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

Performance

XTOT.TO vs. BIGY.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares Core S&P Total U.S. Stock Market Index ETF (XTOT.TO) and Evolve US Equity UltraYield ETF (BIGY.TO). The values are adjusted to include any dividend payments, if applicable.

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


Returns By Period

In the year-to-date period, XTOT.TO achieves a -2.69% return, which is significantly higher than BIGY.TO's -19.53% return.


XTOT.TO

1D
3.22%
1M
-2.94%
YTD
-2.69%
6M
-1.74%
1Y
3Y*
5Y*
10Y*

BIGY.TO

1D
0.00%
1M
-10.56%
YTD
-19.53%
6M
-23.89%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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

XTOT.TO has a 0.07% expense ratio, which is lower than BIGY.TO's 0.40% expense ratio.


Return for Risk

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

This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P Total U.S. Stock Market Index ETF (XTOT.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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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


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Sharpe Ratios by Period


XTOT.TOBIGY.TODifference

Sharpe Ratio (All Time)

Calculated using the full available price history

1.18

-1.09

+2.27

Correlation

The correlation between XTOT.TO and BIGY.TO is 0.67, 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.


Dividends

XTOT.TO vs. BIGY.TO - Dividend Comparison

XTOT.TO's dividend yield for the trailing twelve months is around 0.71%, less than BIGY.TO's 23.72% yield.


Drawdowns

XTOT.TO vs. BIGY.TO - Drawdown Comparison

The maximum XTOT.TO drawdown since its inception was -9.64%, smaller than the maximum BIGY.TO drawdown of -27.82%. Use the drawdown chart below to compare losses from any high point for XTOT.TO and BIGY.TO.


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Drawdown Indicators


XTOT.TOBIGY.TODifference

Max Drawdown

Largest peak-to-trough decline

-9.64%

-27.82%

+18.18%

Current Drawdown

Current decline from peak

-6.73%

-27.82%

+21.09%

Average Drawdown

Average peak-to-trough decline

-1.94%

-10.27%

+8.33%

Volatility

XTOT.TO vs. BIGY.TO - Volatility Comparison


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Volatility by Period


XTOT.TOBIGY.TODifference

Volatility (1Y)

Calculated over the trailing 1-year period

13.18%

29.34%

-16.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.18%

29.34%

-16.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.18%

29.34%

-16.16%