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CRQ.NEO vs. ORBX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CRQ.NEO vs. ORBX - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares Canadian Fundamental Index ETF (CRQ.NEO) and Global X Space Tech ETF (ORBX). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

CRQ.NEO is traded in CAD, while ORBX is traded in USD. To make them comparable, the ORBX values have been converted to CAD using the latest available exchange rates.

Returns By Period


CRQ.NEO

1D
1.11%
1M
4.70%
YTD
17.22%
6M
20.22%
1Y
44.45%
3Y*
26.75%
5Y*
17.85%
10Y*
13.46%

ORBX

1D
3.24%
1M
31.66%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CRQ.NEO vs. ORBX - Yearly Performance Comparison


Correlation

The correlation between CRQ.NEO and ORBX is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Apr 16, 2026

0.20

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Return for Risk

CRQ.NEO vs. ORBX — Risk / Return Rank

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

CRQ.NEO
CRQ.NEO Risk / Return Rank: 9696
Overall Rank
CRQ.NEO Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
CRQ.NEO Sortino Ratio Rank: 9797
Sortino Ratio Rank
CRQ.NEO Omega Ratio Rank: 9898
Omega Ratio Rank
CRQ.NEO Calmar Ratio Rank: 9393
Calmar Ratio Rank
CRQ.NEO Martin Ratio Rank: 9595
Martin Ratio Rank

ORBX
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.

CRQ.NEO vs. ORBX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Canadian Fundamental Index ETF (CRQ.NEO) and Global X Space Tech ETF (ORBX). 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.


CRQ.NEOORBXDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

2.03

Calmar ratioReturn relative to maximum drawdown

6.53

Martin ratioReturn relative to average drawdown

31.92

CRQ.NEO vs. ORBX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


CRQ.NEOORBXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

4.55

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.45

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.83

Sharpe Ratio (All Time)

Calculated using the full available price history

0.69

6.18

-5.49

Drawdowns

CRQ.NEO vs. ORBX - Drawdown Comparison

The maximum CRQ.NEO drawdown since its inception was -41.75%, which is greater than ORBX's maximum drawdown of -17.86%. Use the drawdown chart below to compare losses from any high point for CRQ.NEO and ORBX.


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Drawdown Indicators


CRQ.NEOORBXDifference

Max Drawdown

Largest peak-to-trough decline

-41.75%

-17.86%

-23.89%

Max Drawdown (1Y)

Largest decline over 1 year

-6.84%

Max Drawdown (3Y)

Largest decline over 3 years

-11.70%

Max Drawdown (5Y)

Largest decline over 5 years

-15.82%

Max Drawdown (10Y)

Largest decline over 10 years

-41.75%

Current Drawdown

Current decline from peak

0.00%

-15.20%

+15.20%

Average Drawdown

Average peak-to-trough decline

-5.62%

-5.32%

-0.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.40%

Volatility

CRQ.NEO vs. ORBX - Volatility Comparison


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Volatility by Period


CRQ.NEOORBXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.13%

Volatility (6M)

Calculated over the trailing 6-month period

8.07%

Volatility (1Y)

Calculated over the trailing 1-year period

9.81%

77.50%

-67.69%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.42%

77.50%

-65.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.27%

77.50%

-61.23%

CRQ.NEO vs. ORBX - Expense Ratio Comparison

CRQ.NEO has a 0.72% expense ratio, which is higher than ORBX's 0.50% expense ratio.


Dividends

CRQ.NEO vs. ORBX - Dividend Comparison

CRQ.NEO's dividend yield for the trailing twelve months is around 1.87%, while ORBX has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
CRQ.NEO
iShares Canadian Fundamental Index ETF
1.87%2.18%2.72%2.97%2.90%2.17%2.98%2.71%2.46%1.91%1.89%3.09%
ORBX
Global X Space Tech ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


CRQ.NEO and ORBX have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ORBX is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ORBX is cheaper with a 0.50% expense ratio, compared with 0.72% for CRQ.NEO.

CRQ.NEO is categorized as Canada Equities, while ORBX is Aerospace & Defense. CRQ.NEO tracks FTSE RAFI Canada Index, while ORBX tracks Global X Space Tech Index. They also come from different issuers: iShares and Global X. Their fees differ too: 0.72% for CRQ.NEO and 0.50% for ORBX.

Portfolio Optimizer

Find the right allocation for CRQ.NEO and ORBX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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