SJ.TO vs. XIU.TO
Compare and contrast key facts about Stella-Jones Inc. (SJ.TO) and iShares S&P/TSX 60 Index ETF (XIU.TO).
XIU.TO is a passively managed fund by iShares that tracks the performance of the S&P/TSX 60 Index. It was launched on Sep 28, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SJ.TO or XIU.TO.
Correlation
The correlation between SJ.TO and XIU.TO is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SJ.TO vs. XIU.TO - Performance Comparison
Key characteristics
SJ.TO:
-0.55
XIU.TO:
1.94
SJ.TO:
-0.57
XIU.TO:
2.68
SJ.TO:
0.91
XIU.TO:
1.36
SJ.TO:
-0.17
XIU.TO:
4.05
SJ.TO:
-1.38
XIU.TO:
12.32
SJ.TO:
12.56%
XIU.TO:
1.61%
SJ.TO:
31.63%
XIU.TO:
10.22%
SJ.TO:
-100.00%
XIU.TO:
-52.31%
SJ.TO:
-99.99%
XIU.TO:
-4.04%
Returns By Period
In the year-to-date period, SJ.TO achieves a -7.73% return, which is significantly lower than XIU.TO's -0.53% return. Over the past 10 years, SJ.TO has underperformed XIU.TO with an annualized return of 8.40%, while XIU.TO has yielded a comparatively higher 9.12% annualized return.
SJ.TO
-7.73%
-8.29%
-27.56%
-15.52%
13.29%
8.40%
XIU.TO
-0.53%
-2.61%
9.03%
19.53%
10.61%
9.12%
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Risk-Adjusted Performance
SJ.TO vs. XIU.TO — Risk-Adjusted Performance Rank
SJ.TO
XIU.TO
SJ.TO vs. XIU.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Stella-Jones Inc. (SJ.TO) and iShares S&P/TSX 60 Index ETF (XIU.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.
Dividends
SJ.TO vs. XIU.TO - Dividend Comparison
SJ.TO's dividend yield for the trailing twelve months is around 1.70%, less than XIU.TO's 2.94% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SJ.TO Stella-Jones Inc. | 1.70% | 1.57% | 1.19% | 1.65% | 1.80% | 1.30% | 1.49% | 1.21% | 0.87% | 0.92% | 0.61% | 0.86% |
XIU.TO iShares S&P/TSX 60 Index ETF | 2.94% | 2.92% | 3.16% | 3.02% | 2.43% | 3.03% | 2.87% | 3.18% | 2.58% | 2.65% | 3.19% | 2.65% |
Drawdowns
SJ.TO vs. XIU.TO - Drawdown Comparison
The maximum SJ.TO drawdown since its inception was -100.00%, which is greater than XIU.TO's maximum drawdown of -52.31%. Use the drawdown chart below to compare losses from any high point for SJ.TO and XIU.TO. For additional features, visit the drawdowns tool.
Volatility
SJ.TO vs. XIU.TO - Volatility Comparison
Stella-Jones Inc. (SJ.TO) has a higher volatility of 7.24% compared to iShares S&P/TSX 60 Index ETF (XIU.TO) at 4.37%. This indicates that SJ.TO's price experiences larger fluctuations and is considered to be riskier than XIU.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.