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TRP vs. IBAT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TRP vs. IBAT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TC Energy Corporation (TRP) and iShares Energy Storage & Materials ETF (IBAT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TRP achieves a 27.41% return, which is significantly lower than IBAT's 51.63% return.


TRP

1D
0.12%
1M
1.69%
YTD
27.41%
6M
29.66%
1Y
46.49%
3Y*
30.95%
5Y*
14.55%
10Y*
12.24%

IBAT

1D
1.07%
1M
-4.06%
YTD
51.63%
6M
46.54%
1Y
105.19%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

TRP vs. IBAT - Yearly Performance Comparison


2026 (YTD)20252024
TRP
TC Energy Corporation
27.41%24.02%36.46%
IBAT
iShares Energy Storage & Materials ETF
51.63%32.09%-13.29%

Correlation

The correlation between TRP and IBAT 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 (All Time)
Calculated using the full available price history since Mar 21, 2024

0.21

The correlation between TRP and IBAT shifts across timeframes, from 0.10 (1 year) to 0.21 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

TRP vs. IBAT — Risk / Return Rank

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

TRP
TRP Risk / Return Rank: 9393
Overall Rank
TRP Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
TRP Sortino Ratio Rank: 9595
Sortino Ratio Rank
TRP Omega Ratio Rank: 9191
Omega Ratio Rank
TRP Calmar Ratio Rank: 9292
Calmar Ratio Rank
TRP Martin Ratio Rank: 9393
Martin Ratio Rank

IBAT
IBAT Risk / Return Rank: 9494
Overall Rank
IBAT Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
IBAT Sortino Ratio Rank: 9292
Sortino Ratio Rank
IBAT Omega Ratio Rank: 9292
Omega Ratio Rank
IBAT Calmar Ratio Rank: 9696
Calmar Ratio Rank
IBAT Martin Ratio Rank: 9393
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.

TRP vs. IBAT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for TC Energy Corporation (TRP) and iShares Energy Storage & Materials ETF (IBAT). 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.


TRPIBATDifference
Sharpe ratioReturn per unit of total volatility

-1.06

Sortino ratioReturn per unit of downside risk

-0.21

Omega ratioGain probability vs. loss probability

1.42

1.54

-0.12

Calmar ratioReturn relative to maximum drawdown

4.70

7.45

-2.76

Martin ratioReturn relative to average drawdown

14.42

20.84

-6.42

TRP vs. IBAT - Sharpe Ratio Comparison

The current TRP Sharpe Ratio is 2.56, which is comparable to the IBAT Sharpe Ratio of 3.63. The chart below compares the historical Sharpe Ratios of TRP and IBAT, 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

TRP vs. IBAT - Drawdown Comparison

The maximum TRP drawdown since its inception was -62.52%, which is greater than IBAT's maximum drawdown of -28.26%. Use the drawdown chart below to compare losses from any high point for TRP and IBAT.


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Drawdown Indicators


TRPIBATDifference

Max Drawdown

Largest peak-to-trough decline

-62.52%

-28.26%

-34.26%

Max Drawdown (1Y)

Largest decline over 1 year

-9.65%

-13.71%

+4.06%

Max Drawdown (3Y)

Largest decline over 3 years

-17.00%

Max Drawdown (5Y)

Largest decline over 5 years

-37.05%

Max Drawdown (10Y)

Largest decline over 10 years

-41.64%

Current Drawdown

Current decline from peak

-2.14%

-8.98%

+6.84%

Average Drawdown

Average peak-to-trough decline

-11.72%

-7.74%

-3.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.26%

4.90%

-1.64%

Volatility

TRP vs. IBAT - Volatility Comparison

The current volatility for TC Energy Corporation (TRP) is 5.62%, while iShares Energy Storage & Materials ETF (IBAT) has a volatility of 13.41%. This indicates that TRP experiences smaller price fluctuations and is considered to be less risky than IBAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TRPIBATDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.62%

13.41%

-7.79%

Volatility (6M)

Calculated over the trailing 6-month period

13.27%

22.68%

-9.41%

Volatility (1Y)

Calculated over the trailing 1-year period

17.71%

28.18%

-10.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.86%

24.58%

-2.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.83%

24.58%

+0.25%

Dividends

TRP vs. IBAT - Dividend Comparison

TRP's dividend yield for the trailing twelve months is around 3.58%, more than IBAT's 0.76% yield.


PositionTTM20252024202320222021202020192018201720162015
IBAT
iShares Energy Storage & Materials ETF
0.76%1.15%1.37%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TRP
TC Energy Corporation
3.58%4.45%5.93%7.73%8.52%5.94%5.92%4.25%5.85%5.14%5.01%6.38%

Frequently Asked Questions


TRP and IBAT 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.

IBAT has higher volatility (13.41%) compared to TRP (5.62%). In terms of maximum drawdown, TRP dropped -62.52% vs IBAT's -28.26%.

IBAT currently has the higher Sharpe Ratio (3.63 vs 2.56), 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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