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CAGS.TO vs. HBIL.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CAGS.TO vs. HBIL.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in CI Canadian Short-Term Aggregate Bond Index ETF (CAGS.TO) and Hamilton U.S. T-Bill YIELD MAXIMIZER ETF (CAD Hedged) (HBIL.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CAGS.TO achieves a 1.42% return, which is significantly higher than HBIL.TO's 0.89% return.


CAGS.TO

1D
0.02%
1M
0.38%
YTD
1.42%
6M
1.40%
1Y
3.10%
3Y*
5.14%
5Y*
2.12%
10Y*

HBIL.TO

1D
-0.18%
1M
0.30%
YTD
0.89%
6M
0.90%
1Y
2.35%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CAGS.TO vs. HBIL.TO - Yearly Performance Comparison


Correlation

The correlation between CAGS.TO and HBIL.TO is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.15

Correlation (All Time)
Calculated using the full available price history since Sep 16, 2024

0.20

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Return for Risk

CAGS.TO vs. HBIL.TO — Risk / Return Rank

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

CAGS.TO
CAGS.TO Risk / Return Rank: 5353
Overall Rank
CAGS.TO Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
CAGS.TO Sortino Ratio Rank: 5050
Sortino Ratio Rank
CAGS.TO Omega Ratio Rank: 5959
Omega Ratio Rank
CAGS.TO Calmar Ratio Rank: 5454
Calmar Ratio Rank
CAGS.TO Martin Ratio Rank: 4848
Martin Ratio Rank

HBIL.TO
HBIL.TO Risk / Return Rank: 5353
Overall Rank
HBIL.TO Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
HBIL.TO Sortino Ratio Rank: 5252
Sortino Ratio Rank
HBIL.TO Omega Ratio Rank: 5252
Omega Ratio Rank
HBIL.TO Calmar Ratio Rank: 5959
Calmar Ratio Rank
HBIL.TO Martin Ratio Rank: 5353
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.

CAGS.TO vs. HBIL.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CI Canadian Short-Term Aggregate Bond Index ETF (CAGS.TO) and Hamilton U.S. T-Bill YIELD MAXIMIZER ETF (CAD Hedged) (HBIL.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.


CAGS.TOHBIL.TODifference
Sharpe ratioReturn per unit of total volatility

+0.10

Sortino ratioReturn per unit of downside risk

-0.05

Omega ratioGain probability vs. loss probability

1.32

1.29

+0.03

Calmar ratioReturn relative to maximum drawdown

2.34

2.48

-0.14

Martin ratioReturn relative to average drawdown

7.01

7.87

-0.86

CAGS.TO vs. HBIL.TO - Sharpe Ratio Comparison

The current CAGS.TO Sharpe Ratio is 1.55, which is comparable to the HBIL.TO Sharpe Ratio of 1.45. The chart below compares the historical Sharpe Ratios of CAGS.TO and HBIL.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.


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Drawdowns

CAGS.TO vs. HBIL.TO - Drawdown Comparison

The maximum CAGS.TO drawdown since its inception was -11.60%, which is greater than HBIL.TO's maximum drawdown of -1.66%. Use the drawdown chart below to compare losses from any high point for CAGS.TO and HBIL.TO.


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Drawdown Indicators


CAGS.TOHBIL.TODifference

Max Drawdown

Largest peak-to-trough decline

-11.60%

-1.66%

-9.94%

Max Drawdown (1Y)

Largest decline over 1 year

-1.33%

-0.95%

-0.38%

Max Drawdown (3Y)

Largest decline over 3 years

-1.33%

Max Drawdown (5Y)

Largest decline over 5 years

-7.58%

Current Drawdown

Current decline from peak

-0.02%

-0.18%

+0.16%

Average Drawdown

Average peak-to-trough decline

-1.46%

-0.46%

-1.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.44%

0.30%

+0.14%

Volatility

CAGS.TO vs. HBIL.TO - Volatility Comparison

CI Canadian Short-Term Aggregate Bond Index ETF (CAGS.TO) has a higher volatility of 0.51% compared to Hamilton U.S. T-Bill YIELD MAXIMIZER ETF (CAD Hedged) (HBIL.TO) at 0.39%. This indicates that CAGS.TO's price experiences larger fluctuations and is considered to be riskier than HBIL.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CAGS.TOHBIL.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

0.51%

0.39%

+0.12%

Volatility (6M)

Calculated over the trailing 6-month period

1.53%

1.26%

+0.27%

Volatility (1Y)

Calculated over the trailing 1-year period

2.01%

1.63%

+0.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.76%

2.01%

+0.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.63%

2.01%

+2.62%

Dividends

CAGS.TO vs. HBIL.TO - Dividend Comparison

CAGS.TO's dividend yield for the trailing twelve months is around 3.27%, less than HBIL.TO's 6.23% yield.


PositionTTM202520242023202220212020201920182017
CAGS.TO
CI Canadian Short-Term Aggregate Bond Index ETF
3.27%3.16%3.37%2.62%2.61%1.96%2.59%2.83%2.72%1.06%
HBIL.TO
Hamilton U.S. T-Bill YIELD MAXIMIZER ETF (CAD Hedged)
6.23%7.48%2.58%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


CAGS.TO and HBIL.TO have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CAGS.TO is categorized as Short-Term Bond, while HBIL.TO is Derivative Income. They also come from different issuers: CI and Hamilton Capital.

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