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XSUS.TO vs. XSMC.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XSUS.TO vs. XSMC.TO

Last updated Jun 4, 2026

XSUS.TO (iShares ESG Aware MSCI USA Index ETF) and XSMC.TO (iShares S&P U.S. Small-Cap Index ETF) are both exchange-traded funds - XSUS.TO is a Large Cap Growth Equities fund tracking the MSCI USA Extended ESG Focus Index, while XSMC.TO is a Small Cap Blend Equities fund tracking the S&P SmallCap 600 Index. Both are passively managed. Over the past 5 years, XSUS.TO returned 14.81%/yr vs 8.32%/yr for XSMC.TO. A 0.60 correlation means they provide meaningful diversification when combined. Both charge a 0.22% expense ratio.

Performance

XSUS.TO vs. XSMC.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares ESG Aware MSCI USA Index ETF (XSUS.TO) and iShares S&P U.S. Small-Cap Index ETF (XSMC.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XSUS.TO achieves a 12.45% return, which is significantly lower than XSMC.TO's 16.67% 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*
—

XSMC.TO

1D
-0.44%
1M
3.55%
YTD
16.67%
6M
13.55%
1Y
32.62%
3Y*
15.37%
5Y*
8.32%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

XSUS.TO vs. XSMC.TO - Yearly Performance Comparison

2026 (YTD)2025202420232022202120202019
XSUS.TO
iShares ESG Aware MSCI USA Index ETF		12.45%9.48%32.85%21.80%-15.17%26.44%18.78%7.74%
XSMC.TO
iShares S&P U.S. Small-Cap Index ETF		16.67%0.80%17.06%13.24%-10.56%25.12%8.66%3.84%

Correlation

The correlation between XSUS.TO and XSMC.TO is 0.70, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.70

Correlation (3Y)
Calculated over the trailing 3-year period

0.64

Correlation (5Y)
Calculated over the trailing 5-year period

0.65

Correlation (All Time)
Calculated using the full available price history since Sep 13, 2019

0.60

The correlation between XSUS.TO and XSMC.TO shifts across timeframes, from 0.60 (all time) to 0.70 (1 year), reflecting how their relationship changes across market environments.

XSUS.TO vs. XSMC.TO - Sectors Allocation Comparison

Sectors
XSUS.TO
XSMC.TO

Technology

38.4%
16.0%

Financial Services

11.6%
16.4%

Communication Services

9.8%
3.2%

Consumer Cyclical

9.5%
12.9%

Healthcare

8.6%
10.8%

Industrials

8.3%
16.1%

Consumer Defensive

4.0%
3.4%

Energy

3.5%
7.0%

Utilities

2.4%
1.8%

Real Estate

2.1%
7.4%

Basic Materials

1.6%
4.6%

Technology

XSUS.TO
38.4%
XSMC.TO
16.0%

Financial Services

XSUS.TO
11.6%
XSMC.TO
16.4%

Communication Services

XSUS.TO
9.8%
XSMC.TO
3.2%

Consumer Cyclical

XSUS.TO
9.5%
XSMC.TO
12.9%

Healthcare

XSUS.TO
8.6%
XSMC.TO
10.8%

Industrials

XSUS.TO
8.3%
XSMC.TO
16.1%

Consumer Defensive

XSUS.TO
4.0%
XSMC.TO
3.4%

Energy

XSUS.TO
3.5%
XSMC.TO
7.0%

Utilities

XSUS.TO
2.4%
XSMC.TO
1.8%

Real Estate

XSUS.TO
2.1%
XSMC.TO
7.4%

Basic Materials

XSUS.TO
1.6%
XSMC.TO
4.6%

Compare stocks, funds, or ETFs

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iShares ESG Aware MSCI USA Index ETF

iShares S&P U.S. Small-Cap Index ETF

Often compared with XSUS.TO:
XSUS.TO vs. XUSR.TOXSUS.TO vs. XEQT.TOXSUS.TO vs. XINC.TOXSUS.TO vs. DSIXSUS.TO vs. XSAB.TOXSUS.TO vs. VFV.TOXSUS.TO vs. SCHD
Often compared with XSMC.TO:
XSMC.TO vs. XMC.TOXSMC.TO vs. XSU.TOXSMC.TO vs. XVLU.TOXSMC.TO vs. XSMH.TOXSMC.TO vs. XUS.TOXSMC.TO vs. TTWOXSMC.TO vs. XDIV.TO

