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

Performance

XEF.TO vs. XEU.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 iShares MSCI Europe IMI Index ETF (XEU.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, XEF.TO achieves a 9.95% return, which is significantly higher than XEU.TO's 6.82% return. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: XEF.TO at 9.77% and XEU.TO at 9.77%.


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%

XEU.TO

1D
-0.82%
1M
5.05%
YTD
6.82%
6M
8.23%
1Y
18.70%
3Y*
17.08%
5Y*
10.84%
10Y*
9.77%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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


2026 (YTD)202520242023202220212020201920182017
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%-6.65%18.19%
XEU.TO
iShares MSCI Europe IMI Index ETF
6.82%29.40%9.36%17.36%-10.48%16.36%3.16%18.30%-8.11%18.48%

Correlation

The correlation between XEF.TO and XEU.TO is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.94

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

0.90

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

0.89

Correlation (10Y)
Calculated over the trailing 10-year period

0.88

Correlation (All Time)
Calculated using the full available price history since Apr 24, 2014

0.86

The correlation between XEF.TO and XEU.TO has been stable across timeframes, ranging from 0.86 to 0.94 - a consistent structural relationship.

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


Sectors
XEF.TO
XEU.TO

Financial Services

22.9%
22.5%

Industrials

20.5%
15.6%

Technology

10.2%
8.4%

Healthcare

9.8%
10.5%

Consumer Cyclical

8.2%
6.5%

Basic Materials

6.6%
5.3%

Consumer Defensive

6.4%
8.0%

Communication Services

4.4%
3.3%

Energy

4.0%
4.0%

Utilities

3.8%
3.5%

Real Estate

3.1%
1.4%

Financial Services

XEF.TO
22.9%
XEU.TO
22.5%

Industrials

XEF.TO
20.5%
XEU.TO
15.6%

Technology

XEF.TO
10.2%
XEU.TO
8.4%

Healthcare

XEF.TO
9.8%
XEU.TO
10.5%

Consumer Cyclical

XEF.TO
8.2%
XEU.TO
6.5%

Basic Materials

XEF.TO
6.6%
XEU.TO
5.3%

Consumer Defensive

XEF.TO
6.4%
XEU.TO
8.0%

Communication Services

XEF.TO
4.4%
XEU.TO
3.3%

Energy

XEF.TO
4.0%
XEU.TO
4.0%

Utilities

XEF.TO
3.8%
XEU.TO
3.5%

Real Estate

XEF.TO
3.1%
XEU.TO
1.4%

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Return for Risk

XEF.TO vs. XEU.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

XEU.TO
XEU.TO Risk / Return Rank: 3535
Overall Rank
XEU.TO Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
XEU.TO Sortino Ratio Rank: 3636
Sortino Ratio Rank
XEU.TO Omega Ratio Rank: 3636
Omega Ratio Rank
XEU.TO Calmar Ratio Rank: 3232
Calmar Ratio Rank
XEU.TO Martin Ratio Rank: 3838
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. XEU.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 iShares MSCI Europe IMI Index ETF (XEU.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.TOXEU.TODifference
Sharpe ratioReturn per unit of total volatility

+0.36

Sortino ratioReturn per unit of downside risk

+0.51

Omega ratioGain probability vs. loss probability

1.31

1.24

+0.07

Calmar ratioReturn relative to maximum drawdown

2.06

1.57

+0.49

Martin ratioReturn relative to average drawdown

8.22

6.06

+2.17

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

The current XEF.TO Sharpe Ratio is 1.68, which is comparable to the XEU.TO Sharpe Ratio of 1.32. The chart below compares the historical Sharpe Ratios of XEF.TO and XEU.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.TOXEU.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.68

1.32

+0.36

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.81

0.74

+0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

0.61

+0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.71

0.53

+0.18

Drawdowns

XEF.TO vs. XEU.TO - Drawdown Comparison

The maximum XEF.TO drawdown since its inception was -28.51%, smaller than the maximum XEU.TO drawdown of -32.02%. Use the drawdown chart below to compare losses from any high point for XEF.TO and XEU.TO.


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Drawdown Indicators


XEF.TOXEU.TODifference

Max Drawdown

Largest peak-to-trough decline

-28.51%

-32.02%

+3.51%

Max Drawdown (1Y)

Largest decline over 1 year

-11.27%

-11.94%

+0.67%

Max Drawdown (3Y)

Largest decline over 3 years

-14.32%

-14.62%

+0.30%

Max Drawdown (5Y)

Largest decline over 5 years

-24.58%

-26.96%

+2.38%

Max Drawdown (10Y)

Largest decline over 10 years

-28.51%

-32.02%

+3.51%

Current Drawdown

Current decline from peak

-1.09%

-1.74%

+0.65%

Average Drawdown

Average peak-to-trough decline

-4.62%

-5.38%

+0.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.82%

3.09%

-0.27%

Volatility

XEF.TO vs. XEU.TO - Volatility Comparison

The current volatility for iShares Core MSCI EAFE IMI Index ETF (XEF.TO) is 4.77%, while iShares MSCI Europe IMI Index ETF (XEU.TO) has a volatility of 5.16%. This indicates that XEF.TO experiences smaller price fluctuations and is considered to be less risky than XEU.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XEF.TOXEU.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.77%

5.16%

-0.39%

Volatility (6M)

Calculated over the trailing 6-month period

11.56%

11.85%

-0.29%

Volatility (1Y)

Calculated over the trailing 1-year period

13.85%

14.22%

-0.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.58%

14.72%

-1.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.85%

16.09%

-1.24%

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

XEF.TO has a 0.23% expense ratio, which is lower than XEU.TO's 0.28% expense ratio.


Dividends

XEF.TO vs. XEU.TO - Dividend Comparison

XEF.TO's dividend yield for the trailing twelve months is around 2.21%, less than XEU.TO's 2.31% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
XEU.TO
iShares MSCI Europe IMI Index ETF
2.31%2.47%2.68%2.96%3.03%2.42%1.98%3.56%3.28%2.27%2.91%2.33%

Frequently Asked Questions


With a correlation of 0.94, XEF.TO and XEU.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, XEF.TO is cheaper at 0.23% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XEF.TO is cheaper with a 0.23% expense ratio, compared with 0.28% for XEU.TO.

XEF.TO is categorized as Foreign Large Cap Equities, while XEU.TO is Europe Equities. XEF.TO tracks MSCI EAFE Investable Market Index (CAD), while XEU.TO tracks Morningstar Eur GR CAD. Their fees differ too: 0.23% for XEF.TO and 0.28% for XEU.TO.

Portfolio Optimizer

Find the right allocation for XEF.TO and XEU.TO

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