BFIN.TO vs. FIE.TO
BFIN.TO (Brompton North American Financials Dividend ETF) and FIE.TO (iShares Canadian Financial Monthly Income ETF) are both Financials Equities funds. Both are actively managed. Over the past 5 years, BFIN.TO returned 10.99%/yr vs 14.03%/yr for FIE.TO. At a 0.38 correlation, their price movements are largely independent.
Performance
BFIN.TO vs. FIE.TO - Performance Comparison
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Returns By Period
In the year-to-date period, BFIN.TO achieves a 13.37% return, which is significantly lower than FIE.TO's 18.97% return.
BFIN.TO
- 1D
- 1.49%
- 1M
- 5.15%
- 6M
- 12.79%
- YTD
- 13.37%
- 1Y
- 26.87%
- 3Y*
- 25.28%
- 5Y*
- 10.99%
- 10Y*
- —
FIE.TO
- 1D
- 1.31%
- 1M
- 5.54%
- 6M
- 18.02%
- YTD
- 18.97%
- 1Y
- 35.03%
- 3Y*
- 26.36%
- 5Y*
- 14.03%
- 10Y*
- 12.47%
BFIN.TO vs. FIE.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BFIN.TO Brompton North American Financials Dividend ETF | 13.37% | 18.41% | 33.71% | 7.41% | -18.44% | 30.07% | 0.46% | 28.23% | -7.73% |
FIE.TO iShares Canadian Financial Monthly Income ETF | 18.97% | 24.36% | 27.62% | 12.58% | -14.35% | 27.34% | 1.33% | 18.97% | -5.20% |
Correlation
The correlation between BFIN.TO and FIE.TO is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Oct 26, 2018 | 0.38 |
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Return for Risk
BFIN.TO vs. FIE.TO — Risk / Return Rank
BFIN.TO
FIE.TO
BFIN.TO vs. FIE.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 iShares Canadian Financial Monthly Income ETF (FIE.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 | FIE.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.01 | ||
| Sortino ratioReturn per unit of downside risk | -2.67 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.75 | -0.41 |
| Calmar ratioReturn relative to maximum drawdown | 2.24 | 4.89 | -2.66 |
| Martin ratioReturn relative to average drawdown | 7.19 | 15.90 | -8.71 |
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Drawdowns
BFIN.TO vs. FIE.TO - Drawdown Comparison
The maximum BFIN.TO drawdown since its inception was -38.01%, smaller than the maximum FIE.TO drawdown of -42.24%. Use the drawdown chart below to compare losses from any high point for BFIN.TO and FIE.TO.
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Drawdown Indicators
| BFIN.TO | FIE.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.01% | -42.24% | +4.23% |
Max Drawdown (1Y)Largest decline over 1 year | -12.07% | -7.19% | -4.88% |
Max Drawdown (3Y)Largest decline over 3 years | -20.81% | -10.70% | -10.11% |
Max Drawdown (5Y)Largest decline over 5 years | -29.02% | -22.93% | -6.09% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.24% | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -9.69% | -4.86% | -4.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.75% | 2.21% | +1.54% |
Volatility
BFIN.TO vs. FIE.TO - Volatility Comparison
Brompton North American Financials Dividend ETF (BFIN.TO) has a higher volatility of 3.71% compared to iShares Canadian Financial Monthly Income ETF (FIE.TO) at 2.32%. This indicates that BFIN.TO's price experiences larger fluctuations and is considered to be riskier than FIE.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BFIN.TO | FIE.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.71% | 2.32% | +1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 11.67% | 7.33% | +4.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.91% | 9.22% | +5.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.41% | 10.58% | +7.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.75% | 14.05% | +6.70% |
Dividends
BFIN.TO vs. FIE.TO - Dividend Comparison
BFIN.TO's dividend yield for the trailing twelve months is around 5.40%, more than FIE.TO's 4.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% | 0.00% |
FIE.TO iShares Canadian Financial Monthly Income ETF | 4.19% | 4.94% | 5.83% | 6.98% | 7.31% | 5.92% | 7.10% | 6.65% | 7.38% | 6.28% | 6.59% | 7.43% |
Frequently Asked Questions
BFIN.TO and FIE.TO have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
They also come from different issuers: Brompton and iShares.
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