XSU.TO vs. ZSP.TO
Compare and contrast key facts about iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU.TO) and BMO S&P 500 Index ETF (ZSP.TO).
XSU.TO and ZSP.TO 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. ZSP.TO is a passively managed fund by BMO that tracks the performance of the S&P 500 Index. It was launched on Nov 14, 2012. Both XSU.TO and ZSP.TO 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 ZSP.TO.
Correlation
The correlation between XSU.TO and ZSP.TO is 0.79, 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. ZSP.TO - Performance Comparison
Key characteristics
XSU.TO:
0.61
ZSP.TO:
2.60
XSU.TO:
1.01
ZSP.TO:
3.61
XSU.TO:
1.12
ZSP.TO:
1.48
XSU.TO:
0.55
ZSP.TO:
4.00
XSU.TO:
2.53
ZSP.TO:
18.31
XSU.TO:
4.74%
ZSP.TO:
1.69%
XSU.TO:
19.66%
ZSP.TO:
11.89%
XSU.TO:
-62.62%
ZSP.TO:
-26.94%
XSU.TO:
-8.29%
ZSP.TO:
-0.52%
Returns By Period
In the year-to-date period, XSU.TO achieves a 2.28% return, which is significantly lower than ZSP.TO's 3.55% return. Over the past 10 years, XSU.TO has underperformed ZSP.TO with an annualized return of 6.13%, while ZSP.TO has yielded a comparatively higher 14.43% annualized return.
XSU.TO
2.28%
-0.68%
4.69%
13.61%
5.56%
6.13%
ZSP.TO
3.55%
1.00%
15.00%
31.28%
16.18%
14.43%
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XSU.TO vs. ZSP.TO - Expense Ratio Comparison
XSU.TO has a 0.35% expense ratio, which is higher than ZSP.TO's 0.09% expense ratio.
Risk-Adjusted Performance
XSU.TO vs. ZSP.TO — Risk-Adjusted Performance Rank
XSU.TO
ZSP.TO
XSU.TO vs. ZSP.TO - 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 BMO S&P 500 Index ETF (ZSP.TO). 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. ZSP.TO - Dividend Comparison
XSU.TO's dividend yield for the trailing twelve months is around 0.91%, which matches ZSP.TO's 0.91% 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% |
ZSP.TO BMO S&P 500 Index ETF | 0.91% | 0.94% | 1.33% | 1.44% | 1.15% | 1.45% | 1.48% | 1.64% | 1.64% | 2.20% | 1.54% | 1.46% |
Drawdowns
XSU.TO vs. ZSP.TO - Drawdown Comparison
The maximum XSU.TO drawdown since its inception was -62.62%, which is greater than ZSP.TO's maximum drawdown of -26.94%. Use the drawdown chart below to compare losses from any high point for XSU.TO and ZSP.TO. For additional features, visit the drawdowns tool.
Volatility
XSU.TO vs. ZSP.TO - Volatility Comparison
iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU.TO) has a higher volatility of 4.36% compared to BMO S&P 500 Index ETF (ZSP.TO) at 2.75%. This indicates that XSU.TO's price experiences larger fluctuations and is considered to be riskier than ZSP.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.