BFIN.TO vs. HEB.TO
BFIN.TO (Brompton North American Financials Dividend ETF) and HEB.TO (Hamilton Canadian Bank Equal-Weight Index ETF) are both Financials Equities funds. BFIN.TO is actively managed, while HEB.TO is passively managed. Over the past 3 years, BFIN.TO returned 25.28%/yr vs 37.23%/yr for HEB.TO. At a 0.41 correlation, their price movements are largely independent.
Performance
BFIN.TO vs. HEB.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 HEB.TO's 36.41% 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*
- —
HEB.TO
- 1D
- 1.55%
- 1M
- 9.01%
- 6M
- 35.26%
- YTD
- 36.41%
- 1Y
- 74.29%
- 3Y*
- 37.23%
- 5Y*
- —
- 10Y*
- —
BFIN.TO vs. HEB.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BFIN.TO Brompton North American Financials Dividend ETF | 13.37% | 18.41% | 33.71% | 13.04% |
HEB.TO Hamilton Canadian Bank Equal-Weight Index ETF | 36.41% | 43.56% | 23.55% | 7.23% |
Correlation
The correlation between BFIN.TO and HEB.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 | 0.40 |
Correlation (All Time) Calculated using the full available price history since Apr 4, 2023 | 0.41 |
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Return for Risk
BFIN.TO vs. HEB.TO — Risk / Return Rank
BFIN.TO
HEB.TO
BFIN.TO vs. HEB.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 Hamilton Canadian Bank Equal-Weight Index ETF (HEB.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 | HEB.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.65 | ||
| Sortino ratioReturn per unit of downside risk | -4.64 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.96 | -0.63 |
| Calmar ratioReturn relative to maximum drawdown | 2.24 | 8.52 | -6.28 |
| Martin ratioReturn relative to average drawdown | 7.19 | 38.00 | -30.81 |
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Drawdowns
BFIN.TO vs. HEB.TO - Drawdown Comparison
The maximum BFIN.TO drawdown since its inception was -38.01%, which is greater than HEB.TO's maximum drawdown of -14.77%. Use the drawdown chart below to compare losses from any high point for BFIN.TO and HEB.TO.
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Drawdown Indicators
| BFIN.TO | HEB.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.01% | -14.77% | -23.24% |
Max Drawdown (1Y)Largest decline over 1 year | -12.07% | -8.86% | -3.21% |
Max Drawdown (3Y)Largest decline over 3 years | -20.81% | -14.77% | -6.04% |
Max Drawdown (5Y)Largest decline over 5 years | -29.02% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -9.69% | -2.36% | -7.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.75% | 1.97% | +1.78% |
Volatility
BFIN.TO vs. HEB.TO - Volatility Comparison
The current volatility for Brompton North American Financials Dividend ETF (BFIN.TO) is 3.71%, while Hamilton Canadian Bank Equal-Weight Index ETF (HEB.TO) has a volatility of 4.23%. This indicates that BFIN.TO experiences smaller price fluctuations and is considered to be less risky than HEB.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 | HEB.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.71% | 4.23% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 11.67% | 11.92% | -0.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.91% | 13.83% | +1.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.41% | 13.13% | +5.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.75% | 13.13% | +7.62% |
Dividends
BFIN.TO vs. HEB.TO - Dividend Comparison
BFIN.TO's dividend yield for the trailing twelve months is around 5.40%, more than HEB.TO's 2.10% 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% |
HEB.TO Hamilton Canadian Bank Equal-Weight Index ETF | 2.10% | 2.93% | 4.24% | 3.75% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BFIN.TO and HEB.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 Hamilton.
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