BEI-UN.TO vs. XIU.TO
Compare and contrast key facts about Boardwalk Real Estate Investment Trust (BEI-UN.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: BEI-UN.TO or XIU.TO.
Correlation
The correlation between BEI-UN.TO and XIU.TO is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BEI-UN.TO vs. XIU.TO - Performance Comparison
Key characteristics
BEI-UN.TO:
-0.66
XIU.TO:
1.66
BEI-UN.TO:
-0.81
XIU.TO:
2.31
BEI-UN.TO:
0.91
XIU.TO:
1.30
BEI-UN.TO:
-0.13
XIU.TO:
3.54
BEI-UN.TO:
-0.72
XIU.TO:
9.89
BEI-UN.TO:
17.53%
XIU.TO:
1.76%
BEI-UN.TO:
19.32%
XIU.TO:
10.47%
BEI-UN.TO:
-100.00%
XIU.TO:
-52.31%
BEI-UN.TO:
-99.87%
XIU.TO:
-4.64%
Returns By Period
In the year-to-date period, BEI-UN.TO achieves a 2.35% return, which is significantly higher than XIU.TO's 0.35% return. Over the past 10 years, BEI-UN.TO has underperformed XIU.TO with an annualized return of 6.92%, while XIU.TO has yielded a comparatively higher 8.72% annualized return.
BEI-UN.TO
2.35%
2.65%
-23.65%
-12.47%
10.90%
6.92%
XIU.TO
0.35%
-2.36%
8.57%
17.14%
12.40%
8.72%
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Risk-Adjusted Performance
BEI-UN.TO vs. XIU.TO — Risk-Adjusted Performance Rank
BEI-UN.TO
XIU.TO
BEI-UN.TO vs. XIU.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Boardwalk Real Estate Investment Trust (BEI-UN.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
BEI-UN.TO vs. XIU.TO - Dividend Comparison
BEI-UN.TO's dividend yield for the trailing twelve months is around 2.20%, less than XIU.TO's 2.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEI-UN.TO Boardwalk Real Estate Investment Trust | 2.22% | 2.18% | 1.64% | 2.16% | 3.81% | 6.49% | 4.76% | 5.79% | 11.42% | 10.03% | 9.40% | 11.60% |
XIU.TO iShares S&P/TSX 60 Index ETF | 3.01% | 2.92% | 3.16% | 3.02% | 2.43% | 3.03% | 2.87% | 3.18% | 2.58% | 2.65% | 3.19% | 2.65% |
Drawdowns
BEI-UN.TO vs. XIU.TO - Drawdown Comparison
The maximum BEI-UN.TO drawdown since its inception was -100.00%, which is greater than XIU.TO's maximum drawdown of -52.31%. Use the drawdown chart below to compare losses from any high point for BEI-UN.TO and XIU.TO. For additional features, visit the drawdowns tool.
Volatility
BEI-UN.TO vs. XIU.TO - Volatility Comparison
Boardwalk Real Estate Investment Trust (BEI-UN.TO) has a higher volatility of 5.72% compared to iShares S&P/TSX 60 Index ETF (XIU.TO) at 4.61%. This indicates that BEI-UN.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.