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XDNA.TO vs. XEQT.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XDNA.TO vs. XEQT.TO

Last updated Jun 4, 2026

XDNA.TO (iShares Genomics Immunology and Healthcare Index ETF) and XEQT.TO (iShares Core Equity ETF Portfolio) are both exchange-traded funds - XDNA.TO is a Health & Biotech Equities fund tracking the NYSE FactSet Global Genomics and Immuno Biopharma Index, while XEQT.TO is a Global Equities fund actively managed by iShares. XDNA.TO is passively managed, while XEQT.TO is actively managed. Over the past 3 years, XDNA.TO returned 7.28%/yr vs 21.78%/yr for XEQT.TO. At a 0.21 correlation, their price movements are largely independent. XDNA.TO charges 0.44%/yr vs 0.20%/yr for XEQT.TO.

Performance

XDNA.TO vs. XEQT.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares Genomics Immunology and Healthcare Index ETF (XDNA.TO) and iShares Core Equity ETF Portfolio (XEQT.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XDNA.TO achieves a 10.45% return, which is significantly lower than XEQT.TO's 12.29% return.

XDNA.TO

1D
-1.95%
1M
-1.11%
YTD
10.45%
6M
9.39%
1Y
40.18%
3Y*
7.28%
5Y*
—
10Y*
—

XEQT.TO

1D
-0.56%
1M
5.98%
YTD
12.29%
6M
11.20%
1Y
29.24%
3Y*
21.78%
5Y*
13.72%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

XDNA.TO vs. XEQT.TO - Yearly Performance Comparison

2026 (YTD)2025202420232022
XDNA.TO
iShares Genomics Immunology and Healthcare Index ETF		10.45%12.10%5.54%-7.84%-13.38%
XEQT.TO
iShares Core Equity ETF Portfolio		12.29%19.47%24.36%17.25%-1.97%

Correlation

The correlation between XDNA.TO and XEQT.TO is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.31

Correlation (3Y)
Calculated over the trailing 3-year period

0.22

Correlation (All Time)
Calculated using the full available price history since May 4, 2022

0.21

Compare stocks, funds, or ETFs

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iShares Genomics Immunology and Healthcare Index ETF

iShares Core Equity ETF Portfolio

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XDNA.TO vs. XHC.TOXDNA.TO vs. HHL.TOXDNA.TO vs. LMAX.TOXDNA.TO vs. ZUH.TOXDNA.TO vs. XQQ.TOXDNA.TO vs. XIC.TOXDNA.TO vs. XDIV.TO
Often compared with XEQT.TO:
XEQT.TO vs. VFV.TOXEQT.TO vs. VEQT.TOXEQT.TO vs. XGRO.TOXEQT.TO vs. ZEQT.TOXEQT.TO vs. VGRO.TOXEQT.TO vs. XEI.TOXEQT.TO vs. VOO

Return for Risk

XDNA.TO vs. XEQT.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
XDNA.TO
XDNA.TO Risk / Return Rank: 5959
Overall Rank
XDNA.TO Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
XDNA.TO Sortino Ratio Rank: 5151
Sortino Ratio Rank
XDNA.TO Omega Ratio Rank: 4848
Omega Ratio Rank
XDNA.TO Calmar Ratio Rank: 8585
Calmar Ratio Rank
XDNA.TO Martin Ratio Rank: 6262
Martin Ratio Rank
XEQT.TO
XEQT.TO Risk / Return Rank: 7575
Overall Rank
XEQT.TO Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
XEQT.TO Sortino Ratio Rank: 7676
Sortino Ratio Rank
XEQT.TO Omega Ratio Rank: 7676
Omega Ratio Rank
XEQT.TO Calmar Ratio Rank: 7070
Calmar Ratio Rank
XEQT.TO Martin Ratio Rank: 7878
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XDNA.TO vs. XEQT.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Genomics Immunology and Healthcare Index ETF (XDNA.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.

XDNA.TOXEQT.TODifference
Sharpe ratioReturn per unit of total volatility
1.65
2.53

-0.88

Sortino ratioReturn per unit of downside risk
2.45
3.49

-1.04

Omega ratioGain probability vs. loss probability

1.30

1.47

-0.17

Calmar ratioReturn relative to maximum drawdown

4.67

3.56

+1.11

Martin ratioReturn relative to average drawdown

10.95

15.50

-4.56

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

XDNA.TO vs. XEQT.TO - Sharpe Ratio Comparison

The current XDNA.TO Sharpe Ratio is 1.65, which is lower than the XEQT.TO Sharpe Ratio of 2.53. The chart below compares the historical Sharpe Ratios of XDNA.TO and XEQT.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

XDNA.TOXEQT.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.65

2.53

-0.88

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

1.05

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.04

0.95

-0.91

Drawdowns

XDNA.TO vs. XEQT.TO - Drawdown Comparison

The maximum XDNA.TO drawdown since its inception was -45.90%, 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 XDNA.TO and XEQT.TO.

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Drawdown Indicators

XDNA.TOXEQT.TODifference

Max Drawdown

Largest peak-to-trough decline

-45.90%

-29.74%

-16.16%

Max Drawdown (1Y)

Largest decline over 1 year

-8.64%

-8.25%

-0.39%

Max Drawdown (3Y)

Largest decline over 3 years

-28.29%

-15.08%

-13.21%

Max Drawdown (5Y)

Largest decline over 5 years

—

-19.56%

—

Current Drawdown

Current decline from peak

-8.95%

-0.56%

-8.39%

Average Drawdown

Average peak-to-trough decline

-23.55%

-4.11%

-19.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.68%

1.89%

+1.79%

Volatility

XDNA.TO vs. XEQT.TO - Volatility Comparison

iShares Genomics Immunology and Healthcare Index ETF (XDNA.TO) has a higher volatility of 6.47% compared to iShares Core Equity ETF Portfolio (XEQT.TO) at 3.70%. This indicates that XDNA.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

XDNA.TOXEQT.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

6.47%

3.70%

+2.77%

Volatility (6M)

Calculated over the trailing 6-month period

18.03%

9.38%

+8.65%

Volatility (1Y)

Calculated over the trailing 1-year period

24.71%

11.63%

+13.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.32%

13.12%

+12.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.32%

15.56%

+9.76%

XDNA.TO vs. XEQT.TO - Expense Ratio Comparison

XDNA.TO has a 0.44% expense ratio, which is higher than XEQT.TO's 0.20% expense ratio.

Dividends

XDNA.TO vs. XEQT.TO - Dividend Comparison

XDNA.TO's dividend yield for the trailing twelve months is around 0.39%, less than XEQT.TO's 1.48% yield.

PositionTTM2025202420232022202120202019
XDNA.TO
iShares Genomics Immunology and Healthcare Index ETF		0.39%0.43%0.32%0.25%0.32%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

XDNA.TO and XEQT.TO have a correlation of 0.31, 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 0.44% for XDNA.TO.

XDNA.TO is categorized as Health & Biotech Equities, while XEQT.TO is Global Equities. Their fees differ too: 0.44% for XDNA.TO and 0.20% for XEQT.TO.

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