XUSC.TO vs. RUD.TO
XUSC.TO (iShares S&P 500 3% Capped Index ETF (CAD Units)) and RUD.TO (RBC Quant U.S. Dividend Leaders ETF (CAD)) are both Large Cap Blend Equities funds. XUSC.TO is passively managed, while RUD.TO is actively managed. Over the past year, XUSC.TO returned 28.32% vs 23.59% for RUD.TO. Their correlation of 0.86 suggests significant overlap in exposure. XUSC.TO charges 0.12%/yr vs 0.43%/yr for RUD.TO.
Performance
XUSC.TO vs. RUD.TO - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, XUSC.TO achieves a 12.87% return, which is significantly higher than RUD.TO's 9.79% return.
XUSC.TO
- 1D
- 0.16%
- 1M
- 6.74%
- YTD
- 12.87%
- 6M
- 11.15%
- 1Y
- 28.32%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RUD.TO
- 1D
- 0.73%
- 1M
- 5.41%
- YTD
- 9.79%
- 6M
- 6.90%
- 1Y
- 23.59%
- 3Y*
- 17.48%
- 5Y*
- 13.95%
- 10Y*
- 13.11%
XUSC.TO vs. RUD.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
XUSC.TO iShares S&P 500 3% Capped Index ETF (CAD Units) | 12.87% | 11.40% | 11.76% |
RUD.TO RBC Quant U.S. Dividend Leaders ETF (CAD) | 9.79% | 7.31% | -1.47% |
Correlation
The correlation between XUSC.TO and RUD.TO is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.81 |
Correlation (All Time) Calculated using the full available price history since Jul 19, 2024 | 0.86 |
The correlation between XUSC.TO and RUD.TO has been stable across timeframes, ranging from 0.81 to 0.86 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
XUSC.TO vs. RUD.TO — Risk / Return Rank
XUSC.TO
RUD.TO
XUSC.TO vs. RUD.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 3% Capped Index ETF (CAD Units) (XUSC.TO) and RBC Quant U.S. Dividend Leaders ETF (CAD) (RUD.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.
| XUSC.TO | RUD.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.56 | ||
| Sortino ratioReturn per unit of downside risk | +0.83 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.36 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 3.74 | 3.56 | +0.18 |
| Martin ratioReturn relative to average drawdown | 13.73 | 12.71 | +1.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| XUSC.TO | RUD.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.49 | 1.93 | +0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.91 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.27 | 0.81 | +0.46 |
Drawdowns
XUSC.TO vs. RUD.TO - Drawdown Comparison
The maximum XUSC.TO drawdown since its inception was -18.31%, smaller than the maximum RUD.TO drawdown of -29.89%. Use the drawdown chart below to compare losses from any high point for XUSC.TO and RUD.TO.
Loading charts...
Drawdown Indicators
| XUSC.TO | RUD.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.31% | -29.89% | +11.58% |
Max Drawdown (1Y)Largest decline over 1 year | -7.60% | -6.65% | -0.95% |
Max Drawdown (3Y)Largest decline over 3 years | — | -28.33% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -28.33% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.89% | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -2.66% | -3.99% | +1.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.07% | 1.86% | +0.21% |
Volatility
XUSC.TO vs. RUD.TO - Volatility Comparison
iShares S&P 500 3% Capped Index ETF (CAD Units) (XUSC.TO) and RBC Quant U.S. Dividend Leaders ETF (CAD) (RUD.TO) have volatilities of 2.55% and 2.51%, 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.
Loading charts...
Volatility by Period
| XUSC.TO | RUD.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.55% | 2.51% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 8.51% | 9.29% | -0.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.44% | 12.29% | -0.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.70% | 15.38% | +0.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.70% | 15.53% | +0.17% |
XUSC.TO vs. RUD.TO - Expense Ratio Comparison
XUSC.TO has a 0.12% expense ratio, which is lower than RUD.TO's 0.43% expense ratio.
Dividends
XUSC.TO vs. RUD.TO - Dividend Comparison
XUSC.TO's dividend yield for the trailing twelve months is around 0.83%, less than RUD.TO's 1.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RUD.TO RBC Quant U.S. Dividend Leaders ETF (CAD) | 1.36% | 1.35% | 1.16% | 1.49% | 1.57% | 1.10% | 1.64% | 1.93% | 2.01% | 1.78% | 1.73% | 2.12% |
XUSC.TO iShares S&P 500 3% Capped Index ETF (CAD Units) | 0.83% | 0.94% | 0.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XUSC.TO and RUD.TO have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XUSC.TO is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XUSC.TO is cheaper with a 0.12% expense ratio, compared with 0.43% for RUD.TO.
They also come from different issuers: iShares and RBC. Their fees differ too: 0.12% for XUSC.TO and 0.43% for RUD.TO.
Find the right allocation for XUSC.TO and RUD.TO
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer