IQD.TO vs. CEQT.TO
IQD.TO (CI International Quality Dividend Growth Index ETF) and CEQT.TO (CI Equity Asset Allocation ETF) are both exchange-traded funds - IQD.TO is a Dividend fund managed by CI, while CEQT.TO is a Diversified Portfolio fund actively managed by CI. Over the past 3 years, IQD.TO returned 10.30%/yr vs 22.66%/yr for CEQT.TO. At a 0.26 correlation, their price movements are largely independent.
Performance
IQD.TO vs. CEQT.TO - Performance Comparison
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Returns By Period
In the year-to-date period, IQD.TO achieves a 8.20% return, which is significantly lower than CEQT.TO's 14.27% return.
IQD.TO
- 1D
- 0.23%
- 1M
- 2.60%
- YTD
- 8.20%
- 6M
- 7.85%
- 1Y
- 16.35%
- 3Y*
- 10.30%
- 5Y*
- 6.87%
- 10Y*
- —
CEQT.TO
- 1D
- 0.43%
- 1M
- 1.75%
- YTD
- 14.27%
- 6M
- 13.93%
- 1Y
- 29.87%
- 3Y*
- 22.66%
- 5Y*
- —
- 10Y*
- —
IQD.TO vs. CEQT.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IQD.TO CI International Quality Dividend Growth Index ETF | 8.20% | 12.84% | 4.33% | 4.66% |
CEQT.TO CI Equity Asset Allocation ETF | 14.27% | 18.84% | 27.38% | 6.47% |
Correlation
The correlation between IQD.TO and CEQT.TO is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since May 17, 2023 | 0.26 |
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Return for Risk
IQD.TO vs. CEQT.TO — Risk / Return Rank
IQD.TO
CEQT.TO
IQD.TO vs. CEQT.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CI International Quality Dividend Growth Index ETF (IQD.TO) and CI Equity Asset Allocation ETF (CEQT.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IQD.TO | CEQT.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.60 | ||
| Sortino ratioReturn per unit of downside risk | -2.61 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.88 | -0.66 |
| Calmar ratioReturn relative to maximum drawdown | 1.59 | 4.15 | -2.56 |
| Martin ratioReturn relative to average drawdown | 5.68 | 16.41 | -10.72 |
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Drawdowns
IQD.TO vs. CEQT.TO - Drawdown Comparison
The maximum IQD.TO drawdown since its inception was -30.69%, which is greater than CEQT.TO's maximum drawdown of -14.02%. Use the drawdown chart below to compare losses from any high point for IQD.TO and CEQT.TO.
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Drawdown Indicators
| IQD.TO | CEQT.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.69% | -14.02% | -16.67% |
Max Drawdown (1Y)Largest decline over 1 year | -10.31% | -7.26% | -3.05% |
Max Drawdown (3Y)Largest decline over 3 years | -18.94% | -14.02% | -4.92% |
Max Drawdown (5Y)Largest decline over 5 years | -20.52% | — | — |
Current DrawdownCurrent decline from peak | -0.31% | -0.44% | +0.13% |
Average DrawdownAverage peak-to-trough decline | -4.13% | -1.18% | -2.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 1.83% | +1.05% |
Volatility
IQD.TO vs. CEQT.TO - Volatility Comparison
CI International Quality Dividend Growth Index ETF (IQD.TO) and CI Equity Asset Allocation ETF (CEQT.TO) have volatilities of 4.32% and 4.14%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IQD.TO | CEQT.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.32% | 4.14% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 12.53% | 9.22% | +3.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.42% | 11.02% | +3.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.20% | 13.08% | +2.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.41% | 13.08% | +2.33% |
Dividends
IQD.TO vs. CEQT.TO - Dividend Comparison
IQD.TO's dividend yield for the trailing twelve months is around 2.37%, more than CEQT.TO's 1.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
CEQT.TO CI Equity Asset Allocation ETF | 1.09% | 1.25% | 1.82% | 1.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IQD.TO CI International Quality Dividend Growth Index ETF | 2.37% | 3.08% | 1.38% | 1.66% | 4.21% | 2.19% | 1.24% | 1.79% | 2.10% | 1.12% | 0.48% |
Frequently Asked Questions
IQD.TO and CEQT.TO have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IQD.TO is categorized as Dividend, while CEQT.TO is Diversified Portfolio.
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