0P00007069.TO vs. XEQT.TO
Compare and contrast key facts about RBC Select Growth Portfolio A (0P00007069.TO) and iShares Core Equity ETF Portfolio (XEQT.TO).
0P00007069.TO is managed by RBC Global Asset Management.. It was launched on Dec 11, 1986. XEQT.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Gbl GR CAD. It was launched on Aug 7, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 0P00007069.TO or XEQT.TO.
Correlation
The correlation between 0P00007069.TO and XEQT.TO is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
0P00007069.TO vs. XEQT.TO - Performance Comparison
Key characteristics
0P00007069.TO:
1.34
XEQT.TO:
2.26
0P00007069.TO:
1.80
XEQT.TO:
3.19
0P00007069.TO:
1.26
XEQT.TO:
1.41
0P00007069.TO:
1.50
XEQT.TO:
3.48
0P00007069.TO:
4.85
XEQT.TO:
15.83
0P00007069.TO:
2.32%
XEQT.TO:
1.46%
0P00007069.TO:
8.36%
XEQT.TO:
10.21%
0P00007069.TO:
-24.48%
XEQT.TO:
-29.74%
0P00007069.TO:
-4.11%
XEQT.TO:
-1.81%
Returns By Period
In the year-to-date period, 0P00007069.TO achieves a 2.50% return, which is significantly lower than XEQT.TO's 2.88% return.
0P00007069.TO
2.50%
0.29%
2.36%
10.08%
4.48%
N/A
XEQT.TO
2.88%
-0.37%
10.03%
21.51%
11.39%
N/A
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0P00007069.TO vs. XEQT.TO - Expense Ratio Comparison
0P00007069.TO has a 2.03% expense ratio, which is higher than XEQT.TO's 0.20% expense ratio.
Risk-Adjusted Performance
0P00007069.TO vs. XEQT.TO — Risk-Adjusted Performance Rank
0P00007069.TO
XEQT.TO
0P00007069.TO vs. XEQT.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for RBC Select Growth Portfolio A (0P00007069.TO) and iShares Core Equity ETF Portfolio (XEQT.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.
Dividends
0P00007069.TO vs. XEQT.TO - Dividend Comparison
0P00007069.TO has not paid dividends to shareholders, while XEQT.TO's dividend yield for the trailing twelve months is around 1.97%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
0P00007069.TO RBC Select Growth Portfolio A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.50% | 1.77% |
XEQT.TO iShares Core Equity ETF Portfolio | 1.97% | 2.03% | 2.09% | 2.14% | 1.65% | 1.68% | 1.20% | 0.00% |
Drawdowns
0P00007069.TO vs. XEQT.TO - Drawdown Comparison
The maximum 0P00007069.TO drawdown since its inception was -24.48%, smaller than the maximum XEQT.TO drawdown of -29.74%. Use the drawdown chart below to compare losses from any high point for 0P00007069.TO and XEQT.TO. For additional features, visit the drawdowns tool.
Volatility
0P00007069.TO vs. XEQT.TO - Volatility Comparison
The current volatility for RBC Select Growth Portfolio A (0P00007069.TO) is 2.06%, while iShares Core Equity ETF Portfolio (XEQT.TO) has a volatility of 2.88%. This indicates that 0P00007069.TO experiences smaller price fluctuations and is considered to be less risky than XEQT.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.