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GWO.TO vs. FTS.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

GWO.TO vs. FTS.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Great-West Lifeco Inc. (GWO.TO) and Fortis Inc. (FTS.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GWO.TO achieves a 25.54% return, which is significantly higher than FTS.TO's 13.43% return. Over the past 10 years, GWO.TO has outperformed FTS.TO with an annualized return of 14.86%, while FTS.TO has yielded a comparatively lower 10.80% annualized return.


GWO.TO

1D
0.58%
1M
8.18%
YTD
25.54%
6M
27.21%
1Y
69.48%
3Y*
35.82%
5Y*
23.88%
10Y*
14.86%

FTS.TO

1D
0.99%
1M
5.79%
YTD
13.43%
6M
15.37%
1Y
25.87%
3Y*
16.29%
5Y*
11.27%
10Y*
10.80%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GWO.TO vs. FTS.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GWO.TO
Great-West Lifeco Inc.
25.54%48.38%14.28%47.70%-12.58%31.45%-2.64%24.53%-15.76%4.08%
FTS.TO
Fortis Inc.
13.43%23.93%14.24%4.76%-7.87%21.81%0.04%22.71%2.74%15.29%

Correlation

The correlation between GWO.TO and FTS.TO is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.24

Correlation (3Y)
Calculated over the trailing 3-year period

0.24

Correlation (5Y)
Calculated over the trailing 5-year period

0.17

Correlation (10Y)
Calculated over the trailing 10-year period

0.17

Correlation (All Time)
Calculated using the full available price history since Jul 12, 2006

0.24

Fundamentals

Market Cap

GWO.TO:

CA$75.72B

FTS.TO:

CA$40.48B

EPS

GWO.TO:

CA$4.85

FTS.TO:

CA$3.56

PE Ratio

GWO.TO:

17.20

FTS.TO:

22.34

PEG Ratio

GWO.TO:

1.91

FTS.TO:

3.25

PS Ratio

GWO.TO:

2.21

FTS.TO:

3.30

PB Ratio

GWO.TO:

2.80

FTS.TO:

1.78

Total Revenue (TTM)

GWO.TO:

CA$34.77B

FTS.TO:

CA$12.21B

Gross Profit (TTM)

GWO.TO:

CA$15.81B

FTS.TO:

CA$3.98B

EBITDA (TTM)

GWO.TO:

CA$6.15B

FTS.TO:

CA$5.87B

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Return for Risk

GWO.TO vs. FTS.TO — Risk / Return Rank

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

GWO.TO
GWO.TO Risk / Return Rank: 9797
Overall Rank
GWO.TO Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
GWO.TO Sortino Ratio Rank: 9898
Sortino Ratio Rank
GWO.TO Omega Ratio Rank: 9898
Omega Ratio Rank
GWO.TO Calmar Ratio Rank: 9494
Calmar Ratio Rank
GWO.TO Martin Ratio Rank: 9696
Martin Ratio Rank

FTS.TO
FTS.TO Risk / Return Rank: 8989
Overall Rank
FTS.TO Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
FTS.TO Sortino Ratio Rank: 8989
Sortino Ratio Rank
FTS.TO Omega Ratio Rank: 8787
Omega Ratio Rank
FTS.TO Calmar Ratio Rank: 9090
Calmar Ratio Rank
FTS.TO Martin Ratio Rank: 8989
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.

GWO.TO vs. FTS.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Great-West Lifeco Inc. (GWO.TO) and Fortis Inc. (FTS.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.


GWO.TOFTS.TODifference
Sharpe ratioReturn per unit of total volatility

+2.23

Sortino ratioReturn per unit of downside risk

+2.26

Omega ratioGain probability vs. loss probability

1.77

1.36

+0.41

Calmar ratioReturn relative to maximum drawdown

5.76

4.33

+1.43

Martin ratioReturn relative to average drawdown

21.70

10.47

+11.22

GWO.TO vs. FTS.TO - Sharpe Ratio Comparison

The current GWO.TO Sharpe Ratio is 4.24, which is higher than the FTS.TO Sharpe Ratio of 2.01. The chart below compares the historical Sharpe Ratios of GWO.TO and FTS.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.


