XEQT.TO vs. VTI

Last updated Jun 6, 2026

XEQT.TO (iShares Core Equity ETF Portfolio) and VTI (Vanguard Total Stock Market ETF) are both exchange-traded funds - XEQT.TO is a Global Equities fund actively managed by iShares, while VTI is a Large Cap Blend Equities fund tracking the CRSP US Total Market Index. XEQT.TO is actively managed, while VTI is passively managed. Their correlation of 0.83 suggests significant overlap in exposure. XEQT.TO charges 0.20%/yr vs 0.03%/yr for VTI.

Performance

XEQT.TO vs. VTI - Performance Comparison

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

Different Trading Currencies

XEQT.TO is traded in CAD, while VTI is traded in USD. To make them comparable, the VTI values have been converted to CAD using the latest available exchange rates.

Returns By Period

The year-to-date returns for both investments are quite close, with XEQT.TO having a 10.25% return and VTI slightly higher at 10.44%.

XEQT.TO

• 1D: -2.62%
• 1M: 1.43%
• YTD: 10.25%
• 6M: 9.51%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

VTI

• 1D: -2.47%
• 1M: 2.66%
• YTD: 10.44%
• 6M: 9.26%
• 1Y: 28.47%
• 3Y*: 22.67%
• 5Y*: 15.46%
• 10Y*: 15.75%

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

XEQT.TO vs. VTI - Yearly Performance Comparison

	2026 (YTD)	2025
XEQT.TO iShares Core Equity ETF Portfolio	10.25%	14.62%
VTI Vanguard Total Stock Market ETF	10.44%	14.87%

Correlation

The correlation between XEQT.TO and VTI is 0.83, 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 Jun 9, 2025	0.83

XEQT.TO vs. VTI - Sectors Allocation Comparison

Sectors	XEQT.TO	VTI
Technology	22.9%	33.5%
Financial Services	20.3%	12.0%
Industrials	12.1%	9.8%
Consumer Cyclical	7.8%	10.0%
Basic Materials	7.3%	2.0%
Energy	7.2%	3.7%
Healthcare	6.6%	9.2%
Communication Services	6.4%	10.3%
Consumer Defensive	4.4%	4.7%
Utilities	2.8%	2.3%
Real Estate	2.2%	2.4%

Return for Risk

XEQT.TO vs. VTI — Risk / Return Rank

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

VTI

VTI Risk / Return Rank: 64
VTI Sharpe Ratio Rank: 64
VTI Sortino Ratio Rank: 61
VTI Omega Ratio Rank: 63
VTI Calmar Ratio Rank: 60
VTI Martin Ratio Rank: 73

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. VTI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core Equity ETF Portfolio (XEQT.TO) and Vanguard Total Stock Market ETF (VTI). 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.

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

Sharpe Ratios by Period

	XEQT.TO	VTI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.35	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	1.00	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.96	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.23	1.09	+1.14

Drawdowns

XEQT.TO vs. VTI - Drawdown Comparison

The maximum XEQT.TO drawdown since its inception was -8.25%, smaller than the maximum VTI drawdown of -28.73%. Use the drawdown chart below to compare losses from any high point for XEQT.TO and VTI.

Drawdown Indicators

	XEQT.TO	VTI	Difference
Max Drawdown Largest peak-to-trough decline	-8.25%	-28.73%	+20.48%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.61%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-19.75%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-23.50%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-28.73%	—
Current Drawdown Current decline from peak	-2.62%	-2.47%	-0.15%
Average Drawdown Average peak-to-trough decline	-1.04%	-3.47%	+2.43%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.26%	—

Volatility

Volatility by Period

	XEQT.TO	VTI	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.68%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.37%	—
Volatility (1Y) Calculated over the trailing 1-year period	11.98%	12.21%	-0.23%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.98%	15.46%	-3.48%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.98%	16.50%	-4.52%

XEQT.TO vs. VTI - Expense Ratio Comparison

XEQT.TO has a 0.20% expense ratio, which is higher than VTI's 0.03% 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. VTI - Dividend Comparison

XEQT.TO's dividend yield for the trailing twelve months is around 1.51%, more than VTI's 1.04% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
VTI Vanguard Total Stock Market ETF	1.04%	1.12%	1.27%	1.44%	1.66%	1.21%	1.42%	1.78%	2.04%	1.71%	1.92%	1.98%
XEQT.TO iShares Core Equity ETF Portfolio	1.51%	1.66%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both XEQT.TO and VTI in my portfolio?

XEQT.TO and VTI have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, XEQT.TO or VTI?

On fees, VTI is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, XEQT.TO or VTI?

VTI is cheaper with a 0.03% expense ratio, compared with 0.20% for XEQT.TO.

What is the main difference between XEQT.TO and VTI?

XEQT.TO is categorized as Global Equities, while VTI is Large Cap Blend Equities. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.20% for XEQT.TO and 0.03% for VTI.