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MIVG.TO vs. XMI.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MIVG.TO vs. XMI.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Mackenzie Ivy Global Equity ETF (MIVG.TO) and iShares MSCI Min Vol EAFE Index ETF (XMI.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, MIVG.TO achieves a 4.03% return, which is significantly lower than XMI.TO's 8.30% return.


MIVG.TO

1D
0.52%
1M
2.75%
6M
1.92%
YTD
4.03%
1Y
9.96%
3Y*
13.54%
5Y*
8.69%
10Y*

XMI.TO

1D
-0.25%
1M
2.04%
6M
5.46%
YTD
8.30%
1Y
14.73%
3Y*
14.73%
5Y*
8.16%
10Y*
6.42%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MIVG.TO vs. XMI.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MIVG.TO
Mackenzie Ivy Global Equity ETF
4.03%9.98%23.80%11.57%-8.98%12.79%11.20%17.97%-0.62%0.72%
XMI.TO
iShares MSCI Min Vol EAFE Index ETF
8.30%19.69%13.51%9.32%-10.50%7.01%-2.02%9.84%1.71%0.37%

Correlation

The correlation between MIVG.TO and XMI.TO is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.27

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

0.24

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

0.27

Correlation (All Time)
Calculated using the full available price history since Nov 23, 2017

0.28

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Return for Risk

MIVG.TO vs. XMI.TO — Risk / Return Rank

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

MIVG.TO
MIVG.TO Risk / Return Rank: 2323
Overall Rank
MIVG.TO Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
MIVG.TO Sortino Ratio Rank: 2424
Sortino Ratio Rank
MIVG.TO Omega Ratio Rank: 2222
Omega Ratio Rank
MIVG.TO Calmar Ratio Rank: 2121
Calmar Ratio Rank
MIVG.TO Martin Ratio Rank: 2323
Martin Ratio Rank

XMI.TO
XMI.TO Risk / Return Rank: 5353
Overall Rank
XMI.TO Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
XMI.TO Sortino Ratio Rank: 5050
Sortino Ratio Rank
XMI.TO Omega Ratio Rank: 5252
Omega Ratio Rank
XMI.TO Calmar Ratio Rank: 6060
Calmar Ratio Rank
XMI.TO Martin Ratio Rank: 5151
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.

MIVG.TO vs. XMI.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Mackenzie Ivy Global Equity ETF (MIVG.TO) and iShares MSCI Min Vol EAFE Index ETF (XMI.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.


MIVG.TOXMI.TODifference
Sharpe ratioReturn per unit of total volatility

-0.71

Sortino ratioReturn per unit of downside risk

-0.90

Omega ratioGain probability vs. loss probability

1.13

1.27

-0.14

Calmar ratioReturn relative to maximum drawdown

0.81

2.42

-1.61

Martin ratioReturn relative to average drawdown

2.31

6.90

-4.59

MIVG.TO vs. XMI.TO - Sharpe Ratio Comparison

The current MIVG.TO Sharpe Ratio is 0.73, which is lower than the XMI.TO Sharpe Ratio of 1.44. The chart below compares the historical Sharpe Ratios of MIVG.TO and XMI.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

MIVG.TO vs. XMI.TO - Drawdown Comparison

The maximum MIVG.TO drawdown since its inception was -22.69%, roughly equal to the maximum XMI.TO drawdown of -23.08%. Use the drawdown chart below to compare losses from any high point for MIVG.TO and XMI.TO.


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Drawdown Indicators


MIVG.TOXMI.TODifference

Max Drawdown

Largest peak-to-trough decline

-22.69%

-23.08%

+0.39%

Max Drawdown (1Y)

Largest decline over 1 year

-10.67%

-6.12%

-4.55%

Max Drawdown (3Y)

Largest decline over 3 years

-12.16%

-7.97%

-4.19%

Max Drawdown (5Y)

Largest decline over 5 years

-18.88%

-21.18%

+2.30%

Max Drawdown (10Y)

Largest decline over 10 years

-23.08%

Current Drawdown

Current decline from peak

-1.09%

-0.90%

-0.19%

Average Drawdown

Average peak-to-trough decline

-3.56%

-4.02%

+0.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.71%

2.14%

+1.57%

Volatility

MIVG.TO vs. XMI.TO - Volatility Comparison

Mackenzie Ivy Global Equity ETF (MIVG.TO) has a higher volatility of 4.64% compared to iShares MSCI Min Vol EAFE Index ETF (XMI.TO) at 2.34%. This indicates that MIVG.TO's price experiences larger fluctuations and is considered to be riskier than XMI.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MIVG.TOXMI.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.64%

2.34%

+2.30%

Volatility (6M)

Calculated over the trailing 6-month period

9.50%

8.23%

+1.27%

Volatility (1Y)

Calculated over the trailing 1-year period

11.82%

10.36%

+1.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.39%

9.91%

+2.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.42%

11.35%

+2.07%

Dividends

MIVG.TO vs. XMI.TO - Dividend Comparison

MIVG.TO's dividend yield for the trailing twelve months is around 0.63%, less than XMI.TO's 2.63% yield.


PositionTTM20252024202320222021202020192018201720162015
MIVG.TO
Mackenzie Ivy Global Equity ETF
0.63%0.66%0.54%1.17%1.11%0.59%0.86%1.18%0.91%0.04%0.00%0.00%
XMI.TO
iShares MSCI Min Vol EAFE Index ETF
2.63%2.69%2.64%2.56%1.98%1.93%1.16%3.74%2.93%2.07%3.29%2.02%

Frequently Asked Questions


MIVG.TO and XMI.TO have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

They also come from different issuers: Mackenzie and iShares.

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