PHX.TO vs. XEQT.TO
PHX.TO (PHX Energy Services Corp.) is a stock, while XEQT.TO (iShares Core Equity ETF Portfolio) is Global Equities fund actively managed by iShares. At a 0.06 correlation, their price movements are largely independent.
Performance
PHX.TO vs. XEQT.TO - Performance Comparison
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Returns By Period
In the year-to-date period, PHX.TO achieves a 60.09% return, which is significantly higher than XEQT.TO's 10.25% return.
PHX.TO
- 1D
- 2.11%
- 1M
- -7.18%
- YTD
- 60.09%
- 6M
- 63.46%
- 1Y
- 61.57%
- 3Y*
- 38.29%
- 5Y*
- 35.35%
- 10Y*
- 20.96%
XEQT.TO
- 1D
- -2.62%
- 1M
- 1.43%
- YTD
- 10.25%
- 6M
- 9.51%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PHX.TO vs. XEQT.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
PHX.TO PHX Energy Services Corp. | 60.09% | 1.30% |
XEQT.TO iShares Core Equity ETF Portfolio | 10.25% | 14.62% |
Correlation
The correlation between PHX.TO and XEQT.TO is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 9, 2025 | 0.06 |
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Return for Risk
PHX.TO vs. XEQT.TO — Risk / Return Rank
PHX.TO
XEQT.TO
PHX.TO vs. XEQT.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PHX Energy Services Corp. (PHX.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.
| PHX.TO | XEQT.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.33 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.97 | — | — |
| Martin ratioReturn relative to average drawdown | 6.01 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PHX.TO | XEQT.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.75 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.93 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.10 | 2.23 | -2.13 |
Drawdowns
PHX.TO vs. XEQT.TO - Drawdown Comparison
The maximum PHX.TO drawdown since its inception was -98.18%, which is greater than XEQT.TO's maximum drawdown of -8.25%. Use the drawdown chart below to compare losses from any high point for PHX.TO and XEQT.TO.
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Drawdown Indicators
| PHX.TO | XEQT.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.18% | -8.25% | -89.93% |
Max Drawdown (1Y)Largest decline over 1 year | -20.84% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -25.88% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -41.88% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -87.29% | — | — |
Current DrawdownCurrent decline from peak | -15.54% | -2.62% | -12.92% |
Average DrawdownAverage peak-to-trough decline | -45.77% | -1.04% | -44.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.28% | — | — |
Volatility
PHX.TO vs. XEQT.TO - Volatility Comparison
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Volatility by Period
| PHX.TO | XEQT.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.25% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 29.13% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 35.33% | 11.98% | +23.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.14% | 11.98% | +26.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 47.43% | 11.98% | +35.45% |
Dividends
PHX.TO vs. XEQT.TO - Dividend Comparison
PHX.TO's dividend yield for the trailing twelve months is around 8.59%, more than XEQT.TO's 1.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHX.TO PHX Energy Services Corp. | 8.59% | 10.67% | 10.09% | 9.23% | 6.11% | 4.26% | 3.75% | 0.00% | 0.00% | 0.00% | 0.00% | 13.35% |
XEQT.TO iShares Core Equity ETF Portfolio | 1.51% | 1.66% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
PHX.TO and XEQT.TO have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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