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HEQT.TO vs. TEQT.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HEQT.TO vs. TEQT.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Horizons All-Equity Asset Allocation ETF (HEQT.TO) and TD All-Equity ETF Portfolio (TEQT.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, HEQT.TO achieves a 14.13% return, which is significantly higher than TEQT.TO's 12.34% return.


HEQT.TO

1D
0.50%
1M
6.41%
YTD
14.13%
6M
13.38%
1Y
32.17%
3Y*
25.88%
5Y*
16.89%
10Y*

TEQT.TO

1D
0.67%
1M
5.89%
YTD
12.34%
6M
11.77%
1Y
30.84%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

HEQT.TO vs. TEQT.TO - Yearly Performance Comparison


2026 (YTD)2025
HEQT.TO
Horizons All-Equity Asset Allocation ETF
14.13%26.43%
TEQT.TO
TD All-Equity ETF Portfolio
12.34%27.04%

Correlation

The correlation between HEQT.TO and TEQT.TO is 0.94, 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

0.94

Correlation (All Time)
Calculated using the full available price history since Apr 16, 2025

0.93

The correlation between HEQT.TO and TEQT.TO has been stable across timeframes, ranging from 0.93 to 0.94 - a consistent structural relationship.

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Return for Risk

HEQT.TO vs. TEQT.TO — Risk / Return Rank

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

HEQT.TO
HEQT.TO Risk / Return Rank: 8282
Overall Rank
HEQT.TO Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
HEQT.TO Sortino Ratio Rank: 8484
Sortino Ratio Rank
HEQT.TO Omega Ratio Rank: 8484
Omega Ratio Rank
HEQT.TO Calmar Ratio Rank: 7676
Calmar Ratio Rank
HEQT.TO Martin Ratio Rank: 8383
Martin Ratio Rank

TEQT.TO
TEQT.TO Risk / Return Rank: 8484
Overall Rank
TEQT.TO Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
TEQT.TO Sortino Ratio Rank: 8787
Sortino Ratio Rank
TEQT.TO Omega Ratio Rank: 8686
Omega Ratio Rank
TEQT.TO Calmar Ratio Rank: 8080
Calmar Ratio Rank
TEQT.TO Martin Ratio Rank: 8383
Martin Ratio Rank
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.

HEQT.TO vs. TEQT.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Horizons All-Equity Asset Allocation ETF (HEQT.TO) and TD All-Equity ETF Portfolio (TEQT.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.


HEQT.TOTEQT.TODifference
Sharpe ratioReturn per unit of total volatility

-0.09

Sortino ratioReturn per unit of downside risk

-0.14

Omega ratioGain probability vs. loss probability

1.51

1.52

-0.02

Calmar ratioReturn relative to maximum drawdown

3.81

4.07

-0.26

Martin ratioReturn relative to average drawdown

16.80

16.73

+0.07

HEQT.TO vs. TEQT.TO - Sharpe Ratio Comparison

The current HEQT.TO Sharpe Ratio is 2.70, which is comparable to the TEQT.TO Sharpe Ratio of 2.79. The chart below compares the historical Sharpe Ratios of HEQT.TO and TEQT.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


HEQT.TOTEQT.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.70

2.79

-0.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.11

Sharpe Ratio (All Time)

Calculated using the full available price history

1.06

3.04

-1.98

Drawdowns

HEQT.TO vs. TEQT.TO - Drawdown Comparison

The maximum HEQT.TO drawdown since its inception was -31.82%, which is greater than TEQT.TO's maximum drawdown of -7.62%. Use the drawdown chart below to compare losses from any high point for HEQT.TO and TEQT.TO.


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Drawdown Indicators


HEQT.TOTEQT.TODifference

Max Drawdown

Largest peak-to-trough decline

-31.82%

-7.62%

-24.20%

Max Drawdown (1Y)

Largest decline over 1 year

-8.49%

-7.62%

-0.87%

Max Drawdown (3Y)

Largest decline over 3 years

-15.33%

Max Drawdown (5Y)

Largest decline over 5 years

-24.25%

Current Drawdown

Current decline from peak

-0.08%

0.00%

-0.08%

Average Drawdown

Average peak-to-trough decline

-4.28%

-1.00%

-3.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.92%

1.85%

+0.07%

Volatility

HEQT.TO vs. TEQT.TO - Volatility Comparison

Horizons All-Equity Asset Allocation ETF (HEQT.TO) has a higher volatility of 3.48% compared to TD All-Equity ETF Portfolio (TEQT.TO) at 3.02%. This indicates that HEQT.TO's price experiences larger fluctuations and is considered to be riskier than TEQT.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HEQT.TOTEQT.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.48%

3.02%

+0.46%

Volatility (6M)

Calculated over the trailing 6-month period

9.68%

8.82%

+0.86%

Volatility (1Y)

Calculated over the trailing 1-year period

11.96%

11.11%

+0.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.33%

12.17%

+3.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.16%

12.17%

+4.99%

HEQT.TO vs. TEQT.TO - Expense Ratio Comparison

HEQT.TO has a 0.20% expense ratio, which is higher than TEQT.TO's 0.17% 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

HEQT.TO vs. TEQT.TO - Dividend Comparison

HEQT.TO's dividend yield for the trailing twelve months is around 1.61%, more than TEQT.TO's 1.30% yield.


PositionTTM2025202420232022202120202019
HEQT.TO
Horizons All-Equity Asset Allocation ETF
1.61%1.70%3.22%7.85%7.31%0.48%1.40%0.22%
TEQT.TO
TD All-Equity ETF Portfolio
1.30%1.14%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.94, HEQT.TO and TEQT.TO move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, TEQT.TO is cheaper at 0.17% per year. The better choice depends on whether you care most about return, fees, risk, or income.

TEQT.TO is cheaper with a 0.17% expense ratio, compared with 0.20% for HEQT.TO.

They also come from different issuers: Horizons and TD. Their fees differ too: 0.20% for HEQT.TO and 0.17% for TEQT.TO.

Portfolio Optimizer

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