BFIN.TO vs. BGIE.TO
BFIN.TO (Brompton North American Financials Dividend ETF) and BGIE.TO (Brompton Global Infrastructure ETF) are both exchange-traded funds - BFIN.TO is a Financials Equities fund actively managed by Brompton, while BGIE.TO is a Global Equities fund actively managed by Brompton. Both are actively managed. Over the past 5 years, BFIN.TO returned 10.99%/yr vs 13.31%/yr for BGIE.TO. At a 0.35 correlation, their price movements are largely independent.
Performance
BFIN.TO vs. BGIE.TO - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with BFIN.TO having a 13.37% return and BGIE.TO slightly lower at 12.79%.
BFIN.TO
- 1D
- 1.49%
- 1M
- 5.15%
- 6M
- 12.79%
- YTD
- 13.37%
- 1Y
- 26.87%
- 3Y*
- 25.28%
- 5Y*
- 10.99%
- 10Y*
- —
BGIE.TO
- 1D
- -0.15%
- 1M
- -0.96%
- 6M
- 8.20%
- YTD
- 12.79%
- 1Y
- 20.19%
- 3Y*
- 21.22%
- 5Y*
- 13.31%
- 10Y*
- —
BFIN.TO vs. BGIE.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BFIN.TO Brompton North American Financials Dividend ETF | 13.37% | 18.41% | 33.71% | 7.41% | -18.44% | 30.07% | 31.62% |
BGIE.TO Brompton Global Infrastructure ETF | 12.79% | 21.56% | 24.37% | 5.45% | -2.37% | 18.61% | 10.30% |
Correlation
The correlation between BFIN.TO and BGIE.TO is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.40 |
Correlation (All Time) Calculated using the full available price history since May 5, 2020 | 0.35 |
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Return for Risk
BFIN.TO vs. BGIE.TO — Risk / Return Rank
BFIN.TO
BGIE.TO
BFIN.TO vs. BGIE.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brompton North American Financials Dividend ETF (BFIN.TO) and Brompton Global Infrastructure ETF (BGIE.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.
| BFIN.TO | BGIE.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.47 | ||
| Sortino ratioReturn per unit of downside risk | +0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.24 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.24 | 2.43 | -0.19 |
| Martin ratioReturn relative to average drawdown | 7.19 | 7.52 | -0.33 |
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Drawdowns
BFIN.TO vs. BGIE.TO - Drawdown Comparison
The maximum BFIN.TO drawdown since its inception was -38.01%, which is greater than BGIE.TO's maximum drawdown of -18.24%. Use the drawdown chart below to compare losses from any high point for BFIN.TO and BGIE.TO.
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Drawdown Indicators
| BFIN.TO | BGIE.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.01% | -18.24% | -19.77% |
Max Drawdown (1Y)Largest decline over 1 year | -12.07% | -8.35% | -3.72% |
Max Drawdown (3Y)Largest decline over 3 years | -20.81% | -17.02% | -3.79% |
Max Drawdown (5Y)Largest decline over 5 years | -29.02% | -18.24% | -10.78% |
Current DrawdownCurrent decline from peak | 0.00% | -3.89% | +3.89% |
Average DrawdownAverage peak-to-trough decline | -9.69% | -4.43% | -5.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.75% | 2.69% | +1.06% |
Volatility
BFIN.TO vs. BGIE.TO - Volatility Comparison
Brompton North American Financials Dividend ETF (BFIN.TO) and Brompton Global Infrastructure ETF (BGIE.TO) have volatilities of 3.71% and 3.66%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BFIN.TO | BGIE.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.71% | 3.66% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 11.67% | 11.73% | -0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.91% | 15.11% | -0.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.41% | 15.90% | +2.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.75% | 15.25% | +5.50% |
Dividends
BFIN.TO vs. BGIE.TO - Dividend Comparison
BFIN.TO's dividend yield for the trailing twelve months is around 5.40%, more than BGIE.TO's 5.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
BFIN.TO Brompton North American Financials Dividend ETF | 5.40% | 5.50% | 5.36% | 6.08% | 5.64% | 4.00% | 4.98% | 4.34% | 0.48% |
BGIE.TO Brompton Global Infrastructure ETF | 5.04% | 4.95% | 4.89% | 5.19% | 4.79% | 4.10% | 3.07% | 0.00% | 0.00% |
Frequently Asked Questions
BFIN.TO and BGIE.TO have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BFIN.TO is categorized as Financials Equities, while BGIE.TO is Global Equities.
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