FTU.TO vs. XEQT.TO

Last updated Jun 6, 2026

FTU.TO (US Financial 15 Split Corp) is a stock, while XEQT.TO (iShares Core Equity ETF Portfolio) is Global Equities fund actively managed by iShares. At a correlation of -0.09, they often move in opposite directions.

Performance

FTU.TO vs. XEQT.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in US Financial 15 Split Corp (FTU.TO) and iShares Core Equity ETF Portfolio (XEQT.TO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, FTU.TO achieves a -10.34% return, which is significantly lower than XEQT.TO's 10.25% return.

FTU.TO

• 1D: 0.00%
• 1M: -13.33%
• YTD: -10.34%
• 6M: -0.00%
• 1Y: 15.56%
• 3Y*: 45.16%
• 5Y*: 8.18%
• 10Y*: 4.75%

XEQT.TO

• 1D: -2.62%
• 1M: 1.43%
• YTD: 10.25%
• 6M: 9.51%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

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

	2026 (YTD)	2025
FTU.TO US Financial 15 Split Corp	-10.34%	28.89%
XEQT.TO iShares Core Equity ETF Portfolio	10.25%	14.62%

Correlation

The correlation between FTU.TO and XEQT.TO is -0.09, 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 (All Time) Calculated using the full available price history since Jun 9, 2025	-0.09

Return for Risk

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

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FTU.TO

FTU.TO Risk / Return Rank: 54
FTU.TO Sharpe Ratio Rank: 50
FTU.TO Sortino Ratio Rank: 52
FTU.TO Omega Ratio Rank: 67
FTU.TO Calmar Ratio Rank: 51
FTU.TO Martin Ratio Rank: 51

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.

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

This table presents a comparison of risk-adjusted performance metrics for US Financial 15 Split Corp (FTU.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.

	FTU.TO	XEQT.TO	Difference
Sharpe ratio: Return per unit of total volatility	0.19	—	—
Sortino ratio: Return per unit of downside risk	0.89	—	—
Omega ratio: Gain probability vs. loss probability	1.20	—	—
Calmar ratio: Return relative to maximum drawdown	0.34	—	—
Martin ratio: Return relative to average drawdown	0.82	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	FTU.TO	XEQT.TO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.19	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.09	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.05	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.16	2.23	-2.38

Drawdowns

FTU.TO vs. XEQT.TO - Drawdown Comparison

The maximum FTU.TO drawdown since its inception was -99.63%, which is greater than XEQT.TO's maximum drawdown of -8.25%. Use the drawdown chart below to compare losses from any high point for FTU.TO and XEQT.TO.

Drawdown Indicators

	FTU.TO	XEQT.TO	Difference
Max Drawdown Largest peak-to-trough decline	-99.63%	-8.25%	-91.38%
Max Drawdown (1Y) Largest decline over 1 year	-45.65%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-48.57%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-73.50%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-94.32%	—	—
Current Drawdown Current decline from peak	-97.76%	-2.62%	-95.14%
Average Drawdown Average peak-to-trough decline	-94.51%	-1.04%	-93.47%
Ulcer Index Depth and duration of drawdowns from previous peaks	19.07%	—	—

Volatility

Volatility by Period

	FTU.TO	XEQT.TO	Difference
Volatility (1M) Calculated over the trailing 1-month period	14.34%	—	—
Volatility (6M) Calculated over the trailing 6-month period	58.08%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	83.50%	11.98%	+71.52%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	94.04%	11.98%	+82.06%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	99.89%	11.98%	+87.91%

Dividends

FTU.TO vs. XEQT.TO - Dividend Comparison

FTU.TO has not paid dividends to shareholders, while XEQT.TO's dividend yield for the trailing twelve months is around 1.51%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
FTU.TO US Financial 15 Split Corp	0.00%	0.00%	0.00%	0.00%	15.99%	40.00%	0.00%	0.00%	25.65%
XEQT.TO iShares Core Equity ETF Portfolio	1.51%	1.66%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both FTU.TO and XEQT.TO in my portfolio?

FTU.TO and XEQT.TO have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.