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XGRO.TO vs. FEQT.NEO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XGRO.TO vs. FEQT.NEO

Last updated Jun 5, 2026

XGRO.TO (iShares Core Growth ETF Portfolio) and FEQT.NEO (Fidelity All-in-One Equity ETF Fund) are both Diversified Portfolio funds. Both are actively managed. Over the past year, XGRO.TO returned 23.83% vs 25.84% for FEQT.NEO. Their correlation of 0.88 suggests significant overlap in exposure. XGRO.TO charges 0.20%/yr vs 0.43%/yr for FEQT.NEO.

Performance

XGRO.TO vs. FEQT.NEO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares Core Growth ETF Portfolio (XGRO.TO) and Fidelity All-in-One Equity ETF Fund (FEQT.NEO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with XGRO.TO having a 10.70% return and FEQT.NEO slightly higher at 10.90%.

XGRO.TO

1D
0.29%
1M
5.00%
YTD
10.70%
6M
8.71%
1Y
23.83%
3Y*
18.10%
5Y*
10.89%
10Y*
10.17%

FEQT.NEO

1D
0.54%
1M
4.10%
YTD
10.90%
6M
10.77%
1Y
25.84%
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

XGRO.TO vs. FEQT.NEO - Yearly Performance Comparison

2026 (YTD)20252024
XGRO.TO
iShares Core Growth ETF Portfolio		10.70%15.59%10.64%
FEQT.NEO
Fidelity All-in-One Equity ETF Fund		10.90%19.42%14.08%

Correlation

The correlation between XGRO.TO and FEQT.NEO is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.86

Correlation (All Time)
Calculated using the full available price history since May 14, 2024

0.88

The correlation between XGRO.TO and FEQT.NEO has been stable across timeframes, ranging from 0.86 to 0.88 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Core Growth ETF Portfolio

Fidelity All-in-One Equity ETF Fund

Often compared with XGRO.TO:
XGRO.TO vs. XEQT.TOXGRO.TO vs. VGRO.TOXGRO.TO vs. VEQT.TOXGRO.TO vs. XCG.TOXGRO.TO vs. TGRO.TOXGRO.TO vs. ZGRO.TOXGRO.TO vs. XAW.TO
Often compared with FEQT.NEO:
FEQT.NEO vs. XEQT.TOFEQT.NEO vs. VEQT.TOFEQT.NEO vs. ZEQT.TOFEQT.NEO vs. VFV.TOFEQT.NEO vs. TEQT.TOFEQT.NEO vs. HEQL.TOFEQT.NEO vs. XMTM.TO

Return for Risk

XGRO.TO vs. FEQT.NEO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
XGRO.TO
XGRO.TO Risk / Return Rank: 7171
Overall Rank
XGRO.TO Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
XGRO.TO Sortino Ratio Rank: 7070
Sortino Ratio Rank
XGRO.TO Omega Ratio Rank: 7272
Omega Ratio Rank
XGRO.TO Calmar Ratio Rank: 6868
Calmar Ratio Rank
XGRO.TO Martin Ratio Rank: 7878
Martin Ratio Rank
FEQT.NEO
FEQT.NEO Risk / Return Rank: 7272
Overall Rank
FEQT.NEO Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
FEQT.NEO Sortino Ratio Rank: 7474
Sortino Ratio Rank
FEQT.NEO Omega Ratio Rank: 7575
Omega Ratio Rank
FEQT.NEO Calmar Ratio Rank: 6464
Calmar Ratio Rank
FEQT.NEO Martin Ratio Rank: 7373
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.

XGRO.TO vs. FEQT.NEO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core Growth ETF Portfolio (XGRO.TO) and Fidelity All-in-One Equity ETF Fund (FEQT.NEO). 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.

XGRO.TOFEQT.NEODifference
Sharpe ratioReturn per unit of total volatility
2.22
2.36

-0.14

Sortino ratioReturn per unit of downside risk
3.13
3.30

-0.16

Omega ratioGain probability vs. loss probability

1.42

1.44

-0.02

Calmar ratioReturn relative to maximum drawdown

3.36

3.12

+0.24

Martin ratioReturn relative to average drawdown

14.92

13.53

+1.39

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

XGRO.TO vs. FEQT.NEO - Sharpe Ratio Comparison

The current XGRO.TO Sharpe Ratio is 2.22, which is comparable to the FEQT.NEO Sharpe Ratio of 2.36. The chart below compares the historical Sharpe Ratios of XGRO.TO and FEQT.NEO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

XGRO.TOFEQT.NEODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.22

2.36

-0.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.99

—

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.83

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

1.79

-1.44

Drawdowns

XGRO.TO vs. FEQT.NEO - Drawdown Comparison

The maximum XGRO.TO drawdown since its inception was -47.97%, which is greater than FEQT.NEO's maximum drawdown of -13.24%. Use the drawdown chart below to compare losses from any high point for XGRO.TO and FEQT.NEO.

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Drawdown Indicators

XGRO.TOFEQT.NEODifference

Max Drawdown

Largest peak-to-trough decline

-47.97%

-13.24%

-34.73%

Max Drawdown (1Y)

Largest decline over 1 year

-7.12%

-8.31%

+1.19%

Max Drawdown (3Y)

Largest decline over 3 years

-12.47%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-18.40%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-25.85%

—

—

Current Drawdown

Current decline from peak

0.00%

-0.48%

+0.48%

Average Drawdown

Average peak-to-trough decline

-8.49%

-1.45%

-7.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.60%

1.91%

-0.31%

Volatility

XGRO.TO vs. FEQT.NEO - Volatility Comparison

The current volatility for iShares Core Growth ETF Portfolio (XGRO.TO) is 3.40%, while Fidelity All-in-One Equity ETF Fund (FEQT.NEO) has a volatility of 3.90%. This indicates that XGRO.TO experiences smaller price fluctuations and is considered to be less risky than FEQT.NEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

XGRO.TOFEQT.NEODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.40%

3.90%

-0.50%

Volatility (6M)

Calculated over the trailing 6-month period

9.20%

8.89%

+0.31%

Volatility (1Y)

Calculated over the trailing 1-year period

10.78%

11.02%

-0.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.05%

12.44%

-1.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.26%

12.44%

-0.18%

XGRO.TO vs. FEQT.NEO - Expense Ratio Comparison

XGRO.TO has a 0.20% expense ratio, which is lower than FEQT.NEO's 0.43% expense ratio.

Dividends

XGRO.TO vs. FEQT.NEO - Dividend Comparison

XGRO.TO's dividend yield for the trailing twelve months is around 1.75%, more than FEQT.NEO's 0.82% yield.

PositionTTM20252024202320222021202020192018201720162015
FEQT.NEO
Fidelity All-in-One Equity ETF Fund		0.82%0.91%0.91%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XGRO.TO
iShares Core Growth ETF Portfolio		1.75%1.92%1.98%2.22%1.86%1.66%1.94%2.21%7.42%2.04%2.65%2.15%

Frequently Asked Questions

XGRO.TO and FEQT.NEO have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XGRO.TO is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XGRO.TO is cheaper with a 0.20% expense ratio, compared with 0.43% for FEQT.NEO.

They also come from different issuers: iShares and Fidelity. Their fees differ too: 0.20% for XGRO.TO and 0.43% for FEQT.NEO.

Portfolio Optimizer

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