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XEG.TO vs. ENBE.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XEG.TO vs. ENBE.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares S&P/TSX Capped Energy Index ETF (XEG.TO) and Harvest Enbridge Enhanced High Income Shares ETF (ENBE.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, XEG.TO achieves a 46.30% return, which is significantly higher than ENBE.TO's 20.40% return.


XEG.TO

1D
0.69%
1M
15.08%
6M
31.52%
YTD
46.30%
1Y
65.86%
3Y*
24.75%
5Y*
32.72%
10Y*
12.29%
ALL TIME*
4.78%

ENBE.TO

1D
-1.28%
1M
-0.09%
6M
20.42%
YTD
20.40%
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
CA$135.36KCA$104.71KCA$69.67K
CA$58.70MCA$53.16MCA$56.38M

XEG.TO vs. ENBE.TO - Yearly Performance Comparison


Correlation

The correlation between XEG.TO and ENBE.TO is 0.32, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (All Time)
Calculated using the full available price history since Aug 21, 2025

0.32

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Return for Risk

XEG.TO vs. ENBE.TO — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

XEG.TO
XEG.TO Risk / Return Rank: 8989
Overall Rank
XEG.TO Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
XEG.TO Sortino Ratio Rank: 8989
Sortino Ratio Rank
XEG.TO Omega Ratio Rank: 8989
Omega Ratio Rank
XEG.TO Calmar Ratio Rank: 9090
Calmar Ratio Rank
XEG.TO Martin Ratio Rank: 8484
Martin Ratio Rank

ENBE.TO

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

XEG.TO vs. ENBE.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares S&P/TSX Capped Energy Index ETF (XEG.TO) and Harvest Enbridge Enhanced High Income Shares ETF (ENBE.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.


XEG.TOENBE.TODifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.41

Calmar ratioReturn relative to maximum drawdown

3.82

Martin ratioReturn relative to average drawdown

11.60

XEG.TO vs. ENBE.TO - Sharpe Ratio Comparison


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Drawdowns

XEG.TO vs. ENBE.TO - Drawdown Comparison

The maximum XEG.TO drawdown since its inception was -87.51%, which is greater than ENBE.TO's maximum drawdown of -11.28%. Use the drawdown chart below to compare losses from any high point for XEG.TO and ENBE.TO.


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Drawdown Indicators


XEG.TOENBE.TODifference

Max Drawdown

Largest peak-to-trough decline

-87.51%

-11.28%

-76.23%

Max Drawdown (1Y)

Largest decline over 1 year

-16.47%

Max Drawdown (3Y)

Largest decline over 3 years

-25.67%

Max Drawdown (5Y)

Largest decline over 5 years

-28.42%

Max Drawdown (10Y)

Largest decline over 10 years

-79.66%

Current Drawdown

Current decline from peak

-2.70%

-5.26%

+2.56%

Average Drawdown

Average peak-to-trough decline

-34.46%

-3.14%

-31.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.44%

Volatility

XEG.TO vs. ENBE.TO - Volatility Comparison


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Volatility by Period


XEG.TOENBE.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

8.21%

Volatility (6M)

Calculated over the trailing 6-month period

20.17%

Volatility (1Y)

Calculated over the trailing 1-year period

24.45%

18.34%

+6.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.62%

18.34%

+10.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.42%

18.34%

+15.08%

XEG.TO vs. ENBE.TO - Expense Ratio Comparison

XEG.TO has a 0.60% expense ratio, which is higher than ENBE.TO's 0.40% expense ratio.


Dividends

XEG.TO vs. ENBE.TO - Dividend Comparison

XEG.TO's dividend yield for the trailing twelve months is around 2.52%, less than ENBE.TO's 10.95% yield.


PositionTTM20252024202320222021202020192018201720162015
ENBE.TO
Harvest Enbridge Enhanced High Income Shares ETF
10.95%4.47%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XEG.TO
iShares S&P/TSX Capped Energy Index ETF
2.52%3.63%3.46%4.26%3.31%1.64%2.96%2.70%2.25%1.41%1.40%3.58%

Frequently Asked Questions


XEG.TO and ENBE.TO have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ENBE.TO is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ENBE.TO is cheaper with a 0.40% expense ratio, compared with 0.60% for XEG.TO.

XEG.TO is categorized as Energy Equities, while ENBE.TO is Derivative Income. They also come from different issuers: iShares and Harvest. Their fees differ too: 0.60% for XEG.TO and 0.40% for ENBE.TO.

Portfolio Optimizer

Find the right allocation for XEG.TO and ENBE.TO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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