CEQT.TO vs. CSAV.TO
CEQT.TO (CI Equity Asset Allocation ETF) and CSAV.TO (CI High Interest Savings ETF) are both exchange-traded funds - CEQT.TO is a Diversified Portfolio fund actively managed by CI, while CSAV.TO is a Money Market fund actively managed by CI. Both are actively managed. Over the past 3 years, CEQT.TO returned 21.50%/yr vs 3.44%/yr for CSAV.TO. Their -0.00 correlation means they have often moved in opposite directions in the past. CEQT.TO charges 0.30%/yr vs 0.15%/yr for CSAV.TO.
Performance
CEQT.TO vs. CSAV.TO - Performance Comparison
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Returns By Period
In the year-to-date period, CEQT.TO achieves a 13.51% return, which is significantly higher than CSAV.TO's 1.18% return.
CEQT.TO
- 1D
- -0.37%
- 1M
- -1.17%
- 6M
- 11.24%
- YTD
- 13.51%
- 1Y
- 26.14%
- 3Y*
- 21.50%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 20.74%
CSAV.TO
- 1D
- 0.02%
- 1M
- 0.15%
- 6M
- 1.01%
- YTD
- 1.18%
- 1Y
- 2.17%
- 3Y*
- 3.44%
- 5Y*
- 3.13%
- 10Y*
- —
- ALL TIME*
- 2.53%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| CA$4.87K | CA$10.66K | CA$16.79K | |
CSAV.TO CI High Interest Savings ETF | CA$1.49M | CA$1.26M | CA$1.48M |
CEQT.TO vs. CSAV.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
CEQT.TO CI Equity Asset Allocation ETF | 13.51% | 18.84% | 27.38% | 6.47% |
CSAV.TO CI High Interest Savings ETF | 1.18% | 2.54% | 4.43% | 3.23% |
Correlation
The correlation between CEQT.TO and CSAV.TO is 0.02, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.02 |
Correlation (3Y) Balances recent behavior with more history. | -0.01 |
Correlation (All Time) Calculated using the full available price history since May 17, 2023 | -0.00 |
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Return for Risk
CEQT.TO vs. CSAV.TO — Risk / Return Rank
CEQT.TO
CSAV.TO
CEQT.TO vs. CSAV.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CI Equity Asset Allocation ETF (CEQT.TO) and CI High Interest Savings ETF (CSAV.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.
| CEQT.TO | CSAV.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -6.24 | ||
| Sortino ratioReturn per unit of downside risk | -15.92 | ||
| Omega ratioGain probability vs. loss probability | 1.73 | 4.54 | -2.81 |
| Calmar ratioReturn relative to maximum drawdown | 3.63 | 108.77 | -105.14 |
| Martin ratioReturn relative to average drawdown | 14.11 | 301.45 | -287.34 |
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Drawdowns
CEQT.TO vs. CSAV.TO - Drawdown Comparison
The maximum CEQT.TO drawdown since its inception was -14.02%, which is greater than CSAV.TO's maximum drawdown of -0.02%. Use the drawdown chart below to compare losses from any high point for CEQT.TO and CSAV.TO.
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Drawdown Indicators
| CEQT.TO | CSAV.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.02% | -0.02% | -14.00% |
Max Drawdown (1Y)Largest decline over 1 year | -7.26% | -0.02% | -7.24% |
Max Drawdown (3Y)Largest decline over 3 years | -14.02% | -0.02% | -14.00% |
Max Drawdown (5Y)Largest decline over 5 years | — | -0.02% | — |
Current DrawdownCurrent decline from peak | -1.64% | 0.00% | -1.64% |
Average DrawdownAverage peak-to-trough decline | -1.17% | 0.00% | -1.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 0.01% | +1.85% |
Volatility
CEQT.TO vs. CSAV.TO - Volatility Comparison
CI Equity Asset Allocation ETF (CEQT.TO) has a higher volatility of 1.60% compared to CI High Interest Savings ETF (CSAV.TO) at 0.07%. This indicates that CEQT.TO's price experiences larger fluctuations and is considered to be riskier than CSAV.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CEQT.TO | CSAV.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.60% | 0.07% | +1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 8.72% | 0.18% | +8.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.07% | 0.25% | +10.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.93% | 0.28% | +12.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.93% | 0.27% | +12.66% |
CEQT.TO vs. CSAV.TO - Expense Ratio Comparison
CEQT.TO has a 0.30% expense ratio, which is higher than CSAV.TO's 0.15% expense ratio.
Dividends
CEQT.TO vs. CSAV.TO - Dividend Comparison
CEQT.TO's dividend yield for the trailing twelve months is around 1.09%, less than CSAV.TO's 2.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
CEQT.TO CI Equity Asset Allocation ETF | 1.09% | 1.25% | 1.82% | 1.06% | 0.00% | 0.00% | 0.00% | 0.00% |
CSAV.TO CI High Interest Savings ETF | 2.16% | 2.53% | 4.40% | 4.90% | 2.15% | 0.57% | 0.89% | 1.14% |
Frequently Asked Questions
CEQT.TO and CSAV.TO have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CSAV.TO is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CSAV.TO is cheaper with a 0.15% expense ratio, compared with 0.30% for CEQT.TO.
CEQT.TO is categorized as Diversified Portfolio, while CSAV.TO is Money Market. Their fees differ too: 0.30% for CEQT.TO and 0.15% for CSAV.TO.
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