V vs. XEQT.TO
V (Visa 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, V returned 7.33%/yr vs 10.45%/yr for XEQT.TO. At a 0.48 correlation, their price movements are largely independent.
Performance
V vs. XEQT.TO - Performance Comparison
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Different Trading Currencies
V 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, V achieves a -7.69% return, which is significantly lower than XEQT.TO's 10.03% return.
V
- 1D
- 1.05%
- 1M
- -1.03%
- YTD
- -7.69%
- 6M
- -6.93%
- 1Y
- -7.91%
- 3Y*
- 13.87%
- 5Y*
- 7.33%
- 10Y*
- 15.98%
XEQT.TO
- 1D
- 0.45%
- 1M
- 0.15%
- YTD
- 10.03%
- 6M
- 11.14%
- 1Y
- 27.44%
- 3Y*
- 20.01%
- 5Y*
- 10.45%
- 10Y*
- —
V vs. XEQT.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
V Visa Inc. | -7.69% | 11.76% | 22.32% | 26.31% | -3.40% | -0.31% | 17.12% | 5.53% |
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 V and XEQT.TO is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since Aug 14, 2019 | 0.48 |
The correlation between V and XEQT.TO shifts across timeframes, from 0.29 (1 year) to 0.48 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
V vs. XEQT.TO — Risk / Return Rank
V
XEQT.TO
V vs. XEQT.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Visa Inc. (V) 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.
| V | XEQT.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.61 | ||
| Sortino ratioReturn per unit of downside risk | -3.51 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.38 | -0.46 |
| Calmar ratioReturn relative to maximum drawdown | -0.73 | 2.92 | -3.65 |
| Martin ratioReturn relative to average drawdown | -1.57 | 12.61 | -14.18 |
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Drawdowns
V vs. XEQT.TO - Drawdown Comparison
The maximum V drawdown since its inception was -51.90%, 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 V and XEQT.TO.
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Drawdown Indicators
| V | XEQT.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.90% | -35.81% | -16.09% |
Max Drawdown (1Y)Largest decline over 1 year | -17.18% | -9.15% | -8.03% |
Max Drawdown (3Y)Largest decline over 3 years | -20.38% | -15.08% | -5.30% |
Max Drawdown (5Y)Largest decline over 5 years | -28.60% | -26.23% | -2.37% |
Max Drawdown (10Y)Largest decline over 10 years | -36.36% | — | — |
Current DrawdownCurrent decline from peak | -12.96% | -1.53% | -11.43% |
Average DrawdownAverage peak-to-trough decline | -8.26% | -5.77% | -2.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.73% | 2.12% | +8.61% |
Volatility
V vs. XEQT.TO - Volatility Comparison
Visa Inc. (V) has a higher volatility of 5.57% compared to iShares Core Equity ETF Portfolio (XEQT.TO) at 5.02%. This indicates that V'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
| V | XEQT.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.57% | 5.02% | +0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 17.57% | 10.47% | +7.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.35% | 13.05% | +9.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.82% | 14.58% | +8.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.45% | 16.81% | +7.64% |
Dividends
V vs. XEQT.TO - Dividend Comparison
V's dividend yield for the trailing twelve months is around 0.81%, less than XEQT.TO's 1.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
V Visa Inc. | 0.81% | 0.70% | 0.68% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% |
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
V and XEQT.TO have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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