LEAD.TO vs. CIE.NEO
LEAD.TO (Evolve Future Leadership Fund) and CIE.NEO (iShares International Fundamental Common Class) are both Global Equities funds. LEAD.TO is actively managed, while CIE.NEO is passively managed. Over the past 5 years, LEAD.TO returned 5.58%/yr vs 15.78%/yr for CIE.NEO. At a 0.26 correlation, their price movements are largely independent. LEAD.TO charges 0.92%/yr vs 0.73%/yr for CIE.NEO.
Performance
LEAD.TO vs. CIE.NEO - Performance Comparison
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Returns By Period
In the year-to-date period, LEAD.TO achieves a -4.13% return, which is significantly lower than CIE.NEO's 18.10% return.
LEAD.TO
- 1D
- -1.14%
- 1M
- 1.87%
- 6M
- -0.68%
- YTD
- -4.13%
- 1Y
- -3.93%
- 3Y*
- 18.17%
- 5Y*
- 5.58%
- 10Y*
- —
- ALL TIME*
- 8.63%
CIE.NEO
- 1D
- -0.10%
- 1M
- 0.54%
- 6M
- 13.13%
- YTD
- 18.10%
- 1Y
- 33.29%
- 3Y*
- 23.42%
- 5Y*
- 15.78%
- 10Y*
- 11.82%
- ALL TIME*
- 8.58%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| CA$139.00K | CA$169.43K | CA$163.96K | |
| CA$5.33K | CA$6.18K | CA$7.84K |
LEAD.TO vs. CIE.NEO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
LEAD.TO Evolve Future Leadership Fund | -4.13% | 12.13% | 38.23% | 34.98% | -34.79% | 14.98% | 7.95% |
CIE.NEO iShares International Fundamental Common Class | 18.10% | 34.92% | 12.83% | 15.59% | -2.83% | 14.42% | 13.26% |
Correlation
The correlation between LEAD.TO and CIE.NEO is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Sep 14, 2020 | 0.26 |
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Return for Risk
LEAD.TO vs. CIE.NEO — Risk / Return Rank
LEAD.TO
CIE.NEO
LEAD.TO vs. CIE.NEO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Evolve Future Leadership Fund (LEAD.TO) and iShares International Fundamental Common Class (CIE.NEO). 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.
| LEAD.TO | CIE.NEO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.44 | ||
| Sortino ratioReturn per unit of downside risk | -3.27 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.44 | -0.46 |
| Calmar ratioReturn relative to maximum drawdown | -0.15 | 3.03 | -3.17 |
| Martin ratioReturn relative to average drawdown | -0.33 | 12.15 | -12.47 |
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Drawdowns
LEAD.TO vs. CIE.NEO - Drawdown Comparison
The maximum LEAD.TO drawdown since its inception was -39.80%, roughly equal to the maximum CIE.NEO drawdown of -40.08%. Use the drawdown chart below to compare losses from any high point for LEAD.TO and CIE.NEO.
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Drawdown Indicators
| LEAD.TO | CIE.NEO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.80% | -40.08% | +0.28% |
Max Drawdown (1Y)Largest decline over 1 year | -22.65% | -11.10% | -11.55% |
Max Drawdown (3Y)Largest decline over 3 years | -22.65% | -15.44% | -7.21% |
Max Drawdown (5Y)Largest decline over 5 years | -39.80% | -20.55% | -19.25% |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.08% | — |
Current DrawdownCurrent decline from peak | -9.30% | -2.10% | -7.20% |
Average DrawdownAverage peak-to-trough decline | -13.81% | -7.09% | -6.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.12% | 2.76% | +7.36% |
Volatility
LEAD.TO vs. CIE.NEO - Volatility Comparison
Evolve Future Leadership Fund (LEAD.TO) has a higher volatility of 5.40% compared to iShares International Fundamental Common Class (CIE.NEO) at 3.05%. This indicates that LEAD.TO's price experiences larger fluctuations and is considered to be riskier than CIE.NEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LEAD.TO | CIE.NEO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.40% | 3.05% | +2.35% |
Volatility (6M)Calculated over the trailing 6-month period | 14.99% | 12.84% | +2.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.57% | 14.84% | +3.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.80% | 14.06% | +7.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.02% | 18.02% | +3.00% |
LEAD.TO vs. CIE.NEO - Expense Ratio Comparison
LEAD.TO has a 0.92% expense ratio, which is higher than CIE.NEO's 0.73% expense ratio.
Dividends
LEAD.TO vs. CIE.NEO - Dividend Comparison
LEAD.TO's dividend yield for the trailing twelve months is around 11.67%, more than CIE.NEO's 2.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIE.NEO iShares International Fundamental Common Class | 2.17% | 2.53% | 2.82% | 3.08% | 3.32% | 2.89% | 2.15% | 3.63% | 3.12% | 2.67% | 2.80% | 2.44% |
LEAD.TO Evolve Future Leadership Fund | 11.67% | 9.21% | 5.84% | 7.25% | 9.02% | 5.44% | 1.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
LEAD.TO and CIE.NEO have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CIE.NEO is cheaper at 0.73% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CIE.NEO is cheaper with a 0.73% expense ratio, compared with 0.92% for LEAD.TO.
They also come from different issuers: Evolve Funds Group Inc. and iShares. Their fees differ too: 0.92% for LEAD.TO and 0.73% for CIE.NEO.
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