XST.TO vs. FINN.NEO
XST.TO (iShares S&P/TSX Capped Consumer Staples Index ETF) and FINN.NEO (Fidelity Global Innovators ETF) are both exchange-traded funds - XST.TO is a Consumer Staples Equities fund tracking the Morningstar Gbl GR CAD, while FINN.NEO is a Global Equities fund actively managed by Fidelity. XST.TO is passively managed, while FINN.NEO is actively managed. Over the past 3 years, XST.TO returned 46.36%/yr vs 42.65%/yr for FINN.NEO. At a 0.08 correlation, their price movements are largely independent. XST.TO charges 0.61%/yr vs 1.09%/yr for FINN.NEO.
Performance
XST.TO vs. FINN.NEO - Performance Comparison
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Returns By Period
In the year-to-date period, XST.TO achieves a 6.68% return, which is significantly lower than FINN.NEO's 37.97% return.
XST.TO
- 1D
- -0.78%
- 1M
- 3.12%
- 6M
- 7.55%
- YTD
- 6.68%
- 1Y
- 10.87%
- 3Y*
- 46.36%
- 5Y*
- 30.39%
- 10Y*
- 18.67%
- ALL TIME*
- 20.76%
FINN.NEO
- 1D
- 1.62%
- 1M
- -4.98%
- 6M
- 31.95%
- YTD
- 37.97%
- 1Y
- 51.97%
- 3Y*
- 42.65%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 44.35%
XST.TO vs. FINN.NEO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
XST.TO iShares S&P/TSX Capped Consumer Staples Index ETF | 6.68% | 16.38% | 140.92% | 2.93% |
FINN.NEO Fidelity Global Innovators ETF | 37.97% | 20.61% | 58.65% | 21.40% |
Correlation
The correlation between XST.TO and FINN.NEO is -0.16, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since May 19, 2023 | 0.08 |
The correlation between XST.TO and FINN.NEO shifts across timeframes, from -0.16 (1 year) to 0.08 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
XST.TO vs. FINN.NEO — Risk / Return Rank
XST.TO
FINN.NEO
XST.TO vs. FINN.NEO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P/TSX Capped Consumer Staples Index ETF (XST.TO) and Fidelity Global Innovators ETF (FINN.NEO). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| XST.TO | FINN.NEO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.47 | ||
| Sortino ratioReturn per unit of downside risk | -1.72 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.37 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 1.04 | 4.37 | -3.34 |
| Martin ratioReturn relative to average drawdown | 2.39 | 13.50 | -11.11 |
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Drawdowns
XST.TO vs. FINN.NEO - Drawdown Comparison
The maximum XST.TO drawdown since its inception was -25.42%, roughly equal to the maximum FINN.NEO drawdown of -25.66%. Use the drawdown chart below to compare losses from any high point for XST.TO and FINN.NEO.
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Drawdown Indicators
| XST.TO | FINN.NEO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.42% | -25.66% | +0.24% |
Max Drawdown (1Y)Largest decline over 1 year | -10.52% | -11.94% | +1.42% |
Max Drawdown (3Y)Largest decline over 3 years | -10.86% | -25.66% | +14.80% |
Max Drawdown (5Y)Largest decline over 5 years | -10.86% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -25.42% | — | — |
Current DrawdownCurrent decline from peak | -2.13% | -4.98% | +2.85% |
Average DrawdownAverage peak-to-trough decline | -3.65% | -3.98% | +0.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.56% | 3.86% | +0.70% |
Volatility
XST.TO vs. FINN.NEO - Volatility Comparison
iShares S&P/TSX Capped Consumer Staples Index ETF (XST.TO) has a higher volatility of 6.51% compared to Fidelity Global Innovators ETF (FINN.NEO) at 6.05%. This indicates that XST.TO's price experiences larger fluctuations and is considered to be riskier than FINN.NEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XST.TO | FINN.NEO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.51% | 6.05% | +0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 13.69% | 20.15% | -6.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.07% | 24.78% | -7.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.26% | 22.38% | +24.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.47% | 22.38% | +13.09% |
XST.TO vs. FINN.NEO - Expense Ratio Comparison
XST.TO has a 0.61% expense ratio, which is lower than FINN.NEO's 1.09% expense ratio.
Dividends
XST.TO vs. FINN.NEO - Dividend Comparison
XST.TO's dividend yield for the trailing twelve months is around 0.67%, while FINN.NEO has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINN.NEO Fidelity Global Innovators ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XST.TO iShares S&P/TSX Capped Consumer Staples Index ETF | 0.67% | 0.68% | 0.87% | 1.57% | 1.48% | 1.37% | 1.48% | 1.46% | 1.62% | 1.80% | 1.03% | 1.24% |
Frequently Asked Questions
XST.TO and FINN.NEO have a correlation of -0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XST.TO is cheaper at 0.61% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XST.TO is cheaper with a 0.61% expense ratio, compared with 1.09% for FINN.NEO.
XST.TO is categorized as Consumer Staples Equities, while FINN.NEO is Global Equities. They also come from different issuers: iShares and Fidelity. Their fees differ too: 0.61% for XST.TO and 1.09% for FINN.NEO.
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