FCCNX vs. XEQT.TO
Compare and contrast key facts about Fidelity Advisor Canada Fund Class C (FCCNX) and iShares Core Equity ETF Portfolio (XEQT.TO).
FCCNX is managed by Fidelity. It was launched on May 2, 2007. XEQT.TO is an actively managed fund by iShares. It was launched on Aug 7, 2019.
Performance
FCCNX vs. XEQT.TO - Performance Comparison
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FCCNX vs. XEQT.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FCCNX Fidelity Advisor Canada Fund Class C | 0.03% | 24.54% | 8.02% | 13.45% | -7.16% | 25.48% | 3.30% | 8.89% |
XEQT.TO iShares Core Equity ETF Portfolio | -0.63% | 25.19% | 14.53% | 19.92% | -16.96% | 19.82% | 14.06% | 12.64% |
Different Trading Currencies
FCCNX is traded in USD, while XEQT.TO is traded in CAD. To make them comparable, the XEQT.TO values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, FCCNX achieves a 0.03% return, which is significantly higher than XEQT.TO's -3.40% return.
FCCNX
- 1D
- -0.21%
- 1M
- -6.98%
- YTD
- 0.03%
- 6M
- 4.50%
- 1Y
- 22.54%
- 3Y*
- 13.52%
- 5Y*
- 10.15%
- 10Y*
- 9.12%
XEQT.TO
- 1D
- 0.00%
- 1M
- -8.88%
- YTD
- -3.40%
- 6M
- -0.06%
- 1Y
- 20.74%
- 3Y*
- 15.91%
- 5Y*
- 8.90%
- 10Y*
- —
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FCCNX vs. XEQT.TO - Expense Ratio Comparison
FCCNX has a 1.90% expense ratio, which is higher than XEQT.TO's 0.20% expense ratio.
Return for Risk
FCCNX vs. XEQT.TO — Risk / Return Rank
FCCNX
XEQT.TO
FCCNX vs. XEQT.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Canada Fund Class C (FCCNX) 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.
| FCCNX | XEQT.TO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.49 | 1.25 | +0.24 |
Sortino ratioReturn per unit of downside risk | 2.06 | 1.80 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.27 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.09 | 1.77 | +0.32 |
Martin ratioReturn relative to average drawdown | 9.26 | 8.37 | +0.89 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FCCNX | XEQT.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 1.25 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.56 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.65 | -0.41 |
Correlation
The correlation between FCCNX and XEQT.TO is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FCCNX vs. XEQT.TO - Dividend Comparison
FCCNX's dividend yield for the trailing twelve months is around 4.69%, more than XEQT.TO's 1.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCCNX Fidelity Advisor Canada Fund Class C | 4.69% | 4.69% | 6.15% | 2.29% | 2.74% | 3.65% | 1.40% | 3.06% | 6.14% | 0.91% | 0.61% | 0.15% |
XEQT.TO iShares Core Equity ETF Portfolio | 1.66% | 1.66% | 2.01% | 2.07% | 2.12% | 1.64% | 1.66% | 1.19% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FCCNX vs. XEQT.TO - Drawdown Comparison
The maximum FCCNX drawdown since its inception was -58.44%, which is greater than XEQT.TO's maximum drawdown of -36.14%. Use the drawdown chart below to compare losses from any high point for FCCNX and XEQT.TO.
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Drawdown Indicators
| FCCNX | XEQT.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.44% | -29.74% | -28.70% |
Max Drawdown (1Y)Largest decline over 1 year | -10.13% | -11.78% | +1.65% |
Max Drawdown (5Y)Largest decline over 5 years | -21.39% | -19.56% | -1.83% |
Max Drawdown (10Y)Largest decline over 10 years | -39.97% | — | — |
Current DrawdownCurrent decline from peak | -7.68% | -5.08% | -2.60% |
Average DrawdownAverage peak-to-trough decline | -13.41% | -4.20% | -9.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 2.63% | -0.34% |
Volatility
FCCNX vs. XEQT.TO - Volatility Comparison
The current volatility for Fidelity Advisor Canada Fund Class C (FCCNX) is 4.34%, while iShares Core Equity ETF Portfolio (XEQT.TO) has a volatility of 5.27%. This indicates that FCCNX 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
| FCCNX | XEQT.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.34% | 5.27% | -0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 10.17% | 9.64% | +0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.54% | 16.68% | -1.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.94% | 16.01% | -0.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.48% | 18.72% | -1.24% |