XIU.TO vs. ATD.TO
Compare and contrast key facts about iShares S&P/TSX 60 Index ETF (XIU.TO) and Alimentation Couche-Tard Inc. (ATD.TO).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XIU.TO or ATD.TO.
Key characteristics
XIU.TO | ATD.TO | |
---|---|---|
YTD Return | 6.57% | -3.04% |
1Y Return | 12.54% | 14.63% |
3Y Return (Ann) | 7.80% | 21.09% |
5Y Return (Ann) | 9.69% | 13.23% |
10Y Return (Ann) | 8.06% | 18.14% |
Sharpe Ratio | 1.14 | 0.79 |
Daily Std Dev | 11.24% | 19.53% |
Max Drawdown | -52.32% | -100.00% |
Current Drawdown | -0.44% | -99.99% |
Correlation
The correlation between XIU.TO and ATD.TO is 0.36, 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
XIU.TO vs. ATD.TO - Performance Comparison
In the year-to-date period, XIU.TO achieves a 6.57% return, which is significantly higher than ATD.TO's -3.04% return. Over the past 10 years, XIU.TO has underperformed ATD.TO with an annualized return of 8.06%, while ATD.TO has yielded a comparatively higher 18.14% 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
XIU.TO vs. ATD.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P/TSX 60 Index ETF (XIU.TO) and Alimentation Couche-Tard Inc. (ATD.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
XIU.TO vs. ATD.TO - Dividend Comparison
XIU.TO's dividend yield for the trailing twelve months is around 2.98%, more than ATD.TO's 0.83% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
iShares S&P/TSX 60 Index ETF | 2.98% | 3.16% | 3.02% | 2.43% | 3.03% | 2.87% | 3.18% | 2.58% | 2.65% | 3.19% | 2.65% | 2.68% |
Alimentation Couche-Tard Inc. | 0.83% | 0.76% | 0.79% | 0.70% | 0.69% | 0.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
XIU.TO vs. ATD.TO - Drawdown Comparison
The maximum XIU.TO drawdown since its inception was -52.32%, smaller than the maximum ATD.TO drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for XIU.TO and ATD.TO. For additional features, visit the drawdowns tool.
Volatility
XIU.TO vs. ATD.TO - Volatility Comparison
The current volatility for iShares S&P/TSX 60 Index ETF (XIU.TO) is 3.45%, while Alimentation Couche-Tard Inc. (ATD.TO) has a volatility of 5.08%. This indicates that XIU.TO experiences smaller price fluctuations and is considered to be less risky than ATD.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.