CAGE vs. XEQT.TO
CAGE (Calamos Autocallable Growth ETF) and XEQT.TO (iShares Core Equity ETF Portfolio) are both exchange-traded funds - CAGE is a Derivative Income fund actively managed by Calamos, while XEQT.TO is a Global Equities fund actively managed by iShares. Both are actively managed. Their correlation of 0.81 suggests significant overlap in exposure.
Performance
CAGE vs. XEQT.TO - Performance Comparison
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Different Trading Currencies
CAGE is traded in USD, while XEQT.TO is traded in CAD. To make them comparable, the XEQT.TO values have been converted to USD using the latest available exchange rates.
Returns By Period
CAGE
- 1D
- -0.76%
- 1M
- -1.51%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
XEQT.TO
- 1D
- -0.07%
- 1M
- -0.84%
- 6M
- 7.06%
- YTD
- 9.74%
- 1Y
- 22.81%
- 3Y*
- 18.32%
- 5Y*
- 10.86%
- 10Y*
- —
- ALL TIME*
- 13.42%
CAGE vs. XEQT.TO - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
CAGE Calamos Autocallable Growth ETF | 9.15% |
XEQT.TO iShares Core Equity ETF Portfolio | 3.77% |
Correlation
The correlation between CAGE and XEQT.TO is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Apr 16, 2026 | 0.81 |
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Return for Risk
CAGE vs. XEQT.TO — Risk / Return Rank
CAGE
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
XEQT.TO
CAGE vs. XEQT.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Calamos Autocallable Growth ETF (CAGE) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CAGE | XEQT.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.32 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.50 | — |
| Martin ratioReturn relative to average drawdown | — | 10.57 | — |
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Drawdowns
CAGE vs. XEQT.TO - Drawdown Comparison
The maximum CAGE drawdown since its inception was -6.60%, smaller than the maximum XEQT.TO drawdown of -35.81%. Use the drawdown chart below to compare losses from any high point for CAGE and XEQT.TO.
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Drawdown Indicators
| CAGE | XEQT.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.60% | -35.81% | +29.21% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.15% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -15.08% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.23% | — |
Current DrawdownCurrent decline from peak | -4.11% | -1.79% | -2.32% |
Average DrawdownAverage peak-to-trough decline | -1.73% | -5.71% | +3.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.16% | — |
Volatility
CAGE vs. XEQT.TO - Volatility Comparison
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Volatility by Period
| CAGE | XEQT.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.85% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.69% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 20.92% | 13.14% | +7.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.92% | 14.57% | +6.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.92% | 16.73% | +4.19% |
Dividends
CAGE vs. XEQT.TO - Dividend Comparison
CAGE has not paid dividends to shareholders, while XEQT.TO's dividend yield for the trailing twelve months is around 1.62%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
CAGE Calamos Autocallable Growth ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XEQT.TO iShares Core Equity ETF Portfolio | 1.62% | 1.66% | 2.03% | 2.09% | 2.14% | 1.66% | 1.69% | 1.21% |
Frequently Asked Questions
CAGE and XEQT.TO have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CAGE is categorized as Derivative Income, while XEQT.TO is Global Equities. They also come from different issuers: Calamos and iShares.
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