iShares Core SP 500 Index ETF Review (XUS) 2024
Wealth Awesome Rating: 84/100
This equity ETF has an MER of 0.11%. With lower than average fees, it’s a cost-effective option. Managing 478 million in assets, it’s widely trusted by investors. Suitable for those seeking growth with a medium to high risk tolerance.
The Wealth Awesome ETF rating is based on identifying ETFs that are popular and well used, while keeping costs low.
XUS trades on the TSX exchange.
Looking to invest in general equity? Consider an general equity ETF as an easy way to get access. The iShares Core SP 500 Index (XUS) is one of the most popular ETF’s in Canada by market cap. Let’s take a closer look at this ETF here.
What is the iShares Core SP 500 Index ETF
A general equity ETF, aiming for growth by investing in a broad range of stocks. This ETF has an MER of 0.11%. This ETF trades on the TSX exchange.XUS stock price and other stats
ETF Key Stats
Exchange: TSX
Assets Under Management: $478MM
Expense Ratio: 0.11%
Price: $86.14 (Updated: 3/7/2024)
iShares Core SP 500 Index (XUS) Breakdown by Market Cap
| Category | Value |
|---|---|
| Mega | 46.76134 |
| Big | 34.72585 |
| Medium | 17.79131 |
| Small | 0.41669 |
| Micro | 0 |
iShares Core SP 500 Index (XUS) Sector Breakdown
| Sector | Equity % | Relative to Category |
|---|---|---|
| Basic Materials | 2.09639 | 2.30891 |
| Consumer Cyclicals | 10.62385 | 11.05899 |
| Financial Services | 12.44117 | 13.19634 |
| Real Estate | 2.35464 | 1.85655 |
| Communication Services | 8.74362 | 8.564 |
| Energy | 3.68963 | 3.51122 |
| Industrials | 8.2273 | 9.29279 |
| Technology | 31.21396 | 29.30908 |
| Consumer Defensive | 5.89461 | 5.70742 |
| Healthcare | 12.57654 | 13.25845 |
| Utilities | 2.1383 | 1.93624 |
iShares Core SP 500 Index (XUS) Geographic Breakdown
| Region | Equity % | Relative to Category |
|---|---|---|
| North America | 99.423 | 98.591 |
| United Kingdom | 0.09567 | 0.32161 |
| Europe Developed | 0.437 | 0.753 |
| Europe Emerging | 0 | 0 |
| Africa/Middle East | 0 | 0.03 |
| Japan | 0 | 0.071 |
| Australasia | 0 | 0 |
| Asia Developed | 0.044 | 0.046 |
| Asia Emerging | 0 | 0.084 |
| Latin America | 0 | 0.103 |
XUS Management Expense Ratio
XUS has a management expense ratio of 0.11% . The MER is significantly lower than what you can get with a mutual fund product offered by large banks.XUS Comparisons
- iShares Core SP 500 Index (XUS) vs Horizons SP 500 Index (HXS)
- XUS is better performing (9.36% YTD vs 10.05%). XUS is less expensive (0.11% vs 0.17% MER).
- XUS is better performing (9.36% YTD vs 10.03%). VFV is less expensive (0.08% vs 0.11% MER).
- XUS is better performing (9.36% YTD vs 7.27%). XUS is less expensive (0.11% vs 0.13% MER).
- XUS is better performing (9.36% YTD vs 8.24%). XUS is less expensive (0.11% vs 0.13% MER).
S&P500 ETF Comparisons
| ETF | Inception | MER | AUM | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| HXS | 2010-11-30 | 0.17%% | $287.0 | 28.17% | 13.92% | 14.89% | 14.44% |
| VFV | 2012-11-02 | 0.08%% | $604.0 | 28.26% | 13.97% | 14.93% | 14.51% |
| VSP | 2012-11-02 | 0.13%% | $129.0 | 26.27% | 10.34% | 13.18% | 11.25% |
| XUS | 2013-04-10 | 0.11%% | $478.0 | 26.75% | 13.78% | 14.65% | 14.52% |
| ZUE | 2009-05-29 | 0.13%% | $684.0 | 29.47% | 10.60% | 13.57% | 11.28% |
How to Buy iShares Core SP 500 Index TSX ETF
You can buy XUS on pretty much any online brokerage in Canada, since it trades on the TSX. If you are looking for some easy options take a look at these two:| Image | Product Title | Features | Price |
|---|---|---|---|
Editor's Choice  |
| Get $25 Signup Bonus | |
Reliable Pick  |
| Get $50 Free Stock Trades |