PortfoliosLab logoPortfoliosLab logo
CAGG.TO vs. QBB.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CAGG.TO vs. QBB.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in CI Canadian Aggregate Bond Index ETF (CAGG.TO) and Mackenzie Canadian Aggregate Bond Index ETF (QBB.TO). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, CAGG.TO achieves a 1.35% return, which is significantly higher than QBB.TO's 0.96% return.


CAGG.TO

1D
0.00%
1M
-0.59%
6M
0.83%
YTD
1.35%
1Y
4.42%
3Y*
4.54%
5Y*
0.58%
10Y*

QBB.TO

1D
-0.03%
1M
-0.89%
6M
0.35%
YTD
0.96%
1Y
3.92%
3Y*
4.24%
5Y*
0.40%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CAGG.TO vs. QBB.TO - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
CAGG.TO
CI Canadian Aggregate Bond Index ETF
1.35%2.45%4.41%7.28%-11.36%-3.39%7.32%9.39%2.18%
QBB.TO
Mackenzie Canadian Aggregate Bond Index ETF
0.96%2.70%3.90%7.16%-11.56%-2.12%6.73%7.32%2.61%

Correlation

The correlation between CAGG.TO and QBB.TO is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.66

Correlation (3Y)
Calculated over the trailing 3-year period

0.49

Correlation (5Y)
Calculated over the trailing 5-year period

0.48

Correlation (All Time)
Calculated using the full available price history since Feb 20, 2018

0.41

Over the past year, CAGG.TO and QBB.TO have become more correlated (0.66) than their long-term average of 0.41, meaning their price movements have been converging.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

CAGG.TO vs. QBB.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CAGG.TO
CAGG.TO Risk / Return Rank: 3535
Overall Rank
CAGG.TO Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
CAGG.TO Sortino Ratio Rank: 3333
Sortino Ratio Rank
CAGG.TO Omega Ratio Rank: 3636
Omega Ratio Rank
CAGG.TO Calmar Ratio Rank: 3939
Calmar Ratio Rank
CAGG.TO Martin Ratio Rank: 3434
Martin Ratio Rank

QBB.TO
QBB.TO Risk / Return Rank: 3131
Overall Rank
QBB.TO Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
QBB.TO Sortino Ratio Rank: 3030
Sortino Ratio Rank
QBB.TO Omega Ratio Rank: 3030
Omega Ratio Rank
QBB.TO Calmar Ratio Rank: 3434
Calmar Ratio Rank
QBB.TO Martin Ratio Rank: 3131
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CAGG.TO vs. QBB.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CI Canadian Aggregate Bond Index ETF (CAGG.TO) and Mackenzie Canadian Aggregate Bond Index ETF (QBB.TO). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


CAGG.TOQBB.TODifference
Sharpe ratioReturn per unit of total volatility

+0.10

Sortino ratioReturn per unit of downside risk

+0.13

Omega ratioGain probability vs. loss probability

1.20

1.18

+0.03

Calmar ratioReturn relative to maximum drawdown

1.63

1.40

+0.23

Martin ratioReturn relative to average drawdown

4.04

3.56

+0.48

CAGG.TO vs. QBB.TO - Sharpe Ratio Comparison

The current CAGG.TO Sharpe Ratio is 1.05, which is comparable to the QBB.TO Sharpe Ratio of 0.95. The chart below compares the historical Sharpe Ratios of CAGG.TO and QBB.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

CAGG.TO vs. QBB.TO - Drawdown Comparison

The maximum CAGG.TO drawdown since its inception was -18.77%, which is greater than QBB.TO's maximum drawdown of -16.70%. Use the drawdown chart below to compare losses from any high point for CAGG.TO and QBB.TO.


Loading charts...

Drawdown Indicators


CAGG.TOQBB.TODifference

Max Drawdown

Largest peak-to-trough decline

-18.77%

-16.70%

-2.07%

Max Drawdown (1Y)

Largest decline over 1 year

-2.73%

-2.81%

+0.08%

Max Drawdown (3Y)

Largest decline over 3 years

-4.47%

-4.21%

-0.26%

Max Drawdown (5Y)

Largest decline over 5 years

-16.68%

-15.32%

-1.36%

Current Drawdown

Current decline from peak

-1.09%

-1.20%

+0.11%

Average Drawdown

Average peak-to-trough decline

-5.47%

-4.62%

-0.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.10%

1.10%

0.00%

Volatility

CAGG.TO vs. QBB.TO - Volatility Comparison

CI Canadian Aggregate Bond Index ETF (CAGG.TO) has a higher volatility of 1.40% compared to Mackenzie Canadian Aggregate Bond Index ETF (QBB.TO) at 1.08%. This indicates that CAGG.TO's price experiences larger fluctuations and is considered to be riskier than QBB.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


CAGG.TOQBB.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

1.40%

1.08%

+0.32%

Volatility (6M)

Calculated over the trailing 6-month period

3.28%

3.23%

+0.05%

Volatility (1Y)

Calculated over the trailing 1-year period

4.24%

4.14%

+0.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.19%

6.15%

+0.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.03%

6.26%

+0.77%

Dividends

CAGG.TO vs. QBB.TO - Dividend Comparison

CAGG.TO's dividend yield for the trailing twelve months is around 3.56%, more than QBB.TO's 3.16% yield.


PositionTTM202520242023202220212020201920182017
CAGG.TO
CI Canadian Aggregate Bond Index ETF
3.56%3.36%2.82%3.25%4.11%2.42%2.77%3.00%2.74%1.51%
QBB.TO
Mackenzie Canadian Aggregate Bond Index ETF
3.16%3.22%3.00%2.72%2.42%2.64%2.26%2.72%2.62%0.00%

Frequently Asked Questions


CAGG.TO and QBB.TO have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

They also come from different issuers: CI and Mackenzie.

Portfolio Optimizer

Find the right allocation for CAGG.TO and QBB.TO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer