WN.TO vs. XEQT.TO
WN.TO (George Weston Limited) is a stock, while XEQT.TO (iShares Core Equity ETF Portfolio) is Global Equities fund actively managed by iShares. Over the past 5 years, WN.TO returned 25.71%/yr vs 13.11%/yr for XEQT.TO. At a 0.23 correlation, their price movements are largely independent.
Performance
WN.TO vs. XEQT.TO - Performance Comparison
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Returns By Period
In the year-to-date period, WN.TO achieves a 11.33% return, which is significantly lower than XEQT.TO's 12.34% return.
WN.TO
- 1D
- 0.87%
- 1M
- 3.38%
- 6M
- 9.44%
- YTD
- 11.33%
- 1Y
- 20.45%
- 3Y*
- 30.89%
- 5Y*
- 25.71%
- 10Y*
- 16.18%
- ALL TIME*
- 15.70%
XEQT.TO
- 1D
- -0.20%
- 1M
- -1.69%
- 6M
- 7.98%
- YTD
- 12.34%
- 1Y
- 25.34%
- 3Y*
- 20.80%
- 5Y*
- 13.11%
- 10Y*
- —
- ALL TIME*
- 14.40%
WN.TO vs. XEQT.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
WN.TO George Weston Limited | 11.33% | 30.61% | 42.28% | 3.27% | 20.32% | 63.23% | -1.41% | -1.11% |
XEQT.TO iShares Core Equity ETF Portfolio | 12.34% | 20.57% | 24.38% | 17.27% | -10.99% | 18.98% | 11.85% | 8.56% |
Correlation
The correlation between WN.TO and XEQT.TO is -0.13, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Aug 14, 2019 | 0.24 |
The correlation between WN.TO and XEQT.TO shifts across timeframes, from -0.13 (1 year) to 0.23 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
WN.TO vs. XEQT.TO — Risk / Return Rank
WN.TO
XEQT.TO
WN.TO vs. XEQT.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for George Weston Limited (WN.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.
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.
| WN.TO | XEQT.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.06 | ||
| Sortino ratioReturn per unit of downside risk | -1.37 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.38 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 2.25 | 3.08 | -0.84 |
| Martin ratioReturn relative to average drawdown | 4.65 | 13.07 | -8.42 |
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Drawdowns
WN.TO vs. XEQT.TO - Drawdown Comparison
The maximum WN.TO drawdown since its inception was -43.54%, 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 WN.TO and XEQT.TO.
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Drawdown Indicators
| WN.TO | XEQT.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.54% | -29.74% | -13.80% |
Max Drawdown (1Y)Largest decline over 1 year | -9.15% | -8.25% | -0.90% |
Max Drawdown (3Y)Largest decline over 3 years | -9.73% | -15.08% | +5.35% |
Max Drawdown (5Y)Largest decline over 5 years | -18.06% | -19.55% | +1.49% |
Max Drawdown (10Y)Largest decline over 10 years | -22.93% | — | — |
Current DrawdownCurrent decline from peak | -0.02% | -2.55% | +2.53% |
Average DrawdownAverage peak-to-trough decline | -7.61% | -4.04% | -3.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.41% | 1.94% | +2.47% |
Volatility
WN.TO vs. XEQT.TO - Volatility Comparison
George Weston Limited (WN.TO) has a higher volatility of 6.37% compared to iShares Core Equity ETF Portfolio (XEQT.TO) at 2.55%. This indicates that WN.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
| WN.TO | XEQT.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.37% | 2.55% | +3.82% |
Volatility (6M)Calculated over the trailing 6-month period | 16.02% | 10.20% | +5.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.35% | 12.31% | +8.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.07% | 13.25% | +5.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.13% | 15.51% | +3.62% |
Dividends
WN.TO vs. XEQT.TO - Dividend Comparison
WN.TO's dividend yield for the trailing twelve months is around 1.16%, less than XEQT.TO's 1.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WN.TO George Weston Limited | 1.16% | 2.44% | 4.26% | 5.10% | 4.61% | 4.70% | 6.71% | 6.09% | 6.50% | 4.96% | 4.61% | 4.75% |
XEQT.TO iShares Core Equity ETF Portfolio | 1.62% | 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
WN.TO and XEQT.TO have a correlation of -0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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