XINC.TO vs. FEQT.NEO
XINC.TO (iShares Core Income Balanced 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, XINC.TO returned 8.23% vs 25.84% for FEQT.NEO. At a 0.49 correlation, their price movements are largely independent. XINC.TO charges 0.20%/yr vs 0.43%/yr for FEQT.NEO.
Performance
XINC.TO vs. FEQT.NEO - Performance Comparison
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Returns By Period
In the year-to-date period, XINC.TO achieves a 3.53% return, which is significantly lower than FEQT.NEO's 10.90% return.
XINC.TO
- 1D
- 0.09%
- 1M
- 2.26%
- YTD
- 3.53%
- 6M
- 3.10%
- 1Y
- 8.23%
- 3Y*
- 7.73%
- 5Y*
- 3.19%
- 10Y*
- —
FEQT.NEO
- 1D
- 0.54%
- 1M
- 4.10%
- YTD
- 10.90%
- 6M
- 10.77%
- 1Y
- 25.84%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XINC.TO vs. FEQT.NEO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
XINC.TO iShares Core Income Balanced ETF Portfolio | 3.53% | 6.71% | 6.92% |
FEQT.NEO Fidelity All-in-One Equity ETF Fund | 10.90% | 19.42% | 14.08% |
Correlation
The correlation between XINC.TO and FEQT.NEO is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.64 |
Correlation (All Time) Calculated using the full available price history since May 14, 2024 | 0.49 |
The correlation between XINC.TO and FEQT.NEO shifts across timeframes, from 0.49 (all time) to 0.64 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
XINC.TO vs. FEQT.NEO — Risk / Return Rank
XINC.TO
FEQT.NEO
XINC.TO vs. FEQT.NEO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Income Balanced ETF Portfolio (XINC.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.
| XINC.TO | FEQT.NEO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.68 | ||
| Sortino ratioReturn per unit of downside risk | -0.86 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.44 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.26 | 3.12 | -0.86 |
| Martin ratioReturn relative to average drawdown | 8.54 | 13.53 | -4.99 |
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
| XINC.TO | FEQT.NEO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.68 | 2.36 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 1.79 | -1.24 |
Drawdowns
XINC.TO vs. FEQT.NEO - Drawdown Comparison
The maximum XINC.TO drawdown since its inception was -15.40%, 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 XINC.TO and FEQT.NEO.
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Drawdown Indicators
| XINC.TO | FEQT.NEO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.40% | -13.24% | -2.16% |
Max Drawdown (1Y)Largest decline over 1 year | -3.65% | -8.31% | +4.66% |
Max Drawdown (3Y)Largest decline over 3 years | -4.36% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -15.40% | — | — |
Current DrawdownCurrent decline from peak | -0.05% | -0.48% | +0.43% |
Average DrawdownAverage peak-to-trough decline | -3.74% | -1.45% | -2.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 1.91% | -0.94% |
Volatility
XINC.TO vs. FEQT.NEO - Volatility Comparison
The current volatility for iShares Core Income Balanced ETF Portfolio (XINC.TO) is 1.92%, while Fidelity All-in-One Equity ETF Fund (FEQT.NEO) has a volatility of 3.90%. This indicates that XINC.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
| XINC.TO | FEQT.NEO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.92% | 3.90% | -1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 4.13% | 8.89% | -4.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.93% | 11.02% | -6.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.42% | 12.44% | -6.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.73% | 12.44% | -5.71% |
XINC.TO vs. FEQT.NEO - Expense Ratio Comparison
XINC.TO has a 0.20% expense ratio, which is lower than FEQT.NEO's 0.43% expense ratio.
Dividends
XINC.TO vs. FEQT.NEO - Dividend Comparison
XINC.TO's dividend yield for the trailing twelve months is around 3.19%, more than FEQT.NEO's 0.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
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% |
XINC.TO iShares Core Income Balanced ETF Portfolio | 3.19% | 3.16% | 2.81% | 2.87% | 2.54% | 2.02% | 2.40% | 0.93% |
Frequently Asked Questions
XINC.TO and FEQT.NEO have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XINC.TO is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XINC.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 XINC.TO and 0.43% for FEQT.NEO.
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