LBETX vs. XEQT.TO
Compare and contrast key facts about LGM Risk Managed Total Return Fund (LBETX) and iShares Core Equity ETF Portfolio (XEQT.TO).
LBETX is managed by Blackrock. It was launched on Jun 11, 2017. XEQT.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Gbl GR CAD. It was launched on Aug 7, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LBETX or XEQT.TO.
Correlation
The correlation between LBETX and XEQT.TO is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
LBETX vs. XEQT.TO - Performance Comparison
Key characteristics
LBETX:
1.80
XEQT.TO:
2.26
LBETX:
2.56
XEQT.TO:
3.19
LBETX:
1.36
XEQT.TO:
1.41
LBETX:
1.29
XEQT.TO:
3.48
LBETX:
11.23
XEQT.TO:
15.83
LBETX:
0.92%
XEQT.TO:
1.46%
LBETX:
5.78%
XEQT.TO:
10.21%
LBETX:
-21.11%
XEQT.TO:
-29.74%
LBETX:
-0.52%
XEQT.TO:
-1.81%
Returns By Period
In the year-to-date period, LBETX achieves a 1.06% return, which is significantly lower than XEQT.TO's 2.88% return.
LBETX
1.06%
-0.35%
2.98%
9.03%
1.14%
N/A
XEQT.TO
2.88%
-0.37%
10.03%
21.51%
11.39%
N/A
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LBETX vs. XEQT.TO - Expense Ratio Comparison
LBETX has a 2.32% expense ratio, which is higher than XEQT.TO's 0.20% expense ratio.
Risk-Adjusted Performance
LBETX vs. XEQT.TO — Risk-Adjusted Performance Rank
LBETX
XEQT.TO
LBETX vs. XEQT.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for LGM Risk Managed Total Return Fund (LBETX) 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.
Dividends
LBETX vs. XEQT.TO - Dividend Comparison
LBETX's dividend yield for the trailing twelve months is around 0.90%, less than XEQT.TO's 1.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
LBETX LGM Risk Managed Total Return Fund | 0.90% | 0.91% | 0.00% | 0.00% | 0.00% | 0.68% | 0.17% |
XEQT.TO iShares Core Equity ETF Portfolio | 1.97% | 2.03% | 2.09% | 2.14% | 1.65% | 1.68% | 1.20% |
Drawdowns
LBETX vs. XEQT.TO - Drawdown Comparison
The maximum LBETX drawdown since its inception was -21.11%, smaller than the maximum XEQT.TO drawdown of -29.74%. Use the drawdown chart below to compare losses from any high point for LBETX and XEQT.TO. For additional features, visit the drawdowns tool.
Volatility
LBETX vs. XEQT.TO - Volatility Comparison
The current volatility for LGM Risk Managed Total Return Fund (LBETX) is 1.21%, while iShares Core Equity ETF Portfolio (XEQT.TO) has a volatility of 2.88%. This indicates that LBETX experiences smaller price fluctuations and is considered to be less risky than XEQT.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.