XSU.TO vs. ^DJI
Compare and contrast key facts about iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU.TO) and Dow Jones Industrial Average (^DJI).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XSU.TO or ^DJI.
Correlation
The correlation between XSU.TO and ^DJI is 0.76, 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. ^DJI - Performance Comparison
Key characteristics
XSU.TO:
0.64
^DJI:
1.25
XSU.TO:
1.05
^DJI:
1.83
XSU.TO:
1.12
^DJI:
1.23
XSU.TO:
0.58
^DJI:
2.13
XSU.TO:
2.64
^DJI:
5.77
XSU.TO:
4.77%
^DJI:
2.52%
XSU.TO:
19.63%
^DJI:
11.62%
XSU.TO:
-62.62%
^DJI:
-53.78%
XSU.TO:
-9.11%
^DJI:
-1.86%
Returns By Period
In the year-to-date period, XSU.TO achieves a 1.36% return, which is significantly lower than ^DJI's 3.84% return. Over the past 10 years, XSU.TO has underperformed ^DJI with an annualized return of 6.03%, while ^DJI has yielded a comparatively higher 9.35% annualized return.
XSU.TO
1.36%
-2.42%
4.86%
13.24%
5.36%
6.03%
^DJI
3.84%
0.34%
8.51%
14.41%
8.81%
9.35%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
XSU.TO vs. ^DJI — Risk-Adjusted Performance Rank
XSU.TO
^DJI
XSU.TO vs. ^DJI - 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 Dow Jones Industrial Average (^DJI). 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.
Drawdowns
XSU.TO vs. ^DJI - Drawdown Comparison
The maximum XSU.TO drawdown since its inception was -62.62%, which is greater than ^DJI's maximum drawdown of -53.78%. Use the drawdown chart below to compare losses from any high point for XSU.TO and ^DJI. For additional features, visit the drawdowns tool.
Volatility
XSU.TO vs. ^DJI - Volatility Comparison
iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU.TO) has a higher volatility of 4.31% compared to Dow Jones Industrial Average (^DJI) at 2.58%. This indicates that XSU.TO's price experiences larger fluctuations and is considered to be riskier than ^DJI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.