XFN.TO vs. LBS.TO
Compare and contrast key facts about iShares S&P/TSX Capped Financials Index ETF (XFN.TO) and Life & Banc Split Corp. (LBS.TO).
XFN.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Gbl Fin Svc GR CAD. It was launched on Mar 23, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XFN.TO or LBS.TO.
Key characteristics
| XFN.TO | LBS.TO | |
|---|---|---|
| YTD Return | 18.89% | 17.19% |
| 1Y Return | 28.92% | 21.52% |
| 3Y Return (Ann) | 9.52% | 9.70% |
| 5Y Return (Ann) | 10.92% | 13.94% |
| 10Y Return (Ann) | 9.09% | 10.73% |
| Sharpe Ratio | 2.26 | 0.68 |
| Daily Std Dev | 12.31% | 29.46% |
| Max Drawdown | -100.00% | -83.80% |
| Current Drawdown | -99.99% | 0.00% |
Correlation
The correlation between XFN.TO and LBS.TO is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
XFN.TO vs. LBS.TO - Performance Comparison
In the year-to-date period, XFN.TO achieves a 18.89% return, which is significantly higher than LBS.TO's 17.19% return. Over the past 10 years, XFN.TO has underperformed LBS.TO with an annualized return of 9.09%, while LBS.TO has yielded a comparatively higher 10.73% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
XFN.TO vs. LBS.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P/TSX Capped Financials Index ETF (XFN.TO) and Life & Banc Split Corp. (LBS.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.
Dividends
XFN.TO vs. LBS.TO - Dividend Comparison
XFN.TO's dividend yield for the trailing twelve months is around 3.52%, less than LBS.TO's 14.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XFN.TO iShares S&P/TSX Capped Financials Index ETF | 3.52% | 3.60% | 3.48% | 2.67% | 3.35% | 3.00% | 3.43% | 2.73% | 2.83% | 3.17% | 2.95% | 2.86% |
LBS.TO Life & Banc Split Corp. | 14.41% | 15.23% | 13.89% | 11.89% | 5.56% | 15.06% | 17.96% | 12.05% | 12.35% | 14.91% | 12.04% | 11.86% |
Drawdowns
XFN.TO vs. LBS.TO - Drawdown Comparison
The maximum XFN.TO drawdown since its inception was -100.00%, which is greater than LBS.TO's maximum drawdown of -83.80%. Use the drawdown chart below to compare losses from any high point for XFN.TO and LBS.TO. For additional features, visit the drawdowns tool.
Volatility
XFN.TO vs. LBS.TO - Volatility Comparison
The current volatility for iShares S&P/TSX Capped Financials Index ETF (XFN.TO) is 3.27%, while Life & Banc Split Corp. (LBS.TO) has a volatility of 4.14%. This indicates that XFN.TO experiences smaller price fluctuations and is considered to be less risky than LBS.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.