PortfoliosLab logoPortfoliosLab logo
CLSA.TO vs. FCCQ.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CLSA.TO vs. FCCQ.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Brompton Split Corp. Enhanced Equity Income ETF (CLSA.TO) and Fidelity Canadian High Quality ETF (FCCQ.TO). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, CLSA.TO achieves a 33.52% return, which is significantly higher than FCCQ.TO's 5.82% return.


CLSA.TO

1D
-0.22%
1M
10.67%
YTD
33.52%
6M
35.17%
1Y
86.83%
3Y*
5Y*
10Y*

FCCQ.TO

1D
-0.29%
1M
0.16%
YTD
5.82%
6M
4.66%
1Y
30.55%
3Y*
23.35%
5Y*
13.48%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CLSA.TO vs. FCCQ.TO - Yearly Performance Comparison


Correlation

The correlation between CLSA.TO and FCCQ.TO is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.52

Correlation (All Time)
Calculated using the full available price history since Mar 21, 2025

0.51

The correlation between CLSA.TO and FCCQ.TO has been stable across timeframes, ranging from 0.51 to 0.52 - a consistent structural relationship.

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

CLSA.TO vs. FCCQ.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CLSA.TO
CLSA.TO Risk / Return Rank: 9797
Overall Rank
CLSA.TO Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
CLSA.TO Sortino Ratio Rank: 9898
Sortino Ratio Rank
CLSA.TO Omega Ratio Rank: 9898
Omega Ratio Rank
CLSA.TO Calmar Ratio Rank: 9696
Calmar Ratio Rank
CLSA.TO Martin Ratio Rank: 9696
Martin Ratio Rank

FCCQ.TO
FCCQ.TO Risk / Return Rank: 6464
Overall Rank
FCCQ.TO Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
FCCQ.TO Sortino Ratio Rank: 6262
Sortino Ratio Rank
FCCQ.TO Omega Ratio Rank: 6767
Omega Ratio Rank
FCCQ.TO Calmar Ratio Rank: 5959
Calmar Ratio Rank
FCCQ.TO Martin Ratio Rank: 6565
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CLSA.TO vs. FCCQ.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brompton Split Corp. Enhanced Equity Income ETF (CLSA.TO) and Fidelity Canadian High Quality ETF (FCCQ.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.


CLSA.TOFCCQ.TODifference
Sharpe ratioReturn per unit of total volatility

+3.84

Sortino ratioReturn per unit of downside risk

+3.93

Omega ratioGain probability vs. loss probability

2.15

1.37

+0.78

Calmar ratioReturn relative to maximum drawdown

8.10

2.72

+5.38

Martin ratioReturn relative to average drawdown

34.68

11.17

+23.51

CLSA.TO vs. FCCQ.TO - Sharpe Ratio Comparison

The current CLSA.TO Sharpe Ratio is 5.92, which is higher than the FCCQ.TO Sharpe Ratio of 2.08. The chart below compares the historical Sharpe Ratios of CLSA.TO and FCCQ.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

CLSA.TO vs. FCCQ.TO - Drawdown Comparison

The maximum CLSA.TO drawdown since its inception was -11.73%, smaller than the maximum FCCQ.TO drawdown of -35.56%. Use the drawdown chart below to compare losses from any high point for CLSA.TO and FCCQ.TO.


Loading charts...

Drawdown Indicators


CLSA.TOFCCQ.TODifference

Max Drawdown

Largest peak-to-trough decline

-11.73%

-35.56%

+23.83%

Max Drawdown (1Y)

Largest decline over 1 year

-10.78%

-11.29%

+0.51%

Max Drawdown (3Y)

Largest decline over 3 years

-13.41%

Max Drawdown (5Y)

Largest decline over 5 years

-17.96%

Current Drawdown

Current decline from peak

-0.22%

-3.41%

+3.19%

Average Drawdown

Average peak-to-trough decline

-1.31%

-4.00%

+2.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.51%

2.74%

-0.23%

Volatility

CLSA.TO vs. FCCQ.TO - Volatility Comparison

Brompton Split Corp. Enhanced Equity Income ETF (CLSA.TO) and Fidelity Canadian High Quality ETF (FCCQ.TO) have volatilities of 3.83% and 3.93%, 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.


Loading charts...

Volatility by Period


CLSA.TOFCCQ.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.83%

3.93%

-0.10%

Volatility (6M)

Calculated over the trailing 6-month period

12.63%

12.12%

+0.51%

Volatility (1Y)

Calculated over the trailing 1-year period

14.75%

14.75%

0.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.41%

13.73%

+2.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.41%

16.09%

+0.32%

CLSA.TO vs. FCCQ.TO - Expense Ratio Comparison

CLSA.TO has a 0.60% expense ratio, which is higher than FCCQ.TO's 0.35% expense ratio.


Dividends

CLSA.TO vs. FCCQ.TO - Dividend Comparison

CLSA.TO's dividend yield for the trailing twelve months is around 9.73%, more than FCCQ.TO's 1.48% yield.


PositionTTM2025202420232022202120202019
CLSA.TO
Brompton Split Corp. Enhanced Equity Income ETF
9.73%7.99%0.00%0.00%0.00%0.00%0.00%0.00%
FCCQ.TO
Fidelity Canadian High Quality ETF
1.48%1.44%1.85%2.41%2.33%1.92%2.14%2.33%

Frequently Asked Questions


CLSA.TO and FCCQ.TO have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, FCCQ.TO is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

FCCQ.TO is cheaper with a 0.35% expense ratio, compared with 0.60% for CLSA.TO.

They also come from different issuers: Brompton Funds and Fidelity. Their fees differ too: 0.60% for CLSA.TO and 0.35% for FCCQ.TO.

Portfolio Optimizer

Find the right allocation for CLSA.TO and FCCQ.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