SVR-C.TO vs. XEQT.TO
SVR-C.TO (iShares Silver Bullion ETF (Non-Hedged)) and XEQT.TO (iShares Core Equity ETF Portfolio) are both exchange-traded funds - SVR-C.TO is a Silver fund tracking the LBMA Silver Price, while XEQT.TO is a Global Equities fund actively managed by iShares. SVR-C.TO is passively managed, while XEQT.TO is actively managed. Over the past 5 years, SVR-C.TO returned 24.24%/yr vs 13.72%/yr for XEQT.TO. At a 0.16 correlation, their price movements are largely independent. SVR-C.TO charges 0.66%/yr vs 0.20%/yr for XEQT.TO.
Performance
SVR-C.TO vs. XEQT.TO - Performance Comparison
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Returns By Period
In the year-to-date period, SVR-C.TO achieves a 3.58% return, which is significantly lower than XEQT.TO's 12.29% return.
SVR-C.TO
- 1D
- -2.08%
- 1M
- 2.36%
- YTD
- 3.58%
- 6M
- 23.35%
- 1Y
- 112.17%
- 3Y*
- 46.44%
- 5Y*
- 24.24%
- 10Y*
- 16.32%
XEQT.TO
- 1D
- -0.56%
- 1M
- 5.98%
- YTD
- 12.29%
- 6M
- 11.20%
- 1Y
- 29.24%
- 3Y*
- 21.78%
- 5Y*
- 13.72%
- 10Y*
- —
SVR-C.TO vs. XEQT.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SVR-C.TO iShares Silver Bullion ETF (Non-Hedged) | 3.58% | 132.91% | 30.61% | -2.65% | 9.31% | -12.72% | 43.88% | -0.00% |
XEQT.TO iShares Core Equity ETF Portfolio | 12.29% | 19.47% | 24.36% | 17.25% | -11.01% | 18.94% | 11.82% | 9.89% |
Correlation
The correlation between SVR-C.TO and XEQT.TO is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Aug 15, 2019 | 0.16 |
The correlation between SVR-C.TO and XEQT.TO shifts across timeframes, from 0.16 (all time) to 0.32 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
SVR-C.TO vs. XEQT.TO — Risk / Return Rank
SVR-C.TO
XEQT.TO
SVR-C.TO vs. XEQT.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Silver Bullion ETF (Non-Hedged) (SVR-C.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.
| SVR-C.TO | XEQT.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.54 | ||
| Sortino ratioReturn per unit of downside risk | -1.36 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.47 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.72 | 3.56 | -0.84 |
| Martin ratioReturn relative to average drawdown | 5.83 | 15.50 | -9.67 |
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
| SVR-C.TO | XEQT.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.99 | 2.53 | -0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 1.05 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.95 | -0.72 |
Drawdowns
SVR-C.TO vs. XEQT.TO - Drawdown Comparison
The maximum SVR-C.TO drawdown since its inception was -61.14%, 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 SVR-C.TO and XEQT.TO.
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Drawdown Indicators
| SVR-C.TO | XEQT.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.14% | -29.74% | -31.40% |
Max Drawdown (1Y)Largest decline over 1 year | -41.54% | -8.25% | -33.29% |
Max Drawdown (3Y)Largest decline over 3 years | -41.54% | -15.08% | -26.46% |
Max Drawdown (5Y)Largest decline over 5 years | -41.54% | -19.56% | -21.98% |
Max Drawdown (10Y)Largest decline over 10 years | -41.54% | — | — |
Current DrawdownCurrent decline from peak | -35.92% | -0.56% | -35.36% |
Average DrawdownAverage peak-to-trough decline | -35.58% | -4.11% | -31.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.30% | 1.89% | +17.41% |
Volatility
SVR-C.TO vs. XEQT.TO - Volatility Comparison
iShares Silver Bullion ETF (Non-Hedged) (SVR-C.TO) has a higher volatility of 16.01% compared to iShares Core Equity ETF Portfolio (XEQT.TO) at 3.70%. This indicates that SVR-C.TO'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
| SVR-C.TO | XEQT.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.01% | 3.70% | +12.31% |
Volatility (6M)Calculated over the trailing 6-month period | 55.45% | 9.38% | +46.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 56.72% | 11.63% | +45.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.57% | 13.12% | +23.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.57% | 15.56% | +18.01% |
SVR-C.TO vs. XEQT.TO - Expense Ratio Comparison
SVR-C.TO has a 0.66% expense ratio, which is higher than XEQT.TO's 0.20% expense ratio.
Dividends
SVR-C.TO vs. XEQT.TO - Dividend Comparison
SVR-C.TO has not paid dividends to shareholders, while XEQT.TO's dividend yield for the trailing twelve months is around 1.48%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
SVR-C.TO iShares Silver Bullion ETF (Non-Hedged) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XEQT.TO iShares Core Equity ETF Portfolio | 1.48% | 1.66% | 2.01% | 2.07% | 2.12% | 1.64% | 1.66% | 1.19% |
Frequently Asked Questions
SVR-C.TO and XEQT.TO have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XEQT.TO is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XEQT.TO is cheaper with a 0.20% expense ratio, compared with 0.66% for SVR-C.TO.
SVR-C.TO is categorized as Silver, while XEQT.TO is Global Equities. Their fees differ too: 0.66% for SVR-C.TO and 0.20% for XEQT.TO.
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