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CPD.TO vs. VSB.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CPD.TO vs. VSB.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares S&P/TSX Canadian Preferred Share Index ETF (CPD.TO) and Vanguard Canadian Short Term Bond (VSB.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, CPD.TO achieves a 3.57% return, which is significantly higher than VSB.TO's 0.97% return. Over the past 10 years, CPD.TO has outperformed VSB.TO with an annualized return of 6.38%, while VSB.TO has yielded a comparatively lower 1.94% annualized return.


CPD.TO

1D
-0.07%
1M
0.79%
YTD
3.57%
6M
4.38%
1Y
14.16%
3Y*
15.84%
5Y*
5.55%
10Y*
6.38%

VSB.TO

1D
-0.04%
1M
0.92%
YTD
0.97%
6M
0.78%
1Y
2.90%
3Y*
4.65%
5Y*
2.02%
10Y*
1.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CPD.TO vs. VSB.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CPD.TO
iShares S&P/TSX Canadian Preferred Share Index ETF
3.57%16.10%23.31%6.23%-19.19%18.85%5.35%3.35%-9.05%13.44%
VSB.TO
Vanguard Canadian Short Term Bond
0.97%3.66%5.54%4.92%-3.93%-1.15%5.29%3.06%1.67%-0.36%

Correlation

The correlation between CPD.TO and VSB.TO is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.19

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

0.14

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

0.09

Correlation (10Y)
Calculated over the trailing 10-year period

-0.02

Correlation (All Time)
Calculated using the full available price history since Dec 7, 2011

-0.02

The correlation between CPD.TO and VSB.TO shifts across timeframes, from -0.02 (all time) to 0.19 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

CPD.TO vs. VSB.TO — Risk / Return Rank

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

CPD.TO
CPD.TO Risk / Return Rank: 9393
Overall Rank
CPD.TO Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
CPD.TO Sortino Ratio Rank: 9393
Sortino Ratio Rank
CPD.TO Omega Ratio Rank: 9595
Omega Ratio Rank
CPD.TO Calmar Ratio Rank: 8989
Calmar Ratio Rank
CPD.TO Martin Ratio Rank: 9494
Martin Ratio Rank

VSB.TO
VSB.TO Risk / Return Rank: 4343
Overall Rank
VSB.TO Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
VSB.TO Sortino Ratio Rank: 4141
Sortino Ratio Rank
VSB.TO Omega Ratio Rank: 4747
Omega Ratio Rank
VSB.TO Calmar Ratio Rank: 4141
Calmar Ratio Rank
VSB.TO Martin Ratio Rank: 4242
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.

CPD.TO vs. VSB.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares S&P/TSX Canadian Preferred Share Index ETF (CPD.TO) and Vanguard Canadian Short Term Bond (VSB.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.


CPD.TOVSB.TODifference
Sharpe ratioReturn per unit of total volatility

+1.92

Sortino ratioReturn per unit of downside risk

+2.61

Omega ratioGain probability vs. loss probability

1.76

1.30

+0.46

Calmar ratioReturn relative to maximum drawdown

5.27

2.04

+3.23

Martin ratioReturn relative to average drawdown

26.40

6.78

+19.63

CPD.TO vs. VSB.TO - Sharpe Ratio Comparison

The current CPD.TO Sharpe Ratio is 3.45, which is higher than the VSB.TO Sharpe Ratio of 1.53. The chart below compares the historical Sharpe Ratios of CPD.TO and VSB.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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Sharpe Ratios by Period


CPD.TOVSB.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.45

1.53

+1.92

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.72

0.79

-0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

0.56

+0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.64

-0.32

Drawdowns

CPD.TO vs. VSB.TO - Drawdown Comparison

The maximum CPD.TO drawdown since its inception was -40.92%, which is greater than VSB.TO's maximum drawdown of -8.38%. Use the drawdown chart below to compare losses from any high point for CPD.TO and VSB.TO.


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Drawdown Indicators


CPD.TOVSB.TODifference

Max Drawdown

Largest peak-to-trough decline

-40.92%

-8.38%

-32.54%

Max Drawdown (1Y)

Largest decline over 1 year

-2.70%

-1.43%

-1.27%

Max Drawdown (3Y)

Largest decline over 3 years

-7.65%

-1.43%

-6.22%

Max Drawdown (5Y)

Largest decline over 5 years

-24.12%

-6.88%

-17.24%

Max Drawdown (10Y)

Largest decline over 10 years

-40.92%

-8.38%

-32.54%

Current Drawdown

Current decline from peak

-0.36%

-0.13%

-0.23%

Average Drawdown

Average peak-to-trough decline

-6.70%

-0.95%

-5.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.54%

0.43%

+0.11%

Volatility

CPD.TO vs. VSB.TO - Volatility Comparison

iShares S&P/TSX Canadian Preferred Share Index ETF (CPD.TO) has a higher volatility of 0.87% compared to Vanguard Canadian Short Term Bond (VSB.TO) at 0.71%. This indicates that CPD.TO's price experiences larger fluctuations and is considered to be riskier than VSB.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CPD.TOVSB.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

0.87%

0.71%

+0.16%

Volatility (6M)

Calculated over the trailing 6-month period

2.79%

1.57%

+1.22%

Volatility (1Y)

Calculated over the trailing 1-year period

4.12%

1.90%

+2.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.71%

2.57%

+5.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.62%

3.48%

+7.14%

CPD.TO vs. VSB.TO - Expense Ratio Comparison

CPD.TO has a 0.50% expense ratio, which is higher than VSB.TO's 0.15% expense ratio.


Dividends

CPD.TO vs. VSB.TO - Dividend Comparison

CPD.TO's dividend yield for the trailing twelve months is around 5.02%, more than VSB.TO's 3.00% yield.


PositionTTM20252024202320222021202020192018201720162015
CPD.TO
iShares S&P/TSX Canadian Preferred Share Index ETF
5.02%4.96%5.11%5.88%5.53%4.17%4.96%5.02%4.74%4.33%4.85%5.44%
VSB.TO
Vanguard Canadian Short Term Bond
3.00%3.04%3.04%2.66%2.24%2.02%2.24%2.31%2.29%2.34%2.45%2.38%

Frequently Asked Questions


CPD.TO and VSB.TO have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VSB.TO is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VSB.TO is cheaper with a 0.15% expense ratio, compared with 0.50% for CPD.TO.

CPD.TO is categorized as Preferred Stock/Convertible Bonds, while VSB.TO is Canadian Government Bonds. CPD.TO tracks S&P/TSX Preferred Share TR, while VSB.TO tracks FTSE Canada Short Term Government Bond Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.50% for CPD.TO and 0.15% for VSB.TO.

Portfolio Optimizer

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