KXI vs. XBAL.TO
KXI (iShares Global Consumer Staples ETF) and XBAL.TO (iShares Core Balanced ETF Portfolio) are both exchange-traded funds - KXI is a Consumer Staples Equities fund tracking the S&P Global Consumer Staples Index, while XBAL.TO is a Diversified Portfolio fund actively managed by iShares. KXI is passively managed, while XBAL.TO is actively managed. Over the past 10 years, KXI returned 5.67%/yr vs 6.67%/yr for XBAL.TO. At a 0.33 correlation, their price movements are largely independent. KXI charges 0.46%/yr vs 0.20%/yr for XBAL.TO.
Performance
KXI vs. XBAL.TO - Performance Comparison
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Different Trading Currencies
KXI is traded in USD, while XBAL.TO is traded in CAD. To make them comparable, the XBAL.TO values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, KXI achieves a 3.99% return, which is significantly lower than XBAL.TO's 5.15% return. Over the past 10 years, KXI has underperformed XBAL.TO with an annualized return of 5.67%, while XBAL.TO has yielded a comparatively higher 6.67% annualized return.
KXI
- 1D
- -0.27%
- 1M
- -2.04%
- YTD
- 3.99%
- 6M
- 5.03%
- 1Y
- 3.34%
- 3Y*
- 6.25%
- 5Y*
- 4.04%
- 10Y*
- 5.67%
XBAL.TO
- 1D
- -1.22%
- 1M
- -0.75%
- YTD
- 5.15%
- 6M
- 5.10%
- 1Y
- 14.15%
- 3Y*
- 12.52%
- 5Y*
- 4.97%
- 10Y*
- 6.67%
KXI vs. XBAL.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KXI iShares Global Consumer Staples ETF | 3.99% | 9.68% | 4.20% | 2.41% | -6.02% | 13.71% | 7.69% | 23.40% | -10.71% | 17.60% |
XBAL.TO iShares Core Balanced ETF Portfolio | 5.09% | 17.26% | 6.76% | 15.80% | -16.45% | 10.21% | 13.42% | 20.29% | -10.28% | 13.21% |
Correlation
The correlation between KXI and XBAL.TO is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.35 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Jun 22, 2007 | 0.33 |
The correlation between KXI and XBAL.TO shifts across timeframes, from 0.15 (1 year) to 0.35 (5 years), reflecting how their relationship changes across market environments.
KXI vs. XBAL.TO - Sectors Allocation Comparison
Sectors
KXI
XBAL.TO
Consumer Defensive
Consumer Cyclical
Basic Materials
-
Communication Services
-
Energy
-
Financial Services
-
Healthcare
-
Industrials
-
Real Estate
-
Technology
-
Utilities
-
Consumer Defensive
KXI
XBAL.TO
Consumer Cyclical
KXI
XBAL.TO
Basic Materials
KXI
-
XBAL.TO
Communication Services
KXI
-
XBAL.TO
Energy
KXI
-
XBAL.TO
Financial Services
KXI
-
XBAL.TO
Healthcare
KXI
-
XBAL.TO
Industrials
KXI
-
XBAL.TO
Real Estate
KXI
-
XBAL.TO
Technology
KXI
-
XBAL.TO
Utilities
KXI
-
XBAL.TO
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Return for Risk
KXI vs. XBAL.TO — Risk / Return Rank
KXI
XBAL.TO
KXI vs. XBAL.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Consumer Staples ETF (KXI) 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.
| KXI | XBAL.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.19 | ||
| Sortino ratioReturn per unit of downside risk | -1.63 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.27 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 0.33 | 2.04 | -1.71 |
| Martin ratioReturn relative to average drawdown | 0.71 | 8.55 | -7.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| KXI | XBAL.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 1.47 | -1.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.46 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.57 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.37 | +0.12 |
Drawdowns
KXI vs. XBAL.TO - Drawdown Comparison
The maximum KXI drawdown since its inception was -42.27%, smaller than the maximum XBAL.TO drawdown of -47.75%. Use the drawdown chart below to compare losses from any high point for KXI and XBAL.TO.
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Drawdown Indicators
| KXI | XBAL.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.27% | -47.75% | +5.48% |
Max Drawdown (1Y)Largest decline over 1 year | -10.24% | -6.98% | -3.26% |
Max Drawdown (3Y)Largest decline over 3 years | -11.92% | -9.87% | -2.05% |
Max Drawdown (5Y)Largest decline over 5 years | -17.45% | -24.50% | +7.05% |
Max Drawdown (10Y)Largest decline over 10 years | -24.59% | -27.62% | +3.03% |
Current DrawdownCurrent decline from peak | -8.61% | -1.84% | -6.77% |
Average DrawdownAverage peak-to-trough decline | -5.37% | -7.47% | +2.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.69% | 1.66% | +3.03% |
Volatility
KXI vs. XBAL.TO - Volatility Comparison
iShares Global Consumer Staples ETF (KXI) has a higher volatility of 3.85% compared to iShares Core Balanced ETF Portfolio (XBAL.TO) at 3.07%. This indicates that KXI'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.
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Volatility by Period
| KXI | XBAL.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.85% | 3.07% | +0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 9.39% | 7.95% | +1.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.81% | 9.67% | +2.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.46% | 10.83% | +1.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.75% | 11.81% | +1.94% |
KXI vs. XBAL.TO - Expense Ratio Comparison
KXI has a 0.46% expense ratio, which is higher than XBAL.TO's 0.20% expense ratio.
Dividends
KXI vs. XBAL.TO - Dividend Comparison
KXI's dividend yield for the trailing twelve months is around 2.21%, more than XBAL.TO's 2.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KXI iShares Global Consumer Staples ETF | 2.21% | 2.29% | 2.51% | 2.99% | 1.98% | 2.26% | 2.34% | 2.17% | 2.97% | 2.17% | 2.34% | 2.20% |
XBAL.TO iShares Core Balanced ETF Portfolio | 2.13% | 2.27% | 2.72% | 2.43% | 2.12% | 1.78% | 2.04% | 2.31% | 3.47% | 3.00% | 3.72% | 3.38% |
Frequently Asked Questions
KXI and XBAL.TO have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XBAL.TO is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XBAL.TO is cheaper with a 0.20% expense ratio, compared with 0.46% for KXI.
KXI is categorized as Consumer Staples Equities, while XBAL.TO is Diversified Portfolio. Their fees differ too: 0.46% for KXI and 0.20% for XBAL.TO.
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