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CRQ.NEO vs. TBIL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CRQ.NEO vs. TBIL - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares Canadian Fundamental Index ETF (CRQ.NEO) and US Treasury 3 Month Bill ETF (TBIL). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

CRQ.NEO is traded in CAD, while TBIL is traded in USD. To make them comparable, the TBIL values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, CRQ.NEO achieves a 17.22% return, which is significantly higher than TBIL's 2.90% return.


CRQ.NEO

1D
1.11%
1M
4.70%
YTD
17.22%
6M
20.22%
1Y
44.45%
3Y*
26.75%
5Y*
17.85%
10Y*
13.46%

TBIL

1D
0.12%
1M
2.42%
YTD
2.90%
6M
1.43%
1Y
5.70%
3Y*
5.83%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CRQ.NEO vs. TBIL - Yearly Performance Comparison


2026 (YTD)2025202420232022
CRQ.NEO
iShares Canadian Fundamental Index ETF
17.22%31.87%22.17%9.76%0.76%
TBIL
US Treasury 3 Month Bill ETF
2.90%-0.59%14.18%2.80%6.47%

Correlation

The correlation between CRQ.NEO and TBIL is -0.20, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


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

-0.20

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

-0.25

Correlation (All Time)
Calculated using the full available price history since Aug 10, 2022

-0.32

The correlation between CRQ.NEO and TBIL shifts across timeframes, from -0.32 (all time) to -0.20 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

CRQ.NEO vs. TBIL — Risk / Return Rank

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

CRQ.NEO
CRQ.NEO Risk / Return Rank: 9696
Overall Rank
CRQ.NEO Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
CRQ.NEO Sortino Ratio Rank: 9797
Sortino Ratio Rank
CRQ.NEO Omega Ratio Rank: 9898
Omega Ratio Rank
CRQ.NEO Calmar Ratio Rank: 9393
Calmar Ratio Rank
CRQ.NEO Martin Ratio Rank: 9595
Martin Ratio Rank

TBIL
TBIL Risk / Return Rank: 100100
Overall Rank
TBIL Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
TBIL Sortino Ratio Rank: 100100
Sortino Ratio Rank
TBIL Omega Ratio Rank: 100100
Omega Ratio Rank
TBIL Calmar Ratio Rank: 100100
Calmar Ratio Rank
TBIL Martin Ratio Rank: 100100
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.

CRQ.NEO vs. TBIL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Canadian Fundamental Index ETF (CRQ.NEO) and US Treasury 3 Month Bill ETF (TBIL). 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.


CRQ.NEOTBILDifference
Sharpe ratioReturn per unit of total volatility

+3.32

Sortino ratioReturn per unit of downside risk

+4.65

Omega ratioGain probability vs. loss probability

2.03

1.22

+0.81

Calmar ratioReturn relative to maximum drawdown

6.53

1.54

+4.99

Martin ratioReturn relative to average drawdown

31.92

4.29

+27.62

CRQ.NEO vs. TBIL - Sharpe Ratio Comparison

The current CRQ.NEO Sharpe Ratio is 4.55, which is higher than the TBIL Sharpe Ratio of 1.23. The chart below compares the historical Sharpe Ratios of CRQ.NEO and TBIL, 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


CRQ.NEOTBILDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

4.55

1.23

+3.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.45

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.83

Sharpe Ratio (All Time)

Calculated using the full available price history

0.69

1.11

-0.42

Drawdowns

CRQ.NEO vs. TBIL - Drawdown Comparison

The maximum CRQ.NEO drawdown since its inception was -41.75%, which is greater than TBIL's maximum drawdown of -5.18%. Use the drawdown chart below to compare losses from any high point for CRQ.NEO and TBIL.


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Drawdown Indicators


CRQ.NEOTBILDifference

Max Drawdown

Largest peak-to-trough decline

-41.75%

-5.18%

-36.57%

Max Drawdown (1Y)

Largest decline over 1 year

-6.84%

-3.72%

-3.12%

Max Drawdown (3Y)

Largest decline over 3 years

-11.70%

-5.18%

-6.52%

Max Drawdown (5Y)

Largest decline over 5 years

-15.82%

Max Drawdown (10Y)

Largest decline over 10 years

-41.75%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-5.62%

-1.48%

-4.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.40%

1.33%

+0.07%

Volatility

CRQ.NEO vs. TBIL - Volatility Comparison

iShares Canadian Fundamental Index ETF (CRQ.NEO) has a higher volatility of 3.13% compared to US Treasury 3 Month Bill ETF (TBIL) at 0.81%. This indicates that CRQ.NEO's price experiences larger fluctuations and is considered to be riskier than TBIL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CRQ.NEOTBILDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.13%

0.81%

+2.32%

Volatility (6M)

Calculated over the trailing 6-month period

8.07%

3.49%

+4.58%

Volatility (1Y)

Calculated over the trailing 1-year period

9.81%

4.65%

+5.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.42%

5.99%

+6.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.27%

5.99%

+10.28%

CRQ.NEO vs. TBIL - Expense Ratio Comparison

CRQ.NEO has a 0.72% expense ratio, which is higher than TBIL's 0.15% expense ratio.


Dividends

CRQ.NEO vs. TBIL - Dividend Comparison

CRQ.NEO's dividend yield for the trailing twelve months is around 1.87%, less than TBIL's 3.82% yield.


PositionTTM20252024202320222021202020192018201720162015
CRQ.NEO
iShares Canadian Fundamental Index ETF
1.87%2.18%2.72%2.97%2.90%2.17%2.98%2.71%2.46%1.91%1.89%3.09%
TBIL
US Treasury 3 Month Bill ETF
3.82%4.07%5.02%5.00%1.10%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


CRQ.NEO and TBIL have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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

TBIL is cheaper with a 0.15% expense ratio, compared with 0.72% for CRQ.NEO.

CRQ.NEO is categorized as Canada Equities, while TBIL is Ultrashort Bond. CRQ.NEO tracks FTSE RAFI Canada Index, while TBIL tracks ICE BofA US Treasury Bill 3 Month Index. They also come from different issuers: iShares and US Benchmark Series. Their fees differ too: 0.72% for CRQ.NEO and 0.15% for TBIL.

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