XBM.TO vs. XST.TO
XBM.TO (iShares S&P/TSX Global Base Metals Index ETF) and XST.TO (iShares S&P/TSX Capped Consumer Staples Index ETF) are both exchange-traded funds - XBM.TO is a Energy Equities fund tracking the Morningstar Can Natural Resource NR CAD, while XST.TO is a Consumer Staples Equities fund tracking the Morningstar Gbl GR CAD. Both are passively managed. Over the past 10 years, XBM.TO returned 19.65%/yr vs 19.03%/yr for XST.TO. At a 0.11 correlation, their price movements are largely independent. XBM.TO charges 0.60%/yr vs 0.61%/yr for XST.TO.
Performance
XBM.TO vs. XST.TO - Performance Comparison
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Returns By Period
In the year-to-date period, XBM.TO achieves a 31.10% return, which is significantly higher than XST.TO's 4.80% return. Both investments have delivered pretty close results over the past 10 years, with XBM.TO having a 19.65% annualized return and XST.TO not far behind at 19.03%.
XBM.TO
- 1D
- 2.73%
- 1M
- -1.40%
- YTD
- 31.10%
- 6M
- 38.65%
- 1Y
- 103.40%
- 3Y*
- 26.59%
- 5Y*
- 17.84%
- 10Y*
- 19.65%
XST.TO
- 1D
- -0.98%
- 1M
- 7.14%
- YTD
- 4.80%
- 6M
- 5.68%
- 1Y
- 10.57%
- 3Y*
- 47.03%
- 5Y*
- 30.79%
- 10Y*
- 19.03%
XBM.TO vs. XST.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XBM.TO iShares S&P/TSX Global Base Metals Index ETF | 31.10% | 50.69% | 5.96% | 2.84% | 3.63% | 27.94% | 31.53% | 9.95% | -22.42% | 32.48% |
XST.TO iShares S&P/TSX Capped Consumer Staples Index ETF | 4.80% | 16.38% | 140.92% | 7.25% | 9.63% | 21.31% | 4.28% | 12.92% | 2.53% | 7.95% |
Correlation
The correlation between XBM.TO and XST.TO is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.06 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since Jan 24, 2012 | 0.11 |
The correlation between XBM.TO and XST.TO shifts across timeframes, from -0.02 (1 year) to 0.11 (5 years), reflecting how their relationship changes across market environments.
XBM.TO vs. XST.TO - Sectors Allocation Comparison
Sectors
XBM.TO
XST.TO
Basic Materials
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Industrials
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Communication Services
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-
Consumer Cyclical
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Consumer Defensive
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Energy
-
-
Financial Services
-
-
Healthcare
-
-
Real Estate
-
-
Technology
-
-
Utilities
-
-
Basic Materials
XBM.TO
XST.TO
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Industrials
XBM.TO
XST.TO
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Communication Services
XBM.TO
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XST.TO
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Consumer Cyclical
XBM.TO
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XST.TO
Consumer Defensive
XBM.TO
-
XST.TO
Energy
XBM.TO
-
XST.TO
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Financial Services
XBM.TO
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XST.TO
-
Healthcare
XBM.TO
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XST.TO
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Real Estate
XBM.TO
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XST.TO
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Technology
XBM.TO
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XST.TO
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Utilities
XBM.TO
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XST.TO
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Return for Risk
XBM.TO vs. XST.TO — Risk / Return Rank
XBM.TO
XST.TO
XBM.TO vs. XST.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P/TSX Global Base Metals Index ETF (XBM.TO) and iShares S&P/TSX Capped Consumer Staples Index ETF (XST.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.
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.
| XBM.TO | XST.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.12 | ||
| Sortino ratioReturn per unit of downside risk | +2.07 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.13 | +0.30 |
| Calmar ratioReturn relative to maximum drawdown | 4.35 | 1.01 | +3.34 |
| Martin ratioReturn relative to average drawdown | 16.08 | 2.37 | +13.71 |
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Drawdowns
XBM.TO vs. XST.TO - Drawdown Comparison
The maximum XBM.TO drawdown since its inception was -67.53%, which is greater than XST.TO's maximum drawdown of -25.42%. Use the drawdown chart below to compare losses from any high point for XBM.TO and XST.TO.
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Drawdown Indicators
| XBM.TO | XST.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.53% | -25.42% | -42.11% |
Max Drawdown (1Y)Largest decline over 1 year | -23.88% | -10.52% | -13.36% |
Max Drawdown (3Y)Largest decline over 3 years | -37.45% | -10.86% | -26.59% |
Max Drawdown (5Y)Largest decline over 5 years | -40.57% | -10.86% | -29.71% |
Max Drawdown (10Y)Largest decline over 10 years | -57.25% | -25.42% | -31.83% |
Current DrawdownCurrent decline from peak | -8.34% | -3.60% | -4.74% |
Average DrawdownAverage peak-to-trough decline | -26.09% | -3.66% | -22.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.46% | 4.48% | +1.98% |
Volatility
XBM.TO vs. XST.TO - Volatility Comparison
iShares S&P/TSX Global Base Metals Index ETF (XBM.TO) has a higher volatility of 17.03% compared to iShares S&P/TSX Capped Consumer Staples Index ETF (XST.TO) at 4.89%. This indicates that XBM.TO's price experiences larger fluctuations and is considered to be riskier than XST.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XBM.TO | XST.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.03% | 4.89% | +12.14% |
Volatility (6M)Calculated over the trailing 6-month period | 32.15% | 12.47% | +19.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.63% | 16.38% | +21.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.55% | 47.19% | -13.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.88% | 35.42% | -2.54% |
XBM.TO vs. XST.TO - Expense Ratio Comparison
XBM.TO has a 0.60% expense ratio, which is lower than XST.TO's 0.61% expense ratio.
Dividends
XBM.TO vs. XST.TO - Dividend Comparison
XBM.TO's dividend yield for the trailing twelve months is around 0.65%, less than XST.TO's 0.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XBM.TO iShares S&P/TSX Global Base Metals Index ETF | 0.65% | 0.86% | 1.25% | 2.09% | 4.78% | 3.05% | 1.81% | 3.73% | 3.38% | 1.65% | 2.41% | 5.75% |
XST.TO iShares S&P/TSX Capped Consumer Staples Index ETF | 0.66% | 0.68% | 0.87% | 1.57% | 1.48% | 1.37% | 1.48% | 1.46% | 1.62% | 1.80% | 1.03% | 1.24% |
Frequently Asked Questions
XBM.TO and XST.TO have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XBM.TO is cheaper at 0.60% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XBM.TO is cheaper with a 0.60% expense ratio, compared with 0.61% for XST.TO.
XBM.TO is categorized as Energy Equities, while XST.TO is Consumer Staples Equities. XBM.TO tracks Morningstar Can Natural Resource NR CAD, while XST.TO tracks Morningstar Gbl GR CAD. Their fees differ too: 0.60% for XBM.TO and 0.61% for XST.TO.
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