PBH.TO vs. XST.TO

Last updated Jun 5, 2026

PBH.TO (Premium Brands Holdings Corporation) is a stock, while XST.TO (iShares S&P/TSX Capped Consumer Staples Index ETF) is Consumer Staples Equities fund tracking the Morningstar Gbl GR CAD. Over the past 10 years, PBH.TO returned 8.12%/yr vs 9.62%/yr for XST.TO. At a 0.32 correlation, their price movements are largely independent.

Performance

PBH.TO vs. XST.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Premium Brands Holdings Corporation (PBH.TO) and iShares S&P/TSX Capped Consumer Staples Index ETF (XST.TO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, PBH.TO achieves a -12.60% return, which is significantly lower than XST.TO's 1.77% return. Over the past 10 years, PBH.TO has underperformed XST.TO with an annualized return of 8.12%, while XST.TO has yielded a comparatively higher 9.62% annualized return.

PBH.TO

• 1D: -3.81%
• 1M: 6.09%
• YTD: -12.60%
• 6M: -9.40%
• 1Y: 12.54%
• 3Y*: -1.24%
• 5Y*: -3.41%
• 10Y*: 8.12%

XST.TO

• 1D: 0.28%
• 1M: 1.37%
• YTD: 1.77%
• 6M: 0.81%
• 1Y: 7.32%
• 3Y*: 13.98%
• 5Y*: 12.73%
• 10Y*: 9.62%

*Multi-year figures are annualized to reflect compound growth (CAGR)

PBH.TO vs. XST.TO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
PBH.TO Premium Brands Holdings Corporation	-12.60%	33.76%	-12.60%	17.98%	-32.90%	28.07%	13.71%	24.48%	-25.97%	52.30%
XST.TO iShares S&P/TSX Capped Consumer Staples Index ETF	1.77%	16.38%	19.83%	6.37%	8.76%	20.39%	3.48%	12.13%	1.65%	6.95%

Correlation

The correlation between PBH.TO and XST.TO is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.48
Correlation (3Y) Calculated over the trailing 3-year period	0.39
Correlation (5Y) Calculated over the trailing 5-year period	0.38
Correlation (10Y) Calculated over the trailing 10-year period	0.39
Correlation (All Time) Calculated using the full available price history since Jan 25, 2012	0.32

The correlation between PBH.TO and XST.TO shifts across timeframes, from 0.32 (all time) to 0.48 (1 year), reflecting how their relationship changes across market environments.

Return for Risk

PBH.TO vs. XST.TO — Risk / Return Rank

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

PBH.TO

PBH.TO Risk / Return Rank: 54
PBH.TO Sharpe Ratio Rank: 58
PBH.TO Sortino Ratio Rank: 51
PBH.TO Omega Ratio Rank: 51
PBH.TO Calmar Ratio Rank: 53
PBH.TO Martin Ratio Rank: 56

XST.TO

XST.TO Risk / Return Rank: 17
XST.TO Sharpe Ratio Rank: 16
XST.TO Sortino Ratio Rank: 16
XST.TO Omega Ratio Rank: 16
XST.TO Calmar Ratio Rank: 18
XST.TO Martin Ratio Rank: 17

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.

PBH.TO vs. XST.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Premium Brands Holdings Corporation (PBH.TO) and iShares S&P/TSX Capped Consumer Staples Index ETF (XST.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.

	PBH.TO	XST.TO	Difference
Sharpe ratio: Return per unit of total volatility	0.50	0.46	+0.05
Sortino ratio: Return per unit of downside risk	0.86	0.75	+0.11
Omega ratio: Gain probability vs. loss probability	1.11	1.09	+0.02
Calmar ratio: Return relative to maximum drawdown	0.54	0.70	-0.16
Martin ratio: Return relative to average drawdown	1.38	1.65	-0.27
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PBH.TO vs. XST.TO - Sharpe Ratio Comparison

The current PBH.TO Sharpe Ratio is 0.50, which is comparable to the XST.TO Sharpe Ratio of 0.46. The chart below compares the historical Sharpe Ratios of PBH.TO and XST.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.

Sharpe Ratios by Period

	PBH.TO	XST.TO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.50	0.46	+0.05
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.15	0.90	-1.05
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.34	0.65	-0.31
Sharpe Ratio (All Time) Calculated using the full available price history	0.43	0.99	-0.55

Drawdowns

PBH.TO vs. XST.TO - Drawdown Comparison

The maximum PBH.TO drawdown since its inception was -75.00%, which is greater than XST.TO's maximum drawdown of -22.65%. Use the drawdown chart below to compare losses from any high point for PBH.TO and XST.TO.

Drawdown Indicators

	PBH.TO	XST.TO	Difference
Max Drawdown Largest peak-to-trough decline	-75.00%	-22.65%	-52.35%
Max Drawdown (1Y) Largest decline over 1 year	-23.41%	-10.52%	-12.89%
Max Drawdown (3Y) Largest decline over 3 years	-30.87%	-10.86%	-20.01%
Max Drawdown (5Y) Largest decline over 5 years	-41.41%	-10.86%	-30.55%
Max Drawdown (10Y) Largest decline over 10 years	-45.44%	-22.65%	-22.79%
Current Drawdown Current decline from peak	-24.72%	-6.39%	-18.33%
Average Drawdown Average peak-to-trough decline	-25.69%	-3.21%	-22.48%
Ulcer Index Depth and duration of drawdowns from previous peaks	9.13%	4.44%	+4.69%

Volatility

PBH.TO vs. XST.TO - Volatility Comparison

Premium Brands Holdings Corporation (PBH.TO) has a higher volatility of 7.96% compared to iShares S&P/TSX Capped Consumer Staples Index ETF (XST.TO) at 4.72%. This indicates that PBH.TO's price experiences larger fluctuations and is considered to be riskier than XST.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PBH.TO	XST.TO	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.96%	4.72%	+3.24%
Volatility (6M) Calculated over the trailing 6-month period	18.75%	11.99%	+6.76%
Volatility (1Y) Calculated over the trailing 1-year period	24.98%	16.12%	+8.86%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.88%	14.22%	+8.66%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.08%	14.95%	+9.13%

Dividends

PBH.TO vs. XST.TO - Dividend Comparison

PBH.TO's dividend yield for the trailing twelve months is around 3.87%, more than XST.TO's 0.68% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PBH.TO Premium Brands Holdings Corporation	3.87%	3.34%	4.30%	3.28%	3.40%	2.01%	2.30%	2.31%	2.54%	1.63%	2.20%	3.61%
XST.TO iShares S&P/TSX Capped Consumer Staples Index ETF	0.68%	0.67%	0.86%	0.79%	0.74%	0.68%	0.74%	0.73%	0.81%	0.90%	0.52%	0.62%

Frequently Asked Questions

Can I hold both PBH.TO and XST.TO in my portfolio?

PBH.TO and XST.TO have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.