XUU.TO vs. XRE.TO
Compare and contrast key facts about iShares Core S&P U.S. Total Market Index ETF (XUU.TO) and iShares S&P/TSX Capped REIT Index ETF (XRE.TO).
XUU.TO and XRE.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XUU.TO is a passively managed fund by iShares that tracks the performance of the Morningstar US Market TR CAD. It was launched on Feb 10, 2015. XRE.TO is a passively managed fund by iShares that tracks the performance of the Morningstar DM REIT NR CAD. It was launched on Oct 17, 2002. Both XUU.TO and XRE.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: XUU.TO or XRE.TO.
Key characteristics
| XUU.TO | XRE.TO | |
|---|---|---|
| YTD Return | 32.38% | 3.45% |
| 1Y Return | 41.05% | 15.79% |
| 3Y Return (Ann) | 13.04% | -4.83% |
| 5Y Return (Ann) | 16.26% | -0.02% |
| Sharpe Ratio | 3.49 | 0.90 |
| Sortino Ratio | 4.87 | 1.45 |
| Omega Ratio | 1.67 | 1.17 |
| Calmar Ratio | 5.08 | 0.55 |
| Martin Ratio | 24.14 | 3.02 |
| Ulcer Index | 1.66% | 4.99% |
| Daily Std Dev | 11.47% | 16.69% |
| Max Drawdown | -28.22% | -57.06% |
| Current Drawdown | 0.00% | -14.56% |
Correlation
The correlation between XUU.TO and XRE.TO is 0.51, 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
XUU.TO vs. XRE.TO - Performance Comparison
In the year-to-date period, XUU.TO achieves a 32.38% return, which is significantly higher than XRE.TO's 3.45% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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XUU.TO vs. XRE.TO - Expense Ratio Comparison
XUU.TO has a 0.07% expense ratio, which is lower than XRE.TO's 0.61% expense ratio.
Risk-Adjusted Performance
XUU.TO vs. XRE.TO - Risk-Adjusted Performance 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 iShares S&P/TSX Capped REIT Index ETF (XRE.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
XUU.TO vs. XRE.TO - Dividend Comparison
XUU.TO's dividend yield for the trailing twelve months is around 0.96%, less than XRE.TO's 4.77% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XUU.TO iShares Core S&P U.S. Total Market Index ETF | 0.96% | 1.22% | 1.38% | 1.01% | 1.33% | 1.68% | 1.73% | 1.49% | 1.65% | 1.52% | 0.00% | 0.00% |
XRE.TO iShares S&P/TSX Capped REIT Index ETF | 4.77% | 4.52% | 4.85% | 2.59% | 4.45% | 4.82% | 4.80% | 4.71% | 5.20% | 5.59% | 4.93% | 4.93% |
Drawdowns
XUU.TO vs. XRE.TO - Drawdown Comparison
The maximum XUU.TO drawdown since its inception was -28.22%, smaller than the maximum XRE.TO drawdown of -57.06%. Use the drawdown chart below to compare losses from any high point for XUU.TO and XRE.TO. For additional features, visit the drawdowns tool.
Volatility
XUU.TO vs. XRE.TO - Volatility Comparison
The current volatility for iShares Core S&P U.S. Total Market Index ETF (XUU.TO) is 4.00%, while iShares S&P/TSX Capped REIT Index ETF (XRE.TO) has a volatility of 5.53%. This indicates that XUU.TO experiences smaller price fluctuations and is considered to be less risky than XRE.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.