BMO.TO vs. SII.TO
BMO.TO (Bank of Montreal) and SII.TO (Sprott Inc) are both stocks. Both are in the Financial Services sector — BMO.TO in Banks - Diversified, SII.TO in Asset Management. Over the past 10 years, BMO.TO returned 15.95%/yr vs 22.78%/yr for SII.TO. At a 0.19 correlation, their price movements are largely independent.
Performance
BMO.TO vs. SII.TO - Performance Comparison
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Returns By Period
In the year-to-date period, BMO.TO achieves a 34.22% return, which is significantly higher than SII.TO's 24.09% return. Over the past 10 years, BMO.TO has underperformed SII.TO with an annualized return of 15.95%, while SII.TO has yielded a comparatively higher 22.78% annualized return.
BMO.TO
- 1D
- 1.21%
- 1M
- 12.06%
- YTD
- 34.22%
- 6M
- 31.97%
- 1Y
- 67.97%
- 3Y*
- 31.53%
- 5Y*
- 18.07%
- 10Y*
- 15.95%
SII.TO
- 1D
- 2.64%
- 1M
- -6.12%
- YTD
- 24.09%
- 6M
- 29.21%
- 1Y
- 95.63%
- 3Y*
- 58.72%
- 5Y*
- 28.49%
- 10Y*
- 22.78%
BMO.TO vs. SII.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BMO.TO Bank of Montreal | 34.22% | 33.33% | 11.74% | 12.19% | -6.19% | 45.89% | 1.29% | 17.51% | -7.94% | 7.99% |
SII.TO Sprott Inc | 24.09% | 126.73% | 38.44% | 2.73% | -18.97% | 57.52% | 25.86% | 16.40% | 5.75% | -2.27% |
Correlation
The correlation between BMO.TO and SII.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 | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Jul 24, 2008 | 0.19 |
The correlation between BMO.TO and SII.TO shifts across timeframes, from 0.19 (10 years) to 0.35 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
BMO.TO:
CA$165.75B
SII.TO:
CA$4.28B
BMO.TO:
CA$13.65
SII.TO:
CA$4.14
BMO.TO:
17.23
SII.TO:
40.09
BMO.TO:
0.79
SII.TO:
0.82
BMO.TO:
2.18
SII.TO:
8.98
BMO.TO:
2.13
SII.TO:
8.07
BMO.TO:
CA$77.04B
SII.TO:
CA$476.63M
BMO.TO:
CA$34.47B
SII.TO:
CA$369.54M
BMO.TO:
CA$14.20B
SII.TO:
CA$151.96M
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Return for Risk
BMO.TO vs. SII.TO — Risk / Return Rank
BMO.TO
SII.TO
BMO.TO vs. SII.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bank of Montreal (BMO.TO) and Sprott Inc (SII.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.
| BMO.TO | SII.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.59 | ||
| Sortino ratioReturn per unit of downside risk | +2.04 | ||
| Omega ratioGain probability vs. loss probability | 1.62 | 1.35 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 6.49 | 3.19 | +3.30 |
| Martin ratioReturn relative to average drawdown | 23.72 | 8.77 | +14.95 |
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Drawdowns
BMO.TO vs. SII.TO - Drawdown Comparison
The maximum BMO.TO drawdown since its inception was -62.39%, smaller than the maximum SII.TO drawdown of -81.85%. Use the drawdown chart below to compare losses from any high point for BMO.TO and SII.TO.
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Drawdown Indicators
| BMO.TO | SII.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.39% | -81.85% | +19.46% |
Max Drawdown (1Y)Largest decline over 1 year | -10.12% | -30.05% | +19.93% |
Max Drawdown (3Y)Largest decline over 3 years | -16.57% | -30.05% | +13.48% |
Max Drawdown (5Y)Largest decline over 5 years | -27.47% | -43.38% | +15.91% |
Max Drawdown (10Y)Largest decline over 10 years | -45.59% | -48.06% | +2.47% |
Current DrawdownCurrent decline from peak | 0.00% | -26.34% | +26.34% |
Average DrawdownAverage peak-to-trough decline | -9.03% | -50.79% | +41.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 10.91% | -8.13% |
Volatility
BMO.TO vs. SII.TO - Volatility Comparison
The current volatility for Bank of Montreal (BMO.TO) is 4.56%, while Sprott Inc (SII.TO) has a volatility of 12.70%. This indicates that BMO.TO experiences smaller price fluctuations and is considered to be less risky than SII.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BMO.TO | SII.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.56% | 12.70% | -8.14% |
Volatility (6M)Calculated over the trailing 6-month period | 14.51% | 38.96% | -24.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.79% | 45.64% | -27.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.36% | 35.85% | -17.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.00% | 37.11% | -16.11% |
Dividends
BMO.TO vs. SII.TO - Dividend Comparison
BMO.TO's dividend yield for the trailing twelve months is around 2.81%, more than SII.TO's 1.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMO.TO Bank of Montreal | 2.81% | 3.61% | 4.39% | 4.42% | 4.44% | 3.11% | 4.38% | 4.03% | 4.24% | 3.54% | 3.52% | 4.15% |
SII.TO Sprott Inc | 1.25% | 1.36% | 2.38% | 3.04% | 2.89% | 1.75% | 1.67% | 0.40% | 0.47% | 0.49% | 0.48% | 0.50% |
Financials
BMO.TO vs. SII.TO - Financials Comparison
This section allows you to compare key financial metrics between Bank of Montreal and Sprott Inc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BMO.TO vs. SII.TO - Profitability Comparison
BMO.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bank of Montreal reported a gross profit of 8.79B and revenue of 19.27B. Therefore, the gross margin over that period was 45.6%.
SII.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sprott Inc reported a gross profit of 182.55M and revenue of 199.39M. Therefore, the gross margin over that period was 91.6%.
BMO.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bank of Montreal reported an operating income of 3.50B and revenue of 19.27B, resulting in an operating margin of 18.2%.
SII.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sprott Inc reported an operating income of 57.39M and revenue of 199.39M, resulting in an operating margin of 28.8%.
BMO.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bank of Montreal reported a net income of 2.63B and revenue of 19.27B, resulting in a net margin of 13.6%.
SII.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sprott Inc reported a net income of 40.08M and revenue of 199.39M, resulting in a net margin of 20.1%.
Frequently Asked Questions
BMO.TO and SII.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.
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