XSU.TO vs. QQQ
Compare and contrast key facts about iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU.TO) and Invesco QQQ (QQQ).
XSU.TO and QQQ 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. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999. Both XSU.TO and QQQ 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: XSU.TO or QQQ.
Correlation
The correlation between XSU.TO and QQQ is 0.70, 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
XSU.TO vs. QQQ - Performance Comparison
Key characteristics
XSU.TO:
0.61
QQQ:
1.37
XSU.TO:
1.01
QQQ:
1.86
XSU.TO:
1.12
QQQ:
1.25
XSU.TO:
0.55
QQQ:
1.84
XSU.TO:
2.53
QQQ:
6.35
XSU.TO:
4.74%
QQQ:
3.92%
XSU.TO:
19.66%
QQQ:
18.24%
XSU.TO:
-62.62%
QQQ:
-82.98%
XSU.TO:
-8.29%
QQQ:
0.00%
Returns By Period
In the year-to-date period, XSU.TO achieves a 2.28% return, which is significantly lower than QQQ's 5.53% return. Over the past 10 years, XSU.TO has underperformed QQQ with an annualized return of 6.13%, while QQQ has yielded a comparatively higher 18.38% annualized return.
XSU.TO
2.28%
-0.68%
4.69%
13.61%
5.56%
6.13%
QQQ
5.53%
3.41%
12.16%
27.01%
19.41%
18.38%
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XSU.TO vs. QQQ - Expense Ratio Comparison
XSU.TO has a 0.35% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
XSU.TO vs. QQQ — Risk-Adjusted Performance Rank
XSU.TO
QQQ
XSU.TO vs. QQQ - 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 Invesco QQQ (QQQ). 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. QQQ - Dividend Comparison
XSU.TO's dividend yield for the trailing twelve months is around 0.91%, more than QQQ's 0.53% 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% |
QQQ Invesco QQQ | 0.53% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
XSU.TO vs. QQQ - Drawdown Comparison
The maximum XSU.TO drawdown since its inception was -62.62%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for XSU.TO and QQQ. For additional features, visit the drawdowns tool.
Volatility
XSU.TO vs. QQQ - Volatility Comparison
The current volatility for iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU.TO) is 4.36%, while Invesco QQQ (QQQ) has a volatility of 4.69%. This indicates that XSU.TO experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.