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TPRF.TO vs. XEI.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TPRF.TO vs. XEI.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in TD Active Preferred Share ETF (TPRF.TO) and iShares S&P/TSX Composite High Dividend Index ETF (XEI.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TPRF.TO achieves a 5.07% return, which is significantly lower than XEI.TO's 22.21% return.


TPRF.TO

1D
-0.08%
1M
1.32%
YTD
5.07%
6M
6.46%
1Y
17.52%
3Y*
19.71%
5Y*
10.05%
10Y*

XEI.TO

1D
0.00%
1M
3.33%
YTD
22.21%
6M
23.56%
1Y
43.59%
3Y*
22.26%
5Y*
15.55%
10Y*
12.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TPRF.TO vs. XEI.TO - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
TPRF.TO
TD Active Preferred Share ETF
5.07%18.21%28.68%5.53%-11.31%37.88%11.44%17.78%-13.58%
XEI.TO
iShares S&P/TSX Composite High Dividend Index ETF
22.21%25.96%15.42%6.69%0.41%35.88%-7.53%25.44%-6.01%

Correlation

The correlation between TPRF.TO and XEI.TO is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.10

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

0.26

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

0.32

Correlation (All Time)
Calculated using the full available price history since Nov 15, 2018

0.34

Over the past year, the correlation between TPRF.TO and XEI.TO has dropped to 0.10 - well below their long-term average of 0.34, suggesting their price drivers have been diverging.

TPRF.TO vs. XEI.TO - Sectors Allocation Comparison


Sectors
TPRF.TO
XEI.TO

Financial Services

53.9%
31.4%

Industrials

18.1%
0.7%

Consumer Defensive

16.3%
0.5%

Energy

7.2%
32.1%

Basic Materials

4.6%
4.6%

Communication Services

-

7.6%

Consumer Cyclical

-

6.2%

Healthcare

-

0.2%

Real Estate

-

4.8%

Technology

-

0.7%

Utilities

-

11.2%

Financial Services

TPRF.TO
53.9%
XEI.TO
31.4%

Industrials

TPRF.TO
18.1%
XEI.TO
0.7%

Consumer Defensive

TPRF.TO
16.3%
XEI.TO
0.5%

Energy

TPRF.TO
7.2%
XEI.TO
32.1%

Basic Materials

TPRF.TO
4.6%
XEI.TO
4.6%

Communication Services

TPRF.TO

-

XEI.TO
7.6%

Consumer Cyclical

TPRF.TO

-

XEI.TO
6.2%

Healthcare

TPRF.TO

-

XEI.TO
0.2%

Real Estate

TPRF.TO

-

XEI.TO
4.8%

Technology

TPRF.TO

-

XEI.TO
0.7%

Utilities

TPRF.TO

-

XEI.TO
11.2%

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Return for Risk

TPRF.TO vs. XEI.TO — Risk / Return Rank

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

TPRF.TO
TPRF.TO Risk / Return Rank: 9696
Overall Rank
TPRF.TO Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
TPRF.TO Sortino Ratio Rank: 9797
Sortino Ratio Rank
TPRF.TO Omega Ratio Rank: 9797
Omega Ratio Rank
TPRF.TO Calmar Ratio Rank: 9494
Calmar Ratio Rank
TPRF.TO Martin Ratio Rank: 9696
Martin Ratio Rank

XEI.TO
XEI.TO Risk / Return Rank: 9898
Overall Rank
XEI.TO Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
XEI.TO Sortino Ratio Rank: 9898
Sortino Ratio Rank
XEI.TO Omega Ratio Rank: 9898
Omega Ratio Rank
XEI.TO Calmar Ratio Rank: 9898
Calmar Ratio Rank
XEI.TO Martin Ratio Rank: 9898
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.

TPRF.TO vs. XEI.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for TD Active Preferred Share ETF (TPRF.TO) and iShares S&P/TSX Composite High Dividend Index ETF (XEI.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.


