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.
Performance
XUSR.TO vs. USXF - Performance Comparison
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XUSR.TO vs. USXF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
XUSR.TO iShares ESG Advanced MSCI USA Index ETF | -2.94% | 9.24% | 32.45% | 29.28% | -17.20% | 24.47% | 15.34% |
USXF iShares ESG Advanced MSCI USA ETF | -2.62% | 11.61% | 37.00% | 28.75% | -15.59% | 25.99% | 16.35% |
Different Trading Currencies
XUSR.TO is traded in CAD, while USXF is traded in USD. To make them comparable, the USXF values have been converted to CAD using the latest available exchange rates.
Returns By Period
In the year-to-date period, XUSR.TO achieves a -2.94% return, which is significantly lower than USXF's -2.62% return.
XUSR.TO
- 1D
- 2.81%
- 1M
- -2.81%
- YTD
- -2.94%
- 6M
- -5.57%
- 1Y
- 15.24%
- 3Y*
- 18.63%
- 5Y*
- 11.96%
- 10Y*
- —
USXF
- 1D
- 3.43%
- 1M
- -3.63%
- YTD
- -2.62%
- 6M
- -3.65%
- 1Y
- 15.85%
- 3Y*
- 21.08%
- 5Y*
- 14.05%
- 10Y*
- —
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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%.
Return for Risk
XUSR.TO vs. USXF — Risk / Return Rank
XUSR.TO
USXF
XUSR.TO vs. USXF - 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 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.
| XUSR.TO | USXF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 0.74 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.09 | 1.13 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.17 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | 1.40 | -0.37 |
Martin ratioReturn relative to average drawdown | 3.15 | 4.63 | -1.49 |
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 | USXF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 0.74 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.80 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.90 | 0.93 | -0.03 |
Correlation
The correlation between XUSR.TO and USXF is 0.87, 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.
Dividends
XUSR.TO vs. USXF - Dividend Comparison
XUSR.TO's dividend yield for the trailing twelve months is around 0.70%, less than USXF's 1.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
XUSR.TO iShares ESG Advanced MSCI USA Index ETF | 0.70% | 0.67% | 0.68% | 0.93% | 1.01% | 0.65% | 0.34% |
USXF iShares ESG Advanced MSCI USA ETF | 1.01% | 0.93% | 1.00% | 1.21% | 1.39% | 0.86% | 0.58% |
Drawdowns
XUSR.TO vs. USXF - Drawdown Comparison
The maximum XUSR.TO drawdown since its inception was -28.39%, which is greater than USXF's maximum drawdown of -26.38%. Use the drawdown chart below to compare losses from any high point for XUSR.TO and USXF.
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Drawdown Indicators
| XUSR.TO | USXF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.39% | -29.54% | +1.15% |
Max Drawdown (1Y)Largest decline over 1 year | -13.35% | -11.99% | -1.36% |
Max Drawdown (5Y)Largest decline over 5 years | -28.39% | -29.54% | +1.15% |
Current DrawdownCurrent decline from peak | -9.04% | -7.01% | -2.03% |
Average DrawdownAverage peak-to-trough decline | -6.43% | -6.57% | +0.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.36% | 2.97% | +1.39% |
Volatility
XUSR.TO vs. USXF - Volatility Comparison
iShares ESG Advanced MSCI USA Index ETF (XUSR.TO) and iShares ESG Advanced MSCI USA ETF (USXF) have volatilities of 6.48% and 6.71%, 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.
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Volatility by Period
| XUSR.TO | USXF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.48% | 6.71% | -0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 12.98% | 12.77% | +0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.62% | 21.02% | +1.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.99% | 17.59% | +0.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.63% | 17.38% | +0.25% |