SU vs. XEQT.TO
SU (Suncor Energy Inc.) is a stock, while XEQT.TO (iShares Core Equity ETF Portfolio) is Global Equities fund actively managed by iShares. Over the past 5 years, SU returned 25.10%/yr vs 10.45%/yr for XEQT.TO. At a 0.26 correlation, their price movements are largely independent.
Performance
SU vs. XEQT.TO - Performance Comparison
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Different Trading Currencies
SU is traded in USD, while XEQT.TO is traded in CAD. To make them comparable, the XEQT.TO values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, SU achieves a 40.87% return, which is significantly higher than XEQT.TO's 10.03% return.
SU
- 1D
- -0.32%
- 1M
- -9.20%
- YTD
- 40.87%
- 6M
- 40.84%
- 1Y
- 55.65%
- 3Y*
- 32.55%
- 5Y*
- 25.10%
- 10Y*
- 13.39%
XEQT.TO
- 1D
- 0.45%
- 1M
- 0.15%
- YTD
- 10.03%
- 6M
- 11.14%
- 1Y
- 27.44%
- 3Y*
- 20.01%
- 5Y*
- 10.45%
- 10Y*
- —
SU vs. XEQT.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SU Suncor Energy Inc. | 40.87% | 29.69% | 16.22% | 6.40% | 32.31% | 54.94% | -46.67% | 16.83% |
XEQT.TO iShares Core Equity ETF Portfolio | 10.03% | 26.34% | 14.67% | 20.13% | -16.29% | 19.04% | 14.57% | 9.82% |
Correlation
The correlation between SU and XEQT.TO is -0.01, 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 (1Y) Calculated over the trailing 1-year period | -0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Aug 14, 2019 | 0.26 |
The correlation between SU and XEQT.TO shifts across timeframes, from -0.01 (1 year) to 0.26 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
SU vs. XEQT.TO — Risk / Return Rank
SU
XEQT.TO
SU vs. XEQT.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Suncor Energy Inc. (SU) 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.
| SU | XEQT.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.55 | ||
| Sortino ratioReturn per unit of downside risk | +0.34 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.38 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 5.44 | 2.92 | +2.52 |
| Martin ratioReturn relative to average drawdown | 14.28 | 12.61 | +1.67 |
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Drawdowns
SU vs. XEQT.TO - Drawdown Comparison
The maximum SU drawdown since its inception was -80.22%, which is greater than XEQT.TO's maximum drawdown of -35.81%. Use the drawdown chart below to compare losses from any high point for SU and XEQT.TO.
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Drawdown Indicators
| SU | XEQT.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.22% | -35.81% | -44.41% |
Max Drawdown (1Y)Largest decline over 1 year | -11.65% | -9.15% | -2.50% |
Max Drawdown (3Y)Largest decline over 3 years | -22.42% | -15.08% | -7.34% |
Max Drawdown (5Y)Largest decline over 5 years | -36.58% | -26.23% | -10.35% |
Max Drawdown (10Y)Largest decline over 10 years | -73.54% | — | — |
Current DrawdownCurrent decline from peak | -11.07% | -1.53% | -9.54% |
Average DrawdownAverage peak-to-trough decline | -27.40% | -5.77% | -21.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.43% | 2.12% | +2.31% |
Volatility
SU vs. XEQT.TO - Volatility Comparison
Suncor Energy Inc. (SU) has a higher volatility of 9.48% compared to iShares Core Equity ETF Portfolio (XEQT.TO) at 5.02%. This indicates that SU's price experiences larger fluctuations and is considered to be riskier 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
| SU | XEQT.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.48% | 5.02% | +4.46% |
Volatility (6M)Calculated over the trailing 6-month period | 19.83% | 10.47% | +9.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.41% | 13.05% | +11.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.95% | 14.58% | +18.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.91% | 16.81% | +20.10% |
Dividends
SU vs. XEQT.TO - Dividend Comparison
SU's dividend yield for the trailing twelve months is around 2.78%, more than XEQT.TO's 1.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SU Suncor Energy Inc. | 2.78% | 3.72% | 4.51% | 5.27% | 4.56% | 3.34% | 4.93% | 3.84% | 4.24% | 4.16% | 3.55% | 4.42% |
XEQT.TO iShares Core Equity ETF Portfolio | 1.48% | 1.66% | 2.03% | 2.09% | 2.14% | 1.66% | 1.69% | 1.21% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SU and XEQT.TO have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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