XEQT.TO vs. TEQT.TO

Last updated Apr 11, 2026

XEQT.TO (iShares Core Equity ETF Portfolio) and TEQT.TO (TD All-Equity ETF Portfolio) are both Global Equities funds. XEQT.TO is actively managed, while TEQT.TO is passively managed. Their correlation of 0.95 suggests significant overlap in exposure. XEQT.TO charges 0.20%/yr vs 0.17%/yr for TEQT.TO.

Performance

XEQT.TO vs. TEQT.TO - Performance Comparison

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

Returns By Period

In the year-to-date period, XEQT.TO achieves a 4.80% return, which is significantly higher than TEQT.TO's 3.49% return.

XEQT.TO

• 1D: 0.41%
• 1M: 3.32%
• YTD: 4.80%
• 6M: 7.93%
• 1Y: 36.34%
• 3Y*: 19.58%
• 5Y*: 12.32%
• 10Y*: —

TEQT.TO

• 1D: 0.24%
• 1M: 2.82%
• YTD: 3.49%
• 6M: 7.42%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

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

	2026 (YTD)	2025
XEQT.TO iShares Core Equity ETF Portfolio	4.80%	25.73%
TEQT.TO TD All-Equity ETF Portfolio	3.49%	27.04%

Correlation

The correlation between XEQT.TO and TEQT.TO is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification — they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Apr 16, 2025	0.95

Return for Risk

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

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

XEQT.TO

XEQT.TO Risk / Return Rank: 85
XEQT.TO Sharpe Ratio Rank: 86
XEQT.TO Sortino Ratio Rank: 85
XEQT.TO Omega Ratio Rank: 85
XEQT.TO Calmar Ratio Rank: 80
XEQT.TO Martin Ratio Rank: 86

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.

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

This table presents a comparison of risk-adjusted performance metrics for iShares Core Equity ETF Portfolio (XEQT.TO) and TD All-Equity ETF Portfolio (TEQT.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.

	XEQT.TO	TEQT.TO	Difference
Sharpe ratio Return per unit of total volatility	3.04	—	—
Sortino ratio Return per unit of downside risk	4.15	—	—
Omega ratio Gain probability vs. loss probability	1.57	—	—
Calmar ratio Return relative to maximum drawdown	4.93	—	—
Martin ratio Return relative to average drawdown	21.32	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	XEQT.TO	TEQT.TO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	3.04	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.95	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.89	2.58	-1.69

Drawdowns

XEQT.TO vs. TEQT.TO - Drawdown Comparison

The maximum XEQT.TO drawdown since its inception was -29.74%, which is greater than TEQT.TO's maximum drawdown of -7.62%. Use the drawdown chart below to compare losses from any high point for XEQT.TO and TEQT.TO.

Drawdown Indicators

	XEQT.TO	TEQT.TO	Difference
Max Drawdown Largest peak-to-trough decline	-29.74%	-7.62%	-22.12%
Max Drawdown (1Y) Largest decline over 1 year	-8.25%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-19.56%	—	—
Current Drawdown Current decline from peak	-1.17%	-1.15%	-0.02%
Average Drawdown Average peak-to-trough decline	-4.19%	-1.09%	-3.10%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.91%	—	—

Volatility

Volatility by Period

	XEQT.TO	TEQT.TO	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.82%	—	—
Volatility (6M) Calculated over the trailing 6-month period	9.72%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	12.60%	12.49%	+0.11%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.06%	12.49%	+0.57%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.63%	12.49%	+3.14%

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

XEQT.TO has a 0.20% expense ratio, which is higher than TEQT.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

XEQT.TO vs. TEQT.TO - Dividend Comparison

XEQT.TO's dividend yield for the trailing twelve months is around 1.59%, more than TEQT.TO's 1.42% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019
XEQT.TO iShares Core Equity ETF Portfolio	1.59%	1.66%	2.01%	2.07%	2.12%	1.64%	1.66%	1.19%
TEQT.TO TD All-Equity ETF Portfolio	1.42%	1.14%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%