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XUU.TO vs. AVDV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XUU.TO vs. AVDV

Last updated Jun 13, 2026

XUU.TO (iShares Core S&P U.S. Total Market Index ETF) and AVDV (Avantis International Small Cap Value ETF) are both exchange-traded funds - XUU.TO is a Large Cap Blend Equities fund tracking the S&P Total Market Index, while AVDV is a Foreign Small & Mid Cap Equities fund actively managed by Avantis. XUU.TO is passively managed, while AVDV is actively managed. Over the past 5 years, XUU.TO returned 15.33%/yr vs 16.96%/yr for AVDV. At a 0.49 correlation, their price movements are largely independent. XUU.TO charges 0.07%/yr vs 0.36%/yr for AVDV.

Performance

XUU.TO vs. AVDV - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares Core S&P U.S. Total Market Index ETF (XUU.TO) and Avantis International Small Cap Value ETF (AVDV). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

XUU.TO is traded in CAD, while AVDV is traded in USD. To make them comparable, the AVDV values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, XUU.TO achieves a 11.45% return, which is significantly lower than AVDV's 17.32% return.

XUU.TO

1D
0.63%
1M
1.53%
YTD
11.45%
6M
11.22%
1Y
29.10%
3Y*
22.22%
5Y*
15.33%
10Y*
15.61%

AVDV

1D
1.08%
1M
-0.08%
YTD
17.32%
6M
18.86%
1Y
45.84%
3Y*
28.62%
5Y*
16.96%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

XUU.TO vs. AVDV - Yearly Performance Comparison

2026 (YTD)2025202420232022202120202019
XUU.TO
iShares Core S&P U.S. Total Market Index ETF		11.45%11.25%34.07%23.11%-13.53%25.94%16.26%6.11%
AVDV
Avantis International Small Cap Value ETF		17.32%42.55%17.87%14.07%-5.86%15.74%2.51%10.13%

Correlation

The correlation between XUU.TO and AVDV is 0.50, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.50

Correlation (3Y)
Calculated over the trailing 3-year period

0.41

Correlation (5Y)
Calculated over the trailing 5-year period

0.46

Correlation (All Time)
Calculated using the full available price history since Sep 26, 2019

0.49

XUU.TO vs. AVDV - Sectors Allocation Comparison

Sectors
XUU.TO
AVDV

Technology

37.3%
6.4%

Financial Services

11.2%
13.7%

Consumer Cyclical

9.8%
14.4%

Communication Services

9.8%
2.0%

Industrials

8.8%
21.3%

Healthcare

8.4%
2.1%

Consumer Defensive

4.4%
3.4%

Energy

3.4%
10.8%

Utilities

2.5%
1.7%

Real Estate

2.2%
1.1%

Basic Materials

1.9%
22.5%

Technology

XUU.TO
37.3%
AVDV
6.4%

Financial Services

XUU.TO
11.2%
AVDV
13.7%

Consumer Cyclical

XUU.TO
9.8%
AVDV
14.4%

Communication Services

XUU.TO
9.8%
AVDV
2.0%

Industrials

XUU.TO
8.8%
AVDV
21.3%

Healthcare

XUU.TO
8.4%
AVDV
2.1%

Consumer Defensive

XUU.TO
4.4%
AVDV
3.4%

Energy

XUU.TO
3.4%
AVDV
10.8%

Utilities

XUU.TO
2.5%
AVDV
1.7%

Real Estate

XUU.TO
2.2%
AVDV
1.1%

Basic Materials

XUU.TO
1.9%
AVDV
22.5%

Compare stocks, funds, or ETFs

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iShares Core S&P U.S. Total Market Index ETF

Avantis International Small Cap Value ETF

Often compared with XUU.TO:
XUU.TO vs. XUS.TOXUU.TO vs. VUN.TOXUU.TO vs. XAW.TOXUU.TO vs. XUU-U.TOXUU.TO vs. XIC.TOXUU.TO vs. VTIXUU.TO vs. VOO
Often compared with AVDV:
AVDV vs. VXUSAVDV vs. AVDEAVDV vs. VSSAVDV vs. DISVXAVDV vs. AVDVXAVDV vs. ISVLAVDV vs. AVIV

