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WELL.TO vs. XIU.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

WELL.TO vs. XIU.TO

Last updated Jun 5, 2026

WELL.TO (WELL Health Technologies Corp.) is a stock, while XIU.TO (iShares S&P/TSX 60 Index ETF) is Canada Equities fund tracking the S&P/TSX 60 Index. Over the past 10 years, WELL.TO returned 42.14%/yr vs 12.74%/yr for XIU.TO. At a 0.24 correlation, their price movements are largely independent.

Performance

WELL.TO vs. XIU.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in WELL Health Technologies Corp. (WELL.TO) and iShares S&P/TSX 60 Index ETF (XIU.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, WELL.TO achieves a 26.57% return, which is significantly higher than XIU.TO's 11.56% return. Over the past 10 years, WELL.TO has outperformed XIU.TO with an annualized return of 42.14%, while XIU.TO has yielded a comparatively lower 12.74% annualized return.

WELL.TO

1D
4.55%
1M
16.36%
YTD
26.57%
6M
26.57%
1Y
27.53%
3Y*
-0.84%
5Y*
-6.77%
10Y*
42.14%

XIU.TO

1D
1.29%
1M
5.10%
YTD
11.56%
6M
12.35%
1Y
33.92%
3Y*
23.20%
5Y*
14.66%
10Y*
12.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WELL.TO vs. XIU.TO - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
WELL.TO
WELL Health Technologies Corp.		26.57%-41.84%78.18%35.56%-42.16%-39.01%416.03%246.67%2.27%203.45%
XIU.TO
iShares S&P/TSX 60 Index ETF		11.56%28.89%20.73%11.85%-6.35%28.06%5.27%21.81%-7.82%9.58%

Correlation

The correlation between WELL.TO and XIU.TO is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.

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

0.41

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

0.39

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

0.41

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

0.29

Correlation (All Time)
Calculated using the full available price history since Dec 19, 2012

0.24

The correlation between WELL.TO and XIU.TO shifts across timeframes, from 0.24 (all time) to 0.41 (1 year), reflecting how their relationship changes across market environments.

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WELL Health Technologies Corp.

iShares S&P/TSX 60 Index ETF

Often compared with WELL.TO:
WELL.TO vs. VHI.TOWELL.TO vs. BGFVWELL.TO vs. GWO.TOWELL.TO vs. CTSWELL.TO vs. USPHWELL.TO vs. PRU.TOWELL.TO vs. QQQ
Often compared with XIU.TO:
XIU.TO vs. XIC.TOXIU.TO vs. ZCN.TOXIU.TO vs. XDIV.TOXIU.TO vs. XSP.TOXIU.TO vs. HXT.TOXIU.TO vs. SPYXIU.TO vs. XIT.TO

Return for Risk

WELL.TO vs. XIU.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
WELL.TO
WELL.TO Risk / Return Rank: 5858
Overall Rank
WELL.TO Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
WELL.TO Sortino Ratio Rank: 5959
Sortino Ratio Rank
WELL.TO Omega Ratio Rank: 5858
Omega Ratio Rank
WELL.TO Calmar Ratio Rank: 5757
Calmar Ratio Rank
WELL.TO Martin Ratio Rank: 5353
Martin Ratio Rank
XIU.TO
XIU.TO Risk / Return Rank: 8787
Overall Rank
XIU.TO Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
XIU.TO Sortino Ratio Rank: 8787
Sortino Ratio Rank
XIU.TO Omega Ratio Rank: 8686
Omega Ratio Rank
XIU.TO Calmar Ratio Rank: 8484
Calmar Ratio Rank
XIU.TO Martin Ratio Rank: 9090
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.

WELL.TO vs. XIU.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WELL Health Technologies Corp. (WELL.TO) and iShares S&P/TSX 60 Index ETF (XIU.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.

WELL.TOXIU.TODifference
Sharpe ratioReturn per unit of total volatility
0.67
2.89

-2.23

Sortino ratioReturn per unit of downside risk
1.21
3.86

-2.65

Omega ratioGain probability vs. loss probability

1.15

1.52

-0.37

Calmar ratioReturn relative to maximum drawdown

0.70

4.45

-3.75

Martin ratioReturn relative to average drawdown

1.10

20.69

-19.58

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WELL.TO vs. XIU.TO - Sharpe Ratio Comparison

The current WELL.TO Sharpe Ratio is 0.67, which is lower than the XIU.TO Sharpe Ratio of 2.89. The chart below compares the historical Sharpe Ratios of WELL.TO and XIU.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

WELL.TOXIU.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.67

2.89

-2.23

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.15

1.15

-1.30

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.63

0.85

-0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.18

0.51

-0.33

Drawdowns

WELL.TO vs. XIU.TO - Drawdown Comparison

The maximum WELL.TO drawdown since its inception was -98.33%, which is greater than XIU.TO's maximum drawdown of -52.31%. Use the drawdown chart below to compare losses from any high point for WELL.TO and XIU.TO.

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Drawdown Indicators

WELL.TOXIU.TODifference

Max Drawdown

Largest peak-to-trough decline

-98.33%

-52.31%

-46.02%

Max Drawdown (1Y)

Largest decline over 1 year

-39.43%

-7.65%

-31.78%

Max Drawdown (3Y)

Largest decline over 3 years

-49.86%

-12.36%

-37.50%

Max Drawdown (5Y)

Largest decline over 5 years

-70.22%

-16.36%

-53.86%

Max Drawdown (10Y)

Largest decline over 10 years

-71.51%

-35.46%

-36.05%

Current Drawdown

Current decline from peak

-45.29%

0.00%

-45.29%

Average Drawdown

Average peak-to-trough decline

-46.27%

-11.62%

-34.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

24.97%

1.64%

+23.33%

Volatility

WELL.TO vs. XIU.TO - Volatility Comparison

WELL Health Technologies Corp. (WELL.TO) has a higher volatility of 12.09% compared to iShares S&P/TSX 60 Index ETF (XIU.TO) at 3.43%. This indicates that WELL.TO's price experiences larger fluctuations and is considered to be riskier than XIU.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

WELL.TOXIU.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

12.09%

3.43%

+8.66%

Volatility (6M)

Calculated over the trailing 6-month period

28.38%

9.39%

+18.99%

Volatility (1Y)

Calculated over the trailing 1-year period

41.55%

11.79%

+29.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

45.64%

12.79%

+32.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

67.63%

15.01%

+52.62%

Dividends

WELL.TO vs. XIU.TO - Dividend Comparison

WELL.TO has not paid dividends to shareholders, while XIU.TO's dividend yield for the trailing twelve months is around 2.17%.

PositionTTM20252024202320222021202020192018201720162015
WELL.TO
WELL Health Technologies Corp.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XIU.TO
iShares S&P/TSX 60 Index ETF		2.17%2.39%2.92%3.16%3.02%2.43%3.03%2.87%3.18%2.58%2.65%3.19%

Frequently Asked Questions

WELL.TO and XIU.TO have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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