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XSP.TO vs. VEQT.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XSP.TO vs. VEQT.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP.TO) and Vanguard All-Equity ETF Portfolio (VEQT.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XSP.TO achieves a 9.64% return, which is significantly lower than VEQT.TO's 12.75% return.


XSP.TO

1D
-0.73%
1M
4.98%
YTD
9.64%
6M
9.50%
1Y
25.13%
3Y*
20.28%
5Y*
12.18%
10Y*
13.79%

VEQT.TO

1D
-0.54%
1M
6.10%
YTD
12.75%
6M
12.66%
1Y
31.65%
3Y*
22.37%
5Y*
14.01%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XSP.TO vs. VEQT.TO - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
XSP.TO
iShares Core S&P 500 Index ETF (CAD-Hedged)
9.64%15.68%23.39%24.33%-19.32%27.85%15.17%18.79%
VEQT.TO
Vanguard All-Equity ETF Portfolio
12.75%20.37%24.73%16.70%-10.76%19.62%11.42%12.94%

Correlation

The correlation between XSP.TO and VEQT.TO is 0.87, 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

0.87

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

0.88

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

0.90

Correlation (All Time)
Calculated using the full available price history since Feb 6, 2019

0.89

The correlation between XSP.TO and VEQT.TO has been stable across timeframes, ranging from 0.87 to 0.90 - a consistent structural relationship.

XSP.TO vs. VEQT.TO - Sectors Allocation Comparison


Sectors
XSP.TO
VEQT.TO

Technology

36.2%
20.3%

Financial Services

11.9%
20.7%

Communication Services

10.9%
6.0%

Consumer Cyclical

10.1%
7.8%

Healthcare

8.4%
6.6%

Industrials

8.1%
11.6%

Consumer Defensive

4.9%
4.5%

Energy

3.5%
8.7%

Utilities

2.3%
2.8%

Real Estate

1.9%
2.2%

Basic Materials

1.8%
8.6%

Technology

XSP.TO
36.2%
VEQT.TO
20.3%

Financial Services

XSP.TO
11.9%
VEQT.TO
20.7%

Communication Services

XSP.TO
10.9%
VEQT.TO
6.0%

Consumer Cyclical

XSP.TO
10.1%
VEQT.TO
7.8%

Healthcare

XSP.TO
8.4%
VEQT.TO
6.6%

Industrials

XSP.TO
8.1%
VEQT.TO
11.6%

Consumer Defensive

XSP.TO
4.9%
VEQT.TO
4.5%

Energy

XSP.TO
3.5%
VEQT.TO
8.7%

Utilities

XSP.TO
2.3%
VEQT.TO
2.8%

Real Estate

XSP.TO
1.9%
VEQT.TO
2.2%

Basic Materials

XSP.TO
1.8%
VEQT.TO
8.6%

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Return for Risk

XSP.TO vs. VEQT.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XSP.TO
XSP.TO Risk / Return Rank: 6161
Overall Rank
XSP.TO Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
XSP.TO Sortino Ratio Rank: 6262
Sortino Ratio Rank
XSP.TO Omega Ratio Rank: 6262
Omega Ratio Rank
XSP.TO Calmar Ratio Rank: 5353
Calmar Ratio Rank
XSP.TO Martin Ratio Rank: 6666
Martin Ratio Rank

VEQT.TO
VEQT.TO Risk / Return Rank: 8181
Overall Rank
VEQT.TO Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
VEQT.TO Sortino Ratio Rank: 8383
Sortino Ratio Rank
VEQT.TO Omega Ratio Rank: 8282
Omega Ratio Rank
VEQT.TO Calmar Ratio Rank: 7676
Calmar Ratio Rank
VEQT.TO Martin Ratio Rank: 8383
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.

XSP.TO vs. VEQT.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP.TO) and Vanguard All-Equity ETF Portfolio (VEQT.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.


XSP.TOVEQT.TODifference
Sharpe ratioReturn per unit of total volatility

-0.59

Sortino ratioReturn per unit of downside risk

-0.81

Omega ratioGain probability vs. loss probability

1.39

1.51

-0.12

Calmar ratioReturn relative to maximum drawdown

2.68

3.95

-1.26

Martin ratioReturn relative to average drawdown

12.40

17.38

-4.98

XSP.TO vs. VEQT.TO - Sharpe Ratio Comparison

The current XSP.TO Sharpe Ratio is 2.15, which is comparable to the VEQT.TO Sharpe Ratio of 2.74. The chart below compares the historical Sharpe Ratios of XSP.TO and VEQT.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.


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Sharpe Ratios by Period


XSP.TOVEQT.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.15

2.74

-0.59

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.73

1.09

-0.36

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.76

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

0.91

-0.54

Drawdowns

XSP.TO vs. VEQT.TO - Drawdown Comparison

The maximum XSP.TO drawdown since its inception was -57.82%, which is greater than VEQT.TO's maximum drawdown of -30.45%. Use the drawdown chart below to compare losses from any high point for XSP.TO and VEQT.TO.


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Drawdown Indicators


XSP.TOVEQT.TODifference

Max Drawdown

Largest peak-to-trough decline

-57.82%

-30.45%

-27.37%

Max Drawdown (1Y)

Largest decline over 1 year

-9.41%

-8.05%

-1.36%

Max Drawdown (3Y)

Largest decline over 3 years

-18.77%

-15.46%

-3.31%

Max Drawdown (5Y)

Largest decline over 5 years

-25.44%

-18.32%

-7.12%

Max Drawdown (10Y)

Largest decline over 10 years

-36.05%

Current Drawdown

Current decline from peak

-0.73%

-0.54%

-0.19%

Average Drawdown

Average peak-to-trough decline

-12.11%

-3.71%

-8.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.03%

1.83%

+0.20%

Volatility

XSP.TO vs. VEQT.TO - Volatility Comparison

The current volatility for iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP.TO) is 3.25%, while Vanguard All-Equity ETF Portfolio (VEQT.TO) has a volatility of 3.68%. This indicates that XSP.TO experiences smaller price fluctuations and is considered to be less risky than VEQT.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XSP.TOVEQT.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.25%

3.68%

-0.43%

Volatility (6M)

Calculated over the trailing 6-month period

8.99%

9.37%

-0.38%

Volatility (1Y)

Calculated over the trailing 1-year period

11.75%

11.61%

+0.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.75%

12.90%

+3.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.19%

15.77%

+2.42%

XSP.TO vs. VEQT.TO - Expense Ratio Comparison

XSP.TO has a 0.09% expense ratio, which is lower than VEQT.TO's 0.24% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

XSP.TO vs. VEQT.TO - Dividend Comparison

XSP.TO's dividend yield for the trailing twelve months is around 1.12%, less than VEQT.TO's 1.26% yield.


PositionTTM20252024202320222021202020192018201720162015
VEQT.TO
Vanguard All-Equity ETF Portfolio
1.26%1.42%1.58%1.88%2.09%1.40%1.48%1.42%0.00%0.00%0.00%0.00%
XSP.TO
iShares Core S&P 500 Index ETF (CAD-Hedged)
1.12%1.23%1.09%1.18%1.37%1.00%1.31%1.73%1.84%1.47%1.75%1.86%

Frequently Asked Questions


XSP.TO and VEQT.TO have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XSP.TO is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XSP.TO is cheaper with a 0.09% expense ratio, compared with 0.24% for VEQT.TO.

XSP.TO is categorized as S&P 500, while VEQT.TO is Global Equities. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.09% for XSP.TO and 0.24% for VEQT.TO.

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