XSU.TO vs. VTWO
Compare and contrast key facts about iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU.TO) and Vanguard Russell 2000 ETF (VTWO).
XSU.TO and VTWO 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. VTWO is a passively managed fund by Vanguard that tracks the performance of the Russell 2000 Index. It was launched on Sep 20, 2010. Both XSU.TO and VTWO 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 VTWO.
Correlation
The correlation between XSU.TO and VTWO is 0.92, 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. VTWO - Performance Comparison
Key characteristics
XSU.TO:
0.50
VTWO:
0.56
XSU.TO:
0.85
VTWO:
0.92
XSU.TO:
1.10
VTWO:
1.11
XSU.TO:
0.46
VTWO:
0.63
XSU.TO:
2.06
VTWO:
2.43
XSU.TO:
4.82%
VTWO:
4.54%
XSU.TO:
19.85%
VTWO:
19.81%
XSU.TO:
-62.62%
VTWO:
-41.19%
XSU.TO:
-11.78%
VTWO:
-9.85%
Returns By Period
In the year-to-date period, XSU.TO achieves a -1.62% return, which is significantly lower than VTWO's -1.40% return. Over the past 10 years, XSU.TO has underperformed VTWO with an annualized return of 5.69%, while VTWO has yielded a comparatively higher 7.46% annualized return.
XSU.TO
-1.62%
-4.64%
-1.51%
8.72%
4.73%
5.69%
VTWO
-1.40%
-4.59%
-0.43%
10.64%
7.00%
7.46%
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XSU.TO vs. VTWO - Expense Ratio Comparison
XSU.TO has a 0.35% expense ratio, which is higher than VTWO's 0.10% expense ratio.
Risk-Adjusted Performance
XSU.TO vs. VTWO — Risk-Adjusted Performance Rank
XSU.TO
VTWO
XSU.TO vs. VTWO - 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 Vanguard Russell 2000 ETF (VTWO). 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. VTWO - Dividend Comparison
XSU.TO's dividend yield for the trailing twelve months is around 0.95%, less than VTWO's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XSU.TO iShares U.S. Small Cap Index ETF (CAD-Hedged) | 0.95% | 0.93% | 1.09% | 1.28% | 0.73% | 0.79% | 1.00% | 1.12% | 0.95% | 1.16% | 1.28% | 1.20% |
VTWO Vanguard Russell 2000 ETF | 1.23% | 1.21% | 1.45% | 1.48% | 1.13% | 0.92% | 1.36% | 1.41% | 1.18% | 1.27% | 1.23% | 1.12% |
Drawdowns
XSU.TO vs. VTWO - Drawdown Comparison
The maximum XSU.TO drawdown since its inception was -62.62%, which is greater than VTWO's maximum drawdown of -41.19%. Use the drawdown chart below to compare losses from any high point for XSU.TO and VTWO. For additional features, visit the drawdowns tool.
Volatility
XSU.TO vs. VTWO - Volatility Comparison
iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU.TO) has a higher volatility of 5.33% compared to Vanguard Russell 2000 ETF (VTWO) at 4.66%. This indicates that XSU.TO's price experiences larger fluctuations and is considered to be riskier than VTWO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.