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LONG.TO vs. ONEQ.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

LONG.TO vs. ONEQ.TO

Last updated Jul 22, 2026
Documentation

LONG.TO (CI Global Longevity Economy Fund) and ONEQ.TO (CI Global Core Plus Equity ETF) are both exchange-traded funds - LONG.TO is a Health & Biotech Equities fund actively managed by CI, while ONEQ.TO is a Global Equities fund actively managed by CI. Both are actively managed. Over the past 5 years, LONG.TO returned 9.82%/yr vs 13.10%/yr for ONEQ.TO. At a 0.41 correlation, their price movements are largely independent.

Performance

LONG.TO vs. ONEQ.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in CI Global Longevity Economy Fund (LONG.TO) and CI Global Core Plus Equity ETF (ONEQ.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, LONG.TO achieves a 6.98% return, which is significantly lower than ONEQ.TO's 13.96% return.

LONG.TO

1D
0.55%
1M
-1.22%
6M
7.45%
YTD
6.98%
1Y
19.84%
3Y*
16.03%
5Y*
9.82%
10Y*
—
ALL TIME*
13.17%

ONEQ.TO

1D
-1.11%
1M
-0.19%
6M
11.04%
YTD
13.96%
1Y
25.72%
3Y*
20.30%
5Y*
13.10%
10Y*
11.86%
ALL TIME*
11.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LONG.TO vs. ONEQ.TO - Yearly Performance Comparison

2026 (YTD)202520242023202220212020
LONG.TO
CI Global Longevity Economy Fund		6.98%6.19%25.86%19.50%-9.01%11.77%22.32%
ONEQ.TO
CI Global Core Plus Equity ETF		13.96%17.62%22.45%19.07%-10.74%21.65%19.03%

Correlation

The correlation between LONG.TO and ONEQ.TO is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.39

Correlation (3Y)
Calculated over the trailing 3-year period

0.41

Correlation (5Y)
Calculated over the trailing 5-year period

0.45

Correlation (All Time)
Calculated using the full available price history since Jun 17, 2020

0.41

LONG.TO vs. ONEQ.TO - Sectors Allocation Comparison

Sectors
LONG.TO
ONEQ.TO

Healthcare

45.1%
5.4%

Technology

32.4%
30.9%

Communication Services

10.9%
6.5%

Consumer Cyclical

7.3%
7.1%

Financial Services

4.4%
14.3%

Basic Materials

-

6.0%

Consumer Defensive

-

5.2%

Energy

-

9.8%

Industrials

-

9.8%

Real Estate

-

3.0%

Utilities

-

2.1%

Healthcare

LONG.TO
45.1%
ONEQ.TO
5.4%

Technology

LONG.TO
32.4%
ONEQ.TO
30.9%

Communication Services

LONG.TO
10.9%
ONEQ.TO
6.5%

Consumer Cyclical

LONG.TO
7.3%
ONEQ.TO
7.1%

Financial Services

LONG.TO
4.4%
ONEQ.TO
14.3%

Basic Materials

LONG.TO

-

ONEQ.TO
6.0%

Consumer Defensive

LONG.TO

-

ONEQ.TO
5.2%

Energy

LONG.TO

-

ONEQ.TO
9.8%

Industrials

LONG.TO

-

ONEQ.TO
9.8%

Real Estate

LONG.TO

-

ONEQ.TO
3.0%

Utilities

LONG.TO

-

ONEQ.TO
2.1%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

CI Global Longevity Economy Fund

CI Global Core Plus Equity ETF

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LONG.TO vs. HHL.TOLONG.TO vs. LMAX.TOLONG.TO vs. ZHU.TOLONG.TO vs. CIC.TOLONG.TO vs. XHC.TOLONG.TO vs. EHE.TOLONG.TO vs. VXM-B.TO
Often compared with ONEQ.TO:
ONEQ.TO vs. VDU.TOONEQ.TO vs. ESGG.TOONEQ.TO vs. VVO.TOONEQ.TO vs. XML.TOONEQ.TO vs. CMNY.TOONEQ.TO vs. GEQT.TOONEQ.TO vs. CIE.NEO

