CEQT.TO vs. TXF.TO
CEQT.TO (CI Equity Asset Allocation ETF) and TXF.TO (CI Tech Giants Covered Call Common) are both exchange-traded funds - CEQT.TO is a Diversified Portfolio fund actively managed by CI, while TXF.TO is a Technology Equities fund actively managed by CI. Both are actively managed. Over the past 3 years, CEQT.TO returned 21.50%/yr vs 23.28%/yr for TXF.TO. Their 0.25 correlation means their historical movements had little consistent relationship. CEQT.TO charges 0.30%/yr vs 0.71%/yr for TXF.TO.
Performance
CEQT.TO vs. TXF.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 lower than TXF.TO's 14.26% 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%
TXF.TO
- 1D
- 0.61%
- 1M
- -7.56%
- 6M
- 11.76%
- YTD
- 14.26%
- 1Y
- 36.48%
- 3Y*
- 23.28%
- 5Y*
- 13.49%
- 10Y*
- 17.47%
- ALL TIME*
- 15.65%
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$1.03M | CA$1.20M | CA$865.03K |
CEQT.TO vs. TXF.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
CEQT.TO CI Equity Asset Allocation ETF | 13.51% | 18.84% | 27.38% | 6.47% |
TXF.TO CI Tech Giants Covered Call Common | 14.26% | 24.80% | 18.69% | 32.85% |
Correlation
The correlation between CEQT.TO and TXF.TO is 0.38, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.38 |
Correlation (3Y) Balances recent behavior with more history. | 0.25 |
Correlation (All Time) Calculated using the full available price history since May 17, 2023 | 0.25 |
The correlation between CEQT.TO and TXF.TO shifts across timeframes, from 0.25 (all time) to 0.38 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
CEQT.TO vs. TXF.TO — Risk / Return Rank
CEQT.TO
TXF.TO
CEQT.TO vs. TXF.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 Tech Giants Covered Call Common (TXF.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 | TXF.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.07 | ||
| Sortino ratioReturn per unit of downside risk | +2.03 | ||
| Omega ratioGain probability vs. loss probability | 1.73 | 1.23 | +0.50 |
| Calmar ratioReturn relative to maximum drawdown | 3.63 | 1.87 | +1.77 |
| Martin ratioReturn relative to average drawdown | 14.11 | 6.35 | +7.76 |
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Drawdowns
CEQT.TO vs. TXF.TO - Drawdown Comparison
The maximum CEQT.TO drawdown since its inception was -14.02%, smaller than the maximum TXF.TO drawdown of -41.23%. Use the drawdown chart below to compare losses from any high point for CEQT.TO and TXF.TO.
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Drawdown Indicators
| CEQT.TO | TXF.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.02% | -41.23% | +27.21% |
Max Drawdown (1Y)Largest decline over 1 year | -7.26% | -18.27% | +11.01% |
Max Drawdown (3Y)Largest decline over 3 years | -14.02% | -27.38% | +13.36% |
Max Drawdown (5Y)Largest decline over 5 years | — | -41.23% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.23% | — |
Current DrawdownCurrent decline from peak | -1.64% | -13.27% | +11.63% |
Average DrawdownAverage peak-to-trough decline | -1.17% | -6.19% | +5.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 5.36% | -3.50% |
Volatility
CEQT.TO vs. TXF.TO - Volatility Comparison
The current volatility for CI Equity Asset Allocation ETF (CEQT.TO) is 1.60%, while CI Tech Giants Covered Call Common (TXF.TO) has a volatility of 10.43%. This indicates that CEQT.TO experiences smaller price fluctuations and is considered to be less risky than TXF.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 | TXF.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.60% | 10.43% | -8.83% |
Volatility (6M)Calculated over the trailing 6-month period | 8.72% | 22.79% | -14.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.07% | 25.98% | -14.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.93% | 25.68% | -12.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.93% | 24.05% | -11.12% |
CEQT.TO vs. TXF.TO - Expense Ratio Comparison
CEQT.TO has a 0.30% expense ratio, which is lower than TXF.TO's 0.71% expense ratio.
Dividends
CEQT.TO vs. TXF.TO - Dividend Comparison
CEQT.TO's dividend yield for the trailing twelve months is around 1.09%, less than TXF.TO's 11.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
TXF.TO CI Tech Giants Covered Call Common | 11.84% | 10.59% | 9.75% | 7.48% | 14.13% | 7.77% | 11.01% | 7.29% | 9.29% | 4.89% | 6.16% | 6.15% |
Frequently Asked Questions
CEQT.TO and TXF.TO have a correlation of 0.38, 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 0.71% for TXF.TO.
CEQT.TO is categorized as Diversified Portfolio, while TXF.TO is Technology Equities. Their fees differ too: 0.30% for CEQT.TO and 0.71% for TXF.TO.
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