BND.TO vs. SCHA
Compare and contrast key facts about Purpose Global Bond Fund (BND.TO) and Schwab U.S. Small-Cap ETF (SCHA).
BND.TO and SCHA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SCHA is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Small-Cap Total Stock Market Total Return Index. It was launched on Nov 3, 2009.
Performance
BND.TO vs. SCHA - Performance Comparison
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BND.TO vs. SCHA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BND.TO Purpose Global Bond Fund | -1.50% | 7.23% | 7.49% | 8.45% | -7.80% | 2.85% | 6.14% | 4.16% | -0.91% | 1.72% |
SCHA Schwab U.S. Small-Cap ETF | 3.62% | 6.48% | 20.71% | 15.85% | -14.09% | 15.40% | 17.33% | 20.28% | -4.31% | 7.62% |
Different Trading Currencies
BND.TO is traded in CAD, while SCHA is traded in USD. To make them comparable, the SCHA values have been converted to CAD using the latest available exchange rates.
Returns By Period
In the year-to-date period, BND.TO achieves a -1.50% return, which is significantly lower than SCHA's 3.62% return. Over the past 10 years, BND.TO has underperformed SCHA with an annualized return of 2.89%, while SCHA has yielded a comparatively higher 10.57% annualized return.
BND.TO
- 1D
- 0.26%
- 1M
- -2.36%
- YTD
- -1.50%
- 6M
- -1.09%
- 1Y
- 3.97%
- 3Y*
- 6.42%
- 5Y*
- 2.99%
- 10Y*
- 2.89%
SCHA
- 1D
- 3.45%
- 1M
- -2.71%
- YTD
- 3.62%
- 6M
- 4.74%
- 1Y
- 21.46%
- 3Y*
- 14.19%
- 5Y*
- 6.47%
- 10Y*
- 10.57%
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BND.TO vs. SCHA - Expense Ratio Comparison
Return for Risk
BND.TO vs. SCHA — Risk / Return Rank
BND.TO
SCHA
BND.TO vs. SCHA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Purpose Global Bond Fund (BND.TO) and Schwab U.S. Small-Cap ETF (SCHA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BND.TO | SCHA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 0.95 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.41 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.19 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 1.54 | -0.25 |
Martin ratioReturn relative to average drawdown | 4.97 | 5.55 | -0.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BND.TO | SCHA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 0.95 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.33 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.51 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.70 | -0.12 |
Correlation
The correlation between BND.TO and SCHA is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BND.TO vs. SCHA - Dividend Comparison
BND.TO's dividend yield for the trailing twelve months is around 5.92%, more than SCHA's 1.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BND.TO Purpose Global Bond Fund | 5.92% | 5.70% | 5.24% | 5.20% | 4.14% | 3.89% | 3.48% | 3.11% | 3.96% | 3.47% | 3.26% | 0.53% |
SCHA Schwab U.S. Small-Cap ETF | 1.17% | 1.26% | 1.51% | 1.42% | 1.37% | 1.19% | 1.05% | 1.39% | 1.58% | 1.24% | 1.50% | 1.48% |
Drawdowns
BND.TO vs. SCHA - Drawdown Comparison
The maximum BND.TO drawdown since its inception was -16.55%, smaller than the maximum SCHA drawdown of -36.93%. Use the drawdown chart below to compare losses from any high point for BND.TO and SCHA.
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Drawdown Indicators
| BND.TO | SCHA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.55% | -42.41% | +25.86% |
Max Drawdown (1Y)Largest decline over 1 year | -2.97% | -14.35% | +11.38% |
Max Drawdown (5Y)Largest decline over 5 years | -12.23% | -30.79% | +18.56% |
Max Drawdown (10Y)Largest decline over 10 years | -16.55% | -42.41% | +25.86% |
Current DrawdownCurrent decline from peak | -2.59% | -6.28% | +3.69% |
Average DrawdownAverage peak-to-trough decline | -2.09% | -7.65% | +5.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.77% | 3.43% | -2.66% |
Volatility
BND.TO vs. SCHA - Volatility Comparison
The current volatility for Purpose Global Bond Fund (BND.TO) is 1.26%, while Schwab U.S. Small-Cap ETF (SCHA) has a volatility of 7.49%. This indicates that BND.TO experiences smaller price fluctuations and is considered to be less risky than SCHA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BND.TO | SCHA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.26% | 7.49% | -6.23% |
Volatility (6M)Calculated over the trailing 6-month period | 1.97% | 13.81% | -11.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.52% | 22.79% | -19.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.05% | 19.74% | -14.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.13% | 20.62% | -15.49% |