Return for Risk

LONG.TO vs. ONEQ.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
LONG.TO
LONG.TO Risk / Return Rank: 3838
Overall Rank
LONG.TO Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
LONG.TO Sortino Ratio Rank: 4040
Sortino Ratio Rank
LONG.TO Omega Ratio Rank: 4141
Omega Ratio Rank
LONG.TO Calmar Ratio Rank: 3232
Calmar Ratio Rank
LONG.TO Martin Ratio Rank: 3838
Martin Ratio Rank
ONEQ.TO
ONEQ.TO Risk / Return Rank: 8888
Overall Rank
ONEQ.TO Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
ONEQ.TO Sortino Ratio Rank: 8787
Sortino Ratio Rank
ONEQ.TO Omega Ratio Rank: 8989
Omega Ratio Rank
ONEQ.TO Calmar Ratio Rank: 8787
Calmar Ratio Rank
ONEQ.TO Martin Ratio Rank: 9292
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.

LONG.TO vs. ONEQ.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CI Global Longevity Economy Fund (LONG.TO) and CI Global Core Plus Equity ETF (ONEQ.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.

LONG.TOONEQ.TODifference
Sharpe ratioReturn per unit of total volatility
1.13
2.11

-0.98

Sortino ratioReturn per unit of downside risk
1.61
3.08

-1.47

Omega ratioGain probability vs. loss probability

1.21

1.42

-0.21

Calmar ratioReturn relative to maximum drawdown

1.22

3.80

-2.58

Martin ratioReturn relative to average drawdown

4.28

16.75

-12.47

LONG.TO vs. ONEQ.TO - Sharpe Ratio Comparison

The current LONG.TO Sharpe Ratio is 1.13, which is lower than the ONEQ.TO Sharpe Ratio of 2.11. The chart below compares the historical Sharpe Ratios of LONG.TO and ONEQ.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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Drawdowns

LONG.TO vs. ONEQ.TO - Drawdown Comparison

The maximum LONG.TO drawdown since its inception was -23.65%, smaller than the maximum ONEQ.TO drawdown of -34.40%. Use the drawdown chart below to compare losses from any high point for LONG.TO and ONEQ.TO.

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Drawdown Indicators

LONG.TOONEQ.TODifference

Max Drawdown

Largest peak-to-trough decline

-23.65%

-34.40%

+10.75%

Max Drawdown (1Y)

Largest decline over 1 year

-16.39%

-6.66%

-9.73%

Max Drawdown (3Y)

Largest decline over 3 years

-22.45%

-16.08%

-6.37%

Max Drawdown (5Y)

Largest decline over 5 years

-23.65%

-17.61%

-6.04%

Max Drawdown (10Y)

Largest decline over 10 years

—

-34.40%

—

Current Drawdown

Current decline from peak

-3.77%

-1.20%

-2.57%

Average Drawdown

Average peak-to-trough decline

-5.63%

-3.69%

-1.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.64%

1.51%

+3.13%

Volatility

LONG.TO vs. ONEQ.TO - Volatility Comparison

CI Global Longevity Economy Fund (LONG.TO) has a higher volatility of 6.40% compared to CI Global Core Plus Equity ETF (ONEQ.TO) at 2.83%. This indicates that LONG.TO's price experiences larger fluctuations and is considered to be riskier than ONEQ.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

LONG.TOONEQ.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

6.40%

2.83%

+3.57%

Volatility (6M)

Calculated over the trailing 6-month period

14.77%

9.93%

+4.84%

Volatility (1Y)

Calculated over the trailing 1-year period

17.70%

12.03%

+5.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.56%

13.29%

+4.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.78%

13.91%

+3.87%

Dividends

LONG.TO vs. ONEQ.TO - Dividend Comparison

LONG.TO has not paid dividends to shareholders, while ONEQ.TO's dividend yield for the trailing twelve months is around 1.60%.

PositionTTM2025202420232022202120202019201820172016
LONG.TO
CI Global Longevity Economy Fund		0.00%0.00%0.00%0.33%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ONEQ.TO
CI Global Core Plus Equity ETF		1.60%1.60%1.05%1.53%1.38%0.89%1.22%1.39%0.94%1.03%1.22%

Frequently Asked Questions

LONG.TO and ONEQ.TO have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LONG.TO is categorized as Health & Biotech Equities, while ONEQ.TO is Global Equities.

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