Correlation
The correlation between XUT.TO and FTS.TO is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
XUT.TO vs. FTS.TO
Compare and contrast key facts about iShares S&P/TSX Capped Utilities Index ETF (XUT.TO) and Fortis Inc. (FTS.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 FTS.TO.
Performance
XUT.TO vs. FTS.TO - Performance Comparison
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Key characteristics
XUT.TO:
1.63
FTS.TO:
1.91
XUT.TO:
2.34
FTS.TO:
2.78
XUT.TO:
1.31
FTS.TO:
1.33
XUT.TO:
1.04
FTS.TO:
2.20
XUT.TO:
7.34
FTS.TO:
10.40
XUT.TO:
2.87%
FTS.TO:
2.68%
XUT.TO:
12.73%
FTS.TO:
14.77%
XUT.TO:
-37.65%
FTS.TO:
-41.48%
XUT.TO:
0.00%
FTS.TO:
-1.65%
Returns By Period
In the year-to-date period, XUT.TO achieves a 9.51% return, which is significantly lower than FTS.TO's 14.47% return. Over the past 10 years, XUT.TO has underperformed FTS.TO with an annualized return of 7.65%, while FTS.TO has yielded a comparatively higher 9.97% annualized return.
XUT.TO
9.51%
3.79%
7.22%
20.73%
1.50%
6.72%
7.65%
FTS.TO
14.47%
0.54%
9.01%
28.14%
5.88%
8.85%
9.97%
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Risk-Adjusted Performance
XUT.TO vs. FTS.TO — Risk-Adjusted Performance Rank
XUT.TO
FTS.TO
XUT.TO vs. FTS.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 Fortis Inc. (FTS.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. FTS.TO - Dividend Comparison
XUT.TO's dividend yield for the trailing twelve months is around 3.99%, more than FTS.TO's 3.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XUT.TO iShares S&P/TSX Capped Utilities Index ETF | 3.99% | 4.00% | 3.90% | 3.80% | 2.99% | 4.43% | 3.51% | 4.45% | 3.51% | 3.68% | 3.98% | 3.52% |
FTS.TO Fortis Inc. | 3.65% | 4.00% | 4.22% | 4.04% | 3.38% | 3.74% | 3.39% | 3.79% | 3.54% | 3.67% | 4.49% | 3.29% |
Drawdowns
XUT.TO vs. FTS.TO - Drawdown Comparison
The maximum XUT.TO drawdown since its inception was -37.65%, smaller than the maximum FTS.TO drawdown of -41.48%. Use the drawdown chart below to compare losses from any high point for XUT.TO and FTS.TO.
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Volatility
XUT.TO vs. FTS.TO - Volatility Comparison
The current volatility for iShares S&P/TSX Capped Utilities Index ETF (XUT.TO) is 2.75%, while Fortis Inc. (FTS.TO) has a volatility of 5.04%. This indicates that XUT.TO experiences smaller price fluctuations and is considered to be less risky than FTS.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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