ETF Comparison

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CDZ iShares

iShares S&P/TSX Canadian Dividend Aristocrats Index ETF

Canadian Equity
MER
0.66%
Yield
3.02%
Price
$45.70
Holdings
97
AUM
$1.2B
Inception
Sep 2006
Asset Allocation
100%
Stocks 100%
XIU iShares

iShares S&P/TSX 60 Index ETF

Canadian Equity
MER
0.18%
Yield
2.09%
Price
$51.95
Holdings
62
AUM
$23.1B
Inception
Sep 1999
Asset Allocation
100%
Stocks 100%

Performance Comparison

ETF 1M 3M 6M YTD 1Y 3Y 5Y 10Y Since Inception
CDZ 2.52% 4.09% 13.98% 12.79% 27.24% 19.62% 12.23% 10.49% 8.40% (Sep 2006)
XIU 2.14% 3.13% 11.07% 9.69% 32.07% 23.25% 14.65% 12.71% 8.90% (Sep 1999)
As of: May 31, 2026
3Y, 5Y, 10Y, and Since Inception returns are annualized.

Calendar Year Returns

Last six full-calendar years

ETF 2025 2024 2023 2022 2021 2020
CDZ 18.29% 20.07% 9.26% -4.25% 25.06% -2.94%
XIU 28.89% 20.77% 11.82% -6.36% 27.90%
As of: May 31, 2026

Growth of $10,000

Initial Investment
$
Monthly Contribution
$

TWR = Time-Weighted Return (measures fund performance). MWRR = Money-Weighted Return (measures your personal return including contribution timing). Past performance does not guarantee future results.

CDZ — Mix

Geographic Allocation
Canada 99.7%
United States 0.3%
Sector Allocation
Energy 20.7%
Financials 17.3%
Industrials 15.1%
Utilities 10.3%
Real Estate 8.8%
Communication 7.8%
Consumer Staples 7.0%
Consumer Discretionary 6.4%

XIU — Mix

Geographic Allocation
Canada 97.9%
United States 1.4%
Bermuda 0.6%
Sector Allocation
Financials 40.2%
Energy 17.6%
Materials 13.9%
Information Technology 8.7%
Industrials 7.7%
Consumer Staples 3.4%
Consumer Discretionary 3.3%
Utilities 2.6%

Top 10 Holdings

Latest reported top holdings for each ETF

CDZ iShares S&P/TSX Canadian Dividend Aristocrats Index ETF

# Holding Weight
1 SOUTH BOW CORP 3.18%
2 WESTSHORE TERMINALS INVESTMENT COR 2.84%
3 TELUS 2.83%
4 GIBSON ENERGY INC 2.48%
5 MULLEN GROUP LTD 2.28%
6 ENBRIDGE INC 2.23%
7 PEMBINA PIPELINE CORP 2.11%
8 CANADIAN NATURAL RESOURCES LTD 2.08%
9 CT REIT UNITS TRUST 2.01%
10 COGECO INC 1.89%

XIU iShares S&P/TSX 60 Index ETF

# Holding Weight
1 ROYAL BANK OF CANADA 9.34%
2 TORONTO DOMINION 6.69%
3 SHOPIFY SUBORDINATE VOTING INC CLA 5.1%
4 ENBRIDGE INC 4.17%
5 BANK OF MONTREAL 4.0%
6 CANADIAN IMPERIAL BANK OF COMMERCE 3.53%
7 BROOKFIELD CORP CLASS A 3.5%
8 BANK OF NOVA SCOTIA 3.45%
9 CANADIAN NATURAL RESOURCES LTD 3.3%
10 AGNICO EAGLE MINES LTD 3.21%
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