FEQT.NEO vs. XGRO.TO
FEQT.NEO (Fidelity All-in-One Equity ETF Fund) and XGRO.TO (iShares Core Growth ETF Portfolio) are both Diversified Portfolio funds. Both are actively managed. Over the past year, FEQT.NEO returned 25.84% vs 23.83% for XGRO.TO. Their correlation of 0.88 suggests significant overlap in exposure. FEQT.NEO charges 0.43%/yr vs 0.20%/yr for XGRO.TO.
Performance
FEQT.NEO vs. XGRO.TO - Performance Comparison
Loading charts...
Returns By Period
The year-to-date returns for both stocks are quite close, with FEQT.NEO having a 10.90% return and XGRO.TO slightly lower at 10.70%.
FEQT.NEO
- 1D
- 0.54%
- 1M
- 4.10%
- YTD
- 10.90%
- 6M
- 10.77%
- 1Y
- 25.84%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XGRO.TO
- 1D
- 0.29%
- 1M
- 5.00%
- YTD
- 10.70%
- 6M
- 8.71%
- 1Y
- 23.83%
- 3Y*
- 18.10%
- 5Y*
- 10.89%
- 10Y*
- 10.17%
FEQT.NEO vs. XGRO.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
FEQT.NEO Fidelity All-in-One Equity ETF Fund | 10.90% | 19.42% | 14.08% |
XGRO.TO iShares Core Growth ETF Portfolio | 10.70% | 15.59% | 10.64% |
Correlation
The correlation between FEQT.NEO and XGRO.TO is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since May 14, 2024 | 0.88 |
The correlation between FEQT.NEO and XGRO.TO has been stable across timeframes, ranging from 0.86 to 0.88 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
FEQT.NEO vs. XGRO.TO — Risk / Return Rank
FEQT.NEO
XGRO.TO
FEQT.NEO vs. XGRO.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity All-in-One Equity ETF Fund (FEQT.NEO) and iShares Core Growth ETF Portfolio (XGRO.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.
| FEQT.NEO | XGRO.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.14 | ||
| Sortino ratioReturn per unit of downside risk | +0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.42 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.12 | 3.36 | -0.24 |
| Martin ratioReturn relative to average drawdown | 13.53 | 14.92 | -1.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| FEQT.NEO | XGRO.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.36 | 2.22 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.99 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.83 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.79 | 0.36 | +1.44 |
Drawdowns
FEQT.NEO vs. XGRO.TO - Drawdown Comparison
The maximum FEQT.NEO drawdown since its inception was -13.24%, smaller than the maximum XGRO.TO drawdown of -47.97%. Use the drawdown chart below to compare losses from any high point for FEQT.NEO and XGRO.TO.
Loading charts...
Drawdown Indicators
| FEQT.NEO | XGRO.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.24% | -47.97% | +34.73% |
Max Drawdown (1Y)Largest decline over 1 year | -8.31% | -7.12% | -1.19% |
Max Drawdown (3Y)Largest decline over 3 years | — | -12.47% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.40% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -25.85% | — |
Current DrawdownCurrent decline from peak | -0.48% | 0.00% | -0.48% |
Average DrawdownAverage peak-to-trough decline | -1.45% | -8.49% | +7.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.91% | 1.60% | +0.31% |
Volatility
FEQT.NEO vs. XGRO.TO - Volatility Comparison
Fidelity All-in-One Equity ETF Fund (FEQT.NEO) has a higher volatility of 3.90% compared to iShares Core Growth ETF Portfolio (XGRO.TO) at 3.40%. This indicates that FEQT.NEO's price experiences larger fluctuations and is considered to be riskier than XGRO.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| FEQT.NEO | XGRO.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.90% | 3.40% | +0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 8.89% | 9.20% | -0.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.02% | 10.78% | +0.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.44% | 11.05% | +1.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.44% | 12.26% | +0.18% |
FEQT.NEO vs. XGRO.TO - Expense Ratio Comparison
FEQT.NEO has a 0.43% expense ratio, which is higher than XGRO.TO's 0.20% expense ratio.
Dividends
FEQT.NEO vs. XGRO.TO - Dividend Comparison
FEQT.NEO's dividend yield for the trailing twelve months is around 0.82%, less than XGRO.TO's 1.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEQT.NEO Fidelity All-in-One Equity ETF Fund | 0.82% | 0.91% | 0.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XGRO.TO iShares Core Growth ETF Portfolio | 1.75% | 1.92% | 1.98% | 2.22% | 1.86% | 1.66% | 1.94% | 2.21% | 7.42% | 2.04% | 2.65% | 2.15% |
Frequently Asked Questions
FEQT.NEO and XGRO.TO have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XGRO.TO is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XGRO.TO is cheaper with a 0.20% expense ratio, compared with 0.43% for FEQT.NEO.
They also come from different issuers: Fidelity and iShares. Their fees differ too: 0.43% for FEQT.NEO and 0.20% for XGRO.TO.
Find the right allocation for FEQT.NEO and XGRO.TO
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer