XEQT.TO vs. ATZ.TO
XEQT.TO (iShares Core Equity ETF Portfolio) is Global Equities fund actively managed by iShares, while ATZ.TO (Aritzia Inc.) is a stock. Over the past 5 years, XEQT.TO returned 13.69%/yr vs 38.38%/yr for ATZ.TO. At a 0.44 correlation, their price movements are largely independent.
Performance
XEQT.TO vs. ATZ.TO - Performance Comparison
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Returns By Period
In the year-to-date period, XEQT.TO achieves a 12.26% return, which is significantly lower than ATZ.TO's 43.60% return.
XEQT.TO
- 1D
- 0.63%
- 1M
- 2.10%
- YTD
- 12.26%
- 6M
- 12.73%
- 1Y
- 30.96%
- 3Y*
- 21.81%
- 5Y*
- 13.69%
- 10Y*
- —
ATZ.TO
- 1D
- 1.59%
- 1M
- 17.04%
- YTD
- 43.60%
- 6M
- 48.06%
- 1Y
- 158.47%
- 3Y*
- 67.44%
- 5Y*
- 38.38%
- 10Y*
- —
XEQT.TO vs. ATZ.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
XEQT.TO iShares Core Equity ETF Portfolio | 12.26% | 20.57% | 24.38% | 17.27% | -10.99% | 18.98% | 11.85% | 8.56% |
ATZ.TO Aritzia Inc. | 43.60% | 119.59% | 94.33% | -41.92% | -9.55% | 102.99% | 35.38% | 5.83% |
Correlation
The correlation between XEQT.TO and ATZ.TO is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since Aug 14, 2019 | 0.44 |
The correlation between XEQT.TO and ATZ.TO shifts across timeframes, from 0.40 (3 years) to 0.55 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
XEQT.TO vs. ATZ.TO — Risk / Return Rank
XEQT.TO
ATZ.TO
XEQT.TO vs. ATZ.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Equity ETF Portfolio (XEQT.TO) and Aritzia Inc. (ATZ.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.
| XEQT.TO | ATZ.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.62 | ||
| Sortino ratioReturn per unit of downside risk | -0.96 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.57 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 3.59 | 6.47 | -2.88 |
| Martin ratioReturn relative to average drawdown | 15.41 | 18.39 | -2.97 |
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Drawdowns
XEQT.TO vs. ATZ.TO - Drawdown Comparison
The maximum XEQT.TO drawdown since its inception was -29.74%, smaller than the maximum ATZ.TO drawdown of -64.82%. Use the drawdown chart below to compare losses from any high point for XEQT.TO and ATZ.TO.
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Drawdown Indicators
| XEQT.TO | ATZ.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.74% | -64.82% | +35.08% |
Max Drawdown (1Y)Largest decline over 1 year | -8.25% | -23.22% | +14.97% |
Max Drawdown (3Y)Largest decline over 3 years | -15.08% | -46.84% | +31.76% |
Max Drawdown (5Y)Largest decline over 5 years | -19.55% | -64.82% | +45.27% |
Current DrawdownCurrent decline from peak | -0.84% | 0.00% | -0.84% |
Average DrawdownAverage peak-to-trough decline | -4.09% | -20.12% | +16.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 8.15% | -6.23% |
Volatility
XEQT.TO vs. ATZ.TO - Volatility Comparison
The current volatility for iShares Core Equity ETF Portfolio (XEQT.TO) is 5.02%, while Aritzia Inc. (ATZ.TO) has a volatility of 10.40%. This indicates that XEQT.TO experiences smaller price fluctuations and is considered to be less risky than ATZ.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XEQT.TO | ATZ.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.02% | 10.40% | -5.38% |
Volatility (6M)Calculated over the trailing 6-month period | 10.06% | 30.77% | -20.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.17% | 37.12% | -24.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.21% | 46.69% | -33.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.58% | 43.07% | -27.49% |
Dividends
XEQT.TO vs. ATZ.TO - Dividend Comparison
XEQT.TO's dividend yield for the trailing twelve months is around 1.48%, while ATZ.TO has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
ATZ.TO Aritzia Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XEQT.TO iShares Core Equity ETF Portfolio | 1.48% | 1.66% | 2.03% | 2.09% | 2.14% | 1.66% | 1.69% | 1.21% |
Frequently Asked Questions
XEQT.TO and ATZ.TO have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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