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MIX.TO vs. FEQT.NEO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MIX.TO vs. FEQT.NEO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Hamilton Enhanced Mixed Asset ETF (MIX.TO) and Fidelity All-in-One Equity ETF Fund (FEQT.NEO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MIX.TO achieves a 8.17% return, which is significantly lower than FEQT.NEO's 10.30% return.


MIX.TO

1D
-0.70%
1M
3.91%
YTD
8.17%
6M
7.84%
1Y
28.31%
3Y*
5Y*
10Y*

FEQT.NEO

1D
-0.38%
1M
4.01%
YTD
10.30%
6M
10.63%
1Y
24.74%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MIX.TO vs. FEQT.NEO - Yearly Performance Comparison


2026 (YTD)2025
MIX.TO
Hamilton Enhanced Mixed Asset ETF
8.17%25.24%
FEQT.NEO
Fidelity All-in-One Equity ETF Fund
10.30%19.42%

Correlation

The correlation between MIX.TO and FEQT.NEO is 0.70, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.70

Correlation (All Time)
Calculated using the full available price history since Apr 29, 2025

0.70

The correlation between MIX.TO and FEQT.NEO has been stable across timeframes, ranging from 0.70 to 0.70 - a consistent structural relationship.

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Return for Risk

MIX.TO vs. FEQT.NEO — Risk / Return Rank

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

MIX.TO
MIX.TO Risk / Return Rank: 6363
Overall Rank
MIX.TO Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
MIX.TO Sortino Ratio Rank: 6666
Sortino Ratio Rank
MIX.TO Omega Ratio Rank: 6666
Omega Ratio Rank
MIX.TO Calmar Ratio Rank: 5454
Calmar Ratio Rank
MIX.TO Martin Ratio Rank: 6262
Martin Ratio Rank

FEQT.NEO
FEQT.NEO Risk / Return Rank: 6666
Overall Rank
FEQT.NEO Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
FEQT.NEO Sortino Ratio Rank: 6868
Sortino Ratio Rank
FEQT.NEO Omega Ratio Rank: 6969
Omega Ratio Rank
FEQT.NEO Calmar Ratio Rank: 6060
Calmar Ratio Rank
FEQT.NEO Martin Ratio Rank: 6969
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.

MIX.TO vs. FEQT.NEO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hamilton Enhanced Mixed Asset ETF (MIX.TO) and Fidelity All-in-One Equity ETF Fund (FEQT.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.


MIX.TOFEQT.NEODifference
Sharpe ratioReturn per unit of total volatility

-0.04

Sortino ratioReturn per unit of downside risk

-0.15

Omega ratioGain probability vs. loss probability

1.40

1.42

-0.02

Calmar ratioReturn relative to maximum drawdown

2.66

2.99

-0.33

Martin ratioReturn relative to average drawdown

11.08

12.96

-1.88

MIX.TO vs. FEQT.NEO - Sharpe Ratio Comparison

The current MIX.TO Sharpe Ratio is 2.22, which is comparable to the FEQT.NEO Sharpe Ratio of 2.26. The chart below compares the historical Sharpe Ratios of MIX.TO and FEQT.NEO, 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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Sharpe Ratios by Period


MIX.TOFEQT.NEODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.22

2.26

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

2.53

1.77

+0.77

Drawdowns

MIX.TO vs. FEQT.NEO - Drawdown Comparison

The maximum MIX.TO drawdown since its inception was -10.71%, smaller than the maximum FEQT.NEO drawdown of -13.24%. Use the drawdown chart below to compare losses from any high point for MIX.TO and FEQT.NEO.


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Drawdown Indicators


MIX.TOFEQT.NEODifference

Max Drawdown

Largest peak-to-trough decline

-10.71%

-13.24%

+2.53%

Max Drawdown (1Y)

Largest decline over 1 year

-10.71%

-8.31%

-2.40%

Current Drawdown

Current decline from peak

-0.70%

-1.02%

+0.32%

Average Drawdown

Average peak-to-trough decline

-1.38%

-1.45%

+0.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.56%

1.91%

+0.65%

Volatility

MIX.TO vs. FEQT.NEO - Volatility Comparison

Hamilton Enhanced Mixed Asset ETF (MIX.TO) and Fidelity All-in-One Equity ETF Fund (FEQT.NEO) have volatilities of 4.07% and 3.89%, 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


MIX.TOFEQT.NEODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.07%

3.89%

+0.18%

Volatility (6M)

Calculated over the trailing 6-month period

10.51%

8.88%

+1.63%

Volatility (1Y)

Calculated over the trailing 1-year period

12.82%

11.01%

+1.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.63%

12.45%

+0.18%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.63%

12.45%

+0.18%

MIX.TO vs. FEQT.NEO - Expense Ratio Comparison

MIX.TO has a 0.00% expense ratio, which is lower than FEQT.NEO's 0.43% expense ratio.


Dividends

MIX.TO vs. FEQT.NEO - Dividend Comparison

MIX.TO's dividend yield for the trailing twelve months is around 1.57%, more than FEQT.NEO's 0.82% yield.


PositionTTM20252024
FEQT.NEO
Fidelity All-in-One Equity ETF Fund
0.82%0.91%0.91%
MIX.TO
Hamilton Enhanced Mixed Asset ETF
1.57%1.23%0.00%

Frequently Asked Questions


MIX.TO and FEQT.NEO have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, MIX.TO is cheaper at 0.00% per year. The better choice depends on whether you care most about return, fees, risk, or income.

MIX.TO is cheaper with a 0.00% expense ratio, compared with 0.43% for FEQT.NEO.

They also come from different issuers: Hamilton and Fidelity. Their fees differ too: 0.00% for MIX.TO and 0.43% for FEQT.NEO.

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