Global X All-Equity Asset Allocation ETF (HEQT.TO) ETF Analysis

Fund Overview

Global X All-Equity Asset Allocation ETF (HEQT.TO) is an exchange-traded fund. The fund holds CA$391.61M in total net assets. The fund is issued by Global X Investments Canada Inc. The inception date on file is September 13, 2019.

The largest positions on file are Global X S&P 500 ETF (USSX-U.TO), Global X MSCI EAFE ETF (EAFX.U), and Global X S&P/TSX 60 ETF (CNDX.TO). Global X S&P 500 ETF alone accounts for 33.86% of the portfolio.

Performance Analysis

The most recent close on file for HEQT.TO is CA$24.37, dated September 4, 2026. The trailing one-year price return is +24.19%. Across 5 years the annualized return works out at +11.95%. The fund distributes at a trailing yield of 1.65%.

Across the complete calendar years on file, 2024 returned +23.83% and 2022 returned −18.95%. Of the 6 complete calendar years on file, 5 finished higher. 2026 is still running; the price is +16.37% year to date.

Price & Risk Profile

Annualized volatility over the trailing 7 years is 16.77%. The reported beta is 0.93. The 52-week range on file runs from CA$19.95 to CA$24.76. The latest close sits 22.16% above that 52-week low. The volatility figure is calculated from the stored daily closes, the same series the charts on this page use.