XSUS.TO vs. XUSR.TO
Compare and contrast key facts about iShares ESG Aware MSCI USA Index ETF (XSUS.TO) and iShares ESG Advanced MSCI USA Index ETF (XUSR.TO).
XSUS.TO and XUSR.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XSUS.TO is a passively managed fund by iShares that tracks the performance of the MSCI USA Extended ESG Focus Index. It was launched on Mar 18, 2019. XUSR.TO is a passively managed fund by iShares that tracks the performance of the MSCI USA Choice ESG Screened Index. It was launched on Apr 15, 2020. Both XSUS.TO and XUSR.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.
Performance
XSUS.TO vs. XUSR.TO - Performance Comparison
Loading graphics...
XSUS.TO vs. XUSR.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
XSUS.TO iShares ESG Aware MSCI USA Index ETF | -3.61% | 9.48% | 32.85% | 21.80% | -15.17% | 26.44% | 24.80% |
XUSR.TO iShares ESG Advanced MSCI USA Index ETF | -2.94% | 9.24% | 32.45% | 29.28% | -17.20% | 24.47% | 27.06% |
Returns By Period
In the year-to-date period, XSUS.TO achieves a -3.61% return, which is significantly lower than XUSR.TO's -2.94% return.
XSUS.TO
- 1D
- 2.81%
- 1M
- -3.14%
- YTD
- -3.61%
- 6M
- -3.97%
- 1Y
- 11.39%
- 3Y*
- 16.89%
- 5Y*
- 11.59%
- 10Y*
- —
XUSR.TO
- 1D
- 2.81%
- 1M
- -2.81%
- YTD
- -2.94%
- 6M
- -5.57%
- 1Y
- 15.24%
- 3Y*
- 18.63%
- 5Y*
- 11.96%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
XSUS.TO vs. XUSR.TO - Expense Ratio Comparison
XSUS.TO has a 0.22% expense ratio, which is lower than XUSR.TO's 0.23% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
XSUS.TO vs. XUSR.TO — Risk / Return Rank
XSUS.TO
XUSR.TO
XSUS.TO vs. XUSR.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 ESG Advanced MSCI USA Index ETF (XUSR.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.TO | XUSR.TO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.68 | -0.06 |
Sortino ratioReturn per unit of downside risk | 0.96 | 1.09 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.16 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 1.03 | -0.04 |
Martin ratioReturn relative to average drawdown | 3.34 | 3.15 | +0.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| XSUS.TO | XUSR.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.68 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.67 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.90 | -0.07 |
Correlation
The correlation between XSUS.TO and XUSR.TO is 0.82, 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.
Dividends
XSUS.TO vs. XUSR.TO - Dividend Comparison
XSUS.TO's dividend yield for the trailing twelve months is around 0.86%, more than XUSR.TO's 0.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
XSUS.TO iShares ESG Aware MSCI USA Index ETF | 0.86% | 0.83% | 0.81% | 1.09% | 0.96% | 0.83% | 0.92% | 0.66% |
XUSR.TO iShares ESG Advanced MSCI USA Index ETF | 0.70% | 0.67% | 0.68% | 0.93% | 1.01% | 0.65% | 0.34% | 0.00% |
Drawdowns
XSUS.TO vs. XUSR.TO - Drawdown Comparison
The maximum XSUS.TO drawdown since its inception was -28.32%, roughly equal to the maximum XUSR.TO drawdown of -28.39%. Use the drawdown chart below to compare losses from any high point for XSUS.TO and XUSR.TO.
Loading graphics...
Drawdown Indicators
| XSUS.TO | XUSR.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.32% | -28.39% | +0.07% |
Max Drawdown (1Y)Largest decline over 1 year | -12.63% | -13.35% | +0.72% |
Max Drawdown (5Y)Largest decline over 5 years | -24.02% | -28.39% | +4.37% |
Current DrawdownCurrent decline from peak | -7.53% | -9.04% | +1.51% |
Average DrawdownAverage peak-to-trough decline | -5.07% | -6.43% | +1.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.73% | 4.36% | -0.63% |
Volatility
XSUS.TO vs. XUSR.TO - Volatility Comparison
The current volatility for iShares ESG Aware MSCI USA Index ETF (XSUS.TO) is 5.34%, while iShares ESG Advanced MSCI USA Index ETF (XUSR.TO) has a volatility of 6.48%. This indicates that XSUS.TO experiences smaller price fluctuations and is considered to be less risky than XUSR.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| XSUS.TO | XUSR.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 6.48% | -1.14% |
Volatility (6M)Calculated over the trailing 6-month period | 9.76% | 12.98% | -3.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.47% | 22.62% | -4.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.04% | 17.99% | -2.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.68% | 17.63% | -0.95% |