ZDY.TO vs. XDU.TO
Compare and contrast key facts about BMO US Dividend ETF (CAD) (ZDY.TO) and iShares Core MSCI US Quality Dividend Index ETF (XDU.TO).
ZDY.TO and XDU.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ZDY.TO is an actively managed fund by BMO. It was launched on Mar 19, 2013. XDU.TO is a passively managed fund by iShares that tracks the performance of the Morningstar US Market TR CAD. It was launched on Jun 7, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ZDY.TO or XDU.TO.
Correlation
The correlation between ZDY.TO and XDU.TO is 0.85, 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.
Performance
ZDY.TO vs. XDU.TO - Performance Comparison
Key characteristics
ZDY.TO:
2.67
XDU.TO:
1.19
ZDY.TO:
3.89
XDU.TO:
1.55
ZDY.TO:
1.50
XDU.TO:
1.24
ZDY.TO:
6.13
XDU.TO:
1.36
ZDY.TO:
18.75
XDU.TO:
4.29
ZDY.TO:
1.35%
XDU.TO:
3.24%
ZDY.TO:
9.48%
XDU.TO:
11.68%
ZDY.TO:
-32.99%
XDU.TO:
-26.11%
ZDY.TO:
-0.84%
XDU.TO:
-5.44%
Returns By Period
In the year-to-date period, ZDY.TO achieves a 3.88% return, which is significantly lower than XDU.TO's 4.26% return.
ZDY.TO
3.88%
0.47%
12.31%
23.82%
10.65%
10.65%
XDU.TO
4.26%
1.06%
3.73%
12.41%
8.31%
N/A
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ZDY.TO vs. XDU.TO - Expense Ratio Comparison
ZDY.TO has a 0.30% expense ratio, which is higher than XDU.TO's 0.16% expense ratio.
Risk-Adjusted Performance
ZDY.TO vs. XDU.TO — Risk-Adjusted Performance Rank
ZDY.TO
XDU.TO
ZDY.TO vs. XDU.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BMO US Dividend ETF (CAD) (ZDY.TO) and iShares Core MSCI US Quality Dividend Index ETF (XDU.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
ZDY.TO vs. XDU.TO - Dividend Comparison
ZDY.TO's dividend yield for the trailing twelve months is around 2.00%, more than XDU.TO's 1.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ZDY.TO BMO US Dividend ETF (CAD) | 2.00% | 2.08% | 2.56% | 2.62% | 2.46% | 3.85% | 3.19% | 2.95% | 2.77% | 2.60% | 2.68% | 2.68% |
XDU.TO iShares Core MSCI US Quality Dividend Index ETF | 1.96% | 2.20% | 2.40% | 2.13% | 2.13% | 2.82% | 2.40% | 2.35% | 1.31% | 0.00% | 0.00% | 0.00% |
Drawdowns
ZDY.TO vs. XDU.TO - Drawdown Comparison
The maximum ZDY.TO drawdown since its inception was -32.99%, which is greater than XDU.TO's maximum drawdown of -26.11%. Use the drawdown chart below to compare losses from any high point for ZDY.TO and XDU.TO. For additional features, visit the drawdowns tool.
Volatility
ZDY.TO vs. XDU.TO - Volatility Comparison
The current volatility for BMO US Dividend ETF (CAD) (ZDY.TO) is 2.89%, while iShares Core MSCI US Quality Dividend Index ETF (XDU.TO) has a volatility of 3.15%. This indicates that ZDY.TO experiences smaller price fluctuations and is considered to be less risky than XDU.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.