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

Performance

TD vs. SPGI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Toronto-Dominion Bank (TD) and S&P Global Inc. (SPGI). 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 26.58% return, which is significantly higher than SPGI's -19.47% return. Both investments have delivered pretty close results over the past 10 years, with TD having a 15.16% annualized return and SPGI not far ahead at 15.70%.


TD

1D
0.93%
1M
9.00%
YTD
26.58%
6M
30.43%
1Y
71.79%
3Y*
31.09%
5Y*
15.31%
10Y*
15.16%

SPGI

1D
1.35%
1M
4.15%
YTD
-19.47%
6M
-16.00%
1Y
-15.77%
3Y*
3.19%
5Y*
2.16%
10Y*
15.70%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TD vs. SPGI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TD
The Toronto-Dominion Bank
26.58%85.32%-13.40%5.04%-12.19%41.25%5.58%17.45%-12.10%22.85%
SPGI
S&P Global Inc.
-19.47%5.71%13.94%32.79%-28.38%44.68%21.40%62.27%1.37%59.32%

Correlation

The correlation between TD and SPGI is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.15

Correlation (3Y)
Calculated over the trailing 3-year period

0.31

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

0.36

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

0.36

Correlation (All Time)
Calculated using the full available price history since Jan 2, 2001

0.38

Over the past year, the correlation between TD and SPGI has dropped to 0.15 - well below their long-term average of 0.38, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

TD:

$143.77B

SPGI:

$124.67B

EPS

TD:

CA$10.11

SPGI:

$15.79

PE Ratio

TD:

16.22

SPGI:

26.53

PEG Ratio

TD:

0.58

SPGI:

3.47

PS Ratio

TD:

2.15

SPGI:

8.06

PB Ratio

TD:

1.78

SPGI:

3.98

Total Revenue (TTM)

TD:

CA$112.63B

SPGI:

$15.73B

Gross Profit (TTM)

TD:

CA$59.49B

SPGI:

$8.15B

EBITDA (TTM)

TD:

CA$19.99B

SPGI:

$7.83B

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Return for Risk

TD vs. SPGI — 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: 9999
Sortino Ratio Rank
TD Omega Ratio Rank: 9898
Omega Ratio Rank
TD Calmar Ratio Rank: 9898
Calmar Ratio Rank
TD Martin Ratio Rank: 9999
Martin Ratio Rank

SPGI
SPGI Risk / Return Rank: 1919
Overall Rank
SPGI Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
SPGI Sortino Ratio Rank: 1818
Sortino Ratio Rank
SPGI Omega Ratio Rank: 1717
Omega Ratio Rank
SPGI Calmar Ratio Rank: 2424
Calmar Ratio Rank
SPGI Martin Ratio Rank: 2222
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. SPGI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Toronto-Dominion Bank (TD) and S&P Global Inc. (SPGI). 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.


TDSPGIDifference
Sharpe ratioReturn per unit of total volatility

+4.96

Sortino ratioReturn per unit of downside risk

+6.08

Omega ratioGain probability vs. loss probability

1.71

0.91

+0.81

Calmar ratioReturn relative to maximum drawdown

9.63

-0.54

+10.17

Martin ratioReturn relative to average drawdown

37.58

-1.03

+38.61

TD vs. SPGI - Sharpe Ratio Comparison

The current TD Sharpe Ratio is 4.36, which is higher than the SPGI Sharpe Ratio of -0.60. The chart below compares the historical Sharpe Ratios of TD and SPGI, 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

TD vs. SPGI - Drawdown Comparison

The maximum TD drawdown since its inception was -64.18%, smaller than the maximum SPGI drawdown of -74.67%. Use the drawdown chart below to compare losses from any high point for TD and SPGI.


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Drawdown Indicators


TDSPGIDifference

Max Drawdown

Largest peak-to-trough decline

-64.18%

-74.67%

+10.49%

Max Drawdown (1Y)

Largest decline over 1 year

-7.50%

-30.48%

+22.98%

Max Drawdown (3Y)

Largest decline over 3 years

-19.19%

-30.48%

+11.29%

Max Drawdown (5Y)

Largest decline over 5 years

-30.93%

-39.76%

+8.83%

Max Drawdown (10Y)

Largest decline over 10 years

-41.98%

-39.76%

-2.22%

Current Drawdown

Current decline from peak

0.00%

-25.12%

+25.12%

Average Drawdown

Average peak-to-trough decline

-11.22%

-15.23%

+4.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.92%

16.07%

-14.15%

Volatility

TD vs. SPGI - Volatility Comparison

The current volatility for The Toronto-Dominion Bank (TD) is 5.00%, while S&P Global Inc. (SPGI) has a volatility of 7.62%. This indicates that TD experiences smaller price fluctuations and is considered to be less risky than SPGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TDSPGIDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.00%

7.62%

-2.62%

Volatility (6M)

Calculated over the trailing 6-month period

12.55%

24.13%

-11.58%

Volatility (1Y)

Calculated over the trailing 1-year period

16.57%

27.63%

-11.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.83%

24.51%

-4.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.72%

26.03%

-4.31%

Dividends

TD vs. SPGI - Dividend Comparison

TD's dividend yield for the trailing twelve months is around 2.62%, more than SPGI's 0.92% yield.


PositionTTM20252024202320222021202020192018201720162015
SPGI
S&P Global Inc.
0.92%0.73%0.73%0.82%0.99%0.65%0.82%0.84%1.18%0.97%1.34%1.34%
TD
The Toronto-Dominion Bank
2.62%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. SPGI - Financials Comparison

This section allows you to compare key financial metrics between The Toronto-Dominion Bank and S&P Global Inc.. 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


5.00B10.00B15.00B20.00B25.00B30.00B20222023202420252026
27.02B
4.17B
(TD) Total Revenue
(SPGI) Total Revenue
Please note, different currencies. TD values in CAD, SPGI values in USD

TD vs. SPGI - Profitability Comparison

The chart below illustrates the profitability comparison between The Toronto-Dominion Bank and S&P Global Inc. 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%
0
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%.

SPGI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, S&P Global Inc. reported a gross profit of 0.00 and revenue of 4.17B. Therefore, the gross margin over that period was 0.0%.

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%.

SPGI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, S&P Global Inc. reported an operating income of 2.00B and revenue of 4.17B, resulting in an operating margin of 48.0%.

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%.

SPGI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, S&P Global Inc. reported a net income of 1.40B and revenue of 4.17B, resulting in a net margin of 33.5%.


Frequently Asked Questions


TD and SPGI have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SPGI has higher volatility (7.62%) compared to TD (5.00%). In terms of maximum drawdown, TD dropped -64.18% vs SPGI's -74.67%.

TD currently has the higher Sharpe Ratio (4.36 vs -0.60), 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.

Portfolio Optimizer

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