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EGIF.TO vs. XEQT.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

EGIF.TO vs. XEQT.TO

Last updated Jun 4, 2026

EGIF.TO (Exemplar Growth and Income Fund) and XEQT.TO (iShares Core Equity ETF Portfolio) are both exchange-traded funds - EGIF.TO is a fund fund, while XEQT.TO is a Global Equities fund actively managed by iShares. Over the past 5 years, EGIF.TO returned 7.63%/yr vs 13.72%/yr for XEQT.TO. At a 0.08 correlation, their price movements are largely independent.

Performance

EGIF.TO vs. XEQT.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Exemplar Growth and Income Fund (EGIF.TO) and iShares Core Equity ETF Portfolio (XEQT.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, EGIF.TO achieves a 14.47% return, which is significantly higher than XEQT.TO's 12.29% return.

EGIF.TO

1D
0.00%
1M
2.61%
YTD
14.47%
6M
14.78%
1Y
31.15%
3Y*
15.42%
5Y*
7.63%
10Y*
—

XEQT.TO

1D
-0.56%
1M
5.98%
YTD
12.29%
6M
11.20%
1Y
29.24%
3Y*
21.78%
5Y*
13.72%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

EGIF.TO vs. XEQT.TO - Yearly Performance Comparison

2026 (YTD)2025202420232022202120202019
EGIF.TO
Exemplar Growth and Income Fund		14.47%15.83%14.66%-1.77%-8.22%17.42%7.67%0.05%
XEQT.TO
iShares Core Equity ETF Portfolio		12.29%19.47%24.36%17.25%-11.01%18.94%11.82%9.89%

Correlation

The correlation between EGIF.TO and XEQT.TO is -0.00, 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

-0.00

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

0.04

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

0.05

Correlation (All Time)
Calculated using the full available price history since Aug 15, 2019

0.08

EGIF.TO vs. XEQT.TO - Sectors Allocation Comparison

Sectors
EGIF.TO
XEQT.TO

Basic Materials

15.9%
7.3%

Financial Services

14.8%
20.3%

Industrials

13.4%
12.1%

Energy

12.6%
7.2%

Technology

9.3%
22.9%

Healthcare

8.4%
6.6%

Real Estate

7.8%
2.2%

Consumer Cyclical

5.4%
7.8%

Utilities

5.2%
2.8%

Consumer Defensive

4.1%
4.4%

Communication Services

3.0%
6.4%

Basic Materials

EGIF.TO
15.9%
XEQT.TO
7.3%

Financial Services

EGIF.TO
14.8%
XEQT.TO
20.3%

Industrials

EGIF.TO
13.4%
XEQT.TO
12.1%

Energy

EGIF.TO
12.6%
XEQT.TO
7.2%

Technology

EGIF.TO
9.3%
XEQT.TO
22.9%

Healthcare

EGIF.TO
8.4%
XEQT.TO
6.6%

Real Estate

EGIF.TO
7.8%
XEQT.TO
2.2%

Consumer Cyclical

EGIF.TO
5.4%
XEQT.TO
7.8%

Utilities

EGIF.TO
5.2%
XEQT.TO
2.8%

Consumer Defensive

EGIF.TO
4.1%
XEQT.TO
4.4%

Communication Services

EGIF.TO
3.0%
XEQT.TO
6.4%

Compare stocks, funds, or ETFs

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Exemplar Growth and Income Fund

iShares Core Equity ETF Portfolio

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Return for Risk

EGIF.TO vs. XEQT.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
EGIF.TO
EGIF.TO Risk / Return Rank: 9595
Overall Rank
EGIF.TO Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
EGIF.TO Sortino Ratio Rank: 9999
Sortino Ratio Rank
EGIF.TO Omega Ratio Rank: 100100
Omega Ratio Rank
EGIF.TO Calmar Ratio Rank: 9999
Calmar Ratio Rank
EGIF.TO Martin Ratio Rank: 9999
Martin Ratio Rank
XEQT.TO
XEQT.TO Risk / Return Rank: 7575
Overall Rank
XEQT.TO Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
XEQT.TO Sortino Ratio Rank: 7676
Sortino Ratio Rank
XEQT.TO Omega Ratio Rank: 7676
Omega Ratio Rank
XEQT.TO Calmar Ratio Rank: 7070
Calmar Ratio Rank
XEQT.TO Martin Ratio Rank: 7878
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.

