XSUS.TO vs. DGRW
XSUS.TO (iShares ESG Aware MSCI USA Index ETF) and DGRW (WisdomTree U.S. Quality Dividend Growth Fund) are both exchange-traded funds - XSUS.TO is a Large Cap Growth Equities fund tracking the MSCI USA Extended ESG Focus Index, while DGRW is a Dividend fund tracking the WisdomTree U.S. Quality Dividend Growth Index. Both are passively managed. Over the past 5 years, XSUS.TO returned 14.81%/yr vs 15.38%/yr for DGRW. A 0.72 correlation means they provide meaningful diversification when combined. XSUS.TO charges 0.22%/yr vs 0.28%/yr for DGRW.
Performance
XSUS.TO vs. DGRW - Performance Comparison
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Different Trading Currencies
XSUS.TO is traded in CAD, while DGRW is traded in USD. To make them comparable, the DGRW values have been converted to CAD using the latest available exchange rates.
Returns By Period
In the year-to-date period, XSUS.TO achieves a 12.45% return, which is significantly higher than DGRW's 10.49% return.
XSUS.TO
- 1D
- -0.23%
- 1M
- 7.89%
- YTD
- 12.45%
- 6M
- 8.87%
- 1Y
- 27.43%
- 3Y*
- 21.61%
- 5Y*
- 14.81%
- 10Y*
- —
DGRW
- 1D
- -0.42%
- 1M
- 6.14%
- YTD
- 10.49%
- 6M
- 8.20%
- 1Y
- 22.35%
- 3Y*
- 18.00%
- 5Y*
- 15.38%
- 10Y*
- 14.98%
XSUS.TO vs. DGRW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
XSUS.TO iShares ESG Aware MSCI USA Index ETF | 12.45% | 9.48% | 32.85% | 21.80% | -15.17% | 26.44% | 18.78% | 13.32% |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | 10.49% | 7.03% | 27.03% | 16.05% | 0.34% | 23.34% | 11.94% | 12.51% |
Correlation
The correlation between XSUS.TO and DGRW is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.83 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.82 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Mar 25, 2019 | 0.72 |
The correlation between XSUS.TO and DGRW shifts across timeframes, from 0.72 (all time) to 0.83 (1 year), reflecting how their relationship changes across market environments.
XSUS.TO vs. DGRW - Sectors Allocation Comparison
Sectors
XSUS.TO
DGRW
Technology
Financial Services
Communication Services
Consumer Cyclical
Healthcare
Industrials
Consumer Defensive
Energy
Utilities
Real Estate
-
Basic Materials
Technology
XSUS.TO
DGRW
Financial Services
XSUS.TO
DGRW
Communication Services
XSUS.TO
DGRW
Consumer Cyclical
XSUS.TO
DGRW
Healthcare
XSUS.TO
DGRW
Industrials
XSUS.TO
DGRW
Consumer Defensive
XSUS.TO
DGRW
Energy
XSUS.TO
DGRW
Utilities
XSUS.TO
DGRW
Real Estate
XSUS.TO
DGRW
-
Basic Materials
XSUS.TO
DGRW
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Return for Risk
XSUS.TO vs. DGRW — Risk / Return Rank
XSUS.TO
DGRW
XSUS.TO vs. DGRW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware MSCI USA Index ETF (XSUS.TO) and WisdomTree U.S. Quality Dividend Growth Fund (DGRW). 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.
| XSUS.TO | DGRW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.04 | ||
| Sortino ratioReturn per unit of downside risk | -0.12 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.43 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.74 | 3.38 | -0.64 |
| Martin ratioReturn relative to average drawdown | 9.30 | 12.62 | -3.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XSUS.TO | DGRW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.30 | 2.26 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.99 | 1.25 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.02 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.96 | 1.11 | -0.15 |
Drawdowns
XSUS.TO vs. DGRW - Drawdown Comparison
The maximum XSUS.TO drawdown since its inception was -28.32%, which is greater than DGRW's maximum drawdown of -25.63%. Use the drawdown chart below to compare losses from any high point for XSUS.TO and DGRW.
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Drawdown Indicators
| XSUS.TO | DGRW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.32% | -25.63% | -2.69% |
Max Drawdown (1Y)Largest decline over 1 year | -10.05% | -6.64% | -3.41% |
Max Drawdown (3Y)Largest decline over 3 years | -20.45% | -16.16% | -4.29% |
Max Drawdown (5Y)Largest decline over 5 years | -24.02% | -16.16% | -7.86% |
Max Drawdown (10Y)Largest decline over 10 years | — | -25.63% | — |
Current DrawdownCurrent decline from peak | -0.23% | -0.42% | +0.19% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -2.63% | -2.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 1.78% | +1.18% |
Volatility
XSUS.TO vs. DGRW - Volatility Comparison
iShares ESG Aware MSCI USA Index ETF (XSUS.TO) has a higher volatility of 2.91% compared to WisdomTree U.S. Quality Dividend Growth Fund (DGRW) at 2.42%. This indicates that XSUS.TO's price experiences larger fluctuations and is considered to be riskier than DGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XSUS.TO | DGRW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.91% | 2.42% | +0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 7.81% | +1.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.01% | 9.95% | +2.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.06% | 12.38% | +2.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.58% | 14.77% | +1.81% |
XSUS.TO vs. DGRW - Expense Ratio Comparison
XSUS.TO has a 0.22% expense ratio, which is lower than DGRW's 0.28% expense ratio.
Dividends
XSUS.TO vs. DGRW - Dividend Comparison
XSUS.TO's dividend yield for the trailing twelve months is around 0.74%, less than DGRW's 1.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRW WisdomTree U.S. Quality Dividend Growth Fund | 1.27% | 1.43% | 1.55% | 1.74% | 2.15% | 1.78% | 1.93% | 2.20% | 2.42% | 1.71% | 2.13% | 2.18% |
XSUS.TO iShares ESG Aware MSCI USA Index ETF | 0.74% | 0.83% | 0.81% | 1.09% | 0.96% | 0.83% | 0.92% | 0.66% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XSUS.TO and DGRW have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XSUS.TO is cheaper at 0.22% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XSUS.TO is cheaper with a 0.22% expense ratio, compared with 0.28% for DGRW.
XSUS.TO is categorized as Large Cap Growth Equities, while DGRW is Dividend. XSUS.TO tracks MSCI USA Extended ESG Focus Index, while DGRW tracks WisdomTree U.S. Quality Dividend Growth Index. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.22% for XSUS.TO and 0.28% for DGRW.
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