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TD vs. SHEL
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

TD vs. SHEL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Toronto-Dominion Bank (TD) and Shell plc (SHEL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TD achieves a 23.17% return, which is significantly higher than SHEL's 20.10% return. Over the past 10 years, TD has outperformed SHEL with an annualized return of 14.57%, while SHEL has yielded a comparatively lower 10.03% annualized return.


TD

1D
0.89%
1M
6.24%
YTD
23.17%
6M
31.66%
1Y
68.14%
3Y*
30.41%
5Y*
14.58%
10Y*
14.57%

SHEL

1D
1.46%
1M
4.13%
YTD
20.10%
6M
21.39%
1Y
32.28%
3Y*
18.69%
5Y*
23.01%
10Y*
10.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TD vs. SHEL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TD
The Toronto-Dominion Bank
23.17%85.32%-13.40%5.04%-12.19%41.25%5.58%17.45%-12.10%22.85%
SHEL
Shell plc
20.10%22.16%-0.87%20.19%36.18%34.27%-41.08%6.38%-7.23%21.67%

Correlation

The correlation between TD and SHEL 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 (3Y)
Calculated over the trailing 3-year period

0.29

Correlation (5Y)
Calculated over the trailing 5-year period

0.42

Correlation (10Y)
Calculated over the trailing 10-year period

0.47

Correlation (All Time)
Calculated using the full available price history since Jul 22, 2005

0.49

Over the past year, the correlation between TD and SHEL has dropped to 0.05 - well below their long-term average of 0.49, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

TD:

$139.89B

SHEL:

$247.11B

EPS

TD:

$10.11

SHEL:

$6.39

PE Ratio

TD:

11.29

SHEL:

13.55

PEG Ratio

TD:

0.41

SHEL:

0.68

PS Ratio

TD:

1.50

SHEL:

0.95

PB Ratio

TD:

1.24

SHEL:

1.42

Total Revenue (TTM)

TD:

$112.63B

SHEL:

$266.82B

Gross Profit (TTM)

TD:

$59.49B

SHEL:

$41.65B

EBITDA (TTM)

TD:

$19.99B

SHEL:

$57.44B

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Return for Risk

TD vs. SHEL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TD
TD Risk / Return Rank: 9898
Overall Rank
TD Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
TD Sortino Ratio Rank: 9898
Sortino Ratio Rank
TD Omega Ratio Rank: 9797
Omega Ratio Rank
TD Calmar Ratio Rank: 9797
Calmar Ratio Rank
TD Martin Ratio Rank: 9898
Martin Ratio Rank

SHEL
SHEL Risk / Return Rank: 8181
Overall Rank
SHEL Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
SHEL Sortino Ratio Rank: 7777
Sortino Ratio Rank
SHEL Omega Ratio Rank: 7676
Omega Ratio Rank
SHEL Calmar Ratio Rank: 8383
Calmar Ratio Rank
SHEL Martin Ratio Rank: 8585
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TD vs. SHEL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Toronto-Dominion Bank (TD) and Shell plc (SHEL). 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.


TDSHELDifference
Sharpe ratioReturn per unit of total volatility

+2.60

Sortino ratioReturn per unit of downside risk

+3.14

Omega ratioGain probability vs. loss probability

1.68

1.26

+0.41

Calmar ratioReturn relative to maximum drawdown

9.13

3.00

+6.13

Martin ratioReturn relative to average drawdown

35.63

8.40

+27.23

TD vs. SHEL - Sharpe Ratio Comparison

The current TD Sharpe Ratio is 4.14, which is higher than the SHEL Sharpe Ratio of 1.54. The chart below compares the historical Sharpe Ratios of TD and SHEL, 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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Sharpe Ratios by Period


TDSHELDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

4.14

1.54

+2.60

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.74

0.92

-0.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.67

0.33

+0.35

Sharpe Ratio (All Time)

Calculated using the full available price history

0.60

0.22

+0.39

Drawdowns

TD vs. SHEL - Drawdown Comparison

The maximum TD drawdown since its inception was -64.18%, smaller than the maximum SHEL drawdown of -71.57%. Use the drawdown chart below to compare losses from any high point for TD and SHEL.


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Drawdown Indicators


TDSHELDifference

Max Drawdown

Largest peak-to-trough decline

-64.18%

-71.57%

+7.39%

Max Drawdown (1Y)

Largest decline over 1 year

-7.50%

-10.81%

+3.31%

Max Drawdown (3Y)

Largest decline over 3 years

-19.19%

-18.47%

-0.72%

Max Drawdown (5Y)

Largest decline over 5 years

-30.93%

-25.04%

-5.89%

Max Drawdown (10Y)

Largest decline over 10 years

-41.98%

-71.57%

+29.59%

Current Drawdown

Current decline from peak

0.00%

-7.13%

+7.13%

Average Drawdown

Average peak-to-trough decline

-11.23%

-16.74%

+5.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.92%

3.85%

-1.93%

Volatility

TD vs. SHEL - Volatility Comparison

The current volatility for The Toronto-Dominion Bank (TD) is 5.13%, while Shell plc (SHEL) has a volatility of 5.98%. This indicates that TD experiences smaller price fluctuations and is considered to be less risky than SHEL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TDSHELDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.13%

5.98%

-0.85%

Volatility (6M)

Calculated over the trailing 6-month period

12.90%

17.50%

-4.60%

Volatility (1Y)

Calculated over the trailing 1-year period

16.58%

21.15%

-4.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.83%

25.22%

-5.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.73%

30.84%

-9.11%

Dividends

TD vs. SHEL - Dividend Comparison

TD's dividend yield for the trailing twelve months is around 2.69%, less than SHEL's 3.41% yield.


PositionTTM20252024202320222021202020192018201720162015
SHEL
Shell plc
3.41%3.90%4.39%3.76%3.48%3.78%5.69%6.27%6.27%2.75%6.49%8.17%
TD
The Toronto-Dominion Bank
2.69%3.17%5.65%4.80%4.24%3.27%4.10%3.89%4.08%3.03%3.58%5.11%

Financials

TD vs. SHEL - Financials Comparison

This section allows you to compare key financial metrics between The Toronto-Dominion Bank and Shell plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


20.00B40.00B60.00B80.00B100.00B20222023202420252026
27.02B
69.57B
(TD) Total Revenue
(SHEL) Total Revenue
Values in USD except per share items

TD vs. SHEL - Profitability Comparison

The chart below illustrates the profitability comparison between The Toronto-Dominion Bank and Shell plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
55.2%
19.1%
Portfolio components
TD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Toronto-Dominion Bank reported a gross profit of 14.90B and revenue of 27.02B. Therefore, the gross margin over that period was 55.2%.

SHEL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Shell plc reported a gross profit of 13.31B and revenue of 69.57B. Therefore, the gross margin over that period was 19.1%.

TD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Toronto-Dominion Bank reported an operating income of 5.02B and revenue of 27.02B, resulting in an operating margin of 18.6%.

SHEL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Shell plc reported an operating income of 10.35B and revenue of 69.57B, resulting in an operating margin of 14.9%.

TD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Toronto-Dominion Bank reported a net income of 4.25B and revenue of 27.02B, resulting in a net margin of 15.7%.

SHEL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Shell plc reported a net income of 5.68B and revenue of 69.57B, resulting in a net margin of 8.2%.


Frequently Asked Questions


TD and SHEL 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.

SHEL has higher volatility (5.98%) compared to TD (5.13%). In terms of maximum drawdown, TD dropped -64.18% vs SHEL's -71.57%.

TD currently has the higher Sharpe Ratio (4.14 vs 1.54), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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