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XEF.TO vs. QDX.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XEF.TO vs. QDX.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares Core MSCI EAFE IMI Index ETF (XEF.TO) and Mackenzie International Equity Index ETF (QDX.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with XEF.TO having a 9.95% return and QDX.TO slightly higher at 10.16%.


XEF.TO

1D
-0.41%
1M
5.38%
YTD
9.95%
6M
10.72%
1Y
23.12%
3Y*
17.83%
5Y*
10.89%
10Y*
9.77%

QDX.TO

1D
-0.28%
1M
5.44%
YTD
10.16%
6M
10.81%
1Y
23.43%
3Y*
17.81%
5Y*
11.33%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XEF.TO vs. QDX.TO - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
XEF.TO
iShares Core MSCI EAFE IMI Index ETF
9.95%25.69%12.04%15.21%-9.53%10.36%6.13%15.86%-8.41%
QDX.TO
Mackenzie International Equity Index ETF
10.16%25.29%12.93%13.66%-8.61%11.24%5.06%15.27%-8.78%

Correlation

The correlation between XEF.TO and QDX.TO is 0.95 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


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

0.95

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

0.89

Correlation (5Y)
Calculated over the trailing 5-year period

0.78

Correlation (All Time)
Calculated using the full available price history since Feb 5, 2018

0.64

Over the past year, XEF.TO and QDX.TO have become more correlated (0.95) than their long-term average of 0.64, meaning their price movements have been converging.

XEF.TO vs. QDX.TO - Sectors Allocation Comparison


Sectors
XEF.TO
QDX.TO

Financial Services

22.9%
24.0%

Industrials

20.5%
19.8%

Technology

10.2%
10.4%

Healthcare

9.8%
10.4%

Consumer Cyclical

8.2%
7.8%

Basic Materials

6.6%
6.1%

Consumer Defensive

6.4%
6.7%

Communication Services

4.4%
4.5%

Energy

4.0%
4.2%

Utilities

3.8%
3.9%

Real Estate

3.1%
2.2%

Financial Services

XEF.TO
22.9%
QDX.TO
24.0%

Industrials

XEF.TO
20.5%
QDX.TO
19.8%

Technology

XEF.TO
10.2%
QDX.TO
10.4%

Healthcare

XEF.TO
9.8%
QDX.TO
10.4%

Consumer Cyclical

XEF.TO
8.2%
QDX.TO
7.8%

Basic Materials

XEF.TO
6.6%
QDX.TO
6.1%

Consumer Defensive

XEF.TO
6.4%
QDX.TO
6.7%

Communication Services

XEF.TO
4.4%
QDX.TO
4.5%

Energy

XEF.TO
4.0%
QDX.TO
4.2%

Utilities

XEF.TO
3.8%
QDX.TO
3.9%

Real Estate

XEF.TO
3.1%
QDX.TO
2.2%

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Return for Risk

XEF.TO vs. QDX.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XEF.TO
XEF.TO Risk / Return Rank: 4747
Overall Rank
XEF.TO Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
XEF.TO Sortino Ratio Rank: 4848
Sortino Ratio Rank
XEF.TO Omega Ratio Rank: 4848
Omega Ratio Rank
XEF.TO Calmar Ratio Rank: 4141
Calmar Ratio Rank
XEF.TO Martin Ratio Rank: 4848
Martin Ratio Rank

QDX.TO
QDX.TO Risk / Return Rank: 4848
Overall Rank
QDX.TO Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
QDX.TO Sortino Ratio Rank: 5050
Sortino Ratio Rank
QDX.TO Omega Ratio Rank: 4848
Omega Ratio Rank
QDX.TO Calmar Ratio Rank: 4444
Calmar Ratio Rank
QDX.TO Martin Ratio Rank: 5151
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.

XEF.TO vs. QDX.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI EAFE IMI Index ETF (XEF.TO) and Mackenzie International Equity Index ETF (QDX.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.


