GEQT.TO vs. XIU.TO
GEQT.TO (iShares ESG Equity ETF Portfolio) and XIU.TO (iShares S&P/TSX 60 Index ETF) are both exchange-traded funds - GEQT.TO is a Global Equities fund actively managed by iShares, while XIU.TO is a Canada Equities fund tracking the S&P/TSX 60 Index. GEQT.TO is actively managed, while XIU.TO is passively managed. Over the past 5 years, GEQT.TO returned 14.52%/yr vs 14.37%/yr for XIU.TO. A 0.63 correlation means they provide meaningful diversification when combined. GEQT.TO charges 0.25%/yr vs 0.18%/yr for XIU.TO.
Performance
GEQT.TO vs. XIU.TO - Performance Comparison
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Returns By Period
In the year-to-date period, GEQT.TO achieves a 14.67% return, which is significantly higher than XIU.TO's 10.14% return.
GEQT.TO
- 1D
- -0.42%
- 1M
- 8.79%
- YTD
- 14.67%
- 6M
- 12.80%
- 1Y
- 29.64%
- 3Y*
- 23.50%
- 5Y*
- 14.52%
- 10Y*
- —
XIU.TO
- 1D
- -0.87%
- 1M
- 3.47%
- YTD
- 10.14%
- 6M
- 12.10%
- 1Y
- 31.65%
- 3Y*
- 22.48%
- 5Y*
- 14.37%
- 10Y*
- 12.62%
GEQT.TO vs. XIU.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% |
XIU.TO iShares S&P/TSX 60 Index ETF | 10.14% | 28.89% | 20.73% | 11.85% | -6.35% | 28.06% | 7.63% |
Correlation
The correlation between GEQT.TO and XIU.TO is 0.71, 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 | 0.71 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.65 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.65 |
Correlation (All Time) Calculated using the full available price history since Sep 11, 2020 | 0.63 |
The correlation between GEQT.TO and XIU.TO has been stable across timeframes, ranging from 0.63 to 0.71 - a consistent structural relationship.
GEQT.TO vs. XIU.TO - Sectors Allocation Comparison
Sectors
GEQT.TO
XIU.TO
Technology
Financial Services
Industrials
Basic Materials
Consumer Cyclical
Healthcare
-
Communication Services
Real Estate
Consumer Defensive
Utilities
Energy
Technology
GEQT.TO
XIU.TO
Financial Services
GEQT.TO
XIU.TO
Industrials
GEQT.TO
XIU.TO
Basic Materials
GEQT.TO
XIU.TO
Consumer Cyclical
GEQT.TO
XIU.TO
Healthcare
GEQT.TO
XIU.TO
-
Communication Services
GEQT.TO
XIU.TO
Real Estate
GEQT.TO
XIU.TO
Consumer Defensive
GEQT.TO
XIU.TO
Utilities
GEQT.TO
XIU.TO
Energy
GEQT.TO
XIU.TO
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Return for Risk
GEQT.TO vs. XIU.TO — Risk / Return Rank
GEQT.TO
XIU.TO
GEQT.TO vs. XIU.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Equity ETF Portfolio (GEQT.TO) and iShares S&P/TSX 60 Index ETF (XIU.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 | XIU.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.54 | ||
| Sortino ratioReturn per unit of downside risk | -0.65 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.49 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 3.21 | 4.16 | -0.95 |
| Martin ratioReturn relative to average drawdown | 13.28 | 19.30 | -6.03 |
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 | XIU.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.17 | 2.71 | -0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.03 | 1.13 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.16 | 0.51 | +0.66 |
Drawdowns
GEQT.TO vs. XIU.TO - Drawdown Comparison
The maximum GEQT.TO drawdown since its inception was -23.64%, smaller than the maximum XIU.TO drawdown of -52.31%. Use the drawdown chart below to compare losses from any high point for GEQT.TO and XIU.TO.
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Drawdown Indicators
| GEQT.TO | XIU.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.64% | -52.31% | +28.67% |
Max Drawdown (1Y)Largest decline over 1 year | -9.29% | -7.65% | -1.64% |
Max Drawdown (3Y)Largest decline over 3 years | -17.01% | -12.36% | -4.65% |
Max Drawdown (5Y)Largest decline over 5 years | -23.64% | -16.36% | -7.28% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.46% | — |
Current DrawdownCurrent decline from peak | -0.42% | -0.87% | +0.45% |
Average DrawdownAverage peak-to-trough decline | -4.94% | -11.63% | +6.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.24% | 1.64% | +0.60% |
Volatility
GEQT.TO vs. XIU.TO - Volatility Comparison
iShares ESG Equity ETF Portfolio (GEQT.TO) has a higher volatility of 4.08% compared to iShares S&P/TSX 60 Index ETF (XIU.TO) at 3.28%. This indicates that GEQT.TO's price experiences larger fluctuations and is considered to be riskier than XIU.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 | XIU.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.08% | 3.28% | +0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 11.44% | 9.32% | +2.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.71% | 11.73% | +1.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.22% | 12.78% | +1.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.92% | 15.01% | -1.09% |
GEQT.TO vs. XIU.TO - Expense Ratio Comparison
GEQT.TO has a 0.25% expense ratio, which is higher than XIU.TO's 0.18% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
GEQT.TO vs. XIU.TO - Dividend Comparison
GEQT.TO's dividend yield for the trailing twelve months is around 1.10%, less than XIU.TO's 2.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GEQT.TO iShares ESG Equity ETF Portfolio | 1.10% | 1.25% | 1.38% | 1.58% | 1.82% | 1.32% | 0.87% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XIU.TO iShares S&P/TSX 60 Index ETF | 2.20% | 2.39% | 2.92% | 3.16% | 3.02% | 2.43% | 3.03% | 2.87% | 3.18% | 2.58% | 2.65% | 3.19% |
Frequently Asked Questions
GEQT.TO and XIU.TO have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XIU.TO is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XIU.TO is cheaper with a 0.18% expense ratio, compared with 0.25% for GEQT.TO.
GEQT.TO is categorized as Global Equities, while XIU.TO is Canada Equities. Their fees differ too: 0.25% for GEQT.TO and 0.18% for XIU.TO.
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