BFIN.TO vs. XUSF.TO
BFIN.TO (Brompton North American Financials Dividend ETF) and XUSF.TO (iShares S&P U.S. Financials Index ETF) are both Financials Equities funds. BFIN.TO is actively managed, while XUSF.TO is passively managed. Over the past year, BFIN.TO returned 26.87% vs 12.70% for XUSF.TO. At a 0.28 correlation, their price movements are largely independent.
Performance
BFIN.TO vs. XUSF.TO - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BFIN.TO achieves a 13.37% return, which is significantly higher than XUSF.TO's 5.23% 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*
- —
XUSF.TO
- 1D
- -0.34%
- 1M
- 5.89%
- 6M
- 5.84%
- YTD
- 5.23%
- 1Y
- 12.70%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BFIN.TO vs. XUSF.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BFIN.TO Brompton North American Financials Dividend ETF | 13.37% | 18.41% | 33.71% | 8.10% |
XUSF.TO iShares S&P U.S. Financials Index ETF | 5.23% | 9.67% | 39.77% | 8.23% |
Correlation
The correlation between BFIN.TO and XUSF.TO is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Sep 6, 2023 | 0.28 |
The correlation between BFIN.TO and XUSF.TO shifts across timeframes, from 0.28 (all time) to 0.41 (1 year), reflecting how their relationship changes across market environments.
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
BFIN.TO vs. XUSF.TO — Risk / Return Rank
BFIN.TO
XUSF.TO
BFIN.TO vs. XUSF.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 S&P U.S. Financials Index ETF (XUSF.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 | XUSF.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.09 | ||
| Sortino ratioReturn per unit of downside risk | +1.36 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.16 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 2.24 | 0.76 | +1.47 |
| Martin ratioReturn relative to average drawdown | 7.19 | 1.81 | +5.38 |
Loading charts...
Drawdowns
BFIN.TO vs. XUSF.TO - Drawdown Comparison
The maximum BFIN.TO drawdown since its inception was -38.01%, which is greater than XUSF.TO's maximum drawdown of -16.88%. Use the drawdown chart below to compare losses from any high point for BFIN.TO and XUSF.TO.
Loading charts...
Drawdown Indicators
| BFIN.TO | XUSF.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.01% | -16.88% | -21.13% |
Max Drawdown (1Y)Largest decline over 1 year | -12.07% | -14.66% | +2.59% |
Max Drawdown (3Y)Largest decline over 3 years | -20.81% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -29.02% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.34% | +0.34% |
Average DrawdownAverage peak-to-trough decline | -9.69% | -3.45% | -6.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.75% | 6.15% | -2.40% |
Volatility
BFIN.TO vs. XUSF.TO - Volatility Comparison
The current volatility for Brompton North American Financials Dividend ETF (BFIN.TO) is 3.71%, while iShares S&P U.S. Financials Index ETF (XUSF.TO) has a volatility of 4.58%. This indicates that BFIN.TO experiences smaller price fluctuations and is considered to be less risky than XUSF.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BFIN.TO | XUSF.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.71% | 4.58% | -0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 11.67% | 11.80% | -0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.91% | 15.44% | -0.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.41% | 17.84% | +0.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.75% | 17.84% | +2.91% |
Dividends
BFIN.TO vs. XUSF.TO - Dividend Comparison
BFIN.TO's dividend yield for the trailing twelve months is around 5.40%, more than XUSF.TO's 0.85% 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% |
XUSF.TO iShares S&P U.S. Financials Index ETF | 0.85% | 0.75% | 0.81% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BFIN.TO and XUSF.TO have a correlation of 0.41, 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.
Find the right allocation for BFIN.TO and XUSF.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