XUH.TO vs. XUU-U.TO
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. Total Market Index ETF (XUU-U.TO).
XUH.TO and XUU-U.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. XUU-U.TO is a passively managed fund by iShares that tracks the performance of the S&P Total Market Index. It was launched on Oct 22, 2019. Both XUH.TO and XUU-U.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 XUU-U.TO.
Correlation
The correlation between XUH.TO and XUU-U.TO is 0.41, 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.
Performance
XUH.TO vs. XUU-U.TO - Performance Comparison
Key characteristics
XUH.TO:
1.66
XUU-U.TO:
1.72
XUH.TO:
2.33
XUU-U.TO:
2.55
XUH.TO:
1.31
XUU-U.TO:
1.40
XUH.TO:
2.54
XUU-U.TO:
2.80
XUH.TO:
9.72
XUU-U.TO:
10.34
XUH.TO:
2.14%
XUU-U.TO:
2.05%
XUH.TO:
12.48%
XUU-U.TO:
12.36%
XUH.TO:
-38.37%
XUU-U.TO:
-28.65%
XUH.TO:
-2.02%
XUU-U.TO:
-2.00%
Returns By Period
The year-to-date returns for both investments are quite close, with XUH.TO having a 2.36% return and XUU-U.TO slightly higher at 2.41%.
XUH.TO
2.36%
-1.42%
7.00%
18.09%
11.85%
11.07%
XUU-U.TO
2.41%
-0.40%
7.12%
18.24%
13.36%
N/A
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XUH.TO vs. XUU-U.TO - Expense Ratio Comparison
Both XUH.TO and XUU-U.TO have an expense ratio of 0.08%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
XUH.TO vs. XUU-U.TO — Risk-Adjusted Performance Rank
XUH.TO
XUU-U.TO
XUH.TO vs. XUU-U.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 iShares Core S&P U.S. Total Market Index ETF (XUU-U.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. XUU-U.TO - Dividend Comparison
XUH.TO's dividend yield for the trailing twelve months is around 1.07%, more than XUU-U.TO's 0.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
XUH.TO iShares Core S&P U.S. Total Market Index ETF (CAD-Hedged) | 1.07% | 1.10% | 1.15% | 1.40% | 0.98% | 1.25% | 1.67% | 1.81% | 1.25% | 1.63% | 1.62% |
XUU-U.TO iShares Core S&P U.S. Total Market Index ETF | 0.31% | 0.32% | 0.89% | 1.08% | 0.79% | 0.95% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
XUH.TO vs. XUU-U.TO - Drawdown Comparison
The maximum XUH.TO drawdown since its inception was -38.37%, which is greater than XUU-U.TO's maximum drawdown of -28.65%. Use the drawdown chart below to compare losses from any high point for XUH.TO and XUU-U.TO. For additional features, visit the drawdowns tool.
Volatility
XUH.TO vs. XUU-U.TO - Volatility Comparison
iShares Core S&P U.S. Total Market Index ETF (CAD-Hedged) (XUH.TO) has a higher volatility of 3.87% compared to iShares Core S&P U.S. Total Market Index ETF (XUU-U.TO) at 3.34%. This indicates that XUH.TO's price experiences larger fluctuations and is considered to be riskier than XUU-U.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.