FGRO.NEO vs. XTR.TO
Compare and contrast key facts about Fidelity All-in-One Growth ETF (FGRO.NEO) and iShares Diversified Monthly Income ETF (XTR.TO).
FGRO.NEO and XTR.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FGRO.NEO is an actively managed fund by Fidelity. It was launched on Jan 21, 2021. XTR.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Can Neut Tgt Alloc NR CAD. It was launched on Dec 19, 2005.
Performance
FGRO.NEO vs. XTR.TO - Performance Comparison
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FGRO.NEO vs. XTR.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
FGRO.NEO Fidelity All-in-One Growth ETF | 1.81% | 17.00% | 25.97% | 16.92% | -6.29% | 16.51% |
XTR.TO iShares Diversified Monthly Income ETF | 2.82% | 5.04% | 12.59% | 4.85% | -4.61% | 8.12% |
Returns By Period
In the year-to-date period, FGRO.NEO achieves a 1.81% return, which is significantly lower than XTR.TO's 2.82% return.
FGRO.NEO
- 1D
- 0.81%
- 1M
- -3.27%
- YTD
- 1.81%
- 6M
- 3.61%
- 1Y
- 16.60%
- 3Y*
- 18.32%
- 5Y*
- 13.52%
- 10Y*
- —
XTR.TO
- 1D
- -0.08%
- 1M
- -1.64%
- YTD
- 2.82%
- 6M
- 0.63%
- 1Y
- 4.40%
- 3Y*
- 7.96%
- 5Y*
- 5.10%
- 10Y*
- 5.50%
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FGRO.NEO vs. XTR.TO - Expense Ratio Comparison
FGRO.NEO has a 0.42% expense ratio, which is lower than XTR.TO's 0.61% expense ratio.
Return for Risk
FGRO.NEO vs. XTR.TO — Risk / Return Rank
FGRO.NEO
XTR.TO
FGRO.NEO vs. XTR.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity All-in-One Growth ETF (FGRO.NEO) and iShares Diversified Monthly Income ETF (XTR.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.
| FGRO.NEO | XTR.TO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 0.62 | +0.79 |
Sortino ratioReturn per unit of downside risk | 1.90 | 0.81 | +1.09 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.14 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 0.72 | +1.00 |
Martin ratioReturn relative to average drawdown | 7.02 | 2.40 | +4.62 |
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
| FGRO.NEO | XTR.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 0.62 | +0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.30 | 0.80 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.66 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.28 | 0.37 | +0.91 |
Correlation
The correlation between FGRO.NEO and XTR.TO is 0.64, 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.
Dividends
FGRO.NEO vs. XTR.TO - Dividend Comparison
FGRO.NEO's dividend yield for the trailing twelve months is around 1.22%, less than XTR.TO's 4.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGRO.NEO Fidelity All-in-One Growth ETF | 1.22% | 1.24% | 1.09% | 1.39% | 4.58% | 0.94% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XTR.TO iShares Diversified Monthly Income ETF | 4.03% | 4.10% | 4.14% | 4.46% | 4.47% | 4.08% | 5.39% | 5.21% | 5.57% | 5.08% | 5.14% | 6.59% |
Drawdowns
FGRO.NEO vs. XTR.TO - Drawdown Comparison
The maximum FGRO.NEO drawdown since its inception was -15.23%, smaller than the maximum XTR.TO drawdown of -51.58%. Use the drawdown chart below to compare losses from any high point for FGRO.NEO and XTR.TO.
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Drawdown Indicators
| FGRO.NEO | XTR.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.23% | -51.58% | +36.35% |
Max Drawdown (1Y)Largest decline over 1 year | -9.71% | -5.90% | -3.81% |
Max Drawdown (5Y)Largest decline over 5 years | -15.23% | -9.87% | -5.36% |
Max Drawdown (10Y)Largest decline over 10 years | — | -25.93% | — |
Current DrawdownCurrent decline from peak | -3.91% | -1.64% | -2.27% |
Average DrawdownAverage peak-to-trough decline | -2.58% | -5.12% | +2.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.38% | 1.76% | +0.62% |
Volatility
FGRO.NEO vs. XTR.TO - Volatility Comparison
Fidelity All-in-One Growth ETF (FGRO.NEO) has a higher volatility of 4.87% compared to iShares Diversified Monthly Income ETF (XTR.TO) at 2.18%. This indicates that FGRO.NEO's price experiences larger fluctuations and is considered to be riskier than XTR.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGRO.NEO | XTR.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.87% | 2.18% | +2.69% |
Volatility (6M)Calculated over the trailing 6-month period | 7.78% | 4.72% | +3.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.82% | 7.08% | +4.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.49% | 6.38% | +4.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.46% | 8.37% | +2.09% |