Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
QQC.TO Invesco NASDAQ 100 Index ETF CAD Hedged | Nasdaq-100 | 33.39% |
XEMC.TO iShares MSCI Emerging Markets ex China Index ETF | Emerging Markets Equities | 20.43% |
VA.TO Vanguard FTSE Developed Asia Pacific All Cap Index ETF | Asia Pacific Equities | 16.51% |
XIC.TO iShares Core S&P/TSX Capped Composite Index ETF | Canada Equities | 15.80% |
VE.TO Vanguard FTSE Developed Europe All Cap Index ETF | Europe Equities | 13.87% |
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Performance Chart
The chart shows the growth of an initial investment of CA$10,000 in Questrade TFSA ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.
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Returns By Period
| Position | 1D | 1M | YTD | 6M | 1Y | 3Y* | 5Y* | 10Y* |
|---|---|---|---|---|---|---|---|---|
Benchmark S&P 500 Index | -2.55% | 1.59% | 9.53% | 7.06% | 25.21% | 21.24% | 14.93% | 14.26% |
Portfolio Questrade TFSA ETF | — | — | — | — | — | — | — | — |
| Portfolio components: | ||||||||
QQC.TO Invesco NASDAQ 100 Index ETF CAD Hedged | -4.46% | 1.07% | 16.65% | 13.86% | 35.75% | 27.93% | 20.34% | — |
VA.TO Vanguard FTSE Developed Asia Pacific All Cap Index ETF | -6.05% | -2.34% | 22.73% | 23.07% | 44.06% | 20.92% | 11.64% | 10.43% |
VE.TO Vanguard FTSE Developed Europe All Cap Index ETF | -1.89% | 1.02% | 6.25% | 8.65% | 17.48% | 17.53% | 10.99% | 9.77% |
XEMC.TO iShares MSCI Emerging Markets ex China Index ETF | — | — | — | — | — | — | — | — |
XIC.TO iShares Core S&P/TSX Capped Composite Index ETF | -2.32% | 1.08% | 9.50% | 11.11% | 33.23% | 23.09% | 14.34% | 12.25% |
Monthly Returns
Expense Ratio
Questrade TFSA ETF has an expense ratio of 0.19%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Return for Risk
Risk / Return Rank
Questrade TFSA ETF ranks 89 for risk / return — in the top 89% of Portfolios on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below presents risk-adjusted performance metrics for Questrade TFSA ETF and compares them with S&P 500 Index.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.
| Position | Risk / Return Rank | Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio |
|---|---|---|---|---|---|---|
QQC.TO Invesco NASDAQ 100 Index ETF CAD Hedged | 72 | 2.35 | 3.01 | 1.42 | 3.10 | 9.79 |
VA.TO Vanguard FTSE Developed Asia Pacific All Cap Index ETF | 78 | 2.26 | 2.89 | 1.42 | 3.73 | 14.39 |
VE.TO Vanguard FTSE Developed Europe All Cap Index ETF | 36 | 1.21 | 1.78 | 1.22 | 1.44 | 5.57 |
XEMC.TO iShares MSCI Emerging Markets ex China Index ETF | — | — | — | — | — | — |
XIC.TO iShares Core S&P/TSX Capped Composite Index ETF | 84 | 2.62 | 3.36 | 1.47 | 3.65 | 16.87 |
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Dividends
Dividend yield
Questrade TFSA ETF provided a 1.06% dividend yield over the last twelve months.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.06% | 1.20% | 1.36% | 1.49% | 1.75% | 1.37% | 1.17% | 1.42% | 1.48% | 0.98% | 1.02% | 1.17% |
| Portfolio components: | ||||||||||||
QQC.TO Invesco NASDAQ 100 Index ETF CAD Hedged | 0.33% | 0.39% | 0.45% | 0.54% | 0.91% | 0.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VA.TO Vanguard FTSE Developed Asia Pacific All Cap Index ETF | 1.77% | 2.17% | 2.31% | 2.57% | 3.10% | 2.35% | 2.14% | 2.55% | 2.89% | 1.71% | 1.63% | 1.93% |
VE.TO Vanguard FTSE Developed Europe All Cap Index ETF | 2.43% | 2.58% | 2.97% | 2.97% | 3.19% | 2.97% | 2.41% | 3.79% | 3.57% | 2.22% | 2.33% | 2.47% |
XEMC.TO iShares MSCI Emerging Markets ex China Index 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% |
XIC.TO iShares Core S&P/TSX Capped Composite Index ETF | 2.05% | 2.23% | 2.64% | 2.96% | 3.10% | 2.45% | 3.03% | 3.01% | 3.19% | 2.49% | 2.72% | 3.21% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Questrade TFSA ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The portfolio has not yet recovered.
The current Questrade TFSA ETF drawdown is 0.54%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 5 assets, with an effective number of assets of 4.45, reflecting the diversification based on asset allocation. Your capital is well-distributed across most of your holdings, with only mild concentration in a few names. True diversification also depends on the correlations between assets — check the diversification ratio below.
Diversification Ratio
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Not enough data to calculate this metric.