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DCU.TO vs. HAD.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DCU.TO vs. HAD.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Desjardins Canadian Universe Bond Index ETF (DCU.TO) and Global X Active Canadian Bond ETF (HAD.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, DCU.TO achieves a 1.10% return, which is significantly higher than HAD.TO's 0.97% return.


DCU.TO

1D
-0.17%
1M
-0.83%
6M
0.42%
YTD
1.10%
1Y
4.02%
3Y*
4.00%
5Y*
0.36%
10Y*

HAD.TO

1D
0.00%
1M
-0.47%
6M
0.75%
YTD
0.97%
1Y
4.58%
3Y*
4.38%
5Y*
0.24%
10Y*
1.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DCU.TO vs. HAD.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DCU.TO
Desjardins Canadian Universe Bond Index ETF
1.10%2.19%3.83%6.53%-11.04%-2.76%8.04%6.70%0.31%1.59%
HAD.TO
Global X Active Canadian Bond ETF
0.97%3.04%4.29%6.25%-12.17%-4.66%9.99%5.62%2.59%2.11%

Correlation

The correlation between DCU.TO and HAD.TO is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.43

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

0.46

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

0.46

Correlation (All Time)
Calculated using the full available price history since Apr 6, 2017

0.32

The correlation between DCU.TO and HAD.TO shifts across timeframes, from 0.32 (all time) to 0.46 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

DCU.TO vs. HAD.TO — Risk / Return Rank

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

DCU.TO
DCU.TO Risk / Return Rank: 3232
Overall Rank
DCU.TO Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
DCU.TO Sortino Ratio Rank: 2929
Sortino Ratio Rank
DCU.TO Omega Ratio Rank: 3434
Omega Ratio Rank
DCU.TO Calmar Ratio Rank: 3535
Calmar Ratio Rank
DCU.TO Martin Ratio Rank: 3131
Martin Ratio Rank

HAD.TO
HAD.TO Risk / Return Rank: 3232
Overall Rank
HAD.TO Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
HAD.TO Sortino Ratio Rank: 3030
Sortino Ratio Rank
HAD.TO Omega Ratio Rank: 2929
Omega Ratio Rank
HAD.TO Calmar Ratio Rank: 3636
Calmar Ratio Rank
HAD.TO Martin Ratio Rank: 3333
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.

DCU.TO vs. HAD.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Desjardins Canadian Universe Bond Index ETF (DCU.TO) and Global X Active Canadian Bond ETF (HAD.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.


DCU.TOHAD.TODifference
Sharpe ratioReturn per unit of total volatility

+0.05

Sortino ratioReturn per unit of downside risk

-0.05

Omega ratioGain probability vs. loss probability

1.19

1.17

+0.02

Calmar ratioReturn relative to maximum drawdown

1.47

1.51

-0.04

Martin ratioReturn relative to average drawdown

3.61

3.98

-0.37

DCU.TO vs. HAD.TO - Sharpe Ratio Comparison

The current DCU.TO Sharpe Ratio is 0.99, which is comparable to the HAD.TO Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of DCU.TO and HAD.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

DCU.TO vs. HAD.TO - Drawdown Comparison

The maximum DCU.TO drawdown since its inception was -17.81%, smaller than the maximum HAD.TO drawdown of -22.77%. Use the drawdown chart below to compare losses from any high point for DCU.TO and HAD.TO.


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Drawdown Indicators


DCU.TOHAD.TODifference

Max Drawdown

Largest peak-to-trough decline

-17.81%

-22.77%

+4.96%

Max Drawdown (1Y)

Largest decline over 1 year

-2.76%

-3.05%

+0.29%

Max Drawdown (3Y)

Largest decline over 3 years

-4.43%

-5.95%

+1.52%

Max Drawdown (5Y)

Largest decline over 5 years

-15.40%

-17.19%

+1.79%

Max Drawdown (10Y)

Largest decline over 10 years

-22.77%

Current Drawdown

Current decline from peak

-2.07%

-4.38%

+2.31%

Average Drawdown

Average peak-to-trough decline

-5.21%

-5.45%

+0.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.12%

1.15%

-0.03%

Volatility

DCU.TO vs. HAD.TO - Volatility Comparison

The current volatility for Desjardins Canadian Universe Bond Index ETF (DCU.TO) is 1.03%, while Global X Active Canadian Bond ETF (HAD.TO) has a volatility of 1.45%. This indicates that DCU.TO experiences smaller price fluctuations and is considered to be less risky than HAD.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DCU.TOHAD.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

1.03%

1.45%

-0.42%

Volatility (6M)

Calculated over the trailing 6-month period

3.30%

3.60%

-0.30%

Volatility (1Y)

Calculated over the trailing 1-year period

4.10%

4.97%

-0.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.25%

7.06%

-0.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.29%

8.90%

-2.61%

Dividends

DCU.TO vs. HAD.TO - Dividend Comparison

DCU.TO's dividend yield for the trailing twelve months is around 3.17%, less than HAD.TO's 3.73% yield.


PositionTTM20252024202320222021202020192018201720162015
DCU.TO
Desjardins Canadian Universe Bond Index ETF
3.17%3.07%2.92%2.58%3.49%3.00%2.82%2.79%2.90%2.12%0.00%0.00%
HAD.TO
Global X Active Canadian Bond ETF
3.73%3.46%3.14%3.04%3.12%2.09%2.04%2.29%2.64%2.85%2.96%2.61%

Frequently Asked Questions


DCU.TO and HAD.TO have a correlation of 0.43, 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: Desjardins and Global X.

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