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

Performance

QMVP.TO vs. MIX.TO - Performance Comparison

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

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


Returns By Period


QMVP.TO

1D
3.75%
1M
-2.61%
YTD
6M
1Y
3Y*
5Y*
10Y*

MIX.TO

1D
2.22%
1M
-7.55%
YTD
-1.88%
6M
1.93%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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

QMVP.TO has a 0.19% expense ratio, which is higher than MIX.TO's 0.00% expense ratio. However, 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

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

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

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


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Sharpe Ratios by Period


QMVP.TOMIX.TODifference

Sharpe Ratio (All Time)

Calculated using the full available price history

-1.60

2.07

-3.67

Correlation

The correlation between QMVP.TO and MIX.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

QMVP.TO vs. MIX.TO - Dividend Comparison

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


Drawdowns

QMVP.TO vs. MIX.TO - Drawdown Comparison

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


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Drawdown Indicators


QMVP.TOMIX.TODifference

Max Drawdown

Largest peak-to-trough decline

-12.77%

-10.71%

-2.06%

Current Drawdown

Current decline from peak

-9.50%

-8.29%

-1.21%

Average Drawdown

Average peak-to-trough decline

-6.27%

-1.22%

-5.05%

Volatility

QMVP.TO vs. MIX.TO - Volatility Comparison


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Volatility by Period


QMVP.TOMIX.TODifference

Volatility (1Y)

Calculated over the trailing 1-year period

22.51%

12.14%

+10.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.51%

12.14%

+10.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.51%

12.14%

+10.37%