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SPYX vs. XSTB.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPYX vs. XSTB.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) and iShares ESG Aware Canadian Short Term Bond Index ETF (XSTB.TO). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

SPYX is traded in USD, while XSTB.TO is traded in CAD. To make them comparable, the XSTB.TO values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, SPYX achieves a 8.26% return, which is significantly higher than XSTB.TO's -0.92% return.


SPYX

1D
0.53%
1M
-0.85%
YTD
8.26%
6M
8.62%
1Y
24.90%
3Y*
20.78%
5Y*
12.96%
10Y*
15.50%

XSTB.TO

1D
-0.18%
1M
-1.28%
YTD
-0.92%
6M
-0.04%
1Y
0.29%
3Y*
3.19%
5Y*
-0.94%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPYX vs. XSTB.TO - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
SPYX
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
8.26%17.87%25.46%26.38%-19.59%28.06%19.87%16.88%
XSTB.TO
iShares ESG Aware Canadian Short Term Bond Index ETF
-0.92%8.56%-2.94%7.42%-9.64%-1.07%7.50%3.77%

Correlation

The correlation between SPYX and XSTB.TO is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.16

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

0.15

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

0.09

Correlation (All Time)
Calculated using the full available price history since Mar 18, 2019

0.05

The correlation between SPYX and XSTB.TO shifts across timeframes, from 0.05 (all time) to 0.16 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

SPYX vs. XSTB.TO — Risk / Return Rank

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

SPYX
SPYX Risk / Return Rank: 6363
Overall Rank
SPYX Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
SPYX Sortino Ratio Rank: 6363
Sortino Ratio Rank
SPYX Omega Ratio Rank: 6666
Omega Ratio Rank
SPYX Calmar Ratio Rank: 5454
Calmar Ratio Rank
SPYX Martin Ratio Rank: 6767
Martin Ratio Rank

XSTB.TO
XSTB.TO Risk / Return Rank: 5454
Overall Rank
XSTB.TO Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
XSTB.TO Sortino Ratio Rank: 5353
Sortino Ratio Rank
XSTB.TO Omega Ratio Rank: 6262
Omega Ratio Rank
XSTB.TO Calmar Ratio Rank: 5252
Calmar Ratio Rank
XSTB.TO Martin Ratio Rank: 4747
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.

SPYX vs. XSTB.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) and iShares ESG Aware Canadian Short Term Bond Index ETF (XSTB.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.


SPYXXSTB.TODifference
Sharpe ratioReturn per unit of total volatility

+1.70

Sortino ratioReturn per unit of downside risk

+2.26

Omega ratioGain probability vs. loss probability

1.34

1.03

+0.31

Calmar ratioReturn relative to maximum drawdown

2.40

0.24

+2.17

Martin ratioReturn relative to average drawdown

10.78

0.55

+10.23

SPYX vs. XSTB.TO - Sharpe Ratio Comparison

The current SPYX Sharpe Ratio is 1.87, which is higher than the XSTB.TO Sharpe Ratio of 0.17. The chart below compares the historical Sharpe Ratios of SPYX and XSTB.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

SPYX vs. XSTB.TO - Drawdown Comparison

The maximum SPYX drawdown since its inception was -32.84%, which is greater than XSTB.TO's maximum drawdown of -18.31%. Use the drawdown chart below to compare losses from any high point for SPYX and XSTB.TO.


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Drawdown Indicators


SPYXXSTB.TODifference

Max Drawdown

Largest peak-to-trough decline

-32.84%

-18.31%

-14.53%

Max Drawdown (1Y)

Largest decline over 1 year

-9.84%

-3.43%

-6.41%

Max Drawdown (3Y)

Largest decline over 3 years

-18.74%

-7.23%

-11.51%

Max Drawdown (5Y)

Largest decline over 5 years

-26.14%

-17.61%

-8.53%

Max Drawdown (10Y)

Largest decline over 10 years

-32.84%

Current Drawdown

Current decline from peak

-2.38%

-4.96%

+2.58%

Average Drawdown

Average peak-to-trough decline

-4.53%

-6.84%

+2.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.19%

1.47%

+0.72%

Volatility

SPYX vs. XSTB.TO - Volatility Comparison

State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) has a higher volatility of 4.52% compared to iShares ESG Aware Canadian Short Term Bond Index ETF (XSTB.TO) at 1.12%. This indicates that SPYX's price experiences larger fluctuations and is considered to be riskier than XSTB.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPYXXSTB.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.52%

1.12%

+3.40%

Volatility (6M)

Calculated over the trailing 6-month period

9.92%

3.62%

+6.30%

Volatility (1Y)

Calculated over the trailing 1-year period

12.61%

4.72%

+7.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.12%

6.87%

+10.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.04%

6.88%

+11.16%

SPYX vs. XSTB.TO - Expense Ratio Comparison

SPYX has a 0.20% expense ratio, which is higher than XSTB.TO's 0.17% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

SPYX vs. XSTB.TO - Dividend Comparison

SPYX's dividend yield for the trailing twelve months is around 0.86%, less than XSTB.TO's 2.87% yield.


PositionTTM20252024202320222021202020192018201720162015
SPYX
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
0.86%0.91%1.05%1.21%1.41%1.04%1.33%1.56%1.92%1.68%1.91%0.16%
XSTB.TO
iShares ESG Aware Canadian Short Term Bond Index ETF
2.87%2.88%2.64%2.22%1.93%1.82%2.10%1.83%0.00%0.00%0.00%0.00%

Frequently Asked Questions


SPYX and XSTB.TO have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XSTB.TO is cheaper at 0.17% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XSTB.TO is cheaper with a 0.17% expense ratio, compared with 0.20% for SPYX.

SPYX is categorized as S&P 500, while XSTB.TO is Canadian Government Bonds. SPYX tracks S&P 500 Fossil Fuel Reserves Free Index, while XSTB.TO tracks Morningstar Can 1-5Y Core Bd GR CAD. They also come from different issuers: State Street and iShares. Their fees differ too: 0.20% for SPYX and 0.17% for XSTB.TO.

Portfolio Optimizer

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