PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
XID.TO vs. XEQT.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XID.TO vs. XEQT.TO

Last updated Jun 4, 2026

XID.TO (iShares India Index ETF) and XEQT.TO (iShares Core Equity ETF Portfolio) are both exchange-traded funds - XID.TO is a Asia Pacific Equities fund tracking the Morningstar Gbl GR CAD, while XEQT.TO is a Global Equities fund actively managed by iShares. XID.TO is passively managed, while XEQT.TO is actively managed. Over the past 5 years, XID.TO returned 3.77%/yr vs 13.72%/yr for XEQT.TO. At a 0.43 correlation, their price movements are largely independent. XID.TO charges 1.08%/yr vs 0.20%/yr for XEQT.TO.

Performance

XID.TO vs. XEQT.TO - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, XID.TO achieves a -14.17% return, which is significantly lower than XEQT.TO's 12.29% return.

XID.TO

1D
-0.95%
1M
-1.28%
YTD
-14.17%
6M
-14.49%
1Y
-13.67%
3Y*
2.43%
5Y*
3.77%
10Y*
6.69%

XEQT.TO

1D
-0.56%
1M
5.98%
YTD
12.29%
6M
11.20%
1Y
29.24%
3Y*
21.78%
5Y*
13.72%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

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

2026 (YTD)2025202420232022202120202019
XID.TO
iShares India Index ETF		-14.17%-0.28%12.36%14.07%-0.64%17.51%7.86%9.03%
XEQT.TO
iShares Core Equity ETF Portfolio		12.29%19.47%24.36%17.25%-11.01%18.94%11.82%9.89%

Correlation

The correlation between XID.TO and XEQT.TO is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.

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

0.47

Correlation (3Y)
Calculated over the trailing 3-year period

0.43

Correlation (5Y)
Calculated over the trailing 5-year period

0.42

Correlation (All Time)
Calculated using the full available price history since Aug 15, 2019

0.43

XID.TO vs. XEQT.TO - Sectors Allocation Comparison

Sectors
XID.TO
XEQT.TO

Financial Services

35.4%
20.3%

Energy

11.3%
7.2%

Consumer Cyclical

10.8%
7.8%

Technology

8.5%
22.9%

Industrials

7.7%
12.1%

Basic Materials

7.3%
7.3%

Consumer Defensive

6.2%
4.4%

Communication Services

5.2%
6.4%

Healthcare

4.5%
6.6%

Utilities

3.0%
2.8%

Real Estate

-

2.2%

Financial Services

XID.TO
35.4%
XEQT.TO
20.3%

Energy

XID.TO
11.3%
XEQT.TO
7.2%

Consumer Cyclical

XID.TO
10.8%
XEQT.TO
7.8%

Technology

XID.TO
8.5%
XEQT.TO
22.9%

Industrials

XID.TO
7.7%
XEQT.TO
12.1%

Basic Materials

XID.TO
7.3%
XEQT.TO
7.3%

Consumer Defensive

XID.TO
6.2%
XEQT.TO
4.4%

Communication Services

XID.TO
5.2%
XEQT.TO
6.4%

Healthcare

XID.TO
4.5%
XEQT.TO
6.6%

Utilities

XID.TO
3.0%
XEQT.TO
2.8%

Real Estate

XID.TO

-

XEQT.TO
2.2%

Compare stocks, funds, or ETFs

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

iShares India Index ETF

iShares Core Equity ETF Portfolio

Often compared with XID.TO:
XID.TO vs. ZID.TOXID.TO vs. NFTYXID.TO vs. FLINXID.TO vs. GLINXID.TO vs. VOOXID.TO vs. VGRO.TOXID.TO vs. ZCN.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. VOO

Return for Risk

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

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
XID.TO
XID.TO Risk / Return Rank: 22
Overall Rank
XID.TO Sharpe Ratio Rank: 22
Sharpe Ratio Rank
XID.TO Sortino Ratio Rank: 22
Sortino Ratio Rank
XID.TO Omega Ratio Rank: 22
Omega Ratio Rank
XID.TO Calmar Ratio Rank: 33
Calmar Ratio Rank
XID.TO Martin Ratio Rank: 11
Martin Ratio Rank
XEQT.TO
XEQT.TO Risk / Return Rank: 7575
Overall Rank
XEQT.TO Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
XEQT.TO Sortino Ratio Rank: 7676
Sortino Ratio Rank
XEQT.TO Omega Ratio Rank: 7676
Omega Ratio Rank
XEQT.TO Calmar Ratio Rank: 7070
Calmar Ratio Rank
XEQT.TO Martin Ratio Rank: 7878
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.

