FCR-UN.TO vs. XEQT.TO
Compare and contrast key facts about First Capital Real Estate Investment Trust (FCR-UN.TO) and iShares Core Equity ETF Portfolio (XEQT.TO).
XEQT.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Gbl GR CAD. It was launched on Aug 7, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCR-UN.TO or XEQT.TO.
Key characteristics
| FCR-UN.TO | XEQT.TO | |
|---|---|---|
| YTD Return | 24.66% | 16.60% |
| 1Y Return | 34.79% | 21.41% |
| 3Y Return (Ann) | 5.83% | 7.57% |
| 5Y Return (Ann) | 0.93% | 11.09% |
| Sharpe Ratio | 1.71 | 2.24 |
| Daily Std Dev | 22.68% | 10.04% |
| Max Drawdown | -63.96% | -29.74% |
| Current Drawdown | 0.00% | -0.09% |
Correlation
The correlation between FCR-UN.TO and XEQT.TO is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FCR-UN.TO vs. XEQT.TO - Performance Comparison
In the year-to-date period, FCR-UN.TO achieves a 24.66% return, which is significantly higher than XEQT.TO's 16.60% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
FCR-UN.TO vs. XEQT.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Capital Real Estate Investment Trust (FCR-UN.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.
Dividends
FCR-UN.TO vs. XEQT.TO - Dividend Comparison
FCR-UN.TO's dividend yield for the trailing twelve months is around 4.69%, more than XEQT.TO's 1.89% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCR-UN.TO First Capital Real Estate Investment Trust | 4.69% | 5.63% | 3.43% | 2.29% | 6.35% | 3.47% | 4.56% | 4.15% | 4.16% | 4.69% | 4.56% | 4.74% |
XEQT.TO iShares Core Equity ETF Portfolio | 1.89% | 2.09% | 2.14% | 1.65% | 1.68% | 1.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FCR-UN.TO vs. XEQT.TO - Drawdown Comparison
The maximum FCR-UN.TO drawdown since its inception was -63.96%, which is greater than XEQT.TO's maximum drawdown of -29.74%. Use the drawdown chart below to compare losses from any high point for FCR-UN.TO and XEQT.TO. For additional features, visit the drawdowns tool.
Volatility
FCR-UN.TO vs. XEQT.TO - Volatility Comparison
First Capital Real Estate Investment Trust (FCR-UN.TO) has a higher volatility of 4.53% compared to iShares Core Equity ETF Portfolio (XEQT.TO) at 4.12%. This indicates that FCR-UN.TO's price experiences larger fluctuations and is considered to be riskier than XEQT.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.