CASH vs. XBAL.TO
Compare and contrast key facts about Meta Financial Group, Inc. (CASH) and iShares Core Balanced ETF Portfolio (XBAL.TO).
XBAL.TO is an actively managed fund by iShares. It was launched on Jun 21, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CASH or XBAL.TO.
Correlation
The correlation between CASH and XBAL.TO is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CASH vs. XBAL.TO - Performance Comparison
Key characteristics
CASH:
1.66
XBAL.TO:
2.54
CASH:
2.47
XBAL.TO:
3.61
CASH:
1.31
XBAL.TO:
1.48
CASH:
1.80
XBAL.TO:
4.66
CASH:
8.35
XBAL.TO:
18.01
CASH:
5.68%
XBAL.TO:
0.92%
CASH:
28.49%
XBAL.TO:
6.50%
CASH:
-83.66%
XBAL.TO:
-28.78%
CASH:
-12.18%
XBAL.TO:
-1.81%
Returns By Period
In the year-to-date period, CASH achieves a 1.22% return, which is significantly higher than XBAL.TO's 0.33% return. Over the past 10 years, CASH has outperformed XBAL.TO with an annualized return of 21.66%, while XBAL.TO has yielded a comparatively lower 6.12% annualized return.
CASH
1.22%
-9.82%
28.23%
48.35%
15.11%
21.66%
XBAL.TO
0.33%
-1.65%
6.97%
16.54%
7.11%
6.12%
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Risk-Adjusted Performance
CASH vs. XBAL.TO — Risk-Adjusted Performance Rank
CASH
XBAL.TO
CASH vs. XBAL.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Meta Financial Group, Inc. (CASH) and iShares Core Balanced ETF Portfolio (XBAL.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.
Dividends
CASH vs. XBAL.TO - Dividend Comparison
CASH's dividend yield for the trailing twelve months is around 0.27%, less than XBAL.TO's 2.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CASH Meta Financial Group, Inc. | 0.27% | 0.27% | 0.38% | 0.46% | 0.34% | 0.55% | 0.55% | 0.96% | 0.56% | 0.88% | 1.13% | 1.48% |
XBAL.TO iShares Core Balanced ETF Portfolio | 2.71% | 2.72% | 2.43% | 2.12% | 1.77% | 2.02% | 2.30% | 3.44% | 2.97% | 3.69% | 3.34% | 6.60% |
Drawdowns
CASH vs. XBAL.TO - Drawdown Comparison
The maximum CASH drawdown since its inception was -83.66%, which is greater than XBAL.TO's maximum drawdown of -28.78%. Use the drawdown chart below to compare losses from any high point for CASH and XBAL.TO. For additional features, visit the drawdowns tool.
Volatility
CASH vs. XBAL.TO - Volatility Comparison
Meta Financial Group, Inc. (CASH) has a higher volatility of 8.30% compared to iShares Core Balanced ETF Portfolio (XBAL.TO) at 3.03%. This indicates that CASH's price experiences larger fluctuations and is considered to be riskier than XBAL.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.