XEU.TO vs. ZEQT.TO
Compare and contrast key facts about iShares MSCI Europe IMI Index ETF (XEU.TO) and BMO All-Equity ETF (ZEQT.TO).
XEU.TO and ZEQT.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XEU.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Eur GR CAD. It was launched on Apr 15, 2014. ZEQT.TO is an actively managed fund by BMO. It was launched on Jan 24, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XEU.TO or ZEQT.TO.
Correlation
The correlation between XEU.TO and ZEQT.TO is 0.77, 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
XEU.TO vs. ZEQT.TO - Performance Comparison
Key characteristics
XEU.TO:
1.59
ZEQT.TO:
2.60
XEU.TO:
2.23
ZEQT.TO:
3.71
XEU.TO:
1.27
ZEQT.TO:
1.49
XEU.TO:
2.33
ZEQT.TO:
3.79
XEU.TO:
6.27
ZEQT.TO:
17.71
XEU.TO:
2.70%
ZEQT.TO:
1.39%
XEU.TO:
10.68%
ZEQT.TO:
9.44%
XEU.TO:
-32.02%
ZEQT.TO:
-16.15%
XEU.TO:
-0.67%
ZEQT.TO:
-0.85%
Returns By Period
In the year-to-date period, XEU.TO achieves a 9.20% return, which is significantly higher than ZEQT.TO's 3.48% return.
XEU.TO
9.20%
4.67%
5.88%
17.05%
8.42%
6.70%
ZEQT.TO
3.48%
1.05%
11.98%
24.69%
N/A
N/A
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XEU.TO vs. ZEQT.TO - Expense Ratio Comparison
XEU.TO has a 0.28% expense ratio, which is higher than ZEQT.TO's 0.20% expense ratio.
Risk-Adjusted Performance
XEU.TO vs. ZEQT.TO — Risk-Adjusted Performance Rank
XEU.TO
ZEQT.TO
XEU.TO vs. ZEQT.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Europe IMI Index ETF (XEU.TO) and BMO All-Equity ETF (ZEQT.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.
Dividends
XEU.TO vs. ZEQT.TO - Dividend Comparison
XEU.TO's dividend yield for the trailing twelve months is around 2.45%, more than ZEQT.TO's 1.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XEU.TO iShares MSCI Europe IMI Index ETF | 2.45% | 2.68% | 2.96% | 3.03% | 2.42% | 1.98% | 3.56% | 3.28% | 2.27% | 2.91% | 2.33% | 0.98% |
ZEQT.TO BMO All-Equity ETF | 1.64% | 1.69% | 2.13% | 2.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
XEU.TO vs. ZEQT.TO - Drawdown Comparison
The maximum XEU.TO drawdown since its inception was -32.02%, which is greater than ZEQT.TO's maximum drawdown of -16.15%. Use the drawdown chart below to compare losses from any high point for XEU.TO and ZEQT.TO. For additional features, visit the drawdowns tool.
Volatility
XEU.TO vs. ZEQT.TO - Volatility Comparison
iShares MSCI Europe IMI Index ETF (XEU.TO) has a higher volatility of 3.27% compared to BMO All-Equity ETF (ZEQT.TO) at 2.40%. This indicates that XEU.TO's price experiences larger fluctuations and is considered to be riskier than ZEQT.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.