XEQT.TO vs. V
XEQT.TO (iShares Core Equity ETF Portfolio) is Global Equities fund actively managed by iShares, while V (Visa Inc.) is a stock. Over the past 5 years, XEQT.TO returned 13.69%/yr vs 10.48%/yr for V. A 0.51 correlation means they provide meaningful diversification when combined.
Performance
XEQT.TO vs. V - Performance Comparison
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Different Trading Currencies
XEQT.TO is traded in CAD, while V is traded in USD. To make them comparable, the V values have been converted to CAD using the latest available exchange rates.
Returns By Period
In the year-to-date period, XEQT.TO achieves a 12.26% return, which is significantly higher than V's -5.82% 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*
- —
V
- 1D
- 1.23%
- 1M
- 0.76%
- YTD
- -5.82%
- 6M
- -5.60%
- 1Y
- -5.36%
- 3Y*
- 15.57%
- 5Y*
- 10.48%
- 10Y*
- 16.97%
XEQT.TO vs. V - 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% |
V Visa Inc. | -5.82% | 6.66% | 32.68% | 23.30% | 2.72% | -0.36% | 14.35% | 4.13% |
Correlation
The correlation between XEQT.TO and V is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Aug 14, 2019 | 0.51 |
Over the past year, the correlation between XEQT.TO and V has dropped to 0.28 - well below their long-term average of 0.51, suggesting their price drivers have been diverging.
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Return for Risk
XEQT.TO vs. V — Risk / Return Rank
XEQT.TO
V
XEQT.TO vs. V - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Equity ETF Portfolio (XEQT.TO) and Visa Inc. (V). 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 | V | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.89 | ||
| Sortino ratioReturn per unit of downside risk | +3.85 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 0.93 | +0.52 |
| Calmar ratioReturn relative to maximum drawdown | 3.59 | -0.63 | +4.22 |
| Martin ratioReturn relative to average drawdown | 15.41 | -1.36 | +16.77 |
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Drawdowns
XEQT.TO vs. V - Drawdown Comparison
The maximum XEQT.TO drawdown since its inception was -29.74%, smaller than the maximum V drawdown of -41.45%. Use the drawdown chart below to compare losses from any high point for XEQT.TO and V.
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Drawdown Indicators
| XEQT.TO | V | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.74% | -41.45% | +11.71% |
Max Drawdown (1Y)Largest decline over 1 year | -8.25% | -16.70% | +8.45% |
Max Drawdown (3Y)Largest decline over 3 years | -15.08% | -21.28% | +6.20% |
Max Drawdown (5Y)Largest decline over 5 years | -19.55% | -22.58% | +3.03% |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.58% | — |
Current DrawdownCurrent decline from peak | -0.84% | -13.19% | +12.35% |
Average DrawdownAverage peak-to-trough decline | -4.09% | -7.31% | +3.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 10.03% | -8.11% |
Volatility
XEQT.TO vs. V - Volatility Comparison
The current volatility for iShares Core Equity ETF Portfolio (XEQT.TO) is 5.02%, while Visa Inc. (V) has a volatility of 5.72%. This indicates that XEQT.TO experiences smaller price fluctuations and is considered to be less risky than V 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 | V | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.02% | 5.72% | -0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 10.06% | 18.21% | -8.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.17% | 22.91% | -10.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.21% | 23.63% | -10.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.58% | 25.30% | -9.72% |
Dividends
XEQT.TO vs. V - Dividend Comparison
XEQT.TO's dividend yield for the trailing twelve months is around 1.48%, more than V's 0.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
V Visa Inc. | 0.81% | 0.70% | 0.68% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% |
XEQT.TO iShares Core Equity ETF Portfolio | 1.48% | 1.66% | 2.03% | 2.09% | 2.14% | 1.66% | 1.69% | 1.21% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XEQT.TO and V have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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