TGRO.TO vs. XINC.TO
TGRO.TO (TD Growth ETF Portfolio) and XINC.TO (iShares Core Income Balanced ETF Portfolio) are both Diversified Portfolio funds. Both are actively managed. Over the past 5 years, TGRO.TO returned 13.26%/yr vs 3.17%/yr for XINC.TO. At a 0.44 correlation, their price movements are largely independent. TGRO.TO charges 0.15%/yr vs 0.20%/yr for XINC.TO.
Performance
TGRO.TO vs. XINC.TO - Performance Comparison
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Returns By Period
In the year-to-date period, TGRO.TO achieves a 9.93% return, which is significantly higher than XINC.TO's 3.43% return.
TGRO.TO
- 1D
- -0.38%
- 1M
- 5.22%
- YTD
- 9.93%
- 6M
- 9.81%
- 1Y
- 25.55%
- 3Y*
- 19.69%
- 5Y*
- 13.26%
- 10Y*
- —
XINC.TO
- 1D
- -0.14%
- 1M
- 1.69%
- YTD
- 3.43%
- 6M
- 3.01%
- 1Y
- 8.23%
- 3Y*
- 7.62%
- 5Y*
- 3.17%
- 10Y*
- —
TGRO.TO vs. XINC.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
TGRO.TO TD Growth ETF Portfolio | 9.93% | 18.03% | 22.28% | 18.36% | -11.39% | 20.46% | 2,565.79% |
XINC.TO iShares Core Income Balanced ETF Portfolio | 3.43% | 6.71% | 7.76% | 8.51% | -11.25% | 1.27% | 2.25% |
Correlation
The correlation between TGRO.TO and XINC.TO is 0.64, 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 | 0.64 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Aug 20, 2020 | 0.44 |
The correlation between TGRO.TO and XINC.TO shifts across timeframes, from 0.42 (5 years) to 0.64 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
TGRO.TO vs. XINC.TO — Risk / Return Rank
TGRO.TO
XINC.TO
TGRO.TO vs. XINC.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TD Growth ETF Portfolio (TGRO.TO) and iShares Core Income Balanced ETF Portfolio (XINC.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.
| TGRO.TO | XINC.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.91 | ||
| Sortino ratioReturn per unit of downside risk | +1.19 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 1.33 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 3.56 | 2.27 | +1.30 |
| Martin ratioReturn relative to average drawdown | 15.71 | 8.55 | +7.16 |
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
| TGRO.TO | XINC.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.58 | 1.68 | +0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.14 | 0.50 | +0.65 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.10 | 0.55 | -0.45 |
Drawdowns
TGRO.TO vs. XINC.TO - Drawdown Comparison
The maximum TGRO.TO drawdown since its inception was -18.37%, which is greater than XINC.TO's maximum drawdown of -15.40%. Use the drawdown chart below to compare losses from any high point for TGRO.TO and XINC.TO.
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Drawdown Indicators
| TGRO.TO | XINC.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.37% | -15.40% | -2.97% |
Max Drawdown (1Y)Largest decline over 1 year | -7.21% | -3.65% | -3.56% |
Max Drawdown (3Y)Largest decline over 3 years | -13.27% | -4.36% | -8.91% |
Max Drawdown (5Y)Largest decline over 5 years | -18.37% | -15.40% | -2.97% |
Current DrawdownCurrent decline from peak | -0.41% | -0.14% | -0.27% |
Average DrawdownAverage peak-to-trough decline | -3.46% | -3.75% | +0.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.63% | 0.97% | +0.66% |
Volatility
TGRO.TO vs. XINC.TO - Volatility Comparison
TD Growth ETF Portfolio (TGRO.TO) has a higher volatility of 3.28% compared to iShares Core Income Balanced ETF Portfolio (XINC.TO) at 2.00%. This indicates that TGRO.TO's price experiences larger fluctuations and is considered to be riskier than XINC.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TGRO.TO | XINC.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.28% | 2.00% | +1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 8.10% | 4.13% | +3.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.93% | 4.93% | +5.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.69% | 6.43% | +5.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 995.08% | 6.73% | +988.35% |
TGRO.TO vs. XINC.TO - Expense Ratio Comparison
TGRO.TO has a 0.15% expense ratio, which is lower than XINC.TO's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
TGRO.TO vs. XINC.TO - Dividend Comparison
TGRO.TO's dividend yield for the trailing twelve months is around 1.78%, less than XINC.TO's 3.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
TGRO.TO TD Growth ETF Portfolio | 1.78% | 2.03% | 2.04% | 2.17% | 2.46% | 1.58% | 0.83% | 0.00% |
XINC.TO iShares Core Income Balanced ETF Portfolio | 3.19% | 3.16% | 2.81% | 2.87% | 2.54% | 2.02% | 2.40% | 0.93% |
Frequently Asked Questions
TGRO.TO and XINC.TO have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, TGRO.TO is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
TGRO.TO is cheaper with a 0.15% expense ratio, compared with 0.20% for XINC.TO.
They also come from different issuers: TD and iShares. Their fees differ too: 0.15% for TGRO.TO and 0.20% for XINC.TO.
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