Correlation
The correlation between XUT.TO and BIP-UN.TO is 0.51, 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.
XUT.TO vs. BIP-UN.TO
Compare and contrast key facts about iShares S&P/TSX Capped Utilities Index ETF (XUT.TO) and Brookfield Infrastructure Partners L.P (BIP-UN.TO).
XUT.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Gbl GR CAD. It was launched on Apr 12, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XUT.TO or BIP-UN.TO.
Performance
XUT.TO vs. BIP-UN.TO - Performance Comparison
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Key characteristics
XUT.TO:
1.57
BIP-UN.TO:
0.59
XUT.TO:
2.05
BIP-UN.TO:
0.92
XUT.TO:
1.27
BIP-UN.TO:
1.12
XUT.TO:
0.90
BIP-UN.TO:
0.15
XUT.TO:
6.39
BIP-UN.TO:
1.79
XUT.TO:
2.87%
BIP-UN.TO:
8.36%
XUT.TO:
12.76%
BIP-UN.TO:
27.93%
XUT.TO:
-37.65%
BIP-UN.TO:
-100.00%
XUT.TO:
-0.50%
BIP-UN.TO:
-99.99%
Returns By Period
In the year-to-date period, XUT.TO achieves a 7.91% return, which is significantly higher than BIP-UN.TO's -0.69% return. Over the past 10 years, XUT.TO has underperformed BIP-UN.TO with an annualized return of 7.65%, while BIP-UN.TO has yielded a comparatively higher 9.07% annualized return.
XUT.TO
7.91%
3.01%
5.87%
19.84%
0.67%
7.17%
7.65%
BIP-UN.TO
-0.69%
11.88%
-5.50%
16.54%
-0.91%
7.69%
9.07%
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Risk-Adjusted Performance
XUT.TO vs. BIP-UN.TO — Risk-Adjusted Performance Rank
XUT.TO
BIP-UN.TO
XUT.TO vs. BIP-UN.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P/TSX Capped Utilities Index ETF (XUT.TO) and Brookfield Infrastructure Partners L.P (BIP-UN.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.
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Dividends
XUT.TO vs. BIP-UN.TO - Dividend Comparison
XUT.TO's dividend yield for the trailing twelve months is around 4.05%, less than BIP-UN.TO's 7.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XUT.TO iShares S&P/TSX Capped Utilities Index ETF | 4.05% | 4.00% | 3.90% | 3.80% | 2.99% | 4.43% | 3.51% | 4.45% | 3.51% | 3.68% | 3.98% | 3.52% |
BIP-UN.TO Brookfield Infrastructure Partners L.P | 7.12% | 6.65% | 6.76% | 5.80% | 4.14% | 2.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
XUT.TO vs. BIP-UN.TO - Drawdown Comparison
The maximum XUT.TO drawdown since its inception was -37.65%, smaller than the maximum BIP-UN.TO drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for XUT.TO and BIP-UN.TO.
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Volatility
XUT.TO vs. BIP-UN.TO - Volatility Comparison
The current volatility for iShares S&P/TSX Capped Utilities Index ETF (XUT.TO) is 2.59%, while Brookfield Infrastructure Partners L.P (BIP-UN.TO) has a volatility of 4.78%. This indicates that XUT.TO experiences smaller price fluctuations and is considered to be less risky than BIP-UN.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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