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XGI.TO vs. XEQT.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

XGI.TO vs. XEQT.TO

Last updated Apr 1, 2026

Compare and contrast key facts about iShares S&P Global Industrials Index ETF (CAD-Hedged) (XGI.TO) and iShares Core Equity ETF Portfolio (XEQT.TO).

XGI.TO and XEQT.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XGI.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Gbl GR CAD. It was launched on Mar 26, 2013. XEQT.TO is an actively managed fund by iShares. It was launched on Aug 7, 2019.

Performance

XGI.TO vs. XEQT.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares S&P Global Industrials Index ETF (CAD-Hedged) (XGI.TO) and iShares Core Equity ETF Portfolio (XEQT.TO). The values are adjusted to include any dividend payments, if applicable.

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XGI.TO vs. XEQT.TO - Yearly Performance Comparison

2026 (YTD)2025202420232022202120202019
XGI.TO
iShares S&P Global Industrials Index ETF (CAD-Hedged)		1.26%20.93%16.18%21.83%-8.79%17.71%4.62%14.76%
XEQT.TO
iShares Core Equity ETF Portfolio		0.66%19.47%24.36%17.25%-11.01%18.94%11.82%9.89%

Returns By Period

In the year-to-date period, XGI.TO achieves a 1.26% return, which is significantly higher than XEQT.TO's 0.66% return.

XGI.TO

1D
1.73%
1M
-9.98%
YTD
1.26%
6M
5.24%
1Y
21.43%
3Y*
17.33%
5Y*
10.78%
10Y*
11.24%

XEQT.TO

1D
2.80%
1M
-4.49%
YTD
0.66%
6M
2.68%
1Y
20.05%
3Y*
18.11%
5Y*
11.80%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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iShares S&P Global Industrials Index ETF (CAD-Hedged)

iShares Core Equity ETF Portfolio

Often compared with XGI.TO:
XGI.TO vs. SPGIXGI.TO vs. CEW.TOXGI.TO vs. XUU.TOXGI.TO vs. CIF.TOXGI.TO vs. XDIV.TOXGI.TO vs. ZDJ.TOXGI.TO vs. ZUT.TO
Often compared with XEQT.TO:
XEQT.TO vs. VFV.TOXEQT.TO vs. VEQT.TOXEQT.TO vs. XGRO.TOXEQT.TO vs. ZEQT.TOXEQT.TO vs. VGRO.TOXEQT.TO vs. XEI.TOXEQT.TO vs. XAW.TO

XGI.TO vs. XEQT.TO - Expense Ratio Comparison

XGI.TO has a 0.68% expense ratio, which is higher than XEQT.TO's 0.20% expense ratio.

XGI.TO
iShares S&P Global Industrials Index ETF (CAD-Hedged)
XEQT.TO
iShares Core Equity ETF Portfolio

Return for Risk

XGI.TO vs. XEQT.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
XGI.TO
XGI.TO Risk / Return Rank: 6767
Overall Rank
XGI.TO Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
XGI.TO Sortino Ratio Rank: 6969
Sortino Ratio Rank
XGI.TO Omega Ratio Rank: 7171
Omega Ratio Rank
XGI.TO Calmar Ratio Rank: 6262
Calmar Ratio Rank
XGI.TO Martin Ratio Rank: 6363
Martin Ratio Rank
XEQT.TO
XEQT.TO Risk / Return Rank: 7575
Overall Rank
XEQT.TO Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
XEQT.TO Sortino Ratio Rank: 7474
Sortino Ratio Rank
XEQT.TO Omega Ratio Rank: 7676
Omega Ratio Rank
XEQT.TO Calmar Ratio Rank: 7373
Calmar Ratio Rank
XEQT.TO Martin Ratio Rank: 7979
Martin Ratio Rank
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.

XGI.TO vs. XEQT.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares S&P Global Industrials Index ETF (CAD-Hedged) (XGI.TO) and iShares Core Equity ETF Portfolio (XEQT.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.

XGI.TOXEQT.TODifference

Sharpe ratio

Return per unit of total volatility

1.20

1.26

-0.06

Sortino ratio

Return per unit of downside risk

1.75

1.76

-0.01

Omega ratio

Gain probability vs. loss probability

1.26

1.27

-0.01

Calmar ratio

Return relative to maximum drawdown

1.56

1.75

-0.19

Martin ratio

Return relative to average drawdown

6.29

7.85

-1.56

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

XGI.TO vs. XEQT.TO - Sharpe Ratio Comparison

The current XGI.TO Sharpe Ratio is 1.20, which is comparable to the XEQT.TO Sharpe Ratio of 1.26. The chart below compares the historical Sharpe Ratios of XGI.TO and XEQT.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

XGI.TOXEQT.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.20

1.26

-0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.68

0.91

-0.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.60

0.85

-0.25

Correlation

The correlation between XGI.TO and XEQT.TO is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

XGI.TO vs. XEQT.TO - Dividend Comparison

XGI.TO's dividend yield for the trailing twelve months is around 1.52%, less than XEQT.TO's 1.66% yield.

TTM20252024202320222021202020192018201720162015
XGI.TO
iShares S&P Global Industrials Index ETF (CAD-Hedged)		1.52%1.54%2.69%1.24%1.34%0.90%0.96%1.30%1.88%1.12%1.35%1.41%
XEQT.TO
iShares Core Equity ETF Portfolio		1.66%1.66%2.01%2.07%2.12%1.64%1.66%1.19%0.00%0.00%0.00%0.00%

Drawdowns

XGI.TO vs. XEQT.TO - Drawdown Comparison

The maximum XGI.TO drawdown since its inception was -41.43%, which is greater than XEQT.TO's maximum drawdown of -29.74%. Use the drawdown chart below to compare losses from any high point for XGI.TO and XEQT.TO.

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Drawdown Indicators

XGI.TOXEQT.TODifference

Max Drawdown

Largest peak-to-trough decline

-41.43%

-29.74%

-11.69%

Max Drawdown (1Y)

Largest decline over 1 year

-12.09%

-11.78%

-0.31%

Max Drawdown (5Y)

Largest decline over 5 years

-23.04%

-19.56%

-3.48%

Max Drawdown (10Y)

Largest decline over 10 years

-41.43%

—

—

Current Drawdown

Current decline from peak

-10.22%

-5.08%

-5.14%

Average Drawdown

Average peak-to-trough decline

-4.96%

-4.20%

-0.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.00%

2.63%

+0.37%

Volatility

XGI.TO vs. XEQT.TO - Volatility Comparison

iShares S&P Global Industrials Index ETF (CAD-Hedged) (XGI.TO) has a higher volatility of 6.67% compared to iShares Core Equity ETF Portfolio (XEQT.TO) at 6.01%. This indicates that XGI.TO's price experiences larger fluctuations and is considered to be riskier than XEQT.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

XGI.TOXEQT.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

6.67%

6.01%

+0.66%

Volatility (6M)

Calculated over the trailing 6-month period

10.71%

9.46%

+1.25%

Volatility (1Y)

Calculated over the trailing 1-year period

18.12%

15.98%

+2.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.06%

13.03%

+3.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.73%

15.63%

+3.10%