ZHU.TO vs. XSP.TO
Compare and contrast key facts about BMO Equal Weight US Health Care Index ETF (ZHU.TO) and iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP.TO).
ZHU.TO and XSP.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XSP.TO is a passively managed fund by iShares that tracks the performance of the Morningstar US Market TR CAD. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ZHU.TO or XSP.TO.
Correlation
The correlation between ZHU.TO and XSP.TO is 0.57, 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
ZHU.TO vs. XSP.TO - Performance Comparison
Key characteristics
ZHU.TO:
0.17
XSP.TO:
1.82
ZHU.TO:
0.32
XSP.TO:
2.48
ZHU.TO:
1.04
XSP.TO:
1.34
ZHU.TO:
0.16
XSP.TO:
2.75
ZHU.TO:
0.73
XSP.TO:
11.25
ZHU.TO:
3.00%
XSP.TO:
2.02%
ZHU.TO:
12.55%
XSP.TO:
12.45%
ZHU.TO:
-27.25%
XSP.TO:
-57.82%
ZHU.TO:
-8.31%
XSP.TO:
0.00%
Returns By Period
In the year-to-date period, ZHU.TO achieves a 1.48% return, which is significantly lower than XSP.TO's 4.45% return.
ZHU.TO
1.48%
-2.32%
-2.28%
2.03%
4.71%
N/A
XSP.TO
4.45%
1.43%
9.09%
23.41%
13.04%
11.81%
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ZHU.TO vs. XSP.TO - Expense Ratio Comparison
Risk-Adjusted Performance
ZHU.TO vs. XSP.TO — Risk-Adjusted Performance Rank
ZHU.TO
XSP.TO
ZHU.TO vs. XSP.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BMO Equal Weight US Health Care Index ETF (ZHU.TO) and iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP.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
ZHU.TO vs. XSP.TO - Dividend Comparison
ZHU.TO has not paid dividends to shareholders, while XSP.TO's dividend yield for the trailing twelve months is around 1.04%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ZHU.TO BMO Equal Weight US Health Care Index ETF | 0.00% | 0.00% | 0.97% | 0.43% | 0.13% | 0.37% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XSP.TO iShares Core S&P 500 Index ETF (CAD-Hedged) | 1.04% | 1.09% | 1.18% | 1.37% | 1.00% | 1.31% | 1.73% | 1.84% | 1.47% | 1.75% | 1.86% | 1.54% |
Drawdowns
ZHU.TO vs. XSP.TO - Drawdown Comparison
The maximum ZHU.TO drawdown since its inception was -27.25%, smaller than the maximum XSP.TO drawdown of -57.82%. Use the drawdown chart below to compare losses from any high point for ZHU.TO and XSP.TO. For additional features, visit the drawdowns tool.
Volatility
ZHU.TO vs. XSP.TO - Volatility Comparison
BMO Equal Weight US Health Care Index ETF (ZHU.TO) has a higher volatility of 5.48% compared to iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP.TO) at 3.39%. This indicates that ZHU.TO's price experiences larger fluctuations and is considered to be riskier than XSP.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.