ZGQ.TO vs. XUU.TO
Compare and contrast key facts about BMO MSCI All Country World High Quality Index ETF (ZGQ.TO) and iShares Core S&P U.S. Total Market Index ETF (XUU.TO).
ZGQ.TO and XUU.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ZGQ.TO is a passively managed fund by BMO Asset Management that tracks the performance of the MSCI All Country World High Quality Index. It was launched on Nov 5, 2014. 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. Both ZGQ.TO and XUU.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: ZGQ.TO or XUU.TO.
Correlation
The correlation between ZGQ.TO and XUU.TO is 0.80, 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
ZGQ.TO vs. XUU.TO - Performance Comparison
Key characteristics
ZGQ.TO:
2.14
XUU.TO:
2.66
ZGQ.TO:
3.03
XUU.TO:
3.65
ZGQ.TO:
1.38
XUU.TO:
1.49
ZGQ.TO:
3.38
XUU.TO:
4.18
ZGQ.TO:
13.25
XUU.TO:
18.76
ZGQ.TO:
2.06%
XUU.TO:
1.75%
ZGQ.TO:
12.76%
XUU.TO:
12.36%
ZGQ.TO:
-26.67%
XUU.TO:
-28.22%
ZGQ.TO:
-0.23%
XUU.TO:
-0.89%
Returns By Period
In the year-to-date period, ZGQ.TO achieves a 3.50% return, which is significantly higher than XUU.TO's 3.29% return.
ZGQ.TO
3.50%
3.45%
9.29%
27.38%
15.57%
14.21%
XUU.TO
3.29%
3.09%
15.12%
33.08%
16.35%
N/A
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ZGQ.TO vs. XUU.TO - Expense Ratio Comparison
ZGQ.TO has a 0.50% expense ratio, which is higher than XUU.TO's 0.07% expense ratio.
Risk-Adjusted Performance
ZGQ.TO vs. XUU.TO — Risk-Adjusted Performance Rank
ZGQ.TO
XUU.TO
ZGQ.TO vs. XUU.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BMO MSCI All Country World High Quality Index ETF (ZGQ.TO) and iShares Core S&P U.S. Total Market Index ETF (XUU.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
ZGQ.TO vs. XUU.TO - Dividend Comparison
ZGQ.TO's dividend yield for the trailing twelve months is around 0.90%, less than XUU.TO's 0.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ZGQ.TO BMO MSCI All Country World High Quality Index ETF | 0.90% | 0.93% | 1.38% | 1.39% | 0.89% | 1.03% | 1.13% | 1.57% | 1.13% | 1.40% | 1.07% | 0.19% |
XUU.TO iShares Core S&P U.S. Total Market Index ETF | 0.99% | 1.02% | 1.22% | 1.38% | 1.01% | 1.33% | 1.68% | 1.73% | 1.49% | 1.65% | 1.52% | 0.00% |
Drawdowns
ZGQ.TO vs. XUU.TO - Drawdown Comparison
The maximum ZGQ.TO drawdown since its inception was -26.67%, smaller than the maximum XUU.TO drawdown of -28.22%. Use the drawdown chart below to compare losses from any high point for ZGQ.TO and XUU.TO. For additional features, visit the drawdowns tool.
Volatility
ZGQ.TO vs. XUU.TO - Volatility Comparison
The current volatility for BMO MSCI All Country World High Quality Index ETF (ZGQ.TO) is 3.78%, while iShares Core S&P U.S. Total Market Index ETF (XUU.TO) has a volatility of 4.42%. This indicates that ZGQ.TO experiences smaller price fluctuations and is considered to be less risky than XUU.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.