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CEQT.TO vs. EHE.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CEQT.TO vs. EHE.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in CI Equity Asset Allocation ETF (CEQT.TO) and CI Europe Hedged Equity Index ETF (EHE.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CEQT.TO achieves a 13.27% return, which is significantly higher than EHE.TO's 6.79% return.


CEQT.TO

1D
0.00%
1M
1.10%
YTD
13.27%
6M
13.20%
1Y
31.05%
3Y*
22.22%
5Y*
10Y*

EHE.TO

1D
-1.01%
1M
2.44%
YTD
6.79%
6M
7.83%
1Y
17.36%
3Y*
12.46%
5Y*
9.89%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CEQT.TO vs. EHE.TO - Yearly Performance Comparison


2026 (YTD)202520242023
CEQT.TO
CI Equity Asset Allocation ETF
13.27%18.84%27.38%6.47%
EHE.TO
CI Europe Hedged Equity Index ETF
6.79%22.91%4.20%6.21%

Correlation

The correlation between CEQT.TO and EHE.TO is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.07

Correlation (3Y)
Calculated over the trailing 3-year period

0.06

Correlation (All Time)
Calculated using the full available price history since May 17, 2023

0.06

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Return for Risk

CEQT.TO vs. EHE.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CEQT.TO
CEQT.TO Risk / Return Rank: 9292
Overall Rank
CEQT.TO Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
CEQT.TO Sortino Ratio Rank: 9595
Sortino Ratio Rank
CEQT.TO Omega Ratio Rank: 9797
Omega Ratio Rank
CEQT.TO Calmar Ratio Rank: 8787
Calmar Ratio Rank
CEQT.TO Martin Ratio Rank: 8888
Martin Ratio Rank

EHE.TO
EHE.TO Risk / Return Rank: 3535
Overall Rank
EHE.TO Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
EHE.TO Sortino Ratio Rank: 3333
Sortino Ratio Rank
EHE.TO Omega Ratio Rank: 3434
Omega Ratio Rank
EHE.TO Calmar Ratio Rank: 3333
Calmar Ratio Rank
EHE.TO Martin Ratio Rank: 4040
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CEQT.TO vs. EHE.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 Europe Hedged Equity Index ETF (EHE.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.TOEHE.TODifference
Sharpe ratioReturn per unit of total volatility

+1.78

Sortino ratioReturn per unit of downside risk

+2.88

Omega ratioGain probability vs. loss probability

1.93

1.21

+0.72

Calmar ratioReturn relative to maximum drawdown

4.32

1.47

+2.84

Martin ratioReturn relative to average drawdown

17.09

5.56

+11.53

CEQT.TO vs. EHE.TO - Sharpe Ratio Comparison

The current CEQT.TO Sharpe Ratio is 2.85, which is higher than the EHE.TO Sharpe Ratio of 1.07. The chart below compares the historical Sharpe Ratios of CEQT.TO and EHE.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

CEQT.TO vs. EHE.TO - Drawdown Comparison

The maximum CEQT.TO drawdown since its inception was -14.02%, smaller than the maximum EHE.TO drawdown of -38.20%. Use the drawdown chart below to compare losses from any high point for CEQT.TO and EHE.TO.


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Drawdown Indicators


CEQT.TOEHE.TODifference

Max Drawdown

Largest peak-to-trough decline

-14.02%

-38.20%

+24.18%

Max Drawdown (1Y)

Largest decline over 1 year

-7.26%

-11.85%

+4.59%

Max Drawdown (3Y)

Largest decline over 3 years

-14.02%

-16.30%

+2.28%

Max Drawdown (5Y)

Largest decline over 5 years

-22.91%

Current Drawdown

Current decline from peak

-1.30%

-1.54%

+0.24%

Average Drawdown

Average peak-to-trough decline

-1.18%

-5.32%

+4.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.83%

3.13%

-1.30%

Volatility

CEQT.TO vs. EHE.TO - Volatility Comparison

The current volatility for CI Equity Asset Allocation ETF (CEQT.TO) is 4.03%, while CI Europe Hedged Equity Index ETF (EHE.TO) has a volatility of 5.00%. This indicates that CEQT.TO experiences smaller price fluctuations and is considered to be less risky than EHE.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.TOEHE.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.03%

5.00%

-0.97%

Volatility (6M)

Calculated over the trailing 6-month period

9.16%

13.33%

-4.17%

Volatility (1Y)

Calculated over the trailing 1-year period

10.99%

16.39%

-5.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.10%

18.09%

-4.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.10%

17.45%

-4.35%

Dividends

CEQT.TO vs. EHE.TO - Dividend Comparison

CEQT.TO's dividend yield for the trailing twelve months is around 1.09%, less than EHE.TO's 2.18% yield.


PositionTTM2025202420232022202120202019201820172016
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%0.00%0.00%
EHE.TO
CI Europe Hedged Equity Index ETF
2.18%2.16%4.38%3.30%2.19%1.90%2.55%2.02%2.08%1.37%0.13%

Frequently Asked Questions


CEQT.TO and EHE.TO have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CEQT.TO is categorized as Diversified Portfolio, while EHE.TO is Europe Equities.

Portfolio Optimizer

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