TPRF.TOXEI.TODifference
Sharpe ratioReturn per unit of total volatility

-1.83

Sortino ratioReturn per unit of downside risk

-2.84

Omega ratioGain probability vs. loss probability

1.92

2.27

-0.35

Calmar ratioReturn relative to maximum drawdown

7.07

19.53

-12.46

Martin ratioReturn relative to average drawdown

39.29

66.28

-26.99

TPRF.TO vs. XEI.TO - Sharpe Ratio Comparison

The current TPRF.TO Sharpe Ratio is 4.25, which is lower than the XEI.TO Sharpe Ratio of 6.08. The chart below compares the historical Sharpe Ratios of TPRF.TO and XEI.TO, 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


TPRF.TOXEI.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

4.25

6.08

-1.83

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.04

1.39

-0.35

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.77

Sharpe Ratio (All Time)

Calculated using the full available price history

0.77

0.67

+0.11

Drawdowns

TPRF.TO vs. XEI.TO - Drawdown Comparison

The maximum TPRF.TO drawdown since its inception was -43.12%, smaller than the maximum XEI.TO drawdown of -45.51%. Use the drawdown chart below to compare losses from any high point for TPRF.TO and XEI.TO.


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Drawdown Indicators


TPRF.TOXEI.TODifference

Max Drawdown

Largest peak-to-trough decline

-43.12%

-45.51%

+2.39%

Max Drawdown (1Y)

Largest decline over 1 year

-2.49%

-2.24%

-0.25%

Max Drawdown (3Y)

Largest decline over 3 years

-8.39%

-9.92%

+1.53%

Max Drawdown (5Y)

Largest decline over 5 years

-20.45%

-17.32%

-3.13%

Max Drawdown (10Y)

Largest decline over 10 years

-45.51%

Current Drawdown

Current decline from peak

-0.38%

-0.76%

+0.38%

Average Drawdown

Average peak-to-trough decline

-5.87%

-5.05%

-0.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.45%

0.66%

-0.21%

Volatility

TPRF.TO vs. XEI.TO - Volatility Comparison

The current volatility for TD Active Preferred Share ETF (TPRF.TO) is 1.21%, while iShares S&P/TSX Composite High Dividend Index ETF (XEI.TO) has a volatility of 2.87%. This indicates that TPRF.TO experiences smaller price fluctuations and is considered to be less risky than XEI.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TPRF.TOXEI.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

1.21%

2.87%

-1.66%

Volatility (6M)

Calculated over the trailing 6-month period

2.67%

6.01%

-3.34%

Volatility (1Y)

Calculated over the trailing 1-year period

4.16%

7.21%

-3.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.67%

11.24%

-1.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.41%

16.01%

-0.60%

TPRF.TO vs. XEI.TO - Expense Ratio Comparison

TPRF.TO has a 0.50% expense ratio, which is higher than XEI.TO's 0.22% expense ratio.


Dividends

TPRF.TO vs. XEI.TO - Dividend Comparison

TPRF.TO's dividend yield for the trailing twelve months is around 4.50%, more than XEI.TO's 3.56% yield.


PositionTTM20252024202320222021202020192018201720162015
TPRF.TO
TD Active Preferred Share ETF
4.50%4.36%4.56%5.74%10.25%8.28%10.46%9.90%0.00%0.00%0.00%0.00%
XEI.TO
iShares S&P/TSX Composite High Dividend Index ETF
3.56%4.39%5.56%5.08%4.78%3.65%5.13%4.71%5.53%4.37%4.51%5.75%

Frequently Asked Questions


TPRF.TO and XEI.TO have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XEI.TO is cheaper at 0.22% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XEI.TO is cheaper with a 0.22% expense ratio, compared with 0.50% for TPRF.TO.

TPRF.TO is categorized as Preferred Stock/Convertible Bonds, while XEI.TO is Canada Equities. They also come from different issuers: TD and iShares. Their fees differ too: 0.50% for TPRF.TO and 0.22% for XEI.TO.

Portfolio Optimizer

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