XFN.TO vs. XIU.TO
Compare and contrast key facts about iShares S&P/TSX Capped Financials Index ETF (XFN.TO) and iShares S&P/TSX 60 Index ETF (XIU.TO).
XFN.TO and XIU.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. XIU.TO is a passively managed fund by iShares that tracks the performance of the S&P/TSX 60 Index. It was launched on Sep 28, 1999. Both XFN.TO and XIU.TO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XFN.TO or XIU.TO.
Key characteristics
| XFN.TO | XIU.TO | |
|---|---|---|
| YTD Return | 19.19% | 14.75% |
| 1Y Return | 28.16% | 19.27% |
| 3Y Return (Ann) | 9.63% | 8.45% |
| 5Y Return (Ann) | 11.06% | 10.52% |
| 10Y Return (Ann) | 9.12% | 8.11% |
| Sharpe Ratio | 2.26 | 1.63 |
| Daily Std Dev | 12.32% | 11.40% |
| Max Drawdown | -100.00% | -52.31% |
| Current Drawdown | -99.99% | -0.25% |
Correlation
The correlation between XFN.TO and XIU.TO is 0.85, 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. XIU.TO - Performance Comparison
In the year-to-date period, XFN.TO achieves a 19.19% return, which is significantly higher than XIU.TO's 14.75% return. Over the past 10 years, XFN.TO has outperformed XIU.TO with an annualized return of 9.12%, while XIU.TO has yielded a comparatively lower 8.11% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
XFN.TO vs. XIU.TO - Expense Ratio Comparison
XFN.TO has a 0.61% expense ratio, which is higher than XIU.TO's 0.18% expense ratio.
Risk-Adjusted Performance
XFN.TO vs. XIU.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 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.
Dividends
XFN.TO vs. XIU.TO - Dividend Comparison
XFN.TO's dividend yield for the trailing twelve months is around 3.51%, more than XIU.TO's 2.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XFN.TO iShares S&P/TSX Capped Financials Index ETF | 3.51% | 3.60% | 3.48% | 2.67% | 3.35% | 3.00% | 3.43% | 2.73% | 2.83% | 3.17% | 2.95% | 2.86% |
XIU.TO iShares S&P/TSX 60 Index ETF | 2.87% | 3.16% | 3.02% | 2.43% | 3.03% | 2.87% | 3.18% | 2.58% | 2.65% | 3.19% | 2.65% | 2.68% |
Drawdowns
XFN.TO vs. XIU.TO - Drawdown Comparison
The maximum XFN.TO drawdown since its inception was -100.00%, 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 XFN.TO and XIU.TO. For additional features, visit the drawdowns tool.
Volatility
XFN.TO vs. XIU.TO - Volatility Comparison
The current volatility for iShares S&P/TSX Capped Financials Index ETF (XFN.TO) is 3.22%, while iShares S&P/TSX 60 Index ETF (XIU.TO) has a volatility of 3.73%. This indicates that XFN.TO experiences smaller price fluctuations and is considered to be less risky than XIU.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.