ESOA vs. CVD.TO
ESOA (Energy Services Of America Corp) is a stock, while CVD.TO (iShares Convertible Bond Index ETF) is High Yield Bonds fund tracking the FTSE Canada Convertible Bond Index. Over the past 10 years, ESOA returned 27.68%/yr vs 3.56%/yr for CVD.TO. At a 0.00 correlation, their price movements are largely independent.
Performance
ESOA vs. CVD.TO - Performance Comparison
Loading charts...
Different Trading Currencies
ESOA is traded in USD, while CVD.TO is traded in CAD. To make them comparable, the CVD.TO values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, ESOA achieves a 89.54% return, which is significantly higher than CVD.TO's 1.49% return. Over the past 10 years, ESOA has outperformed CVD.TO with an annualized return of 27.68%, while CVD.TO has yielded a comparatively lower 3.56% annualized return.
ESOA
- 1D
- 3.55%
- 1M
- -10.75%
- YTD
- 89.54%
- 6M
- 82.22%
- 1Y
- 42.15%
- 3Y*
- 91.64%
- 5Y*
- 49.24%
- 10Y*
- 27.68%
CVD.TO
- 1D
- -0.55%
- 1M
- -1.44%
- YTD
- 1.49%
- 6M
- 0.09%
- 1Y
- 5.70%
- 3Y*
- 6.76%
- 5Y*
- 1.51%
- 10Y*
- 3.56%
ESOA vs. CVD.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ESOA Energy Services Of America Corp | 89.54% | -34.42% | 111.44% | 140.93% | -22.02% | 223.53% | 32.47% | -30.56% | 38.82% | -36.06% |
CVD.TO iShares Convertible Bond Index ETF | 1.49% | 12.22% | 3.88% | 6.17% | -10.31% | 5.38% | 6.19% | 15.02% | -10.23% | 11.62% |
Correlation
The correlation between ESOA and CVD.TO is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.04 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.01 |
Correlation (All Time) Calculated using the full available price history since Nov 16, 2012 | 0.00 |
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
ESOA vs. CVD.TO — Risk / Return Rank
ESOA
CVD.TO
ESOA vs. CVD.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Energy Services Of America Corp (ESOA) and iShares Convertible Bond Index ETF (CVD.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.
| ESOA | CVD.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.01 | ||
| Sortino ratioReturn per unit of downside risk | +0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.13 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.51 | -0.15 |
| Martin ratioReturn relative to average drawdown | 2.75 | 3.12 | -0.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| ESOA | CVD.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 0.67 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.13 | +0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.30 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.15 | +0.08 |
Drawdowns
ESOA vs. CVD.TO - Drawdown Comparison
The maximum ESOA drawdown since its inception was -76.67%, which is greater than CVD.TO's maximum drawdown of -34.37%. Use the drawdown chart below to compare losses from any high point for ESOA and CVD.TO.
Loading charts...
Drawdown Indicators
| ESOA | CVD.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.67% | -34.37% | -42.30% |
Max Drawdown (1Y)Largest decline over 1 year | -31.16% | -3.78% | -27.38% |
Max Drawdown (3Y)Largest decline over 3 years | -57.43% | -14.52% | -42.91% |
Max Drawdown (5Y)Largest decline over 5 years | -57.43% | -22.91% | -34.52% |
Max Drawdown (10Y)Largest decline over 10 years | -69.62% | -30.24% | -39.38% |
Current DrawdownCurrent decline from peak | -19.03% | -3.78% | -15.25% |
Average DrawdownAverage peak-to-trough decline | -33.05% | -9.34% | -23.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.37% | 1.83% | +13.54% |
Volatility
ESOA vs. CVD.TO - Volatility Comparison
Energy Services Of America Corp (ESOA) has a higher volatility of 23.82% compared to iShares Convertible Bond Index ETF (CVD.TO) at 1.39%. This indicates that ESOA's price experiences larger fluctuations and is considered to be riskier than CVD.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| ESOA | CVD.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 23.82% | 1.39% | +22.43% |
Volatility (6M)Calculated over the trailing 6-month period | 47.21% | 6.65% | +40.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 63.12% | 8.61% | +54.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 76.04% | 11.37% | +64.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 96.13% | 11.79% | +84.34% |
Dividends
ESOA vs. CVD.TO - Dividend Comparison
ESOA's dividend yield for the trailing twelve months is around 0.78%, less than CVD.TO's 4.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVD.TO iShares Convertible Bond Index ETF | 4.94% | 4.91% | 5.14% | 5.33% | 5.05% | 4.61% | 4.48% | 4.52% | 4.97% | 4.65% | 4.51% | 4.94% |
ESOA Energy Services Of America Corp | 0.78% | 1.47% | 0.24% | 1.84% | 0.00% | 0.00% | 0.00% | 6.49% | 0.00% | 5.88% | 0.00% | 0.00% |
Frequently Asked Questions
ESOA and CVD.TO have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for ESOA and CVD.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