CBH.TO vs. XEQT.TO
CBH.TO (iShares 1-10 Year Laddered Corporate Bond Index ETF) and XEQT.TO (iShares Core Equity ETF Portfolio) are both exchange-traded funds - CBH.TO is a Corporate Bonds fund tracking the Morningstar Can Corp Bd GR CAD, while XEQT.TO is a Global Equities fund actively managed by iShares. CBH.TO is passively managed, while XEQT.TO is actively managed. Over the past 5 years, CBH.TO returned 2.17%/yr vs 13.72%/yr for XEQT.TO. At a 0.14 correlation, their price movements are largely independent. CBH.TO charges 0.28%/yr vs 0.20%/yr for XEQT.TO.
Performance
CBH.TO vs. XEQT.TO - Performance Comparison
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Returns By Period
In the year-to-date period, CBH.TO achieves a 1.29% return, which is significantly lower than XEQT.TO's 12.29% return.
CBH.TO
- 1D
- -0.06%
- 1M
- 1.18%
- YTD
- 1.29%
- 6M
- 1.13%
- 1Y
- 3.64%
- 3Y*
- 5.45%
- 5Y*
- 2.17%
- 10Y*
- 2.41%
XEQT.TO
- 1D
- -0.56%
- 1M
- 5.98%
- YTD
- 12.29%
- 6M
- 11.20%
- 1Y
- 29.24%
- 3Y*
- 21.78%
- 5Y*
- 13.72%
- 10Y*
- —
CBH.TO vs. XEQT.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
CBH.TO iShares 1-10 Year Laddered Corporate Bond Index ETF | 1.29% | 4.60% | 6.19% | 6.48% | -6.85% | -2.08% | 7.99% | -0.55% |
XEQT.TO iShares Core Equity ETF Portfolio | 12.29% | 19.47% | 24.36% | 17.25% | -11.01% | 18.94% | 11.82% | 9.89% |
Correlation
The correlation between CBH.TO and XEQT.TO is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Aug 15, 2019 | 0.14 |
The correlation between CBH.TO and XEQT.TO shifts across timeframes, from 0.14 (all time) to 0.33 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
CBH.TO vs. XEQT.TO — Risk / Return Rank
CBH.TO
XEQT.TO
CBH.TO vs. XEQT.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares 1-10 Year Laddered Corporate Bond Index ETF (CBH.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.
| CBH.TO | XEQT.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.33 | ||
| Sortino ratioReturn per unit of downside risk | -1.79 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.47 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 1.71 | 3.56 | -1.85 |
| Martin ratioReturn relative to average drawdown | 5.14 | 15.50 | -10.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CBH.TO | XEQT.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 2.53 | -1.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 1.05 | -0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.95 | -0.44 |
Drawdowns
CBH.TO vs. XEQT.TO - Drawdown Comparison
The maximum CBH.TO drawdown since its inception was -16.36%, smaller than the maximum XEQT.TO drawdown of -29.74%. Use the drawdown chart below to compare losses from any high point for CBH.TO and XEQT.TO.
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Drawdown Indicators
| CBH.TO | XEQT.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.36% | -29.74% | +13.38% |
Max Drawdown (1Y)Largest decline over 1 year | -2.14% | -8.25% | +6.11% |
Max Drawdown (3Y)Largest decline over 3 years | -2.14% | -15.08% | +12.94% |
Max Drawdown (5Y)Largest decline over 5 years | -10.50% | -19.56% | +9.06% |
Max Drawdown (10Y)Largest decline over 10 years | -16.36% | — | — |
Current DrawdownCurrent decline from peak | -0.31% | -0.56% | +0.25% |
Average DrawdownAverage peak-to-trough decline | -1.83% | -4.11% | +2.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.71% | 1.89% | -1.18% |
Volatility
CBH.TO vs. XEQT.TO - Volatility Comparison
The current volatility for iShares 1-10 Year Laddered Corporate Bond Index ETF (CBH.TO) is 1.07%, while iShares Core Equity ETF Portfolio (XEQT.TO) has a volatility of 3.70%. This indicates that CBH.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.
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Volatility by Period
| CBH.TO | XEQT.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.07% | 3.70% | -2.63% |
Volatility (6M)Calculated over the trailing 6-month period | 2.28% | 9.38% | -7.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.07% | 11.63% | -8.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.02% | 13.12% | -9.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.47% | 15.56% | -9.09% |
CBH.TO vs. XEQT.TO - Expense Ratio Comparison
CBH.TO has a 0.28% expense ratio, which is higher than XEQT.TO's 0.20% expense ratio.
Dividends
CBH.TO vs. XEQT.TO - Dividend Comparison
CBH.TO's dividend yield for the trailing twelve months is around 3.36%, more than XEQT.TO's 1.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBH.TO iShares 1-10 Year Laddered Corporate Bond Index ETF | 3.36% | 3.32% | 3.21% | 3.28% | 3.17% | 2.91% | 2.92% | 3.33% | 3.65% | 3.82% | 3.86% | 3.90% |
XEQT.TO iShares Core Equity ETF Portfolio | 1.48% | 1.66% | 2.01% | 2.07% | 2.12% | 1.64% | 1.66% | 1.19% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CBH.TO and XEQT.TO have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XEQT.TO is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XEQT.TO is cheaper with a 0.20% expense ratio, compared with 0.28% for CBH.TO.
CBH.TO is categorized as Corporate Bonds, while XEQT.TO is Global Equities. Their fees differ too: 0.28% for CBH.TO and 0.20% for XEQT.TO.
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