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TF.TO vs. ZWC.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TF.TO vs. ZWC.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Timbercreek Financial Corp. (TF.TO) and BMO CA High Dividend Covered Call ETF (ZWC.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, TF.TO achieves a -4.59% return, which is significantly lower than ZWC.TO's 13.97% return.


TF.TO

1D
-2.97%
1M
-5.67%
6M
-8.98%
YTD
-4.59%
1Y
-12.02%
3Y*
3.14%
5Y*
0.19%
10Y*
5.56%
ALL TIME*
5.68%

ZWC.TO

1D
-0.96%
1M
1.75%
6M
10.95%
YTD
13.97%
1Y
28.96%
3Y*
17.29%
5Y*
11.93%
10Y*
ALL TIME*
8.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TF.TO vs. ZWC.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TF.TO
Timbercreek Financial Corp.
-4.59%6.58%16.09%3.20%-19.62%19.59%-5.44%22.00%-1.96%11.55%
ZWC.TO
BMO CA High Dividend Covered Call ETF
13.97%22.79%12.00%7.54%-3.53%25.39%-6.92%17.32%-10.05%7.34%

Correlation

The correlation between TF.TO and ZWC.TO is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.39

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

0.49

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

0.52

Correlation (All Time)
Calculated using the full available price history since Feb 10, 2017

0.42

The correlation between TF.TO and ZWC.TO shifts across timeframes, from 0.39 (1 year) to 0.52 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

TF.TO vs. ZWC.TO — Risk / Return Rank

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

TF.TO
TF.TO Risk / Return Rank: 1313
Overall Rank
TF.TO Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
TF.TO Sortino Ratio Rank: 1616
Sortino Ratio Rank
TF.TO Omega Ratio Rank: 1414
Omega Ratio Rank
TF.TO Calmar Ratio Rank: 1616
Calmar Ratio Rank
TF.TO Martin Ratio Rank: 44
Martin Ratio Rank

ZWC.TO
ZWC.TO Risk / Return Rank: 9696
Overall Rank
ZWC.TO Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
ZWC.TO Sortino Ratio Rank: 9797
Sortino Ratio Rank
ZWC.TO Omega Ratio Rank: 9696
Omega Ratio Rank
ZWC.TO Calmar Ratio Rank: 9393
Calmar Ratio Rank
ZWC.TO Martin Ratio Rank: 9696
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.

TF.TO vs. ZWC.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Timbercreek Financial Corp. (TF.TO) and BMO CA High Dividend Covered Call ETF (ZWC.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.


TF.TOZWC.TODifference
Sharpe ratioReturn per unit of total volatility

-4.27

Sortino ratioReturn per unit of downside risk

-5.78

Omega ratioGain probability vs. loss probability

0.88

1.65

-0.77

Calmar ratioReturn relative to maximum drawdown

-0.74

4.86

-5.60

Martin ratioReturn relative to average drawdown

-1.59

23.30

-24.89

TF.TO vs. ZWC.TO - Sharpe Ratio Comparison

The current TF.TO Sharpe Ratio is -0.73, which is lower than the ZWC.TO Sharpe Ratio of 3.53. The chart below compares the historical Sharpe Ratios of TF.TO and ZWC.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

TF.TO vs. ZWC.TO - Drawdown Comparison

The maximum TF.TO drawdown since its inception was -40.43%, roughly equal to the maximum ZWC.TO drawdown of -40.57%. Use the drawdown chart below to compare losses from any high point for TF.TO and ZWC.TO.


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Drawdown Indicators


TF.TOZWC.TODifference

Max Drawdown

Largest peak-to-trough decline

-40.43%

-40.57%

+0.14%

Max Drawdown (1Y)

Largest decline over 1 year

-16.36%

-5.99%

-10.37%

Max Drawdown (3Y)

Largest decline over 3 years

-23.05%

-9.09%

-13.96%

Max Drawdown (5Y)

Largest decline over 5 years

-30.99%

-16.43%

-14.56%

Max Drawdown (10Y)

Largest decline over 10 years

-40.43%

Current Drawdown

Current decline from peak

-12.87%

-1.09%

-11.78%

Average Drawdown

Average peak-to-trough decline

-6.67%

-4.63%

-2.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.55%

1.25%

+6.30%

Volatility

TF.TO vs. ZWC.TO - Volatility Comparison

Timbercreek Financial Corp. (TF.TO) has a higher volatility of 4.65% compared to BMO CA High Dividend Covered Call ETF (ZWC.TO) at 2.00%. This indicates that TF.TO's price experiences larger fluctuations and is considered to be riskier than ZWC.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TF.TOZWC.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.65%

2.00%

+2.65%

Volatility (6M)

Calculated over the trailing 6-month period

12.53%

7.07%

+5.46%

Volatility (1Y)

Calculated over the trailing 1-year period

16.47%

8.25%

+8.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.31%

10.15%

+8.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.02%

14.86%

+4.16%

Dividends

TF.TO vs. ZWC.TO - Dividend Comparison

TF.TO's dividend yield for the trailing twelve months is around 11.13%, more than ZWC.TO's 5.62% yield.


PositionTTM2025202420232022202120202019201820172016
TF.TO
Timbercreek Financial Corp.
11.13%10.09%9.76%10.35%9.76%7.18%7.99%6.95%7.89%7.12%3.92%
ZWC.TO
BMO CA High Dividend Covered Call ETF
5.62%5.92%6.73%7.62%7.01%6.60%8.15%6.92%7.11%5.46%0.00%

Frequently Asked Questions


TF.TO and ZWC.TO have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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