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CIE.NEO vs. CYH.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CIE.NEO vs. CYH.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares International Fundamental Common Class (CIE.NEO) and iShares Global Monthly Dividend Index ETF (CAD-Hedged) (CYH.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, CIE.NEO achieves a 17.83% return, which is significantly higher than CYH.TO's 9.93% return. Over the past 10 years, CIE.NEO has outperformed CYH.TO with an annualized return of 11.89%, while CYH.TO has yielded a comparatively lower 8.22% annualized return.


CIE.NEO

1D
-0.39%
1M
6.26%
YTD
17.83%
6M
19.92%
1Y
39.49%
3Y*
25.09%
5Y*
15.50%
10Y*
11.89%

CYH.TO

1D
-0.78%
1M
0.38%
YTD
9.93%
6M
10.41%
1Y
22.80%
3Y*
16.71%
5Y*
8.48%
10Y*
8.22%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CIE.NEO vs. CYH.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CIE.NEO
iShares International Fundamental Common Class
17.83%34.92%12.83%15.59%-2.83%14.42%1.33%11.29%-8.19%16.74%
CYH.TO
iShares Global Monthly Dividend Index ETF (CAD-Hedged)
9.93%18.77%12.29%3.84%-2.47%23.43%-8.71%14.38%-6.21%13.16%

Correlation

The correlation between CIE.NEO and CYH.TO is 0.50, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.50

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

0.50

Correlation (5Y)
Calculated over the trailing 5-year period

0.52

Correlation (10Y)
Calculated over the trailing 10-year period

0.54

Correlation (All Time)
Calculated using the full available price history since Jan 5, 2009

0.51

The correlation between CIE.NEO and CYH.TO has been stable across timeframes, ranging from 0.50 to 0.54 - a consistent structural relationship.

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Return for Risk

CIE.NEO vs. CYH.TO — Risk / Return Rank

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

CIE.NEO
CIE.NEO Risk / Return Rank: 8282
Overall Rank
CIE.NEO Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
CIE.NEO Sortino Ratio Rank: 8686
Sortino Ratio Rank
CIE.NEO Omega Ratio Rank: 8787
Omega Ratio Rank
CIE.NEO Calmar Ratio Rank: 7272
Calmar Ratio Rank
CIE.NEO Martin Ratio Rank: 7777
Martin Ratio Rank

CYH.TO
CYH.TO Risk / Return Rank: 7575
Overall Rank
CYH.TO Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
CYH.TO Sortino Ratio Rank: 7171
Sortino Ratio Rank
CYH.TO Omega Ratio Rank: 6969
Omega Ratio Rank
CYH.TO Calmar Ratio Rank: 8181
Calmar Ratio Rank
CYH.TO Martin Ratio Rank: 8282
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.

CIE.NEO vs. CYH.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares International Fundamental Common Class (CIE.NEO) and iShares Global Monthly Dividend Index ETF (CAD-Hedged) (CYH.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.


CIE.NEOCYH.TODifference
Sharpe ratioReturn per unit of total volatility

+0.55

Sortino ratioReturn per unit of downside risk

+0.64

Omega ratioGain probability vs. loss probability

1.54

1.42

+0.12

Calmar ratioReturn relative to maximum drawdown

3.57

4.29

-0.71

Martin ratioReturn relative to average drawdown

14.78

16.45

-1.67

CIE.NEO vs. CYH.TO - Sharpe Ratio Comparison

The current CIE.NEO Sharpe Ratio is 2.85, which is comparable to the CYH.TO Sharpe Ratio of 2.30. The chart below compares the historical Sharpe Ratios of CIE.NEO and CYH.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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Sharpe Ratios by Period


CIE.NEOCYH.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.85

2.30

+0.55

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.13

0.63

+0.50

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

0.49

+0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.44

0.33

+0.11

Drawdowns

CIE.NEO vs. CYH.TO - Drawdown Comparison

The maximum CIE.NEO drawdown since its inception was -40.08%, smaller than the maximum CYH.TO drawdown of -61.48%. Use the drawdown chart below to compare losses from any high point for CIE.NEO and CYH.TO.


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Drawdown Indicators


CIE.NEOCYH.TODifference

Max Drawdown

Largest peak-to-trough decline

-40.08%

-61.48%

+21.40%

Max Drawdown (1Y)

Largest decline over 1 year

-11.10%

-5.34%

-5.76%

Max Drawdown (3Y)

Largest decline over 3 years

-15.44%

-12.13%

-3.31%

Max Drawdown (5Y)

Largest decline over 5 years

-20.55%

-17.67%

-2.88%

Max Drawdown (10Y)

Largest decline over 10 years

-40.08%

-42.30%

+2.22%

Current Drawdown

Current decline from peak

-0.39%

-1.55%

+1.16%

Average Drawdown

Average peak-to-trough decline

-7.13%

-9.94%

+2.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.68%

1.39%

+1.29%

Volatility

CIE.NEO vs. CYH.TO - Volatility Comparison

iShares International Fundamental Common Class (CIE.NEO) has a higher volatility of 4.85% compared to iShares Global Monthly Dividend Index ETF (CAD-Hedged) (CYH.TO) at 2.72%. This indicates that CIE.NEO's price experiences larger fluctuations and is considered to be riskier than CYH.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CIE.NEOCYH.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.85%

2.72%

+2.13%

Volatility (6M)

Calculated over the trailing 6-month period

11.56%

7.18%

+4.38%

Volatility (1Y)

Calculated over the trailing 1-year period

13.95%

9.96%

+3.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.85%

13.58%

+0.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.19%

17.02%

+1.17%

CIE.NEO vs. CYH.TO - Expense Ratio Comparison

CIE.NEO has a 0.73% expense ratio, which is higher than CYH.TO's 0.66% expense ratio.


Dividends

CIE.NEO vs. CYH.TO - Dividend Comparison

CIE.NEO's dividend yield for the trailing twelve months is around 2.12%, less than CYH.TO's 3.34% yield.


PositionTTM20252024202320222021202020192018201720162015
CIE.NEO
iShares International Fundamental Common Class
2.12%2.53%2.82%3.08%3.32%2.89%2.15%3.63%3.12%2.67%2.80%2.44%
CYH.TO
iShares Global Monthly Dividend Index ETF (CAD-Hedged)
3.34%3.77%4.33%4.68%4.72%3.89%4.51%4.01%3.98%3.03%3.39%3.84%

Frequently Asked Questions


CIE.NEO and CYH.TO have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, CYH.TO is cheaper at 0.66% per year. The better choice depends on whether you care most about return, fees, risk, or income.

CYH.TO is cheaper with a 0.66% expense ratio, compared with 0.73% for CIE.NEO.

CIE.NEO tracks FTSE RAFI Developed ex US 1000 Index, while CYH.TO tracks Morningstar Gbl GR CAD. Their fees differ too: 0.73% for CIE.NEO and 0.66% for CYH.TO.

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