BGU.TO vs. XTOT.TO
BGU.TO (Bristol Gate Concentrated US Equity ETF) and XTOT.TO (iShares Core S&P Total U.S. Stock Market Index ETF) are both Large Cap Blend Equities funds. BGU.TO is actively managed, while XTOT.TO is passively managed. Over the past year, BGU.TO returned 12.19% vs 24.82% for XTOT.TO. At a 0.49 correlation, their price movements are largely independent.
Performance
BGU.TO vs. XTOT.TO - Performance Comparison
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Returns By Period
In the year-to-date period, BGU.TO achieves a 7.16% return, which is significantly lower than XTOT.TO's 14.09% return.
BGU.TO
- 1D
- -0.54%
- 1M
- 0.99%
- 6M
- 3.59%
- YTD
- 7.16%
- 1Y
- 12.19%
- 3Y*
- 13.49%
- 5Y*
- 9.27%
- 10Y*
- —
XTOT.TO
- 1D
- 0.08%
- 1M
- 0.40%
- 6M
- 11.08%
- YTD
- 14.09%
- 1Y
- 24.82%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BGU.TO vs. XTOT.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BGU.TO Bristol Gate Concentrated US Equity ETF | 7.16% | 5.43% |
XTOT.TO iShares Core S&P Total U.S. Stock Market Index ETF | 14.09% | 16.84% |
Correlation
The correlation between BGU.TO and XTOT.TO is 0.50, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Jun 2, 2025 | 0.49 |
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Return for Risk
BGU.TO vs. XTOT.TO — Risk / Return Rank
BGU.TO
XTOT.TO
BGU.TO vs. XTOT.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bristol Gate Concentrated US Equity ETF (BGU.TO) and iShares Core S&P Total U.S. Stock Market Index ETF (XTOT.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.
| BGU.TO | XTOT.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.88 | ||
| Sortino ratioReturn per unit of downside risk | -1.12 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.33 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.10 | 2.59 | -1.48 |
| Martin ratioReturn relative to average drawdown | 3.07 | 8.72 | -5.65 |
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Drawdowns
BGU.TO vs. XTOT.TO - Drawdown Comparison
The maximum BGU.TO drawdown since its inception was -31.66%, which is greater than XTOT.TO's maximum drawdown of -9.64%. Use the drawdown chart below to compare losses from any high point for BGU.TO and XTOT.TO.
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Drawdown Indicators
| BGU.TO | XTOT.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.66% | -9.64% | -22.02% |
Max Drawdown (1Y)Largest decline over 1 year | -11.12% | -9.64% | -1.48% |
Max Drawdown (3Y)Largest decline over 3 years | -17.03% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -25.46% | — | — |
Current DrawdownCurrent decline from peak | -2.10% | -1.72% | -0.38% |
Average DrawdownAverage peak-to-trough decline | -5.24% | -1.77% | -3.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.98% | 2.85% | +1.13% |
Volatility
BGU.TO vs. XTOT.TO - Volatility Comparison
Bristol Gate Concentrated US Equity ETF (BGU.TO) and iShares Core S&P Total U.S. Stock Market Index ETF (XTOT.TO) have volatilities of 3.40% and 3.25%, 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
| BGU.TO | XTOT.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.40% | 3.25% | +0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 10.45% | 10.62% | -0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.09% | 13.75% | -0.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.01% | 13.39% | +2.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.35% | 13.39% | +4.96% |
Dividends
BGU.TO vs. XTOT.TO - Dividend Comparison
BGU.TO has not paid dividends to shareholders, while XTOT.TO's dividend yield for the trailing twelve months is around 0.81%.
| Position | TTM | 2025 |
|---|---|---|
BGU.TO Bristol Gate Concentrated US Equity ETF | 0.00% | 0.00% |
XTOT.TO iShares Core S&P Total U.S. Stock Market Index ETF | 0.81% | 0.54% |
Frequently Asked Questions
BGU.TO and XTOT.TO have a correlation of 0.50, 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: Bristol Gate and iShares.
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