EGIF.TO vs. XEQT.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Exemplar Growth and Income Fund (EGIF.TO) and iShares Core Equity ETF Portfolio (XEQT.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.

EGIF.TOXEQT.TODifference
Sharpe ratioReturn per unit of total volatility
2.62
2.53

+0.09

Sortino ratioReturn per unit of downside risk
18.11
3.49

+14.62

Omega ratioGain probability vs. loss probability

11.96

1.47

+10.49

Calmar ratioReturn relative to maximum drawdown

23.92

3.56

+20.36

Martin ratioReturn relative to average drawdown

91.14

15.50

+75.64

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EGIF.TO vs. XEQT.TO - Sharpe Ratio Comparison

The current EGIF.TO Sharpe Ratio is 2.62, which is comparable to the XEQT.TO Sharpe Ratio of 2.53. The chart below compares the historical Sharpe Ratios of EGIF.TO and XEQT.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

EGIF.TOXEQT.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.62

2.53

+0.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.94

1.05

-0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.99

0.95

+0.04

Drawdowns

EGIF.TO vs. XEQT.TO - Drawdown Comparison

The maximum EGIF.TO drawdown since its inception was -15.10%, smaller than the maximum XEQT.TO drawdown of -29.74%. Use the drawdown chart below to compare losses from any high point for EGIF.TO and XEQT.TO.

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Drawdown Indicators

EGIF.TOXEQT.TODifference

Max Drawdown

Largest peak-to-trough decline

-15.10%

-29.74%

+14.64%

Max Drawdown (1Y)

Largest decline over 1 year

-1.31%

-8.25%

+6.94%

Max Drawdown (3Y)

Largest decline over 3 years

-4.00%

-15.08%

+11.08%

Max Drawdown (5Y)

Largest decline over 5 years

-15.10%

-19.56%

+4.46%

Current Drawdown

Current decline from peak

0.00%

-0.56%

+0.56%

Average Drawdown

Average peak-to-trough decline

-3.44%

-4.11%

+0.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.34%

1.89%

-1.55%

Volatility

EGIF.TO vs. XEQT.TO - Volatility Comparison

The current volatility for Exemplar Growth and Income Fund (EGIF.TO) is 1.45%, while iShares Core Equity ETF Portfolio (XEQT.TO) has a volatility of 3.70%. This indicates that EGIF.TO experiences smaller price fluctuations and is considered to be less risky than XEQT.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

EGIF.TOXEQT.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

1.45%

3.70%

-2.25%

Volatility (6M)

Calculated over the trailing 6-month period

7.64%

9.38%

-1.74%

Volatility (1Y)

Calculated over the trailing 1-year period

11.96%

11.63%

+0.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.13%

13.12%

-4.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.40%

15.56%

-7.16%

Dividends

EGIF.TO vs. XEQT.TO - Dividend Comparison

EGIF.TO's dividend yield for the trailing twelve months is around 2.90%, more than XEQT.TO's 1.48% yield.

PositionTTM20252024202320222021202020192018
EGIF.TO
Exemplar Growth and Income Fund		2.90%3.27%3.66%4.27%4.57%2.66%2.86%2.89%0.75%
XEQT.TO
iShares Core Equity ETF Portfolio		1.48%1.66%2.01%2.07%2.12%1.64%1.66%1.19%0.00%

Frequently Asked Questions

EGIF.TO and XEQT.TO have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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