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L.TO vs. XQQ.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

L.TO vs. XQQ.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Loblaw Companies Limited (L.TO) and iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ.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, L.TO achieves a 2.15% return, which is significantly lower than XQQ.TO's 19.17% return. Over the past 10 years, L.TO has underperformed XQQ.TO with an annualized return of 18.49%, while XQQ.TO has yielded a comparatively higher 19.59% annualized return.


L.TO

1D
0.70%
1M
0.13%
YTD
2.15%
6M
2.19%
1Y
13.39%
3Y*
31.22%
5Y*
29.84%
10Y*
18.49%

XQQ.TO

1D
-0.54%
1M
8.62%
YTD
19.17%
6M
17.53%
1Y
37.37%
3Y*
26.17%
5Y*
15.19%
10Y*
19.59%
*Multi-year figures are annualized to reflect compound growth (CAGR)

L.TO vs. XQQ.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
L.TO
Loblaw Companies Limited
2.15%32.54%50.14%9.65%18.16%70.07%-3.01%13.23%14.59%-2.20%
XQQ.TO
iShares NASDAQ 100 Index ETF (CAD-Hedged)
19.17%18.38%24.23%52.23%-33.67%22.29%45.23%37.48%-2.33%31.83%

Correlation

The correlation between L.TO and XQQ.TO is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


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

-0.12

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

0.09

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

0.10

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

0.15

Correlation (All Time)
Calculated using the full available price history since May 11, 2011

0.19

The correlation between L.TO and XQQ.TO shifts across timeframes, from -0.12 (1 year) to 0.19 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

L.TO vs. XQQ.TO — Risk / Return Rank

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

L.TO
L.TO Risk / Return Rank: 5959
Overall Rank
L.TO Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
L.TO Sortino Ratio Rank: 5555
Sortino Ratio Rank
L.TO Omega Ratio Rank: 5454
Omega Ratio Rank
L.TO Calmar Ratio Rank: 6161
Calmar Ratio Rank
L.TO Martin Ratio Rank: 6262
Martin Ratio Rank

XQQ.TO
XQQ.TO Risk / Return Rank: 6767
Overall Rank
XQQ.TO Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
XQQ.TO Sortino Ratio Rank: 7070
Sortino Ratio Rank
XQQ.TO Omega Ratio Rank: 6969
Omega Ratio Rank
XQQ.TO Calmar Ratio Rank: 6060
Calmar Ratio Rank
XQQ.TO Martin Ratio Rank: 6262
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.

L.TO vs. XQQ.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Loblaw Companies Limited (L.TO) and iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ.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.


L.TOXQQ.TODifference
Sharpe ratioReturn per unit of total volatility

-1.72

Sortino ratioReturn per unit of downside risk

-2.13

Omega ratioGain probability vs. loss probability

1.13

1.41

-0.28

Calmar ratioReturn relative to maximum drawdown

0.92

2.94

-2.02

Martin ratioReturn relative to average drawdown

2.20

10.98

-8.78

L.TO vs. XQQ.TO - Sharpe Ratio Comparison

The current L.TO Sharpe Ratio is 0.65, which is lower than the XQQ.TO Sharpe Ratio of 2.37. The chart below compares the historical Sharpe Ratios of L.TO and XQQ.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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Sharpe Ratios by Period


L.TOXQQ.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.65

2.37

-1.72

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.60

0.68

+0.92

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.99

0.88

+0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.68

0.86

-0.18

Drawdowns

L.TO vs. XQQ.TO - Drawdown Comparison

The maximum L.TO drawdown since its inception was -63.24%, which is greater than XQQ.TO's maximum drawdown of -38.55%. Use the drawdown chart below to compare losses from any high point for L.TO and XQQ.TO.


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Drawdown Indicators


L.TOXQQ.TODifference

Max Drawdown

Largest peak-to-trough decline

-63.24%

-38.55%

-24.69%

Max Drawdown (1Y)

Largest decline over 1 year

-14.53%

-12.76%

-1.77%

Max Drawdown (3Y)

Largest decline over 3 years

-14.53%

-22.72%

+8.19%

Max Drawdown (5Y)

Largest decline over 5 years

-14.53%

-38.55%

+24.02%

Max Drawdown (10Y)

Largest decline over 10 years

-20.23%

-38.55%

+18.32%

Current Drawdown

Current decline from peak

-8.48%

-0.80%

-7.68%

Average Drawdown

Average peak-to-trough decline

-14.85%

-5.92%

-8.93%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.10%

3.41%

+2.69%

Volatility

L.TO vs. XQQ.TO - Volatility Comparison

Loblaw Companies Limited (L.TO) has a higher volatility of 7.94% compared to iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ.TO) at 4.51%. This indicates that L.TO's price experiences larger fluctuations and is considered to be riskier than XQQ.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


L.TOXQQ.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

7.94%

4.51%

+3.43%

Volatility (6M)

Calculated over the trailing 6-month period

15.57%

12.01%

+3.56%

Volatility (1Y)

Calculated over the trailing 1-year period

20.68%

15.82%

+4.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.78%

22.51%

-3.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.74%

22.34%

-3.60%

Dividends

L.TO vs. XQQ.TO - Dividend Comparison

L.TO's dividend yield for the trailing twelve months is around 0.89%, more than XQQ.TO's 0.21% yield.


PositionTTM20252024202320222021202020192018201720162015
L.TO
Loblaw Companies Limited
0.89%0.89%1.58%2.14%2.16%2.32%3.63%3.34%2.51%1.57%1.46%1.52%
XQQ.TO
iShares NASDAQ 100 Index ETF (CAD-Hedged)
0.21%0.25%0.32%0.31%0.43%0.17%0.26%0.46%0.52%0.53%0.76%0.62%

Frequently Asked Questions


L.TO and XQQ.TO have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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