TD vs. BMO
Compare and contrast key facts about The Toronto-Dominion Bank (TD) and Bank of Montreal (BMO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TD or BMO.
Key characteristics
| TD | BMO | |
|---|---|---|
| YTD Return | -5.83% | -5.92% |
| 1Y Return | 3.21% | 6.66% |
| 3Y Return (Ann) | -0.31% | 3.47% |
| 5Y Return (Ann) | 5.65% | 7.83% |
| 10Y Return (Ann) | 6.42% | 7.25% |
| Sharpe Ratio | 0.25 | 0.42 |
| Daily Std Dev | 19.03% | 20.17% |
| Max Drawdown | -64.16% | -68.43% |
| Current Drawdown | -22.71% | -17.60% |
Fundamentals
| TD | BMO | |
|---|---|---|
| Market Cap | $105.12B | $65.98B |
| EPS | $4.62 | $5.30 |
| PE Ratio | 12.85 | 17.15 |
| PEG Ratio | 1.09 | 0.59 |
| Revenue (TTM) | $50.40B | $31.18B |
| Gross Profit (TTM) | $49.20B | $29.02B |
Correlation
The correlation between TD and BMO is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
TD vs. BMO - Performance Comparison
The year-to-date returns for both stocks are quite close, with TD having a -5.83% return and BMO slightly lower at -5.92%. Over the past 10 years, TD has underperformed BMO with an annualized return of 6.42%, while BMO has yielded a comparatively higher 7.25% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
TD vs. BMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Toronto-Dominion Bank (TD) and Bank of Montreal (BMO). 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
TD vs. BMO - Dividend Comparison
TD's dividend yield for the trailing twelve months is around 4.94%, more than BMO's 4.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TD The Toronto-Dominion Bank | 4.94% | 4.40% | 4.23% | 3.27% | 4.09% | 3.89% | 4.10% | 3.08% | 3.29% | 4.07% | 3.54% | 3.36% |
BMO Bank of Montreal | 4.84% | 4.34% | 4.64% | 3.16% | 4.11% | 3.97% | 4.52% | 3.42% | 3.56% | 4.53% | 3.94% | 4.31% |
Drawdowns
TD vs. BMO - Drawdown Comparison
The maximum TD drawdown since its inception was -64.16%, smaller than the maximum BMO drawdown of -68.43%. Use the drawdown chart below to compare losses from any high point for TD and BMO. For additional features, visit the drawdowns tool.
Volatility
TD vs. BMO - Volatility Comparison
The current volatility for The Toronto-Dominion Bank (TD) is 4.58%, while Bank of Montreal (BMO) has a volatility of 5.05%. This indicates that TD experiences smaller price fluctuations and is considered to be less risky than BMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
TD vs. BMO - Financials Comparison
This section allows you to compare key financial metrics between The Toronto-Dominion Bank and Bank of Montreal. 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