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Compare CI Invesco Russell 1000 Multifactor Index ETF (IUMF) vs iShares ESG MSCI USA Index ETF (XSUS) to find the best fit for your portfolio. IUMF provides Technology, Healthcare, and Finance exposures, while XSUS is primarily weighted in Technology, Finance, and Healthcare. When evaluating costs, IUMF features a management fee (MER) of 0.34%, compared to 0.2% for XSUS. Performance-wise, IUMF has returned 20.54% year-to-date with -$32 M in net flows, whereas XSUS is at 16.17% with +$45 M. Use the comparison tool below to benchmark these funds across top 10 holdings, yield, sector weights and historical returns.
NAV Performance and Flows
Key Data
Compare
IUMF
XSUS
| AuM | $102.53 M | $736.23 M |
| Management Fees | 0.34% | 0.20% |
| Exp. ratio | 0.35% | 0.23% |
| Tracking Difference | -0.22% | -0.08% |
Historical performance and flows
As of October 16, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | IUMF | +1.72% | +4.48% | +20.54% | +19.57% | +67.49% |
XSUS | +2.92% | +2.26% | +16.17% | +17.29% | +85.34% | |
| Flows | IUMF | -$5 M | -$12 M | -$32 M | -$36 M | +$52 M |
XSUS | -$3 M | -$6 M | +$45 M | +$40 M | +$59 M |
IUMF vs XSUS exposure
Countries
IUMF
USA
96.75%
XSUS
USA
97.19%
Sectors
IUMF
Technology
42.33%
Healthcare
12.87%
Finance
10.79%
Industrials
10.59%
Consumer Non-Cyclicals
9.73%
Other
13.68%
XSUS
Technology
45.31%
Finance
13.86%
Healthcare
9.90%
Industrials
7.80%
Consumer Non-Cyclicals
7.79%
Other
15.34%
As of October 16, 2026
Top 10 Holdings
IUMF
Apple, Inc.
8.40%
Microsoft Corp.
6.37%
NVIDIA Corp.
5.34%
Visa, Inc.
2.98%
Alphabet, Inc.
2.92%
Alphabet, Inc.
2.37%
Mastercard, Inc.
2.30%
Eli Lilly & Co.
1.94%
Amazon.com, Inc.
1.90%
Cisco Systems, Inc.
1.59%
XSUS
NVIDIA Corp.
7.67%
Apple, Inc.
6.90%
Microsoft Corp.
5.44%
Amazon.com, Inc.
3.70%
Alphabet, Inc.
3.41%
Broadcom Inc.
2.55%
Alphabet, Inc.
1.88%
Meta Platforms, Inc.
1.74%
Micron Technology, Inc.
1.59%
Tesla, Inc.
1.56%
Diversification
IUMF
Total weight of top 10 holdings out of 631 total
36.09%
XSUS
Total weight of top 10 holdings out of 271 total
36.46%
Characteristics
Compare
IUMF
XSUS
| Provider | CI | iShares |
| Management | Passively managed | Passively managed |
| Benchmark | Russell 1000 Invesco Dynamic Multifactor Index - CAD | MSCI USA Extended ESG focus NTR index - CAD |
| Replication Method | Direct (Physical) | Direct (Physical) |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 0.67% | 0.72% |
| Meets ESG criteria | No | Yes |
| Inception Date | July 13, 2023 | March 18, 2019 |
Frequently asked questions about IUMF and XSUS
Which ETF has performed better year to date: IUMF or XSUS?
As of October 16, 2026, IUMF has returned 20.54% year to date, while XSUS has returned 16.17%. IUMF is ahead on YTD performance.
Which ETF is larger by assets under management: IUMF or XSUS?
As of October 16, 2026, IUMF manages $102.53 M in assets, while XSUS manages $736.23 M. XSUS is the larger fund by AUM.
How are IUMF and XSUS managed?
IUMF is passively managed by CI. It tracks the Russell 1000 Invesco Dynamic Multifactor Index - CAD benchmark. XSUS is passively managed by iShares. It tracks the MSCI USA Extended ESG focus NTR index - CAD benchmark.
What sectors do IUMF and XSUS emphasize?
IUMF is most exposed to Technology, Healthcare, and Finance. XSUS is most exposed to Technology, Finance, and Healthcare.
Which ETF is attracting more investor flows: IUMF or XSUS?
Year to date, IUMF has seen -$32.35 M in net flows, compared with +$45.19 M for XSUS. XSUS has attracted more net investor money so far.
How do the fees of IUMF and XSUS compare?
IUMF has an expense ratio of 0.35%, while XSUS has an expense ratio of 0.23%.
What are the top holdings of IUMF and XSUS?
IUMF's largest holdings include Apple, Inc., Microsoft Corp., and NVIDIA Corp.. XSUS's top holdings include NVIDIA Corp., Apple, Inc., and Microsoft Corp..
Which ETF is more diversified: IUMF or XSUS?
IUMF holds 627 securities, while XSUS holds 270. On holdings count, IUMF is the more diversified portfolio.
Recent articles about IUMF and XSUS
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