PEGRY vs. IS.TO
PEGRY (Pennon Group PLC ADR) and IS.TO (Infrastructure Dividend Split Corp) are both stocks. PEGRY operates in Utilities - Regulated Water (Utilities), while IS.TO operates in Asset Management (Financial Services). Over the past year, PEGRY returned 3.51% vs 37.32% for IS.TO. At a 0.08 correlation, their price movements are largely independent.
Performance
PEGRY vs. IS.TO - Performance Comparison
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Different Trading Currencies
PEGRY is traded in USD, while IS.TO is traded in CAD. To make them comparable, the IS.TO values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, PEGRY achieves a -7.14% return, which is significantly lower than IS.TO's 25.03% return.
PEGRY
- 1D
- 1.11%
- 1M
- -0.20%
- 6M
- -11.96%
- YTD
- -7.14%
- 1Y
- 3.51%
- 3Y*
- 1.19%
- 5Y*
- -4.51%
- 10Y*
- —
IS.TO
- 1D
- 0.86%
- 1M
- -0.29%
- 6M
- 25.09%
- YTD
- 25.03%
- 1Y
- 37.32%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PEGRY vs. IS.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
PEGRY Pennon Group PLC ADR | -7.14% | 25.47% | -12.15% |
IS.TO Infrastructure Dividend Split Corp | 25.03% | 24.79% | 3.84% |
Correlation
The correlation between PEGRY and IS.TO is 0.05, 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 | 0.05 |
Correlation (All Time) Calculated using the full available price history since May 8, 2024 | 0.08 |
Fundamentals
PEGRY:
$1.50B
IS.TO:
CA$95.98M
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Return for Risk
PEGRY vs. IS.TO — Risk / Return Rank
PEGRY
IS.TO
PEGRY vs. IS.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pennon Group PLC ADR (PEGRY) and Infrastructure Dividend Split Corp (IS.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.
| PEGRY | IS.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.46 | ||
| Sortino ratioReturn per unit of downside risk | -3.27 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.43 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | 0.03 | 7.15 | -7.12 |
| Martin ratioReturn relative to average drawdown | 0.08 | 15.35 | -15.27 |
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Drawdowns
PEGRY vs. IS.TO - Drawdown Comparison
The maximum PEGRY drawdown since its inception was -64.05%, which is greater than IS.TO's maximum drawdown of -14.21%. Use the drawdown chart below to compare losses from any high point for PEGRY and IS.TO.
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Drawdown Indicators
| PEGRY | IS.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.05% | -14.21% | -49.84% |
Max Drawdown (1Y)Largest decline over 1 year | -24.77% | -5.07% | -19.70% |
Max Drawdown (3Y)Largest decline over 3 years | -34.98% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -64.05% | — | — |
Current DrawdownCurrent decline from peak | -48.30% | -2.08% | -46.22% |
Average DrawdownAverage peak-to-trough decline | -34.03% | -3.79% | -30.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.53% | 2.36% | +8.17% |
Volatility
PEGRY vs. IS.TO - Volatility Comparison
Pennon Group PLC ADR (PEGRY) has a higher volatility of 7.83% compared to Infrastructure Dividend Split Corp (IS.TO) at 4.16%. This indicates that PEGRY's price experiences larger fluctuations and is considered to be riskier than IS.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEGRY | IS.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.83% | 4.16% | +3.67% |
Volatility (6M)Calculated over the trailing 6-month period | 23.31% | 11.14% | +12.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.18% | 14.59% | +14.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.94% | 17.69% | +25.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 45.77% | 17.69% | +28.08% |
Dividends
PEGRY vs. IS.TO - Dividend Comparison
PEGRY's dividend yield for the trailing twelve months is around 6.15%, less than IS.TO's 8.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
IS.TO Infrastructure Dividend Split Corp | 8.83% | 10.57% | 7.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PEGRY Pennon Group PLC ADR | 6.15% | 27.47% | 7.56% | 5.41% | 4.43% | 80.45% | 2.60% | 1.16% | 1.39% |
Financials
PEGRY vs. IS.TO - Financials Comparison
This section allows you to compare key financial metrics between Pennon Group PLC ADR and Infrastructure Dividend Split Corp. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
PEGRY and IS.TO have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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