XUSF.TO vs. DXF.TO
XUSF.TO (iShares S&P U.S. Financials Index ETF) and DXF.TO (Dynamic Active Global Financial Services ETF) are both Financials Equities funds. XUSF.TO is passively managed, while DXF.TO is actively managed. Over the past year, XUSF.TO returned 10.42% vs 5.06% for DXF.TO. At a 0.28 correlation, their price movements are largely independent.
Performance
XUSF.TO vs. DXF.TO - Performance Comparison
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Returns By Period
In the year-to-date period, XUSF.TO achieves a 4.97% return, which is significantly higher than DXF.TO's 2.80% return.
XUSF.TO
- 1D
- -0.98%
- 1M
- 3.70%
- 6M
- 4.76%
- YTD
- 4.97%
- 1Y
- 10.42%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DXF.TO
- 1D
- 0.37%
- 1M
- 3.46%
- 6M
- 1.39%
- YTD
- 2.80%
- 1Y
- 5.06%
- 3Y*
- 22.15%
- 5Y*
- 9.96%
- 10Y*
- —
XUSF.TO vs. DXF.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
XUSF.TO iShares S&P U.S. Financials Index ETF | 4.97% | 9.67% | 39.77% | 8.23% |
DXF.TO Dynamic Active Global Financial Services ETF | 2.80% | 17.12% | 36.17% | 11.32% |
Correlation
The correlation between XUSF.TO and DXF.TO is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Sep 6, 2023 | 0.28 |
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Return for Risk
XUSF.TO vs. DXF.TO — Risk / Return Rank
XUSF.TO
DXF.TO
XUSF.TO vs. DXF.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P U.S. Financials Index ETF (XUSF.TO) and Dynamic Active Global Financial Services ETF (DXF.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| XUSF.TO | DXF.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.21 | ||
| Sortino ratioReturn per unit of downside risk | +0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.09 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.72 | 0.40 | +0.31 |
| Martin ratioReturn relative to average drawdown | 1.70 | 1.01 | +0.69 |
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Drawdowns
XUSF.TO vs. DXF.TO - Drawdown Comparison
The maximum XUSF.TO drawdown since its inception was -16.88%, smaller than the maximum DXF.TO drawdown of -35.27%. Use the drawdown chart below to compare losses from any high point for XUSF.TO and DXF.TO.
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Drawdown Indicators
| XUSF.TO | DXF.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.88% | -35.27% | +18.39% |
Max Drawdown (1Y)Largest decline over 1 year | -14.66% | -14.42% | -0.24% |
Max Drawdown (3Y)Largest decline over 3 years | — | -14.42% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.06% | — |
Current DrawdownCurrent decline from peak | -0.98% | -0.27% | -0.71% |
Average DrawdownAverage peak-to-trough decline | -3.44% | -7.66% | +4.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.15% | 5.76% | +0.39% |
Volatility
XUSF.TO vs. DXF.TO - Volatility Comparison
The current volatility for iShares S&P U.S. Financials Index ETF (XUSF.TO) is 4.60%, while Dynamic Active Global Financial Services ETF (DXF.TO) has a volatility of 4.95%. This indicates that XUSF.TO experiences smaller price fluctuations and is considered to be less risky than DXF.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XUSF.TO | DXF.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.60% | 4.95% | -0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 11.86% | 9.88% | +1.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.42% | 12.14% | +3.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.82% | 16.76% | +1.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.82% | 22.34% | -4.52% |
Dividends
XUSF.TO vs. DXF.TO - Dividend Comparison
XUSF.TO's dividend yield for the trailing twelve months is around 0.85%, less than DXF.TO's 1.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
DXF.TO Dynamic Active Global Financial Services ETF | 1.11% | 1.13% | 1.18% | 2.14% | 1.95% | 1.07% | 1.30% | 1.40% | 2.08% |
XUSF.TO iShares S&P U.S. Financials Index ETF | 0.85% | 0.75% | 0.81% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XUSF.TO and DXF.TO have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
They also come from different issuers: iShares and Dynamic.
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