ATD.TO vs. XIU.TO
Compare and contrast key facts about Alimentation Couche-Tard Inc. (ATD.TO) and iShares S&P/TSX 60 Index ETF (XIU.TO).
XIU.TO is a passively managed fund by iShares that tracks the performance of the S&P/TSX 60 Index. It was launched on Sep 28, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ATD.TO or XIU.TO.
Key characteristics
| ATD.TO | XIU.TO | |
|---|---|---|
| YTD Return | -2.00% | 3.93% |
| 1Y Return | 14.39% | 8.05% |
| 3Y Return (Ann) | 23.42% | 7.79% |
| 5Y Return (Ann) | 14.97% | 9.11% |
| 10Y Return (Ann) | 17.72% | 7.65% |
| Sharpe Ratio | 0.71 | 0.69 |
| Daily Std Dev | 19.50% | 11.41% |
| Max Drawdown | -100.00% | -52.32% |
| Current Drawdown | -99.99% | -2.74% |
Correlation
The correlation between ATD.TO and XIU.TO is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ATD.TO vs. XIU.TO - Performance Comparison
In the year-to-date period, ATD.TO achieves a -2.00% return, which is significantly lower than XIU.TO's 3.93% return. Over the past 10 years, ATD.TO has outperformed XIU.TO with an annualized return of 17.72%, while XIU.TO has yielded a comparatively lower 7.65% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
ATD.TO vs. XIU.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Alimentation Couche-Tard Inc. (ATD.TO) and iShares S&P/TSX 60 Index ETF (XIU.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
ATD.TO vs. XIU.TO - Dividend Comparison
ATD.TO's dividend yield for the trailing twelve months is around 0.83%, less than XIU.TO's 3.05% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ATD.TO Alimentation Couche-Tard Inc. | 0.83% | 0.76% | 0.79% | 0.70% | 0.69% | 0.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XIU.TO iShares S&P/TSX 60 Index ETF | 3.05% | 3.16% | 3.02% | 2.43% | 3.03% | 2.87% | 3.18% | 2.58% | 2.65% | 3.19% | 2.65% | 2.68% |
Drawdowns
ATD.TO vs. XIU.TO - Drawdown Comparison
The maximum ATD.TO drawdown since its inception was -100.00%, which is greater than XIU.TO's maximum drawdown of -52.32%. Use the drawdown chart below to compare losses from any high point for ATD.TO and XIU.TO. For additional features, visit the drawdowns tool.
Volatility
ATD.TO vs. XIU.TO - Volatility Comparison
Alimentation Couche-Tard Inc. (ATD.TO) has a higher volatility of 5.29% compared to iShares S&P/TSX 60 Index ETF (XIU.TO) at 3.92%. This indicates that ATD.TO's price experiences larger fluctuations and is considered to be riskier than XIU.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.