RATE.TO Alternatives & Similar ETFs

Arrow EC Income Advantage Alternative Fund (RATE.TO) belongs to the Investment Grade Bonds category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with RATE.TO. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to RATE.TO

RATE.TO charges 2.01% annually. There are 20 ETFs in the Investment Grade Bonds category with lower expense ratios, going as low as 0.08%.

Symbol	Name	Expense Ratio	AUM	Inception
CAGS.TO	CI Canadian Short-Term Aggregate Bond Index ETF	0.08%	49.69M	Jun 2017	RATE.TO vs CAGS.TO
XSH.TO	iShares Core Canadian Short Term Corporate Bond In...	0.10%	2.71B	Sep 2011	RATE.TO vs XSH.TO
ZQB.TO	BMO High Quality Corporate Bond Index ETF	0.11%	90.09M	Feb 2020	RATE.TO vs ZQB.TO
ESGB.TO	BMO ESG Corporate Bond Index ETF	0.17%	86.13M	Jan 2020	RATE.TO vs ESGB.TO
DCC.TO	Desjardins 1-5 Year Laddered Canadian Corporate Bo...	0.17%	10.44M	Apr 2017	RATE.TO vs DCC.TO

Best Risk-Adjusted Alternatives to RATE.TO

RATE.TO has a PortfoliosLab risk / return rank of 63. There are 4 ETFs in the Investment Grade Bonds category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
HFR.TO	Global X Active Ultra-Short Term Investment Grade ...	96	644.91M	Dec 2010	RATE.TO vs HFR.TO
CFRN.TO	CIBC Active Investment Grade Floating Rate Bond ET...	92	579.52M	Jan 2019	RATE.TO vs CFRN.TO
PMNT.TO	PIMCO Global Short Maturity Fund (Canada)	83	677.60M	Feb 2019	RATE.TO vs PMNT.TO
XSH.TO	iShares Core Canadian Short Term Corporate Bond In...	64	2.71B	Sep 2011	RATE.TO vs XSH.TO
CRED.TO	CI Alternative Investment Grade Credit Fund	53	278.67M	Jan 2020	RATE.TO vs CRED.TO

Top Performing RATE.TO Alternatives (YTD)

RATE.TO is at 1.38% YTD. There are 6 ETFs in the Investment Grade Bonds category with higher YTD returns, going as high as 3.13%.

Symbol	Name	YTD Return	AUM	Inception
TUSB.TO	TD Select U.S. Short Term Corporate Bond Ladder ET...	3.13%	56.97M	Nov 2018	RATE.TO vs TUSB.TO
HFR.TO	Global X Active Ultra-Short Term Investment Grade ...	1.72%	644.91M	Dec 2010	RATE.TO vs HFR.TO
PMNT.TO	PIMCO Global Short Maturity Fund (Canada)	1.69%	677.60M	Feb 2019	RATE.TO vs PMNT.TO
CFRN.TO	CIBC Active Investment Grade Floating Rate Bond ET...	1.51%	579.52M	Jan 2019	RATE.TO vs CFRN.TO
DCC.TO	Desjardins 1-5 Year Laddered Canadian Corporate Bo...	1.50%	10.44M	Apr 2017	RATE.TO vs DCC.TO

Lowest Volatility Alternatives to RATE.TO

RATE.TO has 2.25% 1-year volatility. There are 7 ETFs in the Investment Grade Bonds category with lower 1-year volatility, going as low as 1.24%.

Symbol	Name	Volatility 1Y	AUM	Inception
HFR.TO	Global X Active Ultra-Short Term Investment Grade ...	1.24%	644.91M	Dec 2010	RATE.TO vs HFR.TO
CFRN.TO	CIBC Active Investment Grade Floating Rate Bond ET...	1.29%	579.52M	Jan 2019	RATE.TO vs CFRN.TO
PMNT.TO	PIMCO Global Short Maturity Fund (Canada)	1.70%	677.60M	Feb 2019	RATE.TO vs PMNT.TO
CRED.TO	CI Alternative Investment Grade Credit Fund	1.86%	278.67M	Jan 2020	RATE.TO vs CRED.TO
CAGS.TO	CI Canadian Short-Term Aggregate Bond Index ETF	2.11%	49.69M	Jun 2017	RATE.TO vs CAGS.TO

Lowest Drawdown Alternatives to RATE.TO

RATE.TO has a 1-year max drawdown of -0.80%. There are 3 ETFs in the Investment Grade Bonds category with shallower 1-year drawdowns, going as shallow as -0.30%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
CFRN.TO	CIBC Active Investment Grade Floating Rate Bond ET...	-0.30%	579.52M	Jan 2019	RATE.TO vs CFRN.TO
HFR.TO	Global X Active Ultra-Short Term Investment Grade ...	-0.40%	644.91M	Dec 2010	RATE.TO vs HFR.TO
PMNT.TO	PIMCO Global Short Maturity Fund (Canada)	-0.63%	677.60M	Feb 2019	RATE.TO vs PMNT.TO
CAGS.TO	CI Canadian Short-Term Aggregate Bond Index ETF	-1.33%	49.69M	Jun 2017	RATE.TO vs CAGS.TO
PSB.TO	Invesco 1-5 Year Laddered Investment Grade Corpora...	-1.38%	521.94M	Jun 2011	RATE.TO vs PSB.TO

Other ETFs from Arrow Capital Management Inc.

The 1 most viewed Arrow Capital Management Inc. ETFs shown here include EGIF.TO and span 2 categories. AUM among these funds goes as high as $2M.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
EGIF.TO	Exemplar Growth and Income Fund	Tactical Allocation, Diversified Portfolio	84	13.42%	2.43M	Jun 2018	RATE.TO vs EGIF.TO

Often Compared With RATE.TO

Investors most often compare RATE.TO with RPF.TO, PINC.TO, XIGS.TO. These 20 comparison targets span 20 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
RPF.TO	RBC Canadian Preferred Share ETF	Preferred Stock	97	9.10%	652.58M	Sep 2016	RATE.TO vs RPF.TO
PINC.TO	Purpose Multi-Asset Income Fund	Derivative Income, Dividend, Tactical Allocation, Diversified Portfolio	97	17.29%	108.20M	Apr 2018	RATE.TO vs PINC.TO
XIGS.TO	iShares 1-5 Year U.S. IG Corporate Bond Index ETF ...	Corporate Bonds	27	-0.32%	—	Jul 2021	RATE.TO vs XIGS.TO
XEQT.TO	iShares Core Equity ETF Portfolio	Global Equities	85	13.38%	20.80B	Aug 2019	RATE.TO vs XEQT.TO
ZMMK.TO	BMO Money Market Fund ETF Series	Money Market	99	1.36%	5.83B	Nov 2021	RATE.TO vs ZMMK.TO
PFLS.TO	PICTON Long Short Equity Alternative Fund	Long-Short, Canada Equities, Global Equities, Actively Managed	64	7.25%	133.94M	Jul 2020	RATE.TO vs PFLS.TO
PFMN.TO	PICTON Market Neutral Equity Alternative Fund	Long-Short	33	1.61%	240.67M	Sep 2018	RATE.TO vs PFMN.TO
GLCC.TO	Global X Gold Producer Equity Covered Call ETF	Derivative Income, Gold, Precious Metals	35	-11.58%	559.99M	Apr 2011	RATE.TO vs GLCC.TO
ZWC.TO	BMO CA High Dividend Covered Call ETF	Derivative Income	96	15.08%	2.45B	Feb 2017	RATE.TO vs ZWC.TO
ZGD.TO	BMO Equal Weight Global Gold Index ETF	Gold, Equal Weight, Precious Metals	38	-7.11%	270.90M	Nov 2012	RATE.TO vs ZGD.TO
PSA.TO	Purpose High Interest Savings Fund	Money Market	100	1.27%	4.20B	Oct 2013	RATE.TO vs PSA.TO
CASH.TO	Global X High Interest Savings ETF	Money Market	100	1.20%	6.55B	Nov 2021	RATE.TO vs CASH.TO
VALT.TO	CI Gold Bullion ETF	Gold, Precious Metals	27	-7.03%	—	Jan 2021	RATE.TO vs VALT.TO
ZGI.TO	BMO Global Infrastructure Index ETF	Infrastructure Equities, Industrials Equities	44	15.35%	516.27M	Jan 2010	RATE.TO vs ZGI.TO
TQCD.TO	TD Q Canadian Dividend ETF	Canada Equities	96	19.12%	3.46B	Nov 2019	RATE.TO vs TQCD.TO
XYLD	Global X S&P 500 Covered Call ETF	Derivative Income, S&P 500	94	8.63%	3.24B	Jun 2013	RATE.TO vs XYLD
CCOM.TO	CI Auspice Broad Commodity Fund ETF Hedged Units	Commodities	77	14.17%	—	May 2023	RATE.TO vs CCOM.TO
IGOV	iShares International Treasury Bond ETF	International Government Bonds	9	-1.01%	1.53B	Jan 2009	RATE.TO vs IGOV
AVGE	Avantis All Equity Markets ETF	Global Equities	90	17.02%	1.11B	Sep 2022	RATE.TO vs AVGE
AVDVX	Avantis International Small Cap Value Fund Institu...	Foreign Small & Mid Cap Equities	82	13.88%	—	Dec 2019	RATE.TO vs AVDVX

Compare RATE.TO with Any Fund or Stock

Compare RATE.TO with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair RATE.TO with funds that move differently

Arrow EC Income Advantage Alternative Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RATE.TO.

Explore RATE.TO Diversifiers

Arrow EC Income Advantage Alternative Fund (RATE.TO) Alternatives