Performance
XUS-U.TO vs. IVV - Performance Comparison
The year-to-date returns for both stocks are quite close, with XUS-U.TO having a 19.36% return and IVV slightly lower at 19.04%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
XUS-U.TO
IVV
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
XUS-U.TO vs. IVV - Expense Ratio Comparison
XUS-U.TO has a 0.09% expense ratio, which is higher than IVV's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
XUS-U.TO vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P 500 Index ETF (XUS-U.TO) and iShares Core S&P 500 ETF (IVV). 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.
XUS-U.TO vs. IVV - Sharpe Ratio Comparison
The current XUS-U.TO Sharpe Ratio is 2.35, which roughly equals the IVV Sharpe Ratio of 2.19. The chart below compares the 12-month rolling Sharpe Ratio of XUS-U.TO and IVV.
XUS-U.TO
IVV
Dividends
XUS-U.TO vs. IVV - Dividend Comparison
XUS-U.TO's dividend yield for the trailing twelve months is around 1.53%, more than IVV's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XUS-U.TO iShares Core S&P 500 Index ETF | 1.53% | 1.81% | 2.10% | 1.57% | 1.96% | 1.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVV iShares Core S&P 500 ETF | 1.27% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.20% | 1.75% | 2.01% | 2.26% | 1.82% | 1.80% |
Drawdowns
XUS-U.TO vs. IVV - Drawdown Comparison
The maximum XUS-U.TO drawdown since its inception was -33.54%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for XUS-U.TO and IVV. For additional features, visit the drawdowns tool.
XUS-U.TO
IVV
Volatility
XUS-U.TO vs. IVV - Volatility Comparison
iShares Core S&P 500 Index ETF (XUS-U.TO) and iShares Core S&P 500 ETF (IVV) have volatilities of 4.13% and 4.26%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
XUS-U.TO
IVV
