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XMS.TO vs. BIGY.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XMS.TO vs. BIGY.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares MSCI Min Vol USA Index ETF (CAD-Hedged) (XMS.TO) and Evolve US Equity UltraYield ETF (BIGY.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XMS.TO achieves a 1.17% return, which is significantly higher than BIGY.TO's -3.71% return.


XMS.TO

1D
-0.36%
1M
1.94%
YTD
1.17%
6M
-0.55%
1Y
0.08%
3Y*
8.89%
5Y*
5.12%
10Y*
7.82%

BIGY.TO

1D
-2.28%
1M
-0.73%
YTD
-3.71%
6M
-6.00%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XMS.TO vs. BIGY.TO - Yearly Performance Comparison


Correlation

The correlation between XMS.TO and BIGY.TO is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Sep 11, 2025

0.26

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Return for Risk

XMS.TO vs. BIGY.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XMS.TO
XMS.TO Risk / Return Rank: 99
Overall Rank
XMS.TO Sharpe Ratio Rank: 99
Sharpe Ratio Rank
XMS.TO Sortino Ratio Rank: 88
Sortino Ratio Rank
XMS.TO Omega Ratio Rank: 88
Omega Ratio Rank
XMS.TO Calmar Ratio Rank: 99
Calmar Ratio Rank
XMS.TO Martin Ratio Rank: 99
Martin Ratio Rank

BIGY.TO
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XMS.TO vs. BIGY.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Min Vol USA Index ETF (CAD-Hedged) (XMS.TO) and Evolve US Equity UltraYield ETF (BIGY.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.


XMS.TOBIGY.TODifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.01

Calmar ratioReturn relative to maximum drawdown

0.01

Martin ratioReturn relative to average drawdown

0.03

XMS.TO vs. BIGY.TO - Sharpe Ratio Comparison


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Sharpe Ratios by Period


XMS.TOBIGY.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.43

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.53

Sharpe Ratio (All Time)

Calculated using the full available price history

0.54

-0.15

+0.69

Drawdowns

XMS.TO vs. BIGY.TO - Drawdown Comparison

The maximum XMS.TO drawdown since its inception was -36.48%, which is greater than BIGY.TO's maximum drawdown of -27.82%. Use the drawdown chart below to compare losses from any high point for XMS.TO and BIGY.TO.


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Drawdown Indicators


XMS.TOBIGY.TODifference

Max Drawdown

Largest peak-to-trough decline

-36.48%

-27.82%

-8.66%

Max Drawdown (1Y)

Largest decline over 1 year

-6.91%

Max Drawdown (3Y)

Largest decline over 3 years

-9.82%

Max Drawdown (5Y)

Largest decline over 5 years

-19.23%

Max Drawdown (10Y)

Largest decline over 10 years

-36.48%

Current Drawdown

Current decline from peak

-1.73%

-13.63%

+11.90%

Average Drawdown

Average peak-to-trough decline

-4.26%

-11.30%

+7.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.54%

Volatility

XMS.TO vs. BIGY.TO - Volatility Comparison


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Volatility by Period


XMS.TOBIGY.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

2.35%

Volatility (6M)

Calculated over the trailing 6-month period

6.14%

Volatility (1Y)

Calculated over the trailing 1-year period

8.75%

28.63%

-19.88%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.11%

28.63%

-16.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.74%

28.63%

-13.89%

XMS.TO vs. BIGY.TO - Expense Ratio Comparison

XMS.TO has a 0.33% expense ratio, which is lower than BIGY.TO's 0.40% expense ratio.


Dividends

XMS.TO vs. BIGY.TO - Dividend Comparison

XMS.TO's dividend yield for the trailing twelve months is around 1.18%, less than BIGY.TO's 28.15% yield.


PositionTTM2025202420232022202120202019201820172016
BIGY.TO
Evolve US Equity UltraYield ETF
28.15%9.53%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XMS.TO
iShares MSCI Min Vol USA Index ETF (CAD-Hedged)
1.18%1.08%1.21%1.38%1.20%0.99%1.66%1.40%1.54%1.53%1.43%

Frequently Asked Questions


XMS.TO and BIGY.TO have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XMS.TO is cheaper at 0.33% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XMS.TO is cheaper with a 0.33% expense ratio, compared with 0.40% for BIGY.TO.

They also come from different issuers: iShares and Evolve. Their fees differ too: 0.33% for XMS.TO and 0.40% for BIGY.TO.

Portfolio Optimizer

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