PortfoliosLab logoPortfoliosLab logo
BDIV.TO vs. EDGF.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BDIV.TO vs. EDGF.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Brompton Global Dividend Growth ETF (BDIV.TO) and Brompton European Dividend Growth ETF (EDGF.TO). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, BDIV.TO achieves a 10.93% return, which is significantly higher than EDGF.TO's 4.20% return.


BDIV.TO

1D
0.35%
1M
0.13%
6M
8.69%
YTD
10.93%
1Y
20.16%
3Y*
20.02%
5Y*
10.85%
10Y*

EDGF.TO

1D
0.09%
1M
-1.31%
6M
0.47%
YTD
4.20%
1Y
9.16%
3Y*
13.08%
5Y*
6.72%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BDIV.TO vs. EDGF.TO - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
BDIV.TO
Brompton Global Dividend Growth ETF
10.93%18.14%25.34%11.23%-16.24%22.15%-0.56%22.02%-6.67%
EDGF.TO
Brompton European Dividend Growth ETF
4.20%17.25%14.32%12.04%-19.33%24.90%0.85%34.25%-4.46%

Correlation

The correlation between BDIV.TO and EDGF.TO is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.40

Correlation (3Y)
Calculated over the trailing 3-year period

0.31

Correlation (5Y)
Calculated over the trailing 5-year period

0.38

Correlation (All Time)
Calculated using the full available price history since Nov 23, 2018

0.36

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

BDIV.TO vs. EDGF.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BDIV.TO
BDIV.TO Risk / Return Rank: 6363
Overall Rank
BDIV.TO Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
BDIV.TO Sortino Ratio Rank: 6767
Sortino Ratio Rank
BDIV.TO Omega Ratio Rank: 6363
Omega Ratio Rank
BDIV.TO Calmar Ratio Rank: 5454
Calmar Ratio Rank
BDIV.TO Martin Ratio Rank: 6767
Martin Ratio Rank

EDGF.TO
EDGF.TO Risk / Return Rank: 2121
Overall Rank
EDGF.TO Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
EDGF.TO Sortino Ratio Rank: 2121
Sortino Ratio Rank
EDGF.TO Omega Ratio Rank: 2020
Omega Ratio Rank
EDGF.TO Calmar Ratio Rank: 2020
Calmar Ratio Rank
EDGF.TO Martin Ratio Rank: 2222
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BDIV.TO vs. EDGF.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brompton Global Dividend Growth ETF (BDIV.TO) and Brompton European Dividend Growth ETF (EDGF.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BDIV.TOEDGF.TODifference
Sharpe ratioReturn per unit of total volatility

+1.08

Sortino ratioReturn per unit of downside risk

+1.49

Omega ratioGain probability vs. loss probability

1.31

1.12

+0.19

Calmar ratioReturn relative to maximum drawdown

2.22

0.76

+1.47

Martin ratioReturn relative to average drawdown

9.64

2.15

+7.49

BDIV.TO vs. EDGF.TO - Sharpe Ratio Comparison

The current BDIV.TO Sharpe Ratio is 1.70, which is higher than the EDGF.TO Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of BDIV.TO and EDGF.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

BDIV.TO vs. EDGF.TO - Drawdown Comparison

The maximum BDIV.TO drawdown since its inception was -36.44%, smaller than the maximum EDGF.TO drawdown of -38.93%. Use the drawdown chart below to compare losses from any high point for BDIV.TO and EDGF.TO.


Loading charts...

Drawdown Indicators


BDIV.TOEDGF.TODifference

Max Drawdown

Largest peak-to-trough decline

-36.44%

-38.93%

+2.49%

Max Drawdown (1Y)

Largest decline over 1 year

-9.11%

-12.18%

+3.07%

Max Drawdown (3Y)

Largest decline over 3 years

-13.65%

-16.15%

+2.50%

Max Drawdown (5Y)

Largest decline over 5 years

-24.34%

-28.97%

+4.63%

Current Drawdown

Current decline from peak

-2.36%

-4.07%

+1.71%

Average Drawdown

Average peak-to-trough decline

-6.57%

-7.13%

+0.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.10%

4.26%

-2.16%

Volatility

BDIV.TO vs. EDGF.TO - Volatility Comparison

Brompton Global Dividend Growth ETF (BDIV.TO) has a higher volatility of 3.94% compared to Brompton European Dividend Growth ETF (EDGF.TO) at 3.75%. This indicates that BDIV.TO's price experiences larger fluctuations and is considered to be riskier than EDGF.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


BDIV.TOEDGF.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.94%

3.75%

+0.19%

Volatility (6M)

Calculated over the trailing 6-month period

10.00%

11.67%

-1.67%

Volatility (1Y)

Calculated over the trailing 1-year period

11.89%

14.77%

-2.88%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.72%

18.23%

-3.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.70%

20.90%

-2.20%

Dividends

BDIV.TO vs. EDGF.TO - Dividend Comparison

BDIV.TO's dividend yield for the trailing twelve months is around 5.74%, less than EDGF.TO's 6.30% yield.


PositionTTM202520242023202220212020201920182017
BDIV.TO
Brompton Global Dividend Growth ETF
5.74%6.05%6.43%7.21%7.11%5.30%6.12%5.23%0.00%0.00%
EDGF.TO
Brompton European Dividend Growth ETF
6.30%5.70%5.66%5.71%5.74%4.16%4.97%4.75%6.06%2.13%

Frequently Asked Questions


BDIV.TO and EDGF.TO have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BDIV.TO is categorized as Global Equity Income, while EDGF.TO is Europe Equities.

Portfolio Optimizer

Find the right allocation for BDIV.TO and EDGF.TO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer