ZGLD.SW vs. XEQT.TO
Compare and contrast key facts about Swisscanto (CH) Gold ETF EA CHF (ZGLD.SW) and iShares Core Equity ETF Portfolio (XEQT.TO).
ZGLD.SW 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. ZGLD.SW is a passively managed fund by Swisscanto that tracks the performance of the Gold Bullion. It was launched on Mar 14, 2006. XEQT.TO is an actively managed fund by iShares. It was launched on Aug 7, 2019.
Performance
ZGLD.SW vs. XEQT.TO - Performance Comparison
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ZGLD.SW vs. XEQT.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
ZGLD.SW Swisscanto (CH) Gold ETF EA CHF | 7.40% | 45.59% | 35.04% | 3.06% | 0.89% | -1.00% | 12.95% | -0.88% |
XEQT.TO iShares Core Equity ETF Portfolio | -0.08% | 9.39% | 23.56% | 9.18% | -15.82% | 23.35% | 4.44% | 11.94% |
Different Trading Currencies
ZGLD.SW is traded in CHF, while XEQT.TO is traded in CAD. To make them comparable, the XEQT.TO values have been converted to CHF using the latest available exchange rates.
Returns By Period
In the year-to-date period, ZGLD.SW achieves a 7.40% return, which is significantly higher than XEQT.TO's -0.08% return.
ZGLD.SW
- 1D
- 2.20%
- 1M
- -7.99%
- YTD
- 7.40%
- 6M
- 20.65%
- 1Y
- 34.02%
- 3Y*
- 26.57%
- 5Y*
- 17.33%
- 10Y*
- 11.79%
XEQT.TO
- 1D
- 2.82%
- 1M
- -2.68%
- YTD
- -0.08%
- 6M
- 3.13%
- 1Y
- 12.05%
- 3Y*
- 11.77%
- 5Y*
- 5.95%
- 10Y*
- —
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ZGLD.SW vs. XEQT.TO - Expense Ratio Comparison
ZGLD.SW has a 0.40% expense ratio, which is higher than XEQT.TO's 0.20% expense ratio.
Return for Risk
ZGLD.SW vs. XEQT.TO — Risk / Return Rank
ZGLD.SW
XEQT.TO
ZGLD.SW vs. XEQT.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Swisscanto (CH) Gold ETF EA CHF (ZGLD.SW) 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.
| ZGLD.SW | XEQT.TO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.46 | 0.60 | +0.87 |
Sortino ratioReturn per unit of downside risk | 1.92 | 0.93 | +0.99 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.15 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.27 | 0.83 | +1.44 |
Martin ratioReturn relative to average drawdown | 8.74 | 3.69 | +5.06 |
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
| ZGLD.SW | XEQT.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 0.60 | +0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.13 | 0.37 | +0.76 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.48 | +0.02 |
Correlation
The correlation between ZGLD.SW and XEQT.TO is 0.09, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
ZGLD.SW vs. XEQT.TO - Dividend Comparison
ZGLD.SW has not paid dividends to shareholders, while XEQT.TO's dividend yield for the trailing twelve months is around 1.66%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
ZGLD.SW Swisscanto (CH) Gold ETF EA CHF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XEQT.TO iShares Core Equity ETF Portfolio | 1.66% | 1.66% | 2.01% | 2.07% | 2.12% | 1.64% | 1.66% | 1.19% |
Drawdowns
ZGLD.SW vs. XEQT.TO - Drawdown Comparison
The maximum ZGLD.SW drawdown since its inception was -38.49%, which is greater than XEQT.TO's maximum drawdown of -35.88%. Use the drawdown chart below to compare losses from any high point for ZGLD.SW and XEQT.TO.
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Drawdown Indicators
| ZGLD.SW | XEQT.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.49% | -29.74% | -8.75% |
Max Drawdown (1Y)Largest decline over 1 year | -16.91% | -11.78% | -5.13% |
Max Drawdown (5Y)Largest decline over 5 years | -16.94% | -19.56% | +2.62% |
Max Drawdown (10Y)Largest decline over 10 years | -16.94% | — | — |
Current DrawdownCurrent decline from peak | -10.76% | -5.08% | -5.68% |
Average DrawdownAverage peak-to-trough decline | -14.24% | -4.20% | -10.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.39% | 2.63% | +1.76% |
Volatility
ZGLD.SW vs. XEQT.TO - Volatility Comparison
Swisscanto (CH) Gold ETF EA CHF (ZGLD.SW) has a higher volatility of 11.14% compared to iShares Core Equity ETF Portfolio (XEQT.TO) at 5.58%. This indicates that ZGLD.SW'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.
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Volatility by Period
| ZGLD.SW | XEQT.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.14% | 5.58% | +5.56% |
Volatility (6M)Calculated over the trailing 6-month period | 20.66% | 10.27% | +10.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.60% | 20.28% | +3.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.45% | 16.36% | -0.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.01% | 19.34% | -5.33% |