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

This table presents a comparison of risk-adjusted performance metrics for iShares India Index ETF (XID.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.

XID.TOXEQT.TODifference
Sharpe ratioReturn per unit of total volatility
-0.93
2.53

-3.45

Sortino ratioReturn per unit of downside risk
-1.34
3.49

-4.83

Omega ratioGain probability vs. loss probability

0.85

1.47

-0.61

Calmar ratioReturn relative to maximum drawdown

-0.73

3.56

-4.29

Martin ratioReturn relative to average drawdown

-1.60

15.50

-17.10

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

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

The current XID.TO Sharpe Ratio is -0.93, which is lower than the XEQT.TO Sharpe Ratio of 2.53. The chart below compares the historical Sharpe Ratios of XID.TO and XEQT.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Loading charts...

Sharpe Ratios by Period

XID.TOXEQT.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.93

2.53

-3.45

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.26

1.05

-0.79

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.95

-0.62

Drawdowns

XID.TO vs. XEQT.TO - Drawdown Comparison

The maximum XID.TO drawdown since its inception was -42.26%, 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 XID.TO and XEQT.TO.

Loading charts...

Drawdown Indicators

XID.TOXEQT.TODifference

Max Drawdown

Largest peak-to-trough decline

-42.26%

-29.74%

-12.52%

Max Drawdown (1Y)

Largest decline over 1 year

-18.75%

-8.25%

-10.50%

Max Drawdown (3Y)

Largest decline over 3 years

-20.11%

-15.08%

-5.03%

Max Drawdown (5Y)

Largest decline over 5 years

-20.11%

-19.56%

-0.55%

Max Drawdown (10Y)

Largest decline over 10 years

-39.46%

—

—

Current Drawdown

Current decline from peak

-18.69%

-0.56%

-18.13%

Average Drawdown

Average peak-to-trough decline

-10.43%

-4.11%

-6.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.57%

1.89%

+6.68%

Volatility

XID.TO vs. XEQT.TO - Volatility Comparison

iShares India Index ETF (XID.TO) has a higher volatility of 4.96% compared to iShares Core Equity ETF Portfolio (XEQT.TO) at 3.70%. This indicates that XID.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.

Loading charts...

Volatility by Period

XID.TOXEQT.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.96%

3.70%

+1.26%

Volatility (6M)

Calculated over the trailing 6-month period

12.55%

9.38%

+3.17%

Volatility (1Y)

Calculated over the trailing 1-year period

14.84%

11.63%

+3.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.32%

13.12%

+1.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.22%

15.56%

+2.66%

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

XID.TO has a 1.08% expense ratio, which is higher than XEQT.TO's 0.20% expense ratio.

Dividends

XID.TO vs. XEQT.TO - Dividend Comparison

XID.TO's dividend yield for the trailing twelve months is around 16.69%, more than XEQT.TO's 1.48% yield.

PositionTTM20252024202320222021202020192018201720162015
XEQT.TO
iShares Core Equity ETF Portfolio		1.48%1.66%2.01%2.07%2.12%1.64%1.66%1.19%0.00%0.00%0.00%0.00%
XID.TO
iShares India Index ETF		16.69%14.32%0.17%0.42%3.45%6.82%0.03%0.43%0.39%0.16%0.36%0.36%

Frequently Asked Questions

XID.TO and XEQT.TO have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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

XEQT.TO is cheaper with a 0.20% expense ratio, compared with 1.08% for XID.TO.

XID.TO is categorized as Asia Pacific Equities, while XEQT.TO is Global Equities. Their fees differ too: 1.08% for XID.TO and 0.20% for XEQT.TO.

Portfolio Optimizer

Find the right allocation for XID.TO and XEQT.TO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer