STPL.TO vs. KXI
STPL.TO (BMO Global Consumer Staples Hedged to CAD Index ETF) and KXI (iShares Global Consumer Staples ETF) are both Consumer Staples Equities funds - STPL.TO tracks the FTSE Developed ex Korea Consumer Staples Capped 100% Hedged to CAD Index while KXI tracks the S&P Global Consumer Staples Index. Both are passively managed. Over the past 5 years, STPL.TO returned 2.70%/yr vs 6.71%/yr for KXI. A 0.54 correlation means they provide meaningful diversification when combined. STPL.TO charges 0.40%/yr vs 0.46%/yr for KXI.
Performance
STPL.TO vs. KXI - Performance Comparison
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Different Trading Currencies
STPL.TO is traded in CAD, while KXI is traded in USD. To make them comparable, the KXI values have been converted to CAD using the latest available exchange rates.
Returns By Period
In the year-to-date period, STPL.TO achieves a 1.23% return, which is significantly lower than KXI's 4.58% return.
STPL.TO
- 1D
- 0.04%
- 1M
- -0.74%
- YTD
- 1.23%
- 6M
- 0.41%
- 1Y
- -1.93%
- 3Y*
- 2.61%
- 5Y*
- 2.70%
- 10Y*
- —
KXI
- 1D
- 0.56%
- 1M
- 0.14%
- YTD
- 4.58%
- 6M
- 2.53%
- 1Y
- 3.00%
- 3Y*
- 7.03%
- 5Y*
- 6.71%
- 10Y*
- 6.29%
STPL.TO vs. KXI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STPL.TO BMO Global Consumer Staples Hedged to CAD Index ETF | 1.23% | 5.53% | 2.99% | -2.50% | -0.24% | 15.26% | 0.98% | 24.54% | -10.98% | 4.78% |
KXI iShares Global Consumer Staples ETF | 4.58% | 4.64% | 13.15% | 0.16% | 0.67% | 12.68% | 5.87% | 17.33% | -3.13% | 2.11% |
Correlation
The correlation between STPL.TO and KXI is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.79 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.72 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.66 |
Correlation (All Time) Calculated using the full available price history since Apr 12, 2017 | 0.54 |
Over the past year, STPL.TO and KXI have become more correlated (0.79) than their long-term average of 0.54, meaning their price movements have been converging.
STPL.TO vs. KXI - Sectors Allocation Comparison
Sectors
STPL.TO
KXI
Consumer Defensive
Healthcare
-
Basic Materials
-
Consumer Cyclical
Industrials
-
Communication Services
-
-
Energy
-
-
Financial Services
-
-
Real Estate
-
-
Technology
-
-
Utilities
-
-
Consumer Defensive
STPL.TO
KXI
Healthcare
STPL.TO
KXI
-
Basic Materials
STPL.TO
KXI
-
Consumer Cyclical
STPL.TO
KXI
Industrials
STPL.TO
KXI
-
Communication Services
STPL.TO
-
KXI
-
Energy
STPL.TO
-
KXI
-
Financial Services
STPL.TO
-
KXI
-
Real Estate
STPL.TO
-
KXI
-
Technology
STPL.TO
-
KXI
-
Utilities
STPL.TO
-
KXI
-
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Return for Risk
STPL.TO vs. KXI — Risk / Return Rank
STPL.TO
KXI
STPL.TO vs. KXI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BMO Global Consumer Staples Hedged to CAD Index ETF (STPL.TO) and iShares Global Consumer Staples ETF (KXI). 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.
| STPL.TO | KXI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.42 | ||
| Sortino ratioReturn per unit of downside risk | -0.59 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.05 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | -0.19 | 0.30 | -0.49 |
| Martin ratioReturn relative to average drawdown | -0.40 | 0.69 | -1.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| STPL.TO | KXI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.16 | 0.25 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.60 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.50 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.84 | -0.51 |
Drawdowns
STPL.TO vs. KXI - Drawdown Comparison
The maximum STPL.TO drawdown since its inception was -23.82%, which is greater than KXI's maximum drawdown of -17.74%. Use the drawdown chart below to compare losses from any high point for STPL.TO and KXI.
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Drawdown Indicators
| STPL.TO | KXI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.82% | -17.74% | -6.08% |
Max Drawdown (1Y)Largest decline over 1 year | -10.44% | -9.89% | -0.55% |
Max Drawdown (3Y)Largest decline over 3 years | -10.44% | -9.89% | -0.55% |
Max Drawdown (5Y)Largest decline over 5 years | -12.06% | -12.72% | +0.66% |
Max Drawdown (10Y)Largest decline over 10 years | — | -17.74% | — |
Current DrawdownCurrent decline from peak | -9.69% | -7.72% | -1.97% |
Average DrawdownAverage peak-to-trough decline | -3.90% | -3.19% | -0.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.80% | 4.36% | +0.44% |
Volatility
STPL.TO vs. KXI - Volatility Comparison
BMO Global Consumer Staples Hedged to CAD Index ETF (STPL.TO) and iShares Global Consumer Staples ETF (KXI) have volatilities of 4.14% and 4.08%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STPL.TO | KXI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.14% | 4.08% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 9.64% | 9.54% | +0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.88% | 11.85% | +0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.74% | 11.17% | +0.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.75% | 12.60% | +0.15% |
STPL.TO vs. KXI - Expense Ratio Comparison
STPL.TO has a 0.40% expense ratio, which is lower than KXI's 0.46% expense ratio.
Dividends
STPL.TO vs. KXI - Dividend Comparison
STPL.TO's dividend yield for the trailing twelve months is around 2.17%, less than KXI's 2.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KXI iShares Global Consumer Staples ETF | 2.22% | 2.29% | 2.51% | 2.99% | 1.98% | 2.26% | 2.34% | 2.17% | 2.97% | 2.17% | 2.34% | 2.20% |
STPL.TO BMO Global Consumer Staples Hedged to CAD Index ETF | 2.17% | 2.22% | 2.42% | 2.43% | 2.32% | 2.10% | 2.18% | 2.02% | 2.30% | 1.33% | 0.00% | 0.00% |
Frequently Asked Questions
STPL.TO and KXI have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, STPL.TO is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
STPL.TO is cheaper with a 0.40% expense ratio, compared with 0.46% for KXI.
STPL.TO tracks FTSE Developed ex Korea Consumer Staples Capped 100% Hedged to CAD Index, while KXI tracks S&P Global Consumer Staples Index. They also come from different issuers: BMO and iShares. Their fees differ too: 0.40% for STPL.TO and 0.46% for KXI.
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