All-in-one Equity

XEQT

iShares Core Equity ETF Portfolio · BlackRock iShares

$34.28 CAD

+0.42% today

In plain English

XEQT is a ETF from BlackRock iShares that long-term growth by holding a globally diversified basket of stocks. It charges a of 0.2% per year and pays a distribution of about 1.8% (quarterly).

MER

0.2%

Per issuer

Yield

1.80%

Quarterly

AUM

$5.8B

Per issuer

Holdings

Per issuer

Risk level

Medium to High

5y avg return

11.2%

Estimate

Asset mix

Equity100%

Bonds & cash0%

Category: All-in-one Equity

Sector allocation

Technology22%
Financials17%
Industrials11%
Healthcare10%
Consumer12%
Other28%

Country allocation

United States45%
Canada25%
International Developed25%
Emerging Markets5%

Fund objective

Long-term growth by holding a globally diversified basket of stocks.

Investment strategy

Holds four underlying ETFs to cover most of the world's stock market in one product.

Who typically uses this

People who want one all-in-one growth-focused holding and are comfortable with market ups and downs.

Potential benefits

· Instant global diversification
· Very low fees
· Simple to hold long-term

Potential risks

· 100% stocks means bigger drops in downturns
· Currency movement affects returns
· No bond cushion

Top 10 holdings

ITOT — US Total Market45%
XIC — Canadian Equity25%
IEFA — International Developed25%
IEMG — Emerging Markets5%

Smart insights

Top sector

Other currently represents 28% of this ETF.

Geography

45% of the fund is concentrated in United States.

Distributions

Pays roughly 1.8% per year, quarterly.

Concentrated

Only 4 holdings — more concentrated than a broad-market fund.

All-in-one

Single-ticket portfolio — no rebalancing needed on your side.

Price history

Yahoo Finance · cached 10 min

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News about XEQT

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Terms used on this page

ETF

Exchange-Traded Fund. A basket of many investments you can buy in a single trade, like a stock.

Stock

A tiny ownership slice of a company. If the company does well, your share is often worth more.

MER

Management Expense Ratio — the yearly percentage fee an ETF charges you. Lower is usually better.

Yield

Yearly income (like dividends or interest) expressed as a percentage of the price.

Diversification

Spreading your money across many investments so no single one can hurt you badly.

Index

A defined list of investments (like the S&P 500). Many ETFs are built to copy an index.

Similar ETFs

VEQT

Vanguard All-Equity ETF Portfolio

iShares Core Growth ETF Portfolio

MER 0.2%

XIC

iShares Core S&P/TSX Capped Composite Index ETF

MER 0.06%

Related market news

Inflation

Canadian inflation eases to 2.4%

Statistics Canada reported that the Consumer Price Index rose 2.4% year over year, down from the previous month.

Markets

TSX Composite closes at a record high

Canada's main stock index closed at a new all-time high, driven by strength in financials and materials.

ETF

Canadian ETF inflows top $10B this quarter

Canadian investors continued to pour money into ETFs, especially all-in-one and broad-market funds.

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Historical returns are for education only and are not a prediction. Prices are illustrative unless a live indicator is shown.

Educational only. PassiveInvesting.ca is an educational platform. Information provided is for educational purposes only and should not be considered financial, legal, or tax advice. Always conduct your own research and consult a qualified professional before making investment decisions.