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

Performance

CRQ.NEO vs. TUSB - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares Canadian Fundamental Index ETF (CRQ.NEO) and Thrivent Ultra Short Bond ETF (TUSB). 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 TUSB is traded in USD. To make them comparable, the TUSB 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 TUSB's 3.37% return.


CRQ.NEO

1D
1.11%
1M
4.41%
YTD
17.22%
6M
19.42%
1Y
44.45%
3Y*
26.75%
5Y*
17.85%
10Y*
13.46%

TUSB

1D
0.23%
1M
2.57%
YTD
3.37%
6M
2.95%
1Y
6.72%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CRQ.NEO vs. TUSB - Yearly Performance Comparison


2026 (YTD)2025
CRQ.NEO
iShares Canadian Fundamental Index ETF
17.22%28.47%
TUSB
Thrivent Ultra Short Bond ETF
3.37%0.42%

Correlation

The correlation between CRQ.NEO and TUSB is -0.21, 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

-0.21

Correlation (All Time)
Calculated using the full available price history since Feb 20, 2025

-0.13

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Return for Risk

CRQ.NEO vs. TUSB — 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

TUSB
TUSB Risk / Return Rank: 9898
Overall Rank
TUSB Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
TUSB Sortino Ratio Rank: 9999
Sortino Ratio Rank
TUSB Omega Ratio Rank: 9898
Omega Ratio Rank
TUSB Calmar Ratio Rank: 9999
Calmar Ratio Rank
TUSB Martin Ratio Rank: 9898
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. TUSB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Canadian Fundamental Index ETF (CRQ.NEO) and Thrivent Ultra Short Bond ETF (TUSB). 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.NEOTUSBDifference
Sharpe ratioReturn per unit of total volatility

+3.12

Sortino ratioReturn per unit of downside risk

+4.36

Omega ratioGain probability vs. loss probability

2.03

1.26

+0.77

Calmar ratioReturn relative to maximum drawdown

6.53

1.89

+4.64

Martin ratioReturn relative to average drawdown

31.92

5.24

+26.68

CRQ.NEO vs. TUSB - Sharpe Ratio Comparison

The current CRQ.NEO Sharpe Ratio is 4.55, which is higher than the TUSB Sharpe Ratio of 1.44. The chart below compares the historical Sharpe Ratios of CRQ.NEO and TUSB, 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.NEOTUSBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

4.55

1.44

+3.12

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

0.55

+0.15

Drawdowns

CRQ.NEO vs. TUSB - Drawdown Comparison

The maximum CRQ.NEO drawdown since its inception was -41.75%, which is greater than TUSB's maximum drawdown of -5.24%. Use the drawdown chart below to compare losses from any high point for CRQ.NEO and TUSB.


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Drawdown Indicators


CRQ.NEOTUSBDifference

Max Drawdown

Largest peak-to-trough decline

-41.75%

-5.24%

-36.51%

Max Drawdown (1Y)

Largest decline over 1 year

-6.84%

-3.56%

-3.28%

Max Drawdown (3Y)

Largest decline over 3 years

-11.70%

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%

-2.04%

-3.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.40%

1.28%

+0.12%

Volatility

CRQ.NEO vs. TUSB - Volatility Comparison

iShares Canadian Fundamental Index ETF (CRQ.NEO) has a higher volatility of 3.13% compared to Thrivent Ultra Short Bond ETF (TUSB) at 0.67%. This indicates that CRQ.NEO's price experiences larger fluctuations and is considered to be riskier than TUSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CRQ.NEOTUSBDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.13%

0.67%

+2.46%

Volatility (6M)

Calculated over the trailing 6-month period

8.07%

3.48%

+4.59%

Volatility (1Y)

Calculated over the trailing 1-year period

9.81%

4.70%

+5.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.42%

5.38%

+7.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.27%

5.38%

+10.89%

CRQ.NEO vs. TUSB - Expense Ratio Comparison

CRQ.NEO has a 0.72% expense ratio, which is higher than TUSB's 0.20% expense ratio.


Dividends

CRQ.NEO vs. TUSB - Dividend Comparison

CRQ.NEO's dividend yield for the trailing twelve months is around 1.87%, less than TUSB's 4.26% 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%
TUSB
Thrivent Ultra Short Bond ETF
4.26%3.62%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


CRQ.NEO and TUSB have a correlation of -0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, TUSB is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

TUSB is cheaper with a 0.20% expense ratio, compared with 0.72% for CRQ.NEO.

CRQ.NEO is categorized as Canada Equities, while TUSB is Ultrashort Bond. They also come from different issuers: iShares and Thrivent. Their fees differ too: 0.72% for CRQ.NEO and 0.20% for TUSB.

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