XINC.TO vs. XCNS.TO
Compare and contrast key facts about iShares Core Income Balanced ETF Portfolio (XINC.TO) and iShares Core Conservative Balanced ETF Portfolio (XCNS.TO).
XINC.TO and XCNS.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XINC.TO is an actively managed fund by iShares. It was launched on Aug 7, 2019. XCNS.TO is an actively managed fund by iShares. It was launched on Aug 7, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XINC.TO or XCNS.TO.
Key characteristics
| XINC.TO | XCNS.TO | |
|---|---|---|
| YTD Return | 7.33% | 11.12% |
| 1Y Return | 13.02% | 17.35% |
| 3Y Return (Ann) | 1.14% | 3.04% |
| 5Y Return (Ann) | 2.92% | 5.47% |
| Sharpe Ratio | 2.20 | 3.19 |
| Sortino Ratio | 3.24 | 4.90 |
| Omega Ratio | 1.44 | 1.65 |
| Calmar Ratio | 1.40 | 2.14 |
| Martin Ratio | 12.94 | 26.09 |
| Ulcer Index | 1.05% | 0.68% |
| Daily Std Dev | 6.19% | 5.55% |
| Max Drawdown | -15.40% | -16.96% |
| Current Drawdown | -0.44% | 0.00% |
Correlation
The correlation between XINC.TO and XCNS.TO is 0.83, 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
XINC.TO vs. XCNS.TO - Performance Comparison
In the year-to-date period, XINC.TO achieves a 7.33% return, which is significantly lower than XCNS.TO's 11.12% 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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XINC.TO vs. XCNS.TO - Expense Ratio Comparison
Both XINC.TO and XCNS.TO have an expense ratio of 0.20%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
XINC.TO vs. XCNS.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Income Balanced ETF Portfolio (XINC.TO) and iShares Core Conservative Balanced ETF Portfolio (XCNS.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
XINC.TO vs. XCNS.TO - Dividend Comparison
XINC.TO's dividend yield for the trailing twelve months is around 2.94%, more than XCNS.TO's 2.68% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
XINC.TO iShares Core Income Balanced ETF Portfolio | 2.94% | 2.87% | 2.54% | 2.02% | 2.40% | 0.93% |
XCNS.TO iShares Core Conservative Balanced ETF Portfolio | 2.68% | 2.49% | 2.26% | 1.81% | 2.15% | 0.92% |
Drawdowns
XINC.TO vs. XCNS.TO - Drawdown Comparison
The maximum XINC.TO drawdown since its inception was -15.40%, smaller than the maximum XCNS.TO drawdown of -16.96%. Use the drawdown chart below to compare losses from any high point for XINC.TO and XCNS.TO. For additional features, visit the drawdowns tool.
Volatility
XINC.TO vs. XCNS.TO - Volatility Comparison
iShares Core Income Balanced ETF Portfolio (XINC.TO) and iShares Core Conservative Balanced ETF Portfolio (XCNS.TO) have volatilities of 2.13% and 2.11%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.