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MIX.TO vs. QMVP.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MIX.TO vs. QMVP.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Hamilton Enhanced Mixed Asset ETF (MIX.TO) and Hamilton Champions U.S. Technology Index ETF (QMVP.TO). The values are adjusted to include any dividend payments, if applicable.

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MIX.TO vs. QMVP.TO - Yearly Performance Comparison


Returns By Period


MIX.TO

1D
2.22%
1M
-7.55%
YTD
-1.88%
6M
1.93%
1Y
3Y*
5Y*
10Y*

QMVP.TO

1D
3.75%
1M
-2.61%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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MIX.TO vs. QMVP.TO - Expense Ratio Comparison

MIX.TO has a 0.00% expense ratio, which is lower than QMVP.TO's 0.19% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

MIX.TO vs. QMVP.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hamilton Enhanced Mixed Asset ETF (MIX.TO) and Hamilton Champions U.S. Technology Index ETF (QMVP.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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

MIX.TO vs. QMVP.TO - Sharpe Ratio Comparison


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Sharpe Ratios by Period


MIX.TOQMVP.TODifference

Sharpe Ratio (All Time)

Calculated using the full available price history

2.07

-1.60

+3.67

Correlation

The correlation between MIX.TO and QMVP.TO is 0.64, 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.


Dividends

MIX.TO vs. QMVP.TO - Dividend Comparison

MIX.TO's dividend yield for the trailing twelve months is around 1.26%, more than QMVP.TO's 0.07% yield.


Drawdowns

MIX.TO vs. QMVP.TO - Drawdown Comparison

The maximum MIX.TO drawdown since its inception was -10.71%, smaller than the maximum QMVP.TO drawdown of -12.77%. Use the drawdown chart below to compare losses from any high point for MIX.TO and QMVP.TO.


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Drawdown Indicators


MIX.TOQMVP.TODifference

Max Drawdown

Largest peak-to-trough decline

-10.71%

-12.77%

+2.06%

Current Drawdown

Current decline from peak

-8.29%

-9.50%

+1.21%

Average Drawdown

Average peak-to-trough decline

-1.22%

-6.27%

+5.05%

Volatility

MIX.TO vs. QMVP.TO - Volatility Comparison


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Volatility by Period


MIX.TOQMVP.TODifference

Volatility (1Y)

Calculated over the trailing 1-year period

12.14%

22.51%

-10.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.14%

22.51%

-10.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.14%

22.51%

-10.37%