XGI.TO vs. SPGI
Compare and contrast key facts about iShares S&P Global Industrials Index ETF (CAD-Hedged) (XGI.TO) and S&P Global Inc. (SPGI).
XGI.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Gbl GR CAD. It was launched on Mar 26, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XGI.TO or SPGI.
Correlation
The correlation between XGI.TO and SPGI is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
XGI.TO vs. SPGI - Performance Comparison
Key characteristics
XGI.TO:
1.22
SPGI:
1.68
XGI.TO:
1.85
SPGI:
2.37
XGI.TO:
1.23
SPGI:
1.30
XGI.TO:
2.11
SPGI:
2.12
XGI.TO:
6.02
SPGI:
8.08
XGI.TO:
2.70%
SPGI:
3.39%
XGI.TO:
13.26%
SPGI:
16.29%
XGI.TO:
-41.43%
SPGI:
-74.67%
XGI.TO:
-1.73%
SPGI:
-1.53%
Returns By Period
In the year-to-date period, XGI.TO achieves a 4.48% return, which is significantly lower than SPGI's 7.51% return. Over the past 10 years, XGI.TO has underperformed SPGI with an annualized return of 8.94%, while SPGI has yielded a comparatively higher 18.99% annualized return.
XGI.TO
4.48%
-0.41%
8.08%
15.91%
10.41%
8.94%
SPGI
7.51%
4.98%
7.74%
27.16%
13.81%
18.99%
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Risk-Adjusted Performance
XGI.TO vs. SPGI — Risk-Adjusted Performance Rank
XGI.TO
SPGI
XGI.TO vs. SPGI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P Global Industrials Index ETF (CAD-Hedged) (XGI.TO) and S&P Global Inc. (SPGI). 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
XGI.TO vs. SPGI - Dividend Comparison
XGI.TO's dividend yield for the trailing twelve months is around 2.57%, more than SPGI's 0.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XGI.TO iShares S&P Global Industrials Index ETF (CAD-Hedged) | 2.57% | 2.69% | 1.24% | 1.34% | 0.90% | 0.96% | 1.30% | 1.88% | 1.12% | 1.35% | 1.41% | 1.41% |
SPGI S&P Global Inc. | 0.68% | 0.73% | 0.82% | 0.99% | 0.65% | 0.82% | 0.84% | 1.18% | 0.97% | 1.34% | 1.34% | 1.35% |
Drawdowns
XGI.TO vs. SPGI - Drawdown Comparison
The maximum XGI.TO drawdown since its inception was -41.43%, smaller than the maximum SPGI drawdown of -74.67%. Use the drawdown chart below to compare losses from any high point for XGI.TO and SPGI. For additional features, visit the drawdowns tool.
Volatility
XGI.TO vs. SPGI - Volatility Comparison
The current volatility for iShares S&P Global Industrials Index ETF (CAD-Hedged) (XGI.TO) is 3.48%, while S&P Global Inc. (SPGI) has a volatility of 6.31%. This indicates that XGI.TO experiences smaller price fluctuations and is considered to be less risky than SPGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.