XEQT.TO vs. VT
Compare and contrast key facts about iShares Core Equity ETF Portfolio (XEQT.TO) and Vanguard Total World Stock ETF (VT).
XEQT.TO and VT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XEQT.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Gbl GR CAD. It was launched on Aug 7, 2019. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008. Both XEQT.TO and VT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XEQT.TO or VT.
Correlation
The correlation between XEQT.TO and VT is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
XEQT.TO vs. VT - Performance Comparison
Key characteristics
XEQT.TO:
1.00
VT:
0.79
XEQT.TO:
1.43
VT:
1.21
XEQT.TO:
1.22
VT:
1.18
XEQT.TO:
1.04
VT:
0.84
XEQT.TO:
4.68
VT:
3.74
XEQT.TO:
3.34%
VT:
3.72%
XEQT.TO:
15.66%
VT:
17.69%
XEQT.TO:
-29.74%
VT:
-50.27%
XEQT.TO:
-5.04%
VT:
-3.65%
Returns By Period
In the year-to-date period, XEQT.TO achieves a -0.50% return, which is significantly lower than VT's 1.68% return.
XEQT.TO
-0.50%
9.20%
2.69%
13.87%
13.66%
N/A
VT
1.68%
12.64%
2.37%
11.58%
14.15%
8.96%
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XEQT.TO vs. VT - Expense Ratio Comparison
XEQT.TO has a 0.20% expense ratio, which is higher than VT's 0.07% 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%.
Risk-Adjusted Performance
XEQT.TO vs. VT — Risk-Adjusted Performance Rank
XEQT.TO
VT
XEQT.TO vs. VT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Equity ETF Portfolio (XEQT.TO) and Vanguard Total World Stock ETF (VT). 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.
Dividends
XEQT.TO vs. VT - Dividend Comparison
XEQT.TO's dividend yield for the trailing twelve months is around 2.04%, more than VT's 1.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XEQT.TO iShares Core Equity ETF Portfolio | 2.04% | 2.03% | 2.09% | 2.14% | 1.65% | 1.68% | 1.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VT Vanguard Total World Stock ETF | 1.90% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% |
Drawdowns
XEQT.TO vs. VT - Drawdown Comparison
The maximum XEQT.TO drawdown since its inception was -29.74%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for XEQT.TO and VT. For additional features, visit the drawdowns tool.
Volatility
XEQT.TO vs. VT - Volatility Comparison
iShares Core Equity ETF Portfolio (XEQT.TO) and Vanguard Total World Stock ETF (VT) have volatilities of 12.58% and 12.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.