XUH.TO vs. XHD.TO
XUH.TO (iShares Core S&P U.S. Total Market Index ETF (CAD-Hedged)) and XHD.TO (iShares U.S. High Dividend Equity Index ETF (CAD-Hedged)) are both Large Cap Blend Equities funds from iShares tracking the Morningstar US Market TR CAD. Both are passively managed. Over the past 10 years, XUH.TO returned 13.19%/yr vs 6.20%/yr for XHD.TO. A 0.53 correlation means they provide meaningful diversification when combined. XUH.TO charges 0.08%/yr vs 0.33%/yr for XHD.TO.
Performance
XUH.TO vs. XHD.TO - Performance Comparison
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Returns By Period
In the year-to-date period, XUH.TO achieves a 9.59% return, which is significantly lower than XHD.TO's 12.05% return. Over the past 10 years, XUH.TO has outperformed XHD.TO with an annualized return of 13.19%, while XHD.TO has yielded a comparatively lower 6.20% annualized return.
XUH.TO
- 1D
- -0.66%
- 1M
- 4.13%
- YTD
- 9.59%
- 6M
- 9.67%
- 1Y
- 24.90%
- 3Y*
- 19.81%
- 5Y*
- 11.17%
- 10Y*
- 13.19%
XHD.TO
- 1D
- 0.10%
- 1M
- -0.05%
- YTD
- 12.05%
- 6M
- 6.40%
- 1Y
- 12.73%
- 3Y*
- 9.64%
- 5Y*
- 6.57%
- 10Y*
- 6.20%
XUH.TO vs. XHD.TO - 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) | 9.59% | 15.11% | 22.45% | 24.06% | -20.19% | 26.19% | 15.53% | 28.46% | -7.51% | 20.10% |
XHD.TO iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) | 12.05% | 3.92% | 9.50% | -0.07% | 4.22% | 17.88% | -9.51% | 17.96% | -5.62% | 11.73% |
Correlation
The correlation between XUH.TO and XHD.TO is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.33 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since Feb 23, 2015 | 0.53 |
Over the past year, the correlation between XUH.TO and XHD.TO has dropped to 0.18 - well below their long-term average of 0.53, suggesting their price drivers have been diverging.
XUH.TO vs. XHD.TO - Sectors Allocation Comparison
Sectors
XUH.TO
XHD.TO
Technology
Financial Services
Communication Services
Consumer Cyclical
Industrials
Healthcare
Consumer Defensive
Energy
Utilities
Real Estate
-
Basic Materials
Technology
XUH.TO
XHD.TO
Financial Services
XUH.TO
XHD.TO
Communication Services
XUH.TO
XHD.TO
Consumer Cyclical
XUH.TO
XHD.TO
Industrials
XUH.TO
XHD.TO
Healthcare
XUH.TO
XHD.TO
Consumer Defensive
XUH.TO
XHD.TO
Energy
XUH.TO
XHD.TO
Utilities
XUH.TO
XHD.TO
Real Estate
XUH.TO
XHD.TO
-
Basic Materials
XUH.TO
XHD.TO
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Return for Risk
XUH.TO vs. XHD.TO — Risk / Return Rank
XUH.TO
XHD.TO
XUH.TO vs. XHD.TO - 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 U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD.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.
| XUH.TO | XHD.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.88 | ||
| Sortino ratioReturn per unit of downside risk | +1.25 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.21 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.66 | 1.96 | +0.70 |
| Martin ratioReturn relative to average drawdown | 12.06 | 5.56 | +6.50 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XUH.TO | XHD.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.02 | 1.14 | +0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.51 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.40 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.53 | +0.11 |
Drawdowns
XUH.TO vs. XHD.TO - Drawdown Comparison
The maximum XUH.TO drawdown since its inception was -38.37%, roughly equal to the maximum XHD.TO drawdown of -38.71%. Use the drawdown chart below to compare losses from any high point for XUH.TO and XHD.TO.
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Drawdown Indicators
| XUH.TO | XHD.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.37% | -38.71% | +0.34% |
Max Drawdown (1Y)Largest decline over 1 year | -9.41% | -6.51% | -2.90% |
Max Drawdown (3Y)Largest decline over 3 years | -19.32% | -12.75% | -6.57% |
Max Drawdown (5Y)Largest decline over 5 years | -26.11% | -16.38% | -9.73% |
Max Drawdown (10Y)Largest decline over 10 years | -38.37% | -38.71% | +0.34% |
Current DrawdownCurrent decline from peak | -0.66% | -2.35% | +1.69% |
Average DrawdownAverage peak-to-trough decline | -4.96% | -3.92% | -1.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.07% | 2.30% | -0.23% |
Volatility
XUH.TO vs. XHD.TO - Volatility Comparison
The current volatility for iShares Core S&P U.S. Total Market Index ETF (CAD-Hedged) (XUH.TO) is 3.21%, while iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD.TO) has a volatility of 3.68%. This indicates that XUH.TO experiences smaller price fluctuations and is considered to be less risky than XHD.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XUH.TO | XHD.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.21% | 3.68% | -0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 9.36% | 9.38% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.41% | 11.28% | +1.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.08% | 13.03% | +4.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.70% | 15.53% | +3.17% |
XUH.TO vs. XHD.TO - Expense Ratio Comparison
XUH.TO has a 0.08% expense ratio, which is lower than XHD.TO's 0.33% expense ratio.
Dividends
XUH.TO vs. XHD.TO - Dividend Comparison
XUH.TO's dividend yield for the trailing twelve months is around 0.82%, less than XHD.TO's 2.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XHD.TO iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) | 2.38% | 2.61% | 2.99% | 3.09% | 2.69% | 2.81% | 3.44% | 2.46% | 2.81% | 2.36% | 2.48% | 3.00% |
XUH.TO iShares Core S&P U.S. Total Market Index ETF (CAD-Hedged) | 0.82% | 0.91% | 1.10% | 1.15% | 1.40% | 0.98% | 1.25% | 1.67% | 1.81% | 1.25% | 1.63% | 1.62% |
Frequently Asked Questions
XUH.TO and XHD.TO have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XUH.TO is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XUH.TO is cheaper with a 0.08% expense ratio, compared with 0.33% for XHD.TO.
Both ETFs track Morningstar US Market TR CAD. Their fees differ too: 0.08% for XUH.TO and 0.33% for XHD.TO.
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