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HBND.TO vs. ZFS.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HBND.TO vs. ZFS.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Hamilton U.S. Bond YIELD MAXIMIZER ETF (CAD Hedged) (HBND.TO) and BMO Short Federal Bond Index ETF (ZFS.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, HBND.TO achieves a 1.71% return, which is significantly higher than ZFS.TO's 1.19% return.


HBND.TO

1D
-0.11%
1M
1.94%
YTD
1.71%
6M
1.14%
1Y
3.27%
3Y*
5Y*
10Y*

ZFS.TO

1D
0.00%
1M
0.35%
YTD
1.19%
6M
1.26%
1Y
2.43%
3Y*
4.08%
5Y*
1.58%
10Y*
1.39%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HBND.TO vs. ZFS.TO - Yearly Performance Comparison


2026 (YTD)202520242023
HBND.TO
Hamilton U.S. Bond YIELD MAXIMIZER ETF (CAD Hedged)
1.71%4.05%-7.02%4.34%
ZFS.TO
BMO Short Federal Bond Index ETF
1.19%3.10%4.61%3.11%

Correlation

The correlation between HBND.TO and ZFS.TO is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.57

Correlation (All Time)
Calculated using the full available price history since Sep 15, 2023

0.57

The correlation between HBND.TO and ZFS.TO has been stable across timeframes, ranging from 0.57 to 0.57 - a consistent structural relationship.

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Return for Risk

HBND.TO vs. ZFS.TO — Risk / Return Rank

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

HBND.TO
HBND.TO Risk / Return Rank: 1414
Overall Rank
HBND.TO Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
HBND.TO Sortino Ratio Rank: 1313
Sortino Ratio Rank
HBND.TO Omega Ratio Rank: 1313
Omega Ratio Rank
HBND.TO Calmar Ratio Rank: 1515
Calmar Ratio Rank
HBND.TO Martin Ratio Rank: 1515
Martin Ratio Rank

ZFS.TO
ZFS.TO Risk / Return Rank: 3939
Overall Rank
ZFS.TO Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
ZFS.TO Sortino Ratio Rank: 3737
Sortino Ratio Rank
ZFS.TO Omega Ratio Rank: 4242
Omega Ratio Rank
ZFS.TO Calmar Ratio Rank: 3737
Calmar Ratio Rank
ZFS.TO Martin Ratio Rank: 3838
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.

HBND.TO vs. ZFS.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hamilton U.S. Bond YIELD MAXIMIZER ETF (CAD Hedged) (HBND.TO) and BMO Short Federal Bond Index ETF (ZFS.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.


HBND.TOZFS.TODifference
Sharpe ratioReturn per unit of total volatility

-0.85

Sortino ratioReturn per unit of downside risk

-1.12

Omega ratioGain probability vs. loss probability

1.07

1.24

-0.17

Calmar ratioReturn relative to maximum drawdown

0.49

1.63

-1.14

Martin ratioReturn relative to average drawdown

1.22

5.19

-3.97

HBND.TO vs. ZFS.TO - Sharpe Ratio Comparison

The current HBND.TO Sharpe Ratio is 0.39, which is lower than the ZFS.TO Sharpe Ratio of 1.24. The chart below compares the historical Sharpe Ratios of HBND.TO and ZFS.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

HBND.TO vs. ZFS.TO - Drawdown Comparison

The maximum HBND.TO drawdown since its inception was -13.62%, which is greater than ZFS.TO's maximum drawdown of -6.80%. Use the drawdown chart below to compare losses from any high point for HBND.TO and ZFS.TO.


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Drawdown Indicators


HBND.TOZFS.TODifference

Max Drawdown

Largest peak-to-trough decline

-13.62%

-6.80%

-6.82%

Max Drawdown (1Y)

Largest decline over 1 year

-6.76%

-1.50%

-5.26%

Max Drawdown (3Y)

Largest decline over 3 years

-1.50%

Max Drawdown (5Y)

Largest decline over 5 years

-6.43%

Max Drawdown (10Y)

Largest decline over 10 years

-6.80%

Current Drawdown

Current decline from peak

-6.15%

-0.01%

-6.14%

Average Drawdown

Average peak-to-trough decline

-6.52%

-1.07%

-5.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.71%

0.48%

+2.23%

Volatility

HBND.TO vs. ZFS.TO - Volatility Comparison

Hamilton U.S. Bond YIELD MAXIMIZER ETF (CAD Hedged) (HBND.TO) has a higher volatility of 2.51% compared to BMO Short Federal Bond Index ETF (ZFS.TO) at 0.49%. This indicates that HBND.TO's price experiences larger fluctuations and is considered to be riskier than ZFS.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HBND.TOZFS.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

2.51%

0.49%

+2.02%

Volatility (6M)

Calculated over the trailing 6-month period

6.03%

1.58%

+4.45%

Volatility (1Y)

Calculated over the trailing 1-year period

8.49%

1.97%

+6.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.26%

2.64%

+8.62%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.26%

2.27%

+8.99%

Dividends

HBND.TO vs. ZFS.TO - Dividend Comparison

HBND.TO's dividend yield for the trailing twelve months is around 10.96%, more than ZFS.TO's 2.54% yield.


PositionTTM20252024202320222021202020192018201720162015
HBND.TO
Hamilton U.S. Bond YIELD MAXIMIZER ETF (CAD Hedged)
10.96%11.84%11.51%2.41%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ZFS.TO
BMO Short Federal Bond Index ETF
2.54%2.41%2.06%1.96%1.99%1.88%1.81%1.86%1.59%1.59%1.77%1.90%

Frequently Asked Questions


HBND.TO and ZFS.TO have a correlation of 0.57, 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: Hamilton Capital and BMO.

Portfolio Optimizer

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