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XTOT.TO vs. DRFU.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XTOT.TO vs. DRFU.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares Core S&P Total U.S. Stock Market Index ETF (XTOT.TO) and Desjardins RI USA Multifactor - Net-Zero Emissions Pathway ETF (DRFU.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with XTOT.TO having a 12.24% return and DRFU.TO slightly higher at 12.29%.


XTOT.TO

1D
-1.17%
1M
-0.20%
6M
8.69%
YTD
12.24%
1Y
22.16%
3Y*
5Y*
10Y*

DRFU.TO

1D
-2.58%
1M
-1.18%
6M
11.18%
YTD
12.29%
1Y
26.04%
3Y*
21.30%
5Y*
14.24%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XTOT.TO vs. DRFU.TO - Yearly Performance Comparison


Correlation

The correlation between XTOT.TO and DRFU.TO is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.34

Correlation (All Time)
Calculated using the full available price history since Jun 2, 2025

0.34

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Return for Risk

XTOT.TO vs. DRFU.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XTOT.TO
XTOT.TO Risk / Return Rank: 5959
Overall Rank
XTOT.TO Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
XTOT.TO Sortino Ratio Rank: 6060
Sortino Ratio Rank
XTOT.TO Omega Ratio Rank: 6262
Omega Ratio Rank
XTOT.TO Calmar Ratio Rank: 5858
Calmar Ratio Rank
XTOT.TO Martin Ratio Rank: 5757
Martin Ratio Rank

DRFU.TO
DRFU.TO Risk / Return Rank: 8787
Overall Rank
DRFU.TO Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
DRFU.TO Sortino Ratio Rank: 8888
Sortino Ratio Rank
DRFU.TO Omega Ratio Rank: 9494
Omega Ratio Rank
DRFU.TO Calmar Ratio Rank: 8888
Calmar Ratio Rank
DRFU.TO Martin Ratio Rank: 8787
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.

XTOT.TO vs. DRFU.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P Total U.S. Stock Market Index ETF (XTOT.TO) and Desjardins RI USA Multifactor - Net-Zero Emissions Pathway ETF (DRFU.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


XTOT.TODRFU.TODifference
Sharpe ratioReturn per unit of total volatility

-0.23

Sortino ratioReturn per unit of downside risk

-0.85

Omega ratioGain probability vs. loss probability

1.30

1.53

-0.24

Calmar ratioReturn relative to maximum drawdown

2.31

3.81

-1.51

Martin ratioReturn relative to average drawdown

7.76

13.72

-5.96

XTOT.TO vs. DRFU.TO - Sharpe Ratio Comparison

The current XTOT.TO Sharpe Ratio is 1.61, which is comparable to the DRFU.TO Sharpe Ratio of 1.85. The chart below compares the historical Sharpe Ratios of XTOT.TO and DRFU.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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Drawdowns

XTOT.TO vs. DRFU.TO - Drawdown Comparison

The maximum XTOT.TO drawdown since its inception was -9.64%, smaller than the maximum DRFU.TO drawdown of -19.89%. Use the drawdown chart below to compare losses from any high point for XTOT.TO and DRFU.TO.


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Drawdown Indicators


XTOT.TODRFU.TODifference

Max Drawdown

Largest peak-to-trough decline

-9.64%

-19.89%

+10.25%

Max Drawdown (1Y)

Largest decline over 1 year

-9.64%

-6.89%

-2.75%

Max Drawdown (3Y)

Largest decline over 3 years

-19.89%

Max Drawdown (5Y)

Largest decline over 5 years

-19.89%

Current Drawdown

Current decline from peak

-3.32%

-2.58%

-0.74%

Average Drawdown

Average peak-to-trough decline

-1.77%

-4.91%

+3.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.86%

1.91%

+0.95%

Volatility

XTOT.TO vs. DRFU.TO - Volatility Comparison

iShares Core S&P Total U.S. Stock Market Index ETF (XTOT.TO) and Desjardins RI USA Multifactor - Net-Zero Emissions Pathway ETF (DRFU.TO) have volatilities of 3.41% and 3.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XTOT.TODRFU.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.41%

3.53%

-0.12%

Volatility (6M)

Calculated over the trailing 6-month period

10.70%

11.63%

-0.93%

Volatility (1Y)

Calculated over the trailing 1-year period

13.81%

14.22%

-0.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.41%

16.41%

-3.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.41%

16.51%

-3.10%

Dividends

XTOT.TO vs. DRFU.TO - Dividend Comparison

XTOT.TO's dividend yield for the trailing twelve months is around 0.83%, less than DRFU.TO's 1.04% yield.


PositionTTM20252024202320222021202020192018
DRFU.TO
Desjardins RI USA Multifactor - Net-Zero Emissions Pathway ETF
1.04%0.76%0.60%0.80%1.05%1.08%1.38%1.37%0.41%
XTOT.TO
iShares Core S&P Total U.S. Stock Market Index ETF
0.83%0.54%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


XTOT.TO and DRFU.TO have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

They also come from different issuers: iShares and Desjardins.

Portfolio Optimizer

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