XUSR.TO vs. CGL.TO
XUSR.TO (iShares ESG Advanced MSCI USA Index ETF) and CGL.TO (iShares Gold Bullion ETF (CAD-Hedged)) are both exchange-traded funds - XUSR.TO is a Large Cap Growth Equities fund tracking the MSCI USA Choice ESG Screened Index, while CGL.TO is a Precious Metals fund tracking the Gold Bullion. Both are passively managed. Over the past 5 years, XUSR.TO returned 16.66%/yr vs 16.83%/yr for CGL.TO. At a correlation of -0.01, they often move in opposite directions. XUSR.TO charges 0.23%/yr vs 0.55%/yr for CGL.TO.
Performance
XUSR.TO vs. CGL.TO - Performance Comparison
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Returns By Period
In the year-to-date period, XUSR.TO achieves a 21.07% return, which is significantly higher than CGL.TO's 2.15% return.
XUSR.TO
- 1D
- -0.71%
- 1M
- 11.78%
- YTD
- 21.07%
- 6M
- 17.73%
- 1Y
- 32.90%
- 3Y*
- 26.02%
- 5Y*
- 16.66%
- 10Y*
- —
CGL.TO
- 1D
- -0.83%
- 1M
- -1.87%
- YTD
- 2.15%
- 6M
- 4.29%
- 1Y
- 29.45%
- 3Y*
- 29.31%
- 5Y*
- 16.83%
- 10Y*
- 11.98%
XUSR.TO vs. CGL.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
XUSR.TO iShares ESG Advanced MSCI USA Index ETF | 21.07% | 9.24% | 32.45% | 29.28% | -17.20% | 24.47% | 27.06% |
CGL.TO iShares Gold Bullion ETF (CAD-Hedged) | 2.15% | 60.12% | 25.67% | 11.26% | -1.07% | -4.58% | 8.34% |
Correlation
The correlation between XUSR.TO and CGL.TO is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.00 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.02 |
Correlation (All Time) Calculated using the full available price history since Apr 24, 2020 | -0.01 |
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Return for Risk
XUSR.TO vs. CGL.TO — Risk / Return Rank
XUSR.TO
CGL.TO
XUSR.TO vs. CGL.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Advanced MSCI USA Index ETF (XUSR.TO) and iShares Gold Bullion ETF (CAD-Hedged) (CGL.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.
| XUSR.TO | CGL.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.98 | ||
| Sortino ratioReturn per unit of downside risk | +1.24 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.22 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.87 | 1.53 | +1.34 |
| Martin ratioReturn relative to average drawdown | 8.61 | 3.75 | +4.86 |
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
| XUSR.TO | CGL.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.08 | 1.10 | +0.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.93 | 0.92 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.11 | 0.48 | +0.63 |
Drawdowns
XUSR.TO vs. CGL.TO - Drawdown Comparison
The maximum XUSR.TO drawdown since its inception was -28.39%, smaller than the maximum CGL.TO drawdown of -44.53%. Use the drawdown chart below to compare losses from any high point for XUSR.TO and CGL.TO.
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Drawdown Indicators
| XUSR.TO | CGL.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.39% | -44.53% | +16.14% |
Max Drawdown (1Y)Largest decline over 1 year | -11.52% | -19.36% | +7.84% |
Max Drawdown (3Y)Largest decline over 3 years | -23.02% | -19.36% | -3.66% |
Max Drawdown (5Y)Largest decline over 5 years | -28.39% | -22.18% | -6.21% |
Max Drawdown (10Y)Largest decline over 10 years | — | -23.72% | — |
Current DrawdownCurrent decline from peak | -0.71% | -18.22% | +17.51% |
Average DrawdownAverage peak-to-trough decline | -6.29% | -18.16% | +11.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.83% | 7.88% | -4.05% |
Volatility
XUSR.TO vs. CGL.TO - Volatility Comparison
The current volatility for iShares ESG Advanced MSCI USA Index ETF (XUSR.TO) is 4.94%, while iShares Gold Bullion ETF (CAD-Hedged) (CGL.TO) has a volatility of 5.60%. This indicates that XUSR.TO experiences smaller price fluctuations and is considered to be less risky than CGL.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XUSR.TO | CGL.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.94% | 5.60% | -0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 12.58% | 23.18% | -10.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.06% | 26.89% | -10.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.07% | 18.33% | -0.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.59% | 16.41% | +1.18% |
XUSR.TO vs. CGL.TO - Expense Ratio Comparison
XUSR.TO has a 0.23% expense ratio, which is lower than CGL.TO's 0.55% expense ratio.
Dividends
XUSR.TO vs. CGL.TO - Dividend Comparison
XUSR.TO's dividend yield for the trailing twelve months is around 0.56%, while CGL.TO has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
CGL.TO iShares Gold Bullion ETF (CAD-Hedged) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XUSR.TO iShares ESG Advanced MSCI USA Index ETF | 0.56% | 0.67% | 0.68% | 0.93% | 1.01% | 0.65% | 0.34% |
Frequently Asked Questions
XUSR.TO and CGL.TO have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XUSR.TO is cheaper at 0.23% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XUSR.TO is cheaper with a 0.23% expense ratio, compared with 0.55% for CGL.TO.
XUSR.TO is categorized as Large Cap Growth Equities, while CGL.TO is Precious Metals. XUSR.TO tracks MSCI USA Choice ESG Screened Index, while CGL.TO tracks Gold Bullion. Their fees differ too: 0.23% for XUSR.TO and 0.55% for CGL.TO.
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