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SBC.TO vs. XINC.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

SBC.TO vs. XINC.TO

Last updated Aug 1, 2026
Documentation

SBC.TO (Brompton Split Banc Corp.) is a stock, while XINC.TO (iShares Core Income Balanced ETF Portfolio) is Diversified Portfolio fund actively managed by iShares. Over the past 5 years, SBC.TO returned 56.87%/yr vs 2.63%/yr for XINC.TO. Their 0.23 correlation means their historical movements had little consistent relationship.

Performance

SBC.TO vs. XINC.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Brompton Split Banc Corp. (SBC.TO) and iShares Core Income Balanced ETF Portfolio (XINC.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, SBC.TO achieves a 110.82% return, which is significantly higher than XINC.TO's 2.82% return.

SBC.TO

1D
-0.29%
1M
14.67%
6M
108.24%
YTD
110.82%
1Y
279.84%
3Y*
84.19%
5Y*
56.87%
10Y*
45.87%
ALL TIME*
35.66%

XINC.TO

1D
-0.33%
1M
-1.34%
6M
1.90%
YTD
2.82%
1Y
6.27%
3Y*
7.48%
5Y*
2.63%
10Y*
—
ALL TIME*
3.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

SBC.TO

Brompton Split Banc Corp.
CA$1.29MCA$1.00MCA$745.67K

XINC.TO

iShares Core Income Balanced ETF Portfolio
CA$53.38KCA$79.33KCA$97.70K

SBC.TO vs. XINC.TO - Yearly Performance Comparison

2026 (YTD)2025202420232022202120202019
SBC.TO
Brompton Split Banc Corp.		110.82%115.80%31.96%-0.38%2.98%136.93%6.31%15.92%
XINC.TO
iShares Core Income Balanced ETF Portfolio		2.82%6.71%7.75%8.51%-11.25%1.29%9.19%1.23%

Correlation

The correlation between SBC.TO and XINC.TO is 0.45, which is low. Their historical price movements had little consistent relationship.

Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.45

Correlation (3Y)
Balances recent behavior with more history.

0.32

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.27

Correlation (All Time)
Calculated using the full available price history since Aug 7, 2019

0.23

Over the past year, SBC.TO and XINC.TO have become more correlated (0.45) than their long-term average of 0.23, meaning their price movements have been converging.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Brompton Split Banc Corp.

iShares Core Income Balanced ETF Portfolio

Often compared with SBC.TO:
SBC.TO vs. LBS.TOSBC.TO vs. DFN.TOSBC.TO vs. GDV.TOSBC.TO vs. LCS.TOSBC.TO vs. FIE.TOSBC.TO vs. OLY.TOSBC.TO vs. XIU.TO
Often compared with XINC.TO:
XINC.TO vs. XCNS.TOXINC.TO vs. VFV.TOXINC.TO vs. XEQT.TOXINC.TO vs. XGRO.TOXINC.TO vs. XSUS.TOXINC.TO vs. ZMMK.TOXINC.TO vs. XBAL.TO

Return for Risk

SBC.TO vs. XINC.TO — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
SBC.TO
SBC.TO Risk / Return Rank: 100100
Overall Rank
SBC.TO Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
SBC.TO Sortino Ratio Rank: 100100
Sortino Ratio Rank
SBC.TO Omega Ratio Rank: 9999
Omega Ratio Rank
SBC.TO Calmar Ratio Rank: 9999
Calmar Ratio Rank
SBC.TO Martin Ratio Rank: 100100
Martin Ratio Rank
XINC.TO
XINC.TO Risk / Return Rank: 5454
Overall Rank
XINC.TO Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
XINC.TO Sortino Ratio Rank: 5454
Sortino Ratio Rank
XINC.TO Omega Ratio Rank: 5555
Omega Ratio Rank
XINC.TO Calmar Ratio Rank: 5050
Calmar Ratio Rank
XINC.TO Martin Ratio Rank: 5555
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

SBC.TO vs. XINC.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brompton Split Banc Corp. (SBC.TO) and iShares Core Income Balanced ETF Portfolio (XINC.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.

SBC.TOXINC.TODifference
Sharpe ratioReturn per unit of total volatility
7.11
1.31

+5.81

Sortino ratioReturn per unit of downside risk
9.13
1.88

+7.24

Omega ratioGain probability vs. loss probability

2.31

1.24

+1.06

Calmar ratioReturn relative to maximum drawdown

16.40

1.81

+14.59

Martin ratioReturn relative to average drawdown

63.97

6.59

+57.38

SBC.TO vs. XINC.TO - Sharpe Ratio Comparison

The current SBC.TO Sharpe Ratio is 7.11, which is higher than the XINC.TO Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of SBC.TO and XINC.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

SBC.TO vs. XINC.TO - Drawdown Comparison

The maximum SBC.TO drawdown since its inception was -73.41%, which is greater than XINC.TO's maximum drawdown of -15.63%. Use the drawdown chart below to compare losses from any high point for SBC.TO and XINC.TO.

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Drawdown Indicators

SBC.TOXINC.TODifference

Max Drawdown

Largest peak-to-trough decline

-73.41%

-15.63%

-57.78%

Max Drawdown (1Y)

Largest decline over 1 year

-16.77%

-3.65%

-13.12%

Max Drawdown (3Y)

Largest decline over 3 years

-24.38%

-4.07%

-20.31%

Max Drawdown (5Y)

Largest decline over 5 years

-34.01%

-15.63%

-18.38%

Max Drawdown (10Y)

Largest decline over 10 years

-66.30%

—

—

Current Drawdown

Current decline from peak

-5.26%

-1.34%

-3.92%

Average Drawdown

Average peak-to-trough decline

-7.80%

-3.81%

-3.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.29%

1.00%

+3.29%

Volatility

SBC.TO vs. XINC.TO - Volatility Comparison

Brompton Split Banc Corp. (SBC.TO) has a higher volatility of 16.65% compared to iShares Core Income Balanced ETF Portfolio (XINC.TO) at 1.52%. This indicates that SBC.TO's price experiences larger fluctuations and is considered to be riskier than XINC.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

SBC.TOXINC.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

16.65%

1.52%

+15.13%

Volatility (6M)

Calculated over the trailing 6-month period

30.31%

4.31%

+26.00%

Volatility (1Y)

Calculated over the trailing 1-year period

38.68%

5.06%

+33.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.65%

6.84%

+21.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.78%

7.42%

+24.36%

Dividends

SBC.TO vs. XINC.TO - Dividend Comparison

SBC.TO's dividend yield for the trailing twelve months is around 6.88%, more than XINC.TO's 3.33% yield.

PositionTTM20252024202320222021202020192018201720162015
SBC.TO
Brompton Split Banc Corp.		6.88%11.15%19.42%20.80%16.88%14.93%22.86%18.58%21.05%16.08%18.90%25.59%
XINC.TO
iShares Core Income Balanced ETF Portfolio		3.33%3.16%2.81%2.87%2.54%2.03%2.43%0.94%0.00%0.00%0.00%0.00%

Frequently Asked Questions

SBC.TO and XINC.TO have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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