XUSR.TO vs. VDY.TO
Compare and contrast key facts about iShares ESG Advanced MSCI USA Index ETF (XUSR.TO) and Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY.TO).
XUSR.TO and VDY.TO 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. VDY.TO is a passively managed fund by Vanguard that tracks the performance of the FTSE Canada High Dividend Yield Index. It was launched on Nov 2, 2012. Both XUSR.TO and VDY.TO 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 VDY.TO.
Correlation
The correlation between XUSR.TO and VDY.TO is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
XUSR.TO vs. VDY.TO - Performance Comparison
Key characteristics
XUSR.TO:
1.58
VDY.TO:
2.59
XUSR.TO:
2.19
VDY.TO:
3.56
XUSR.TO:
1.29
VDY.TO:
1.47
XUSR.TO:
2.70
VDY.TO:
4.37
XUSR.TO:
9.32
VDY.TO:
12.40
XUSR.TO:
2.82%
VDY.TO:
1.78%
XUSR.TO:
16.62%
VDY.TO:
8.52%
XUSR.TO:
-28.40%
VDY.TO:
-39.21%
XUSR.TO:
-2.68%
VDY.TO:
-2.16%
Returns By Period
In the year-to-date period, XUSR.TO achieves a 3.54% return, which is significantly higher than VDY.TO's 1.03% return.
XUSR.TO
3.54%
0.18%
9.71%
27.30%
N/A
N/A
VDY.TO
1.03%
-1.27%
9.87%
21.67%
11.09%
9.19%
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XUSR.TO vs. VDY.TO - Expense Ratio Comparison
XUSR.TO has a 0.23% expense ratio, which is higher than VDY.TO's 0.22% 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. VDY.TO — Risk-Adjusted Performance Rank
XUSR.TO
VDY.TO
XUSR.TO vs. VDY.TO - 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 Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY.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.
Dividends
XUSR.TO vs. VDY.TO - Dividend Comparison
XUSR.TO's dividend yield for the trailing twelve months is around 0.66%, less than VDY.TO's 4.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XUSR.TO iShares ESG Advanced MSCI USA Index ETF | 0.66% | 0.68% | 0.92% | 0.99% | 0.65% | 0.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VDY.TO Vanguard FTSE Canadian High Dividend Yield Index ETF | 4.35% | 4.39% | 4.62% | 4.41% | 3.57% | 4.57% | 4.24% | 4.42% | 3.81% | 3.23% | 4.11% | 3.24% |
Drawdowns
XUSR.TO vs. VDY.TO - Drawdown Comparison
The maximum XUSR.TO drawdown since its inception was -28.40%, smaller than the maximum VDY.TO drawdown of -39.21%. Use the drawdown chart below to compare losses from any high point for XUSR.TO and VDY.TO. For additional features, visit the drawdowns tool.
Volatility
XUSR.TO vs. VDY.TO - Volatility Comparison
iShares ESG Advanced MSCI USA Index ETF (XUSR.TO) has a higher volatility of 5.54% compared to Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY.TO) at 2.30%. This indicates that XUSR.TO's price experiences larger fluctuations and is considered to be riskier than VDY.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.