool.
Volatility
XSU.TO vs. AVUV - Volatility Comparison
iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU.TO) and Avantis U.S. Small Cap Value ETF (AVUV) have volatilities of 4.36% and 4.24%, 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.