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Drawdowns

GWO.TO vs. FTS.TO - Drawdown Comparison

The maximum GWO.TO drawdown since its inception was -67.52%, which is greater than FTS.TO's maximum drawdown of -28.27%. Use the drawdown chart below to compare losses from any high point for GWO.TO and FTS.TO.


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Drawdown Indicators


GWO.TOFTS.TODifference

Max Drawdown

Largest peak-to-trough decline

-67.52%

-28.27%

-39.25%

Max Drawdown (1Y)

Largest decline over 1 year

-12.34%

-6.09%

-6.25%

Max Drawdown (3Y)

Largest decline over 3 years

-12.82%

-10.97%

-1.85%

Max Drawdown (5Y)

Largest decline over 5 years

-27.64%

-24.01%

-3.63%

Max Drawdown (10Y)

Largest decline over 10 years

-44.96%

-28.27%

-16.69%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-11.31%

-5.71%

-5.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.27%

2.51%

+0.76%

Volatility

GWO.TO vs. FTS.TO - Volatility Comparison

Great-West Lifeco Inc. (GWO.TO) and Fortis Inc. (FTS.TO) have volatilities of 4.80% and 4.96%, 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


GWO.TOFTS.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.80%

4.96%

-0.16%

Volatility (6M)

Calculated over the trailing 6-month period

12.35%

10.44%

+1.91%

Volatility (1Y)

Calculated over the trailing 1-year period

16.77%

13.12%

+3.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.64%

14.45%

+2.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.75%

16.86%

+3.89%

Dividends

GWO.TO vs. FTS.TO - Dividend Comparison

GWO.TO's dividend yield for the trailing twelve months is around 3.07%, less than FTS.TO's 3.18% yield.


PositionTTM20252024202320222021202020192018201720162015
FTS.TO
Fortis Inc.
3.18%3.48%3.99%4.19%4.01%3.36%3.73%3.39%3.79%3.52%3.68%3.73%
GWO.TO
Great-West Lifeco Inc.
3.07%3.60%4.66%4.74%6.26%4.75%5.77%4.97%5.52%4.18%3.94%3.78%

Financials

GWO.TO vs. FTS.TO - Financials Comparison

This section allows you to compare key financial metrics between Great-West Lifeco Inc. and Fortis 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


-5.00B0.005.00B10.00B15.00B20.00B20222023202420252026
7.73B
3.38B
(GWO.TO) Total Revenue
(FTS.TO) Total Revenue
Values in CAD except per share items

GWO.TO vs. FTS.TO - Profitability Comparison

The chart below illustrates the profitability comparison between Great-West Lifeco Inc. and Fortis Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%20222023202420252026
46.9%
27.6%
Portfolio components
GWO.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Great-West Lifeco Inc. reported a gross profit of 3.62B and revenue of 7.73B. Therefore, the gross margin over that period was 46.9%.

FTS.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Fortis Inc. reported a gross profit of 933.00M and revenue of 3.38B. Therefore, the gross margin over that period was 27.6%.

GWO.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Great-West Lifeco Inc. reported an operating income of 1.61B and revenue of 7.73B, resulting in an operating margin of 20.8%.

FTS.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Fortis Inc. reported an operating income of 933.00M and revenue of 3.38B, resulting in an operating margin of 27.6%.

GWO.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Great-West Lifeco Inc. reported a net income of 1.24B and revenue of 7.73B, resulting in a net margin of 16.1%.

FTS.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Fortis Inc. reported a net income of 523.00M and revenue of 3.38B, resulting in a net margin of 15.5%.


Frequently Asked Questions


GWO.TO and FTS.TO have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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