FEQT vs XEQT

0
0

Hi Dan,

Can you help me better understand the differences between XEQT and FEQT and the implications of those differences?

Thank you!

Marked as spam
Asked on September 29, 2025 11:51 am
88 views
0
Private answer

FEQT is a factored based all in one ETF. What this means is it uses common market "factors" to construct the portfolio. The most common ones are high quality (low debt, high ROE, strong earnings growth etc), low volatility (low beta), momentum (strong short-term return characteristics), etc.

XEQT, on the other hand, is a more broad based fund.

FEQT is my favorite all in one fund in the country, as I do believe it isolates companies based on characteristics I like. It also does have a small amount of Bitcoin exposure for those who want it. I do believe the fund will be more volatile during bear markets as momentum stocks tend do lose their momentum, but during bull markets there is a high likelihood it outperforms.

Marked as spam
Posted by Dan Kent
Answered on September 30, 2025 9:03 am