XUU-U.TO vs. AVUS
XUU-U.TO (iShares Core S&P U.S. Total Market Index ETF) and AVUS (Avantis U.S. Equity ETF) are both Large Cap Blend Equities funds. XUU-U.TO is passively managed, while AVUS is actively managed. Over the past 5 years, XUU-U.TO returned 11.97%/yr vs 12.80%/yr for AVUS. At a 0.47 correlation, their price movements are largely independent. XUU-U.TO charges 0.08%/yr vs 0.15%/yr for AVUS.
Performance
XUU-U.TO vs. AVUS - Performance Comparison
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Returns By Period
In the year-to-date period, XUU-U.TO achieves a 8.31% return, which is significantly lower than AVUS's 13.91% return.
XUU-U.TO
- 1D
- -0.15%
- 1M
- -1.82%
- YTD
- 8.31%
- 6M
- 7.71%
- 1Y
- 21.85%
- 3Y*
- 20.03%
- 5Y*
- 11.97%
- 10Y*
- —
AVUS
- 1D
- 0.60%
- 1M
- 0.04%
- YTD
- 13.91%
- 6M
- 12.42%
- 1Y
- 29.51%
- 3Y*
- 21.70%
- 5Y*
- 12.80%
- 10Y*
- —
XUU-U.TO vs. AVUS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
XUU-U.TO iShares Core S&P U.S. Total Market Index ETF | 8.31% | 16.73% | 22.88% | 26.92% | -20.15% | 28.42% | 19.17% | 7.03% |
AVUS Avantis U.S. Equity ETF | 13.91% | 16.68% | 20.43% | 21.77% | -13.82% | 28.73% | 17.58% | 7.70% |
Correlation
The correlation between XUU-U.TO and AVUS is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.71 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.53 |
Correlation (All Time) Calculated using the full available price history since Oct 22, 2019 | 0.47 |
Over the past year, XUU-U.TO and AVUS have become more correlated (0.71) than their long-term average of 0.47, meaning their price movements have been converging.
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Return for Risk
XUU-U.TO vs. AVUS — Risk / Return Rank
XUU-U.TO
AVUS
XUU-U.TO vs. AVUS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P U.S. Total Market Index ETF (XUU-U.TO) and Avantis U.S. Equity ETF (AVUS). 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.
| XUU-U.TO | AVUS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.59 | ||
| Sortino ratioReturn per unit of downside risk | -0.77 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.42 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.46 | 3.78 | -1.31 |
| Martin ratioReturn relative to average drawdown | 11.23 | 16.76 | -5.53 |
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Drawdowns
XUU-U.TO vs. AVUS - Drawdown Comparison
The maximum XUU-U.TO drawdown since its inception was -28.63%, smaller than the maximum AVUS drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for XUU-U.TO and AVUS.
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Drawdown Indicators
| XUU-U.TO | AVUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.63% | -37.04% | +8.41% |
Max Drawdown (1Y)Largest decline over 1 year | -8.95% | -7.85% | -1.10% |
Max Drawdown (3Y)Largest decline over 3 years | -19.38% | -19.74% | +0.36% |
Max Drawdown (5Y)Largest decline over 5 years | -24.39% | -22.19% | -2.20% |
Current DrawdownCurrent decline from peak | -3.19% | -1.34% | -1.85% |
Average DrawdownAverage peak-to-trough decline | -5.67% | -5.06% | -0.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.95% | 1.76% | +0.19% |
Volatility
XUU-U.TO vs. AVUS - Volatility Comparison
The current volatility for iShares Core S&P U.S. Total Market Index ETF (XUU-U.TO) is 4.10%, while Avantis U.S. Equity ETF (AVUS) has a volatility of 4.67%. This indicates that XUU-U.TO experiences smaller price fluctuations and is considered to be less risky than AVUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XUU-U.TO | AVUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.10% | 4.67% | -0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 10.03% | 9.80% | +0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.59% | 12.68% | -0.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.85% | 17.36% | -0.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.65% | 20.82% | -3.17% |
XUU-U.TO vs. AVUS - Expense Ratio Comparison
XUU-U.TO has a 0.08% expense ratio, which is lower than AVUS's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
XUU-U.TO vs. AVUS - Dividend Comparison
XUU-U.TO's dividend yield for the trailing twelve months is around 0.85%, less than AVUS's 0.93% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
AVUS Avantis U.S. Equity ETF | 0.93% | 1.08% | 1.27% | 1.41% | 1.59% | 1.08% | 1.19% | 0.35% |
XUU-U.TO iShares Core S&P U.S. Total Market Index ETF | 0.85% | 1.15% | 1.05% | 1.14% | 1.32% | 0.97% | 1.21% | 0.00% |
Frequently Asked Questions
XUU-U.TO and AVUS have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XUU-U.TO is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XUU-U.TO is cheaper with a 0.08% expense ratio, compared with 0.15% for AVUS.
They also come from different issuers: iShares and Avantis. Their fees differ too: 0.08% for XUU-U.TO and 0.15% for AVUS.
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