CEQT.TO vs. VALT.TO
CEQT.TO (CI Equity Asset Allocation ETF) and VALT.TO (CI Gold Bullion ETF) are both exchange-traded funds - CEQT.TO is a Diversified Portfolio fund actively managed by CI, while VALT.TO is a Gold fund tracking the No Index (Physical Commodity). CEQT.TO is actively managed, while VALT.TO is passively managed. Over the past 3 years, CEQT.TO returned 21.50%/yr vs 25.59%/yr for VALT.TO. Their 0.12 correlation means their historical movements had little consistent relationship. CEQT.TO charges 0.30%/yr vs 0.17%/yr for VALT.TO.
Performance
CEQT.TO vs. VALT.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 VALT.TO's -7.03% 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%
VALT.TO
- 1D
- -1.49%
- 1M
- -3.12%
- 6M
- -13.72%
- YTD
- -7.03%
- 1Y
- 18.13%
- 3Y*
- 25.59%
- 5Y*
- 15.89%
- 10Y*
- —
- ALL TIME*
- 13.88%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| CA$4.87K | CA$10.66K | CA$16.79K | |
VALT.TO CI Gold Bullion ETF | CA$249.71K | CA$225.55K | CA$326.67K |
CEQT.TO vs. VALT.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
CEQT.TO CI Equity Asset Allocation ETF | 13.51% | 18.84% | 27.38% | 6.47% |
VALT.TO CI Gold Bullion ETF | -7.03% | 60.46% | 25.58% | 1.81% |
Correlation
The correlation between CEQT.TO and VALT.TO is 0.21, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.21 |
Correlation (3Y) Balances recent behavior with more history. | 0.12 |
Correlation (All Time) Calculated using the full available price history since May 17, 2023 | 0.12 |
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Return for Risk
CEQT.TO vs. VALT.TO — Risk / Return Rank
CEQT.TO
VALT.TO
CEQT.TO vs. VALT.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 Gold Bullion ETF (VALT.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 | VALT.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.65 | ||
| Sortino ratioReturn per unit of downside risk | +2.71 | ||
| Omega ratioGain probability vs. loss probability | 1.73 | 1.15 | +0.58 |
| Calmar ratioReturn relative to maximum drawdown | 3.63 | 0.77 | +2.87 |
| Martin ratioReturn relative to average drawdown | 14.11 | 1.65 | +12.46 |
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Drawdowns
CEQT.TO vs. VALT.TO - Drawdown Comparison
The maximum CEQT.TO drawdown since its inception was -14.02%, smaller than the maximum VALT.TO drawdown of -27.07%. Use the drawdown chart below to compare losses from any high point for CEQT.TO and VALT.TO.
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Drawdown Indicators
| CEQT.TO | VALT.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.02% | -27.07% | +13.05% |
Max Drawdown (1Y)Largest decline over 1 year | -7.26% | -27.07% | +19.81% |
Max Drawdown (3Y)Largest decline over 3 years | -14.02% | -27.07% | +13.05% |
Max Drawdown (5Y)Largest decline over 5 years | — | -27.07% | — |
Current DrawdownCurrent decline from peak | -1.64% | -25.83% | +24.19% |
Average DrawdownAverage peak-to-trough decline | -1.17% | -6.32% | +5.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 12.55% | -10.69% |
Volatility
CEQT.TO vs. VALT.TO - Volatility Comparison
The current volatility for CI Equity Asset Allocation ETF (CEQT.TO) is 1.60%, while CI Gold Bullion ETF (VALT.TO) has a volatility of 6.01%. This indicates that CEQT.TO experiences smaller price fluctuations and is considered to be less risky than VALT.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 | VALT.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.60% | 6.01% | -4.41% |
Volatility (6M)Calculated over the trailing 6-month period | 8.72% | 21.25% | -12.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.07% | 28.27% | -17.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.93% | 18.65% | -5.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.93% | 18.21% | -5.28% |
CEQT.TO vs. VALT.TO - Expense Ratio Comparison
CEQT.TO has a 0.30% expense ratio, which is higher than VALT.TO's 0.17% expense ratio.
Dividends
CEQT.TO vs. VALT.TO - Dividend Comparison
CEQT.TO's dividend yield for the trailing twelve months is around 1.09%, while VALT.TO has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
CEQT.TO CI Equity Asset Allocation ETF | 1.09% | 1.25% | 1.82% | 1.06% |
VALT.TO CI Gold Bullion ETF | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CEQT.TO and VALT.TO have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, VALT.TO is cheaper at 0.17% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VALT.TO is cheaper with a 0.17% expense ratio, compared with 0.30% for CEQT.TO.
CEQT.TO is categorized as Diversified Portfolio, while VALT.TO is Gold. Their fees differ too: 0.30% for CEQT.TO and 0.17% for VALT.TO.
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