ONEQ.TO vs. XEQT.TO
ONEQ.TO (CI Global Core Plus Equity ETF) and XEQT.TO (iShares Core Equity ETF Portfolio) are both Global Equities funds. Both are actively managed. Over the past 5 years, ONEQ.TO returned 12.91%/yr vs 13.74%/yr for XEQT.TO. At a 0.37 correlation, their price movements are largely independent.
Performance
ONEQ.TO vs. XEQT.TO - Performance Comparison
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Returns By Period
In the year-to-date period, ONEQ.TO achieves a 12.41% return, which is significantly lower than XEQT.TO's 14.14% return.
ONEQ.TO
- 1D
- -0.02%
- 1M
- -0.52%
- YTD
- 12.41%
- 6M
- 12.14%
- 1Y
- 26.29%
- 3Y*
- 21.18%
- 5Y*
- 12.91%
- 10Y*
- 12.40%
XEQT.TO
- 1D
- 0.40%
- 1M
- 2.08%
- YTD
- 14.14%
- 6M
- 13.68%
- 1Y
- 29.35%
- 3Y*
- 22.26%
- 5Y*
- 13.74%
- 10Y*
- —
ONEQ.TO vs. XEQT.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
ONEQ.TO CI Global Core Plus Equity ETF | 12.41% | 17.62% | 22.45% | 19.07% | -10.74% | 21.65% | 8.21% | 10.33% |
XEQT.TO iShares Core Equity ETF Portfolio | 14.14% | 20.57% | 24.38% | 17.27% | -10.99% | 18.98% | 11.85% | 8.56% |
Correlation
The correlation between ONEQ.TO and XEQT.TO is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.38 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Aug 14, 2019 | 0.37 |
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Return for Risk
ONEQ.TO vs. XEQT.TO — Risk / Return Rank
ONEQ.TO
XEQT.TO
ONEQ.TO vs. XEQT.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CI Global Core Plus Equity ETF (ONEQ.TO) and iShares Core Equity ETF Portfolio (XEQT.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.
| ONEQ.TO | XEQT.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.47 | 1.45 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 4.08 | 3.57 | +0.51 |
| Martin ratioReturn relative to average drawdown | 18.06 | 15.30 | +2.76 |
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Drawdowns
ONEQ.TO vs. XEQT.TO - Drawdown Comparison
The maximum ONEQ.TO drawdown since its inception was -34.40%, which is greater than XEQT.TO's maximum drawdown of -29.74%. Use the drawdown chart below to compare losses from any high point for ONEQ.TO and XEQT.TO.
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Drawdown Indicators
| ONEQ.TO | XEQT.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.40% | -29.74% | -4.66% |
Max Drawdown (1Y)Largest decline over 1 year | -6.66% | -8.25% | +1.59% |
Max Drawdown (3Y)Largest decline over 3 years | -16.08% | -15.08% | -1.00% |
Max Drawdown (5Y)Largest decline over 5 years | -17.61% | -19.55% | +1.94% |
Max Drawdown (10Y)Largest decline over 10 years | -34.40% | — | — |
Current DrawdownCurrent decline from peak | -1.58% | -0.12% | -1.46% |
Average DrawdownAverage peak-to-trough decline | -3.71% | -4.07% | +0.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.50% | 1.92% | -0.42% |
Volatility
ONEQ.TO vs. XEQT.TO - Volatility Comparison
The current volatility for CI Global Core Plus Equity ETF (ONEQ.TO) is 3.68%, while iShares Core Equity ETF Portfolio (XEQT.TO) has a volatility of 4.62%. This indicates that ONEQ.TO experiences smaller price fluctuations and is considered to be less risky than XEQT.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ONEQ.TO | XEQT.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.68% | 4.62% | -0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 9.89% | 10.15% | -0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.89% | 12.19% | -0.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.27% | 13.24% | +0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.93% | 15.55% | -1.62% |
Dividends
ONEQ.TO vs. XEQT.TO - Dividend Comparison
ONEQ.TO's dividend yield for the trailing twelve months is around 1.62%, more than XEQT.TO's 1.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
ONEQ.TO CI Global Core Plus Equity ETF | 1.62% | 1.60% | 1.05% | 1.53% | 1.38% | 0.89% | 1.22% | 1.39% | 0.94% | 1.03% | 1.22% |
XEQT.TO iShares Core Equity ETF Portfolio | 1.59% | 1.66% | 2.03% | 2.09% | 2.14% | 1.66% | 1.69% | 1.21% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ONEQ.TO and XEQT.TO have a correlation of 0.34, 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: CI and iShares.
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