PLDI.TO vs. ZAG.TO
Compare and contrast key facts about PIMCO Low Duration Monthly Income Fund (Canada) (PLDI.TO) and BMO Aggregate Bond Index ETF (ZAG.TO).
PLDI.TO and ZAG.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ZAG.TO is a passively managed fund by BMO that tracks the performance of the FTSE Canada Universe Bond Index. It was launched on Jan 19, 2010.
Performance
PLDI.TO vs. ZAG.TO - Performance Comparison
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PLDI.TO vs. ZAG.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
PLDI.TO PIMCO Low Duration Monthly Income Fund (Canada) | -0.80% | 6.61% | 5.92% | 5.62% | -2.88% | 1.59% | 0.36% | 3.40% |
ZAG.TO BMO Aggregate Bond Index ETF | 0.04% | 2.25% | 4.48% | 6.41% | -11.60% | -2.60% | 8.34% | 3.78% |
Returns By Period
In the year-to-date period, PLDI.TO achieves a -0.80% return, which is significantly lower than ZAG.TO's 0.04% return.
PLDI.TO
- 1D
- -0.05%
- 1M
- -1.77%
- YTD
- -0.80%
- 6M
- 0.48%
- 1Y
- 3.72%
- 3Y*
- 5.59%
- 5Y*
- 2.99%
- 10Y*
- —
ZAG.TO
- 1D
- 0.15%
- 1M
- -2.08%
- YTD
- 0.04%
- 6M
- -0.26%
- 1Y
- 0.56%
- 3Y*
- 3.34%
- 5Y*
- 0.58%
- 10Y*
- 1.66%
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PLDI.TO vs. ZAG.TO - Expense Ratio Comparison
Return for Risk
PLDI.TO vs. ZAG.TO — Risk / Return Rank
PLDI.TO
ZAG.TO
PLDI.TO vs. ZAG.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Low Duration Monthly Income Fund (Canada) (PLDI.TO) and BMO Aggregate Bond Index ETF (ZAG.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.
| PLDI.TO | ZAG.TO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.12 | +0.72 |
Sortino ratioReturn per unit of downside risk | 1.18 | 0.19 | +0.99 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.02 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 0.30 | +1.14 |
Martin ratioReturn relative to average drawdown | 4.78 | 0.60 | +4.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PLDI.TO | ZAG.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.12 | +0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.00 | 0.09 | +0.91 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.24 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.99 | 0.44 | +0.54 |
Correlation
The correlation between PLDI.TO and ZAG.TO is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PLDI.TO vs. ZAG.TO - Dividend Comparison
PLDI.TO's dividend yield for the trailing twelve months is around 4.28%, more than ZAG.TO's 3.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLDI.TO PIMCO Low Duration Monthly Income Fund (Canada) | 4.28% | 4.37% | 7.04% | 5.80% | 3.29% | 2.04% | 4.71% | 2.49% | 0.00% | 0.00% | 0.00% | 0.00% |
ZAG.TO BMO Aggregate Bond Index ETF | 3.48% | 3.48% | 3.44% | 3.47% | 3.56% | 3.04% | 2.88% | 3.03% | 2.92% | 2.95% | 3.07% | 3.13% |
Drawdowns
PLDI.TO vs. ZAG.TO - Drawdown Comparison
The maximum PLDI.TO drawdown since its inception was -6.86%, smaller than the maximum ZAG.TO drawdown of -18.03%. Use the drawdown chart below to compare losses from any high point for PLDI.TO and ZAG.TO.
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Drawdown Indicators
| PLDI.TO | ZAG.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.86% | -18.03% | +11.17% |
Max Drawdown (1Y)Largest decline over 1 year | -2.55% | -2.84% | +0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -5.45% | -15.77% | +10.32% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.03% | — |
Current DrawdownCurrent decline from peak | -1.82% | -2.71% | +0.89% |
Average DrawdownAverage peak-to-trough decline | -0.79% | -3.56% | +2.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.77% | 1.41% | -0.64% |
Volatility
PLDI.TO vs. ZAG.TO - Volatility Comparison
The current volatility for PIMCO Low Duration Monthly Income Fund (Canada) (PLDI.TO) is 1.54%, while BMO Aggregate Bond Index ETF (ZAG.TO) has a volatility of 1.90%. This indicates that PLDI.TO experiences smaller price fluctuations and is considered to be less risky than ZAG.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLDI.TO | ZAG.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.54% | 1.90% | -0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 3.10% | 2.96% | +0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.44% | 4.65% | -0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.72% | 6.53% | -1.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.44% | 7.09% | -1.65% |