XUH.TO vs. VFV.TO
Compare and contrast key facts about iShares Core S&P U.S. Total Market Index ETF (CAD-Hedged) (XUH.TO) and Vanguard S&P 500 Index ETF (VFV.TO).
XUH.TO and VFV.TO 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. VFV.TO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Nov 2, 2012. Both XUH.TO and VFV.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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XUH.TO or VFV.TO.
Correlation
The correlation between XUH.TO and VFV.TO is 0.79, 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.
Performance
XUH.TO vs. VFV.TO - Performance Comparison
Key characteristics
XUH.TO:
1.79
VFV.TO:
2.61
XUH.TO:
2.50
VFV.TO:
3.64
XUH.TO:
1.33
VFV.TO:
1.48
XUH.TO:
2.71
VFV.TO:
4.06
XUH.TO:
10.40
VFV.TO:
18.41
XUH.TO:
2.13%
VFV.TO:
1.68%
XUH.TO:
12.39%
VFV.TO:
11.82%
XUH.TO:
-38.37%
VFV.TO:
-27.43%
XUH.TO:
0.00%
VFV.TO:
-0.48%
Returns By Period
In the year-to-date period, XUH.TO achieves a 4.47% return, which is significantly higher than VFV.TO's 3.48% return. Over the past 10 years, XUH.TO has underperformed VFV.TO with an annualized return of 11.30%, while VFV.TO has yielded a comparatively higher 14.42% annualized return.
XUH.TO
4.47%
1.31%
9.51%
23.08%
12.33%
11.30%
VFV.TO
3.48%
0.85%
14.99%
31.34%
16.20%
14.42%
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XUH.TO vs. VFV.TO - Expense Ratio Comparison
XUH.TO has a 0.08% expense ratio, which is lower than VFV.TO's 0.09% 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%.
Risk-Adjusted Performance
XUH.TO vs. VFV.TO — Risk-Adjusted Performance Rank
XUH.TO
VFV.TO
XUH.TO vs. VFV.TO - Risk-Adjusted Performance 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 Vanguard S&P 500 Index ETF (VFV.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.
Dividends
XUH.TO vs. VFV.TO - Dividend Comparison
XUH.TO's dividend yield for the trailing twelve months is around 1.05%, more than VFV.TO's 0.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XUH.TO iShares Core S&P U.S. Total Market Index ETF (CAD-Hedged) | 1.05% | 1.10% | 1.15% | 1.40% | 0.98% | 1.25% | 1.67% | 1.81% | 1.25% | 1.63% | 1.62% | 0.00% |
VFV.TO Vanguard S&P 500 Index ETF | 0.96% | 0.99% | 1.20% | 1.31% | 1.06% | 1.33% | 1.55% | 1.68% | 1.50% | 1.66% | 1.63% | 1.48% |
Drawdowns
XUH.TO vs. VFV.TO - Drawdown Comparison
The maximum XUH.TO drawdown since its inception was -38.37%, which is greater than VFV.TO's maximum drawdown of -27.43%. Use the drawdown chart below to compare losses from any high point for XUH.TO and VFV.TO. For additional features, visit the drawdowns tool.
Volatility
XUH.TO vs. VFV.TO - Volatility Comparison
iShares Core S&P U.S. Total Market Index ETF (CAD-Hedged) (XUH.TO) has a higher volatility of 3.36% compared to Vanguard S&P 500 Index ETF (VFV.TO) at 2.77%. This indicates that XUH.TO's price experiences larger fluctuations and is considered to be riskier than VFV.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.