CEQT.TO vs. EGIF.TO
CEQT.TO (CI Equity Asset Allocation ETF) and EGIF.TO (Exemplar Growth and Income Fund) are both exchange-traded funds - CEQT.TO is a Diversified Portfolio fund actively managed by CI, while EGIF.TO is a Tactical Allocation fund actively managed by Arrow Capital Management Inc.. Both are actively managed. Over the past 3 years, CEQT.TO returned 21.50%/yr vs 16.09%/yr for EGIF.TO. Their -0.05 correlation means they have often moved in opposite directions in the past. CEQT.TO charges 0.30%/yr vs 1.19%/yr for EGIF.TO.
Performance
CEQT.TO vs. EGIF.TO - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with CEQT.TO having a 13.51% return and EGIF.TO slightly lower at 13.42%.
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%
EGIF.TO
- 1D
- 0.25%
- 1M
- -6.55%
- 6M
- 6.32%
- YTD
- 13.42%
- 1Y
- 24.21%
- 3Y*
- 16.09%
- 5Y*
- 7.05%
- 10Y*
- —
- ALL TIME*
- 7.96%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| CA$4.87K | CA$10.66K | CA$16.79K | |
| CA$2.27K | CA$3.94K | CA$7.86K |
CEQT.TO vs. EGIF.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
CEQT.TO CI Equity Asset Allocation ETF | 13.51% | 18.84% | 27.38% | 6.47% |
EGIF.TO Exemplar Growth and Income Fund | 13.42% | 15.83% | 14.66% | -1.22% |
Correlation
The correlation between CEQT.TO and EGIF.TO is -0.03, 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. | -0.03 |
Correlation (3Y) Balances recent behavior with more history. | -0.06 |
Correlation (All Time) Calculated using the full available price history since May 17, 2023 | -0.05 |
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Return for Risk
CEQT.TO vs. EGIF.TO — Risk / Return Rank
CEQT.TO
EGIF.TO
CEQT.TO vs. EGIF.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CI Equity Asset Allocation ETF (CEQT.TO) and Exemplar Growth and Income Fund (EGIF.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 | EGIF.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.71 | ||
| Sortino ratioReturn per unit of downside risk | +0.81 | ||
| Omega ratioGain probability vs. loss probability | 1.73 | 2.26 | -0.53 |
| Calmar ratioReturn relative to maximum drawdown | 3.63 | 3.60 | +0.03 |
| Martin ratioReturn relative to average drawdown | 14.11 | 12.63 | +1.48 |
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Drawdowns
CEQT.TO vs. EGIF.TO - Drawdown Comparison
The maximum CEQT.TO drawdown since its inception was -14.02%, smaller than the maximum EGIF.TO drawdown of -15.10%. Use the drawdown chart below to compare losses from any high point for CEQT.TO and EGIF.TO.
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Drawdown Indicators
| CEQT.TO | EGIF.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.02% | -15.10% | +1.08% |
Max Drawdown (1Y)Largest decline over 1 year | -7.26% | -6.78% | -0.48% |
Max Drawdown (3Y)Largest decline over 3 years | -14.02% | -6.78% | -7.24% |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.10% | — |
Current DrawdownCurrent decline from peak | -1.64% | -6.55% | +4.91% |
Average DrawdownAverage peak-to-trough decline | -1.17% | -3.45% | +2.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 1.93% | -0.07% |
Volatility
CEQT.TO vs. EGIF.TO - Volatility Comparison
The current volatility for CI Equity Asset Allocation ETF (CEQT.TO) is 1.60%, while Exemplar Growth and Income Fund (EGIF.TO) has a volatility of 8.70%. This indicates that CEQT.TO experiences smaller price fluctuations and is considered to be less risky than EGIF.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 | EGIF.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.60% | 8.70% | -7.10% |
Volatility (6M)Calculated over the trailing 6-month period | 8.72% | 10.76% | -2.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.07% | 14.62% | -3.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.93% | 9.27% | +3.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.93% | 9.08% | +3.85% |
CEQT.TO vs. EGIF.TO - Expense Ratio Comparison
CEQT.TO has a 0.30% expense ratio, which is lower than EGIF.TO's 1.19% expense ratio.
Dividends
CEQT.TO vs. EGIF.TO - Dividend Comparison
CEQT.TO's dividend yield for the trailing twelve months is around 1.09%, less than EGIF.TO's 2.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
CEQT.TO CI Equity Asset Allocation ETF | 1.09% | 1.25% | 1.82% | 1.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EGIF.TO Exemplar Growth and Income Fund | 2.94% | 3.27% | 3.66% | 4.27% | 4.57% | 2.66% | 2.86% | 2.89% | 0.75% |
Frequently Asked Questions
CEQT.TO and EGIF.TO have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CEQT.TO is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CEQT.TO is cheaper with a 0.30% expense ratio, compared with 1.19% for EGIF.TO.
CEQT.TO is categorized as Diversified Portfolio, while EGIF.TO is Tactical Allocation. They also come from different issuers: CI and Arrow Capital Management Inc.. Their fees differ too: 0.30% for CEQT.TO and 1.19% for EGIF.TO.
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