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VTV vs. XSB.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VTV vs. XSB.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Value ETF (VTV) and iShares Core Canadian Short Term Bond Index ETF (XSB.TO). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

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

Returns By Period

In the year-to-date period, VTV achieves a 14.29% return, which is significantly higher than XSB.TO's -0.83% return. Over the past 10 years, VTV has outperformed XSB.TO with an annualized return of 12.78%, while XSB.TO has yielded a comparatively lower 1.10% annualized return.


VTV

1D
0.93%
1M
3.87%
YTD
14.29%
6M
13.99%
1Y
27.90%
3Y*
18.16%
5Y*
11.76%
10Y*
12.78%

XSB.TO

1D
-0.18%
1M
-1.11%
YTD
-0.83%
6M
-0.03%
1Y
0.52%
3Y*
3.42%
5Y*
-0.85%
10Y*
1.10%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VTV vs. XSB.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VTV
Vanguard Value ETF
14.29%15.27%15.95%9.32%-2.09%26.53%2.33%25.66%-5.47%17.15%
XSB.TO
iShares Core Canadian Short Term Bond Index ETF
-0.83%8.66%-2.39%7.22%-9.76%-1.06%7.75%7.64%-6.28%7.40%

Correlation

The correlation between VTV and XSB.TO is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.11

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

0.15

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

0.08

Correlation (10Y)
Calculated over the trailing 10-year period

0.04

Correlation (All Time)
Calculated using the full available price history since Jul 12, 2006

0.09

The correlation between VTV and XSB.TO shifts across timeframes, from 0.04 (10 years) to 0.15 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

VTV vs. XSB.TO — Risk / Return Rank

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

VTV
VTV Risk / Return Rank: 8888
Overall Rank
VTV Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
VTV Sortino Ratio Rank: 9090
Sortino Ratio Rank
VTV Omega Ratio Rank: 8787
Omega Ratio Rank
VTV Calmar Ratio Rank: 8787
Calmar Ratio Rank
VTV Martin Ratio Rank: 8787
Martin Ratio Rank

XSB.TO
XSB.TO Risk / Return Rank: 5454
Overall Rank
XSB.TO Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
XSB.TO Sortino Ratio Rank: 5555
Sortino Ratio Rank
XSB.TO Omega Ratio Rank: 6060
Omega Ratio Rank
XSB.TO Calmar Ratio Rank: 5050
Calmar Ratio Rank
XSB.TO Martin Ratio Rank: 4949
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.

VTV vs. XSB.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Value ETF (VTV) and iShares Core Canadian Short Term Bond Index ETF (XSB.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.


VTVXSB.TODifference
Sharpe ratioReturn per unit of total volatility

+2.40

Sortino ratioReturn per unit of downside risk

+3.37

Omega ratioGain probability vs. loss probability

1.47

1.04

+0.43

Calmar ratioReturn relative to maximum drawdown

4.25

0.28

+3.97

Martin ratioReturn relative to average drawdown

16.04

0.67

+15.36

VTV vs. XSB.TO - Sharpe Ratio Comparison

The current VTV Sharpe Ratio is 2.61, which is higher than the XSB.TO Sharpe Ratio of 0.20. The chart below compares the historical Sharpe Ratios of VTV and XSB.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

VTV vs. XSB.TO - Drawdown Comparison

The maximum VTV drawdown since its inception was -59.27%, which is greater than XSB.TO's maximum drawdown of -28.27%. Use the drawdown chart below to compare losses from any high point for VTV and XSB.TO.


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Drawdown Indicators


VTVXSB.TODifference

Max Drawdown

Largest peak-to-trough decline

-59.27%

-28.27%

-31.00%

Max Drawdown (1Y)

Largest decline over 1 year

-6.35%

-3.40%

-2.95%

Max Drawdown (3Y)

Largest decline over 3 years

-14.52%

-7.05%

-7.47%

Max Drawdown (5Y)

Largest decline over 5 years

-17.04%

-17.85%

+0.81%

Max Drawdown (10Y)

Largest decline over 10 years

-36.78%

-18.49%

-18.29%

Current Drawdown

Current decline from peak

0.00%

-8.46%

+8.46%

Average Drawdown

Average peak-to-trough decline

-7.86%

-11.08%

+3.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.68%

1.43%

+0.25%

Volatility

VTV vs. XSB.TO - Volatility Comparison

Vanguard Value ETF (VTV) has a higher volatility of 3.34% compared to iShares Core Canadian Short Term Bond Index ETF (XSB.TO) at 1.18%. This indicates that VTV's price experiences larger fluctuations and is considered to be riskier than XSB.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VTVXSB.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.34%

1.18%

+2.16%

Volatility (6M)

Calculated over the trailing 6-month period

7.82%

3.67%

+4.15%

Volatility (1Y)

Calculated over the trailing 1-year period

10.38%

4.74%

+5.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.92%

6.84%

+7.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.68%

7.24%

+9.44%

VTV vs. XSB.TO - Expense Ratio Comparison

VTV has a 0.04% expense ratio, which is lower than XSB.TO's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

VTV vs. XSB.TO - Dividend Comparison

VTV's dividend yield for the trailing twelve months is around 1.83%, less than XSB.TO's 3.10% yield.


PositionTTM20252024202320222021202020192018201720162015
VTV
Vanguard Value ETF
1.83%2.05%2.31%2.46%2.52%2.15%2.56%2.50%2.73%2.29%2.44%2.60%
XSB.TO
iShares Core Canadian Short Term Bond Index ETF
3.10%3.15%3.05%2.67%2.28%2.05%2.21%2.39%2.39%2.36%2.36%2.50%

Frequently Asked Questions


VTV and XSB.TO have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VTV is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VTV is cheaper with a 0.04% expense ratio, compared with 0.10% for XSB.TO.

VTV is categorized as Large Cap Value Equities, while XSB.TO is Canadian Government Bonds. VTV tracks CRSP US Large Cap Value Index, while XSB.TO tracks Morningstar Can 1-5Y Core Bd GR CAD. They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.04% for VTV and 0.10% for XSB.TO.

Portfolio Optimizer

Find the right allocation for VTV and XSB.TO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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