XSEA.TO vs. XEQT.TO
Compare and contrast key facts about iShares ESG Aware MSCI EAFE Index ETF (XSEA.TO) and iShares Core Equity ETF Portfolio (XEQT.TO).
XSEA.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. XSEA.TO is a passively managed fund by iShares that tracks the performance of the Morningstar DM xNA GR CAD. It was launched on Mar 18, 2019. XEQT.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Gbl GR CAD. It was launched on Aug 7, 2019. Both XSEA.TO and XEQT.TO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XSEA.TO or XEQT.TO.
Correlation
The correlation between XSEA.TO and XEQT.TO is 0.70, 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.
Performance
XSEA.TO vs. XEQT.TO - Performance Comparison
Key characteristics
XSEA.TO:
1.50
XEQT.TO:
2.44
XSEA.TO:
2.18
XEQT.TO:
3.44
XSEA.TO:
1.27
XEQT.TO:
1.45
XSEA.TO:
2.61
XEQT.TO:
3.73
XSEA.TO:
7.78
XEQT.TO:
17.06
XSEA.TO:
2.27%
XEQT.TO:
1.45%
XSEA.TO:
11.82%
XEQT.TO:
10.15%
XSEA.TO:
-28.64%
XEQT.TO:
-29.74%
XSEA.TO:
-0.54%
XEQT.TO:
-0.91%
Returns By Period
In the year-to-date period, XSEA.TO achieves a 6.49% return, which is significantly higher than XEQT.TO's 3.83% return.
XSEA.TO
6.49%
3.88%
5.74%
16.64%
8.48%
N/A
XEQT.TO
3.83%
1.60%
11.25%
23.99%
11.36%
N/A
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XSEA.TO vs. XEQT.TO - Expense Ratio Comparison
XSEA.TO has a 0.28% expense ratio, which is higher than XEQT.TO's 0.20% expense ratio.
Risk-Adjusted Performance
XSEA.TO vs. XEQT.TO — Risk-Adjusted Performance Rank
XSEA.TO
XEQT.TO
XSEA.TO vs. XEQT.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware MSCI EAFE Index ETF (XSEA.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.
Dividends
XSEA.TO vs. XEQT.TO - Dividend Comparison
XSEA.TO's dividend yield for the trailing twelve months is around 2.72%, more than XEQT.TO's 1.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
XSEA.TO iShares ESG Aware MSCI EAFE Index ETF | 2.72% | 2.90% | 2.64% | 2.35% | 2.12% | 1.40% | 2.38% |
XEQT.TO iShares Core Equity ETF Portfolio | 1.95% | 2.03% | 2.09% | 2.14% | 1.65% | 1.68% | 1.20% |
Drawdowns
XSEA.TO vs. XEQT.TO - Drawdown Comparison
The maximum XSEA.TO drawdown since its inception was -28.64%, roughly equal to the maximum XEQT.TO drawdown of -29.74%. Use the drawdown chart below to compare losses from any high point for XSEA.TO and XEQT.TO. For additional features, visit the drawdowns tool.
Volatility
XSEA.TO vs. XEQT.TO - Volatility Comparison
The current volatility for iShares ESG Aware MSCI EAFE Index ETF (XSEA.TO) is 3.41%, while iShares Core Equity ETF Portfolio (XEQT.TO) has a volatility of 3.59%. This indicates that XSEA.TO experiences smaller price fluctuations and is considered to be less risky than XEQT.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.