XIU.TO vs. CSU.TO
Compare and contrast key facts about iShares S&P/TSX 60 Index ETF (XIU.TO) and Constellation Software Inc. (CSU.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 CSU.TO.
Key characteristics
XIU.TO | CSU.TO | |
---|---|---|
YTD Return | 6.57% | 12.14% |
1Y Return | 12.54% | 41.04% |
3Y Return (Ann) | 7.80% | 29.43% |
5Y Return (Ann) | 9.69% | 27.20% |
10Y Return (Ann) | 8.06% | 44.88% |
Sharpe Ratio | 1.14 | 1.88 |
Daily Std Dev | 11.24% | 21.91% |
Max Drawdown | -52.32% | -23.99% |
Current Drawdown | -0.44% | -4.38% |
Correlation
The correlation between XIU.TO and CSU.TO is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
XIU.TO vs. CSU.TO - Performance Comparison
In the year-to-date period, XIU.TO achieves a 6.57% return, which is significantly lower than CSU.TO's 12.14% return. Over the past 10 years, XIU.TO has underperformed CSU.TO with an annualized return of 8.06%, while CSU.TO has yielded a comparatively higher 44.88% 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. CSU.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 Constellation Software Inc. (CSU.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. CSU.TO - Dividend Comparison
XIU.TO's dividend yield for the trailing twelve months is around 2.98%, more than CSU.TO's 0.11% 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% |
Constellation Software Inc. | 0.11% | 0.12% | 0.19% | 0.25% | 612.61% | 6,422.66% | 1,544.87% | 1,771.61% | 2,212.68% | 19,674.79% | 3,908.06% | 6,000.28% |
Drawdowns
XIU.TO vs. CSU.TO - Drawdown Comparison
The maximum XIU.TO drawdown since its inception was -52.32%, which is greater than CSU.TO's maximum drawdown of -23.99%. Use the drawdown chart below to compare losses from any high point for XIU.TO and CSU.TO. For additional features, visit the drawdowns tool.
Volatility
XIU.TO vs. CSU.TO - Volatility Comparison
The current volatility for iShares S&P/TSX 60 Index ETF (XIU.TO) is 3.45%, while Constellation Software Inc. (CSU.TO) has a volatility of 7.38%. This indicates that XIU.TO experiences smaller price fluctuations and is considered to be less risky than CSU.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.