XEF.TOQDX.TODifference
Sharpe ratioReturn per unit of total volatility

+0.03

Sortino ratioReturn per unit of downside risk

+0.01

Omega ratioGain probability vs. loss probability

1.31

1.30

+0.01

Calmar ratioReturn relative to maximum drawdown

2.06

2.16

-0.10

Martin ratioReturn relative to average drawdown

8.22

8.46

-0.23

XEF.TO vs. QDX.TO - Sharpe Ratio Comparison

The current XEF.TO Sharpe Ratio is 1.68, which is comparable to the QDX.TO Sharpe Ratio of 1.65. The chart below compares the historical Sharpe Ratios of XEF.TO and QDX.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


XEF.TOQDX.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.68

1.65

+0.03

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.81

0.82

-0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

Sharpe Ratio (All Time)

Calculated using the full available price history

0.71

0.56

+0.15

Drawdowns

XEF.TO vs. QDX.TO - Drawdown Comparison

The maximum XEF.TO drawdown since its inception was -28.51%, roughly equal to the maximum QDX.TO drawdown of -28.08%. Use the drawdown chart below to compare losses from any high point for XEF.TO and QDX.TO.


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Drawdown Indicators


XEF.TOQDX.TODifference

Max Drawdown

Largest peak-to-trough decline

-28.51%

-28.08%

-0.43%

Max Drawdown (1Y)

Largest decline over 1 year

-11.27%

-10.88%

-0.39%

Max Drawdown (3Y)

Largest decline over 3 years

-14.32%

-14.25%

-0.07%

Max Drawdown (5Y)

Largest decline over 5 years

-24.58%

-23.00%

-1.58%

Max Drawdown (10Y)

Largest decline over 10 years

-28.51%

Current Drawdown

Current decline from peak

-1.09%

-0.72%

-0.37%

Average Drawdown

Average peak-to-trough decline

-4.62%

-4.54%

-0.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.82%

2.78%

+0.04%

Volatility

XEF.TO vs. QDX.TO - Volatility Comparison

iShares Core MSCI EAFE IMI Index ETF (XEF.TO) and Mackenzie International Equity Index ETF (QDX.TO) have volatilities of 4.77% and 4.80%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XEF.TOQDX.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.77%

4.80%

-0.03%

Volatility (6M)

Calculated over the trailing 6-month period

11.56%

12.00%

-0.44%

Volatility (1Y)

Calculated over the trailing 1-year period

13.85%

14.28%

-0.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.58%

13.94%

-0.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.85%

15.48%

-0.63%

XEF.TO vs. QDX.TO - Expense Ratio Comparison

XEF.TO has a 0.23% expense ratio, which is higher than QDX.TO's 0.17% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

XEF.TO vs. QDX.TO - Dividend Comparison

XEF.TO's dividend yield for the trailing twelve months is around 2.21%, less than QDX.TO's 2.63% yield.


PositionTTM20252024202320222021202020192018201720162015
QDX.TO
Mackenzie International Equity Index ETF
2.63%2.51%2.48%2.61%2.73%2.25%1.91%2.76%3.03%0.00%0.00%0.00%
XEF.TO
iShares Core MSCI EAFE IMI Index ETF
2.21%2.43%2.76%2.75%2.93%2.42%1.93%2.72%2.76%2.10%2.42%2.42%

Frequently Asked Questions


With a correlation of 0.95, XEF.TO and QDX.TO move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, QDX.TO is cheaper at 0.17% per year. The better choice depends on whether you care most about return, fees, risk, or income.

QDX.TO is cheaper with a 0.17% expense ratio, compared with 0.23% for XEF.TO.

XEF.TO tracks MSCI EAFE Investable Market Index (CAD), while QDX.TO tracks Solactive GBS Developed Markets ex North America Large & Mid Cap CAD Index. They also come from different issuers: iShares and Mackenzie. Their fees differ too: 0.23% for XEF.TO and 0.17% for QDX.TO.

Portfolio Optimizer

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