Return for Risk

XSUS.TO vs. XSMC.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
XSUS.TO
XSUS.TO Risk / Return Rank: 6363
Overall Rank
XSUS.TO Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
XSUS.TO Sortino Ratio Rank: 6868
Sortino Ratio Rank
XSUS.TO Omega Ratio Rank: 7171
Omega Ratio Rank
XSUS.TO Calmar Ratio Rank: 5555
Calmar Ratio Rank
XSUS.TO Martin Ratio Rank: 5454
Martin Ratio Rank
XSMC.TO
XSMC.TO Risk / Return Rank: 6262
Overall Rank
XSMC.TO Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
XSMC.TO Sortino Ratio Rank: 5757
Sortino Ratio Rank
XSMC.TO Omega Ratio Rank: 5050
Omega Ratio Rank
XSMC.TO Calmar Ratio Rank: 7777
Calmar Ratio Rank
XSMC.TO Martin Ratio Rank: 7373
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XSUS.TO vs. XSMC.TO - 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 iShares S&P U.S. Small-Cap Index ETF (XSMC.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.

XSUS.TOXSMC.TODifference
Sharpe ratioReturn per unit of total volatility
2.30
1.84

+0.46

Sortino ratioReturn per unit of downside risk
3.16
2.73

+0.43

Omega ratioGain probability vs. loss probability

1.42

1.32

+0.11

Calmar ratioReturn relative to maximum drawdown

2.74

3.86

-1.12

Martin ratioReturn relative to average drawdown

9.30

13.56

-4.26

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

XSUS.TO vs. XSMC.TO - Sharpe Ratio Comparison

The current XSUS.TO Sharpe Ratio is 2.30, which is comparable to the XSMC.TO Sharpe Ratio of 1.84. The chart below compares the historical Sharpe Ratios of XSUS.TO and XSMC.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

XSUS.TOXSMC.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.30

1.84

+0.46

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.99

0.43

+0.56

Sharpe Ratio (All Time)

Calculated using the full available price history

0.96

0.46

+0.50

Drawdowns

XSUS.TO vs. XSMC.TO - Drawdown Comparison

The maximum XSUS.TO drawdown since its inception was -28.32%, smaller than the maximum XSMC.TO drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for XSUS.TO and XSMC.TO.

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Drawdown Indicators

XSUS.TOXSMC.TODifference

Max Drawdown

Largest peak-to-trough decline

-28.32%

-37.30%

+8.98%

Max Drawdown (1Y)

Largest decline over 1 year

-10.05%

-8.48%

-1.57%

Max Drawdown (3Y)

Largest decline over 3 years

-20.45%

-27.05%

+6.60%

Max Drawdown (5Y)

Largest decline over 5 years

-24.02%

-27.05%

+3.03%

Current Drawdown

Current decline from peak

-0.23%

-0.44%

+0.21%

Average Drawdown

Average peak-to-trough decline

-4.98%

-8.09%

+3.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.96%

2.41%

+0.55%

Volatility

XSUS.TO vs. XSMC.TO - Volatility Comparison

The current volatility for iShares ESG Aware MSCI USA Index ETF (XSUS.TO) is 2.91%, while iShares S&P U.S. Small-Cap Index ETF (XSMC.TO) has a volatility of 4.12%. This indicates that XSUS.TO experiences smaller price fluctuations and is considered to be less risky than XSMC.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

XSUS.TOXSMC.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

2.91%

4.12%

-1.21%

Volatility (6M)

Calculated over the trailing 6-month period

9.19%

11.75%

-2.56%

Volatility (1Y)

Calculated over the trailing 1-year period

12.01%

17.89%

-5.88%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.06%

19.58%

-4.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.58%

23.30%

-6.72%

XSUS.TO vs. XSMC.TO - Expense Ratio Comparison

Both XSUS.TO and XSMC.TO have an expense ratio of 0.22%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

Dividends

XSUS.TO vs. XSMC.TO - Dividend Comparison

XSUS.TO's dividend yield for the trailing twelve months is around 0.74%, less than XSMC.TO's 0.99% yield.

PositionTTM2025202420232022202120202019
XSMC.TO
iShares S&P U.S. Small-Cap Index ETF		0.99%1.16%1.74%1.00%1.09%1.19%0.78%0.60%
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%

Frequently Asked Questions

XSUS.TO and XSMC.TO have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.22% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

XSUS.TO and XSMC.TO have the same expense ratio: 0.22% per year.

XSUS.TO is categorized as Large Cap Growth Equities, while XSMC.TO is Small Cap Blend Equities. XSUS.TO tracks MSCI USA Extended ESG Focus Index, while XSMC.TO tracks S&P SmallCap 600 Index.

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