XUSR.TO vs. USXF
Compare and contrast key facts about iShares ESG Advanced MSCI USA Index ETF (XUSR.TO) and iShares ESG Advanced MSCI USA ETF (USXF).
XUSR.TO and USXF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XUSR.TO is a passively managed fund by iShares that tracks the performance of the MSCI USA Choice ESG Screened Index. It was launched on Apr 15, 2020. USXF is a passively managed fund by iShares that tracks the performance of the MSCI USA Choice ESG Screened Index. It was launched on Jun 16, 2020. Both XUSR.TO and USXF 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: XUSR.TO or USXF.
Correlation
The correlation between XUSR.TO and USXF is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
XUSR.TO vs. USXF - Performance Comparison
Key characteristics
XUSR.TO:
1.58
USXF:
1.33
XUSR.TO:
2.18
USXF:
1.85
XUSR.TO:
1.29
USXF:
1.24
XUSR.TO:
2.69
USXF:
2.29
XUSR.TO:
9.26
USXF:
7.64
XUSR.TO:
2.83%
USXF:
3.05%
XUSR.TO:
16.62%
USXF:
17.49%
XUSR.TO:
-28.40%
USXF:
-29.54%
XUSR.TO:
-3.50%
USXF:
-1.67%
Returns By Period
In the year-to-date period, XUSR.TO achieves a 2.66% return, which is significantly lower than USXF's 4.12% return.
XUSR.TO
2.66%
-1.56%
10.14%
26.80%
N/A
N/A
USXF
4.12%
-0.48%
9.00%
24.78%
N/A
N/A
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XUSR.TO vs. USXF - Expense Ratio Comparison
XUSR.TO has a 0.23% expense ratio, which is higher than USXF's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
XUSR.TO vs. USXF — Risk-Adjusted Performance Rank
XUSR.TO
USXF
XUSR.TO vs. USXF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Advanced MSCI USA Index ETF (XUSR.TO) and iShares ESG Advanced MSCI USA ETF (USXF). 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
XUSR.TO vs. USXF - Dividend Comparison
XUSR.TO's dividend yield for the trailing twelve months is around 0.67%, less than USXF's 0.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
XUSR.TO iShares ESG Advanced MSCI USA Index ETF | 0.67% | 0.68% | 0.92% | 0.98% | 0.64% | 0.33% |
USXF iShares ESG Advanced MSCI USA ETF | 0.96% | 1.00% | 1.21% | 1.39% | 0.85% | 0.58% |
Drawdowns
XUSR.TO vs. USXF - Drawdown Comparison
The maximum XUSR.TO drawdown since its inception was -28.40%, roughly equal to the maximum USXF drawdown of -29.54%. Use the drawdown chart below to compare losses from any high point for XUSR.TO and USXF. For additional features, visit the drawdowns tool.
Volatility
XUSR.TO vs. USXF - Volatility Comparison
The current volatility for iShares ESG Advanced MSCI USA Index ETF (XUSR.TO) is 5.50%, while iShares ESG Advanced MSCI USA ETF (USXF) has a volatility of 5.83%. This indicates that XUSR.TO experiences smaller price fluctuations and is considered to be less risky than USXF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.