USCC.TO vs. XEQT.TO
Compare and contrast key facts about Global X S&P 500 Covered Call ETF (USCC.TO) and iShares Core Equity ETF Portfolio (XEQT.TO).
USCC.TO and XEQT.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USCC.TO is an actively managed fund by Global X. It was launched on Sep 13, 2011. XEQT.TO is an actively managed fund by iShares. It was launched on Aug 7, 2019.
Performance
USCC.TO vs. XEQT.TO - Performance Comparison
Loading graphics...
USCC.TO vs. XEQT.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
USCC.TO Global X S&P 500 Covered Call ETF | -2.45% | 9.20% | 31.13% | 13.91% | -10.22% | 20.61% | 9.31% | 7.55% |
XEQT.TO iShares Core Equity ETF Portfolio | 0.66% | 19.47% | 24.36% | 17.25% | -11.01% | 18.94% | 11.82% | 9.89% |
Returns By Period
In the year-to-date period, USCC.TO achieves a -2.45% return, which is significantly lower than XEQT.TO's 0.66% return.
USCC.TO
- 1D
- 1.61%
- 1M
- -3.37%
- YTD
- -2.45%
- 6M
- -0.76%
- 1Y
- 10.07%
- 3Y*
- 14.49%
- 5Y*
- 9.51%
- 10Y*
- 10.31%
XEQT.TO
- 1D
- 2.80%
- 1M
- -4.49%
- YTD
- 0.66%
- 6M
- 2.68%
- 1Y
- 20.05%
- 3Y*
- 18.11%
- 5Y*
- 11.80%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
USCC.TO vs. XEQT.TO - Expense Ratio Comparison
USCC.TO has a 0.49% expense ratio, which is higher than XEQT.TO's 0.20% expense ratio.
Return for Risk
USCC.TO vs. XEQT.TO — Risk / Return Rank
USCC.TO
XEQT.TO
USCC.TO vs. XEQT.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X S&P 500 Covered Call ETF (USCC.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.
| USCC.TO | XEQT.TO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 1.26 | -0.64 |
Sortino ratioReturn per unit of downside risk | 0.96 | 1.76 | -0.81 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.27 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 1.75 | -0.81 |
Martin ratioReturn relative to average drawdown | 3.94 | 7.85 | -3.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| USCC.TO | XEQT.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 1.26 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.91 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.87 | 0.85 | +0.02 |
Correlation
The correlation between USCC.TO and XEQT.TO is 0.52, 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
USCC.TO vs. XEQT.TO - Dividend Comparison
USCC.TO's dividend yield for the trailing twelve months is around 9.61%, more than XEQT.TO's 1.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USCC.TO Global X S&P 500 Covered Call ETF | 9.61% | 10.20% | 9.65% | 8.50% | 7.94% | 4.02% | 3.85% | 3.89% | 4.76% | 4.29% | 4.68% | 4.78% |
XEQT.TO iShares Core Equity ETF Portfolio | 1.66% | 1.66% | 2.01% | 2.07% | 2.12% | 1.64% | 1.66% | 1.19% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
USCC.TO vs. XEQT.TO - Drawdown Comparison
The maximum USCC.TO drawdown since its inception was -28.48%, roughly equal to the maximum XEQT.TO drawdown of -29.74%. Use the drawdown chart below to compare losses from any high point for USCC.TO and XEQT.TO.
Loading graphics...
Drawdown Indicators
| USCC.TO | XEQT.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.48% | -29.74% | +1.26% |
Max Drawdown (1Y)Largest decline over 1 year | -11.92% | -11.78% | -0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -17.55% | -19.56% | +2.01% |
Max Drawdown (10Y)Largest decline over 10 years | -28.48% | — | — |
Current DrawdownCurrent decline from peak | -5.05% | -5.08% | +0.03% |
Average DrawdownAverage peak-to-trough decline | -3.51% | -4.20% | +0.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.86% | 2.63% | +0.23% |
Volatility
USCC.TO vs. XEQT.TO - Volatility Comparison
The current volatility for Global X S&P 500 Covered Call ETF (USCC.TO) is 4.59%, while iShares Core Equity ETF Portfolio (XEQT.TO) has a volatility of 6.01%. This indicates that USCC.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.
Loading graphics...
Volatility by Period
| USCC.TO | XEQT.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.59% | 6.01% | -1.42% |
Volatility (6M)Calculated over the trailing 6-month period | 7.71% | 9.46% | -1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.30% | 15.98% | +0.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.15% | 13.03% | +2.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.40% | 15.63% | +1.77% |