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  5. XEQT: Can you explain the difference between these two. [iShares Core Equity ETF Portfolio]
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Q: Can you explain the difference between these two. Curious which is more or less risky or would have potential better returns in long term.
Asked by Danielle on October 23, 2024
5i Research Answer:

The main difference is the stock focus. XGRO specifically targets 'growth' companies and XEQT is 'core' equity which typically means larger companies. XEQT has a higher concentration of US exposure as well (46% vs 37%). XEQT has a better long term performance record (five-year 12.4% vs 10.2%), reflecting the lower returns of smaller companies during the period. Median market cap for XGRO is $2.3B, vs $8B for XEQT.