Return for Risk

XUU.TO vs. AVDV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
XUU.TO
XUU.TO Risk / Return Rank: 7676
Overall Rank
XUU.TO Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
XUU.TO Sortino Ratio Rank: 7878
Sortino Ratio Rank
XUU.TO Omega Ratio Rank: 8080
Omega Ratio Rank
XUU.TO Calmar Ratio Rank: 7171
Calmar Ratio Rank
XUU.TO Martin Ratio Rank: 7373
Martin Ratio Rank
AVDV
AVDV Risk / Return Rank: 8181
Overall Rank
AVDV Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
AVDV Sortino Ratio Rank: 8686
Sortino Ratio Rank
AVDV Omega Ratio Rank: 8686
Omega Ratio Rank
AVDV Calmar Ratio Rank: 7171
Calmar Ratio Rank
AVDV Martin Ratio Rank: 7676
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XUU.TO vs. AVDV - 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.TO) and Avantis International Small Cap Value ETF (AVDV). 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.TOAVDVDifference
Sharpe ratioReturn per unit of total volatility
2.22
2.69

-0.47

Sortino ratioReturn per unit of downside risk
3.00
3.54

-0.54

Omega ratioGain probability vs. loss probability

1.41

1.46

-0.05

Calmar ratioReturn relative to maximum drawdown

3.13

3.46

-0.33

Martin ratioReturn relative to average drawdown

11.81

14.20

-2.40

XUU.TO vs. AVDV - Sharpe Ratio Comparison

The current XUU.TO Sharpe Ratio is 2.22, which is comparable to the AVDV Sharpe Ratio of 2.69. The chart below compares the historical Sharpe Ratios of XUU.TO and AVDV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

XUU.TO vs. AVDV - Drawdown Comparison

The maximum XUU.TO drawdown since its inception was -28.22%, smaller than the maximum AVDV drawdown of -37.43%. Use the drawdown chart below to compare losses from any high point for XUU.TO and AVDV.

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Drawdown Indicators

XUU.TOAVDVDifference

Max Drawdown

Largest peak-to-trough decline

-28.22%

-37.43%

+9.21%

Max Drawdown (1Y)

Largest decline over 1 year

-8.80%

-12.81%

+4.01%

Max Drawdown (3Y)

Largest decline over 3 years

-19.70%

-14.53%

-5.17%

Max Drawdown (5Y)

Largest decline over 5 years

-23.40%

-22.53%

-0.87%

Max Drawdown (10Y)

Largest decline over 10 years

-28.22%

—

—

Current Drawdown

Current decline from peak

-1.41%

-1.05%

-0.36%

Average Drawdown

Average peak-to-trough decline

-4.15%

-5.01%

+0.86%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.33%

3.12%

-0.79%

Volatility

XUU.TO vs. AVDV - Volatility Comparison

The current volatility for iShares Core S&P U.S. Total Market Index ETF (XUU.TO) is 4.57%, while Avantis International Small Cap Value ETF (AVDV) has a volatility of 6.39%. This indicates that XUU.TO experiences smaller price fluctuations and is considered to be less risky than AVDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

XUU.TOAVDVDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.57%

6.39%

-1.82%

Volatility (6M)

Calculated over the trailing 6-month period

9.69%

14.17%

-4.48%

Volatility (1Y)

Calculated over the trailing 1-year period

12.42%

16.48%

-4.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.50%

18.25%

-2.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.61%

20.45%

-3.84%

XUU.TO vs. AVDV - Expense Ratio Comparison

XUU.TO has a 0.07% expense ratio, which is lower than AVDV's 0.36% expense ratio.

Dividends

XUU.TO vs. AVDV - Dividend Comparison

XUU.TO's dividend yield for the trailing twelve months is around 1.02%, less than AVDV's 4.11% yield.

PositionTTM20252024202320222021202020192018201720162015
AVDV
Avantis International Small Cap Value ETF		4.11%3.05%4.31%3.29%3.17%2.39%1.67%0.36%0.00%0.00%0.00%0.00%
XUU.TO
iShares Core S&P U.S. Total Market Index ETF		1.02%1.16%1.02%1.22%1.38%1.01%1.33%1.68%1.74%1.49%1.65%1.53%

Frequently Asked Questions

XUU.TO and AVDV have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XUU.TO is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XUU.TO is cheaper with a 0.07% expense ratio, compared with 0.36% for AVDV.

XUU.TO is categorized as Large Cap Blend Equities, while AVDV is Foreign Small & Mid Cap Equities. They also come from different issuers: iShares and Avantis. Their fees differ too: 0.07% for XUU.TO and 0.36% for AVDV.

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