XUH.TO vs. IUSG

Last updated Apr 2, 2026

Compare and contrast key facts about iShares Core S&P U.S. Total Market Index ETF (CAD-Hedged) (XUH.TO) and iShares Core S&P U.S. Growth ETF (IUSG).

XUH.TO and IUSG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XUH.TO is a passively managed fund by iShares that tracks the performance of the Morningstar US Market TR CAD. It was launched on Feb 17, 2015. IUSG is a passively managed fund by iShares that tracks the performance of the Russell 3000 Growth Index. It was launched on Jul 24, 2000. Both XUH.TO and IUSG 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

XUH.TO vs. IUSG - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares Core S&P U.S. Total Market Index ETF (CAD-Hedged) (XUH.TO) and iShares Core S&P U.S. Growth ETF (IUSG). The values are adjusted to include any dividend payments, if applicable.

XUH.TO vs. IUSG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
XUH.TO iShares Core S&P U.S. Total Market Index ETF (CAD-Hedged)	-4.25%	15.11%	22.45%	24.06%	-20.19%	26.19%	15.53%	28.46%	-7.51%	20.10%
IUSG iShares Core S&P U.S. Growth ETF	-5.10%	15.67%	46.27%	26.43%	-23.74%	30.08%	30.40%	24.20%	7.62%	18.93%

Different Trading Currencies

XUH.TO is traded in CAD, while IUSG is traded in USD. To make them comparable, the IUSG values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, XUH.TO achieves a -4.25% return, which is significantly higher than IUSG's -5.10% return. Over the past 10 years, XUH.TO has underperformed IUSG with an annualized return of 11.93%, while IUSG has yielded a comparatively higher 16.43% annualized return.

XUH.TO

• 1D: 0.94%
• 1M: -4.45%
• YTD: -4.25%
• 6M: -2.50%
• 1Y: 15.74%
• 3Y*: 16.16%
• 5Y*: 9.32%
• 10Y*: 11.93%

IUSG

• 1D: 1.21%
• 1M: -2.75%
• YTD: -5.10%
• 6M: -4.90%
• 1Y: 19.77%
• 3Y*: 23.02%
• 5Y*: 14.49%
• 10Y*: 16.43%

*Multi-year figures are annualized to reflect compound growth (CAGR)

XUH.TO vs. IUSG - Expense Ratio Comparison

XUH.TO has a 0.08% expense ratio, which is higher than IUSG's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

XUH.TO

iShares Core S&P U.S. Total Market Index ETF (CAD-Hedged)

IUSG

iShares Core S&P U.S. Growth ETF

Return for Risk

XUH.TO vs. IUSG — Risk / Return Rank

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

XUH.TO

XUH.TO Risk / Return Rank: 49
XUH.TO Sharpe Ratio Rank: 44
XUH.TO Sortino Ratio Rank: 47
XUH.TO Omega Ratio Rank: 50
XUH.TO Calmar Ratio Rank: 48
XUH.TO Martin Ratio Rank: 58

IUSG

IUSG Risk / Return Rank: 64
IUSG Sharpe Ratio Rank: 58
IUSG Sortino Ratio Rank: 63
IUSG Omega Ratio Rank: 61
IUSG Calmar Ratio Rank: 70
IUSG Martin Ratio Rank: 69

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.

XUH.TO vs. IUSG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P U.S. Total Market Index ETF (CAD-Hedged) (XUH.TO) and iShares Core S&P U.S. Growth ETF (IUSG). 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.

	XUH.TO	IUSG	Difference
Sharpe ratio Return per unit of total volatility	0.86	0.91	-0.06
Sortino ratio Return per unit of downside risk	1.34	1.39	-0.05
Omega ratio Gain probability vs. loss probability	1.20	1.20	0.00
Calmar ratio Return relative to maximum drawdown	1.32	1.52	-0.20
Martin ratio Return relative to average drawdown	6.05	4.89	+1.16
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

XUH.TO vs. IUSG - Sharpe Ratio Comparison

The current XUH.TO Sharpe Ratio is 0.86, which is comparable to the IUSG Sharpe Ratio of 0.91. The chart below compares the historical Sharpe Ratios of XUH.TO and IUSG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	XUH.TO	IUSG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.86	0.91	-0.06
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.55	0.76	-0.21
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.64	0.88	-0.23
Sharpe Ratio (All Time) Calculated using the full available price history	0.57	0.94	-0.36

Correlation

The correlation between XUH.TO and IUSG is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

XUH.TO vs. IUSG - Dividend Comparison

XUH.TO's dividend yield for the trailing twelve months is around 0.94%, more than IUSG's 0.57% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
XUH.TO iShares Core S&P U.S. Total Market Index ETF (CAD-Hedged)	0.94%	0.91%	1.10%	1.15%	1.40%	0.98%	1.25%	1.67%	1.81%	1.25%	1.63%	1.62%
IUSG iShares Core S&P U.S. Growth ETF	0.57%	0.53%	0.59%	1.12%	1.07%	0.59%	0.93%	1.64%	1.32%	1.28%	1.48%	1.29%

Drawdowns

XUH.TO vs. IUSG - Drawdown Comparison

The maximum XUH.TO drawdown since its inception was -38.37%, which is greater than IUSG's maximum drawdown of -30.06%. Use the drawdown chart below to compare losses from any high point for XUH.TO and IUSG.

Drawdown Indicators

	XUH.TO	IUSG	Difference
Max Drawdown Largest peak-to-trough decline	-38.37%	-63.41%	+25.04%
Max Drawdown (1Y) Largest decline over 1 year	-12.24%	-13.07%	+0.83%
Max Drawdown (5Y) Largest decline over 5 years	-26.11%	-32.21%	+6.10%
Max Drawdown (10Y) Largest decline over 10 years	-38.37%	-32.35%	-6.02%
Current Drawdown Current decline from peak	-5.85%	-8.34%	+2.49%
Average Drawdown Average peak-to-trough decline	-5.02%	-21.57%	+16.55%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.67%	3.37%	-0.70%

Volatility

XUH.TO vs. IUSG - Volatility Comparison

The current volatility for iShares Core S&P U.S. Total Market Index ETF (CAD-Hedged) (XUH.TO) is 5.78%, while iShares Core S&P U.S. Growth ETF (IUSG) has a volatility of 7.13%. This indicates that XUH.TO experiences smaller price fluctuations and is considered to be less risky than IUSG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	XUH.TO	IUSG	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.78%	7.13%	-1.35%
Volatility (6M) Calculated over the trailing 6-month period	10.01%	12.49%	-2.48%
Volatility (1Y) Calculated over the trailing 1-year period	18.46%	21.75%	-3.29%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.08%	19.10%	-2.02%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.67%	18.81%	-0.14%