GEQT.TO vs. BGIE.TO
GEQT.TO (iShares ESG Equity ETF Portfolio) and BGIE.TO (Brompton Global Infrastructure ETF) are both Global Equities funds. Both are actively managed. Over the past 5 years, GEQT.TO returned 14.52%/yr vs 14.47%/yr for BGIE.TO. At a 0.39 correlation, their price movements are largely independent. GEQT.TO charges 0.25%/yr vs 0.75%/yr for BGIE.TO.
Performance
GEQT.TO vs. BGIE.TO - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with GEQT.TO having a 14.67% return and BGIE.TO slightly lower at 14.42%.
GEQT.TO
- 1D
- -0.42%
- 1M
- 8.79%
- YTD
- 14.67%
- 6M
- 12.80%
- 1Y
- 29.64%
- 3Y*
- 23.50%
- 5Y*
- 14.52%
- 10Y*
- —
BGIE.TO
- 1D
- -0.23%
- 1M
- 0.20%
- YTD
- 14.42%
- 6M
- 14.28%
- 1Y
- 26.67%
- 3Y*
- 23.10%
- 5Y*
- 14.47%
- 10Y*
- —
GEQT.TO vs. BGIE.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
GEQT.TO iShares ESG Equity ETF Portfolio | 14.67% | 17.85% | 25.42% | 22.35% | -15.18% | 21.99% | 9.67% |
BGIE.TO Brompton Global Infrastructure ETF | 14.42% | 21.56% | 24.37% | 5.45% | -2.37% | 18.61% | 3.47% |
Correlation
The correlation between GEQT.TO and BGIE.TO is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.56 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.51 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Sep 11, 2020 | 0.39 |
The correlation between GEQT.TO and BGIE.TO shifts across timeframes, from 0.39 (all time) to 0.56 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
GEQT.TO vs. BGIE.TO — Risk / Return Rank
GEQT.TO
BGIE.TO
GEQT.TO vs. BGIE.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Equity ETF Portfolio (GEQT.TO) and Brompton Global Infrastructure ETF (BGIE.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.
| GEQT.TO | BGIE.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.35 | ||
| Sortino ratioReturn per unit of downside risk | +0.45 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.32 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 3.21 | 3.21 | 0.00 |
| Martin ratioReturn relative to average drawdown | 13.28 | 11.04 | +2.24 |
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
| GEQT.TO | BGIE.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.17 | 1.82 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.03 | 0.92 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.16 | 0.98 | +0.18 |
Drawdowns
GEQT.TO vs. BGIE.TO - Drawdown Comparison
The maximum GEQT.TO drawdown since its inception was -23.64%, which is greater than BGIE.TO's maximum drawdown of -18.24%. Use the drawdown chart below to compare losses from any high point for GEQT.TO and BGIE.TO.
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Drawdown Indicators
| GEQT.TO | BGIE.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.64% | -18.24% | -5.40% |
Max Drawdown (1Y)Largest decline over 1 year | -9.29% | -8.35% | -0.94% |
Max Drawdown (3Y)Largest decline over 3 years | -17.01% | -17.02% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -23.64% | -18.24% | -5.40% |
Current DrawdownCurrent decline from peak | -0.42% | -2.50% | +2.08% |
Average DrawdownAverage peak-to-trough decline | -4.94% | -4.45% | -0.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.24% | 2.42% | -0.18% |
Volatility
GEQT.TO vs. BGIE.TO - Volatility Comparison
The current volatility for iShares ESG Equity ETF Portfolio (GEQT.TO) is 4.08%, while Brompton Global Infrastructure ETF (BGIE.TO) has a volatility of 4.62%. This indicates that GEQT.TO experiences smaller price fluctuations and is considered to be less risky than BGIE.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GEQT.TO | BGIE.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.08% | 4.62% | -0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 11.44% | 11.54% | -0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.71% | 14.73% | -1.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.22% | 15.86% | -1.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.92% | 15.27% | -1.35% |
GEQT.TO vs. BGIE.TO - Expense Ratio Comparison
GEQT.TO has a 0.25% expense ratio, which is lower than BGIE.TO's 0.75% expense ratio.
Dividends
GEQT.TO vs. BGIE.TO - Dividend Comparison
GEQT.TO's dividend yield for the trailing twelve months is around 1.10%, less than BGIE.TO's 4.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
BGIE.TO Brompton Global Infrastructure ETF | 4.86% | 4.95% | 4.89% | 5.19% | 4.79% | 4.10% | 3.07% |
GEQT.TO iShares ESG Equity ETF Portfolio | 1.10% | 1.25% | 1.38% | 1.58% | 1.82% | 1.32% | 0.87% |
Frequently Asked Questions
GEQT.TO and BGIE.TO have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, GEQT.TO is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
GEQT.TO is cheaper with a 0.25% expense ratio, compared with 0.75% for BGIE.TO.
They also come from different issuers: iShares and Brompton. Their fees differ too: 0.25% for GEQT.TO and 0.75% for BGIE.TO.
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