XEXP.TO vs. TXF.TO
XEXP.TO (iShares Exponential Technologies Index ETF) and TXF.TO (CI Tech Giants Covered Call Common) are both Technology Equities funds. XEXP.TO is passively managed, while TXF.TO is actively managed. Over the past 3 years, XEXP.TO returned 17.73%/yr vs 33.10%/yr for TXF.TO. At a 0.37 correlation, their price movements are largely independent. XEXP.TO charges 0.44%/yr vs 0.71%/yr for TXF.TO.
Performance
XEXP.TO vs. TXF.TO - Performance Comparison
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Returns By Period
In the year-to-date period, XEXP.TO achieves a 21.53% return, which is significantly lower than TXF.TO's 31.75% return.
XEXP.TO
- 1D
- 0.25%
- 1M
- 11.43%
- YTD
- 21.53%
- 6M
- 13.91%
- 1Y
- 41.18%
- 3Y*
- 17.73%
- 5Y*
- —
- 10Y*
- —
TXF.TO
- 1D
- 0.07%
- 1M
- 18.07%
- YTD
- 31.75%
- 6M
- 31.92%
- 1Y
- 64.62%
- 3Y*
- 33.10%
- 5Y*
- 18.49%
- 10Y*
- 19.77%
XEXP.TO vs. TXF.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
XEXP.TO iShares Exponential Technologies Index ETF | 21.53% | 13.97% | 9.27% | 24.40% | 1.69% |
TXF.TO CI Tech Giants Covered Call Common | 31.75% | 24.81% | 18.69% | 60.80% | -17.90% |
Correlation
The correlation between XEXP.TO and TXF.TO is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since May 4, 2022 | 0.37 |
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Return for Risk
XEXP.TO vs. TXF.TO — Risk / Return Rank
XEXP.TO
TXF.TO
XEXP.TO vs. TXF.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Exponential Technologies Index ETF (XEXP.TO) and CI Tech Giants Covered Call Common (TXF.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.
| XEXP.TO | TXF.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.73 | ||
| Sortino ratioReturn per unit of downside risk | -0.54 | ||
| Omega ratioGain probability vs. loss probability | 1.48 | 1.53 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.42 | 4.21 | -0.79 |
| Martin ratioReturn relative to average drawdown | 10.64 | 15.54 | -4.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XEXP.TO | TXF.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.51 | 3.24 | -0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.76 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.84 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.81 | +0.11 |
Drawdowns
XEXP.TO vs. TXF.TO - Drawdown Comparison
The maximum XEXP.TO drawdown since its inception was -22.44%, smaller than the maximum TXF.TO drawdown of -41.23%. Use the drawdown chart below to compare losses from any high point for XEXP.TO and TXF.TO.
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Drawdown Indicators
| XEXP.TO | TXF.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.44% | -41.23% | +18.79% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -15.43% | +3.33% |
Max Drawdown (3Y)Largest decline over 3 years | -22.44% | -27.38% | +4.94% |
Max Drawdown (5Y)Largest decline over 5 years | — | -41.23% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.23% | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -3.99% | -6.17% | +2.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.88% | 4.17% | -0.29% |
Volatility
XEXP.TO vs. TXF.TO - Volatility Comparison
iShares Exponential Technologies Index ETF (XEXP.TO) and CI Tech Giants Covered Call Common (TXF.TO) have volatilities of 5.54% and 5.71%, 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.
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Volatility by Period
| XEXP.TO | TXF.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.54% | 5.71% | -0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 12.89% | 16.39% | -3.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.48% | 20.09% | -3.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.92% | 24.63% | -5.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.92% | 23.54% | -4.62% |
XEXP.TO vs. TXF.TO - Expense Ratio Comparison
XEXP.TO has a 0.44% expense ratio, which is lower than TXF.TO's 0.71% expense ratio.
Dividends
XEXP.TO vs. TXF.TO - Dividend Comparison
XEXP.TO's dividend yield for the trailing twelve months is around 0.54%, less than TXF.TO's 9.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TXF.TO CI Tech Giants Covered Call Common | 9.11% | 10.59% | 9.76% | 7.48% | 14.13% | 7.77% | 11.01% | 7.29% | 9.29% | 4.89% | 6.16% | 6.15% |
XEXP.TO iShares Exponential Technologies Index ETF | 0.54% | 0.65% | 0.80% | 0.63% | 0.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XEXP.TO and TXF.TO have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XEXP.TO is cheaper at 0.44% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XEXP.TO is cheaper with a 0.44% expense ratio, compared with 0.71% for TXF.TO.
They also come from different issuers: iShares and CI Investments. Their fees differ too: 0.44% for XEXP.TO and 0.71% for TXF.TO.
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