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XAGG.TO vs. BTOT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XAGG.TO vs. BTOT - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares U.S. Aggregate Bond Index ETF (XAGG.TO) and iShares Total USD Fixed Income Market ETF (BTOT). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

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

Returns By Period

In the year-to-date period, XAGG.TO achieves a 0.76% return, which is significantly lower than BTOT's 1.67% return.


XAGG.TO

1D
0.00%
1M
1.87%
YTD
0.76%
6M
-0.88%
1Y
5.87%
3Y*
4.71%
5Y*
10Y*

BTOT

1D
0.20%
1M
2.30%
YTD
1.67%
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XAGG.TO vs. BTOT - Yearly Performance Comparison


Correlation

The correlation between XAGG.TO and BTOT is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Dec 12, 2025

0.69

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Return for Risk

XAGG.TO vs. BTOT — Risk / Return Rank

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

XAGG.TO
XAGG.TO Risk / Return Rank: 3333
Overall Rank
XAGG.TO Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
XAGG.TO Sortino Ratio Rank: 3535
Sortino Ratio Rank
XAGG.TO Omega Ratio Rank: 3333
Omega Ratio Rank
XAGG.TO Calmar Ratio Rank: 3636
Calmar Ratio Rank
XAGG.TO Martin Ratio Rank: 2727
Martin Ratio Rank

BTOT
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.

XAGG.TO vs. BTOT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Aggregate Bond Index ETF (XAGG.TO) and iShares Total USD Fixed Income Market ETF (BTOT). 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.


XAGG.TOBTOTDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.22

Calmar ratioReturn relative to maximum drawdown

1.75

Martin ratioReturn relative to average drawdown

3.67

XAGG.TO vs. BTOT - Sharpe Ratio Comparison


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Sharpe Ratios by Period


XAGG.TOBTOTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.22

0.61

-0.39

Drawdowns

XAGG.TO vs. BTOT - Drawdown Comparison

The maximum XAGG.TO drawdown since its inception was -12.43%, which is greater than BTOT's maximum drawdown of -3.02%. Use the drawdown chart below to compare losses from any high point for XAGG.TO and BTOT.


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Drawdown Indicators


XAGG.TOBTOTDifference

Max Drawdown

Largest peak-to-trough decline

-12.43%

-3.02%

-9.41%

Max Drawdown (1Y)

Largest decline over 1 year

-4.06%

Max Drawdown (3Y)

Largest decline over 3 years

-6.98%

Current Drawdown

Current decline from peak

-2.01%

0.00%

-2.01%

Average Drawdown

Average peak-to-trough decline

-4.36%

-1.08%

-3.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.56%

Volatility

XAGG.TO vs. BTOT - Volatility Comparison


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Volatility by Period


XAGG.TOBTOTDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.83%

Volatility (6M)

Calculated over the trailing 6-month period

4.22%

Volatility (1Y)

Calculated over the trailing 1-year period

5.87%

5.78%

+0.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.62%

5.78%

+3.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.62%

5.78%

+3.84%

XAGG.TO vs. BTOT - Expense Ratio Comparison

XAGG.TO has a 0.10% expense ratio, which is higher than BTOT's 0.09% 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

XAGG.TO vs. BTOT - Dividend Comparison

XAGG.TO's dividend yield for the trailing twelve months is around 4.10%, more than BTOT's 2.13% yield.


PositionTTM20252024202320222021
BTOT
iShares Total USD Fixed Income Market ETF
2.13%0.22%0.00%0.00%0.00%0.00%
XAGG.TO
iShares U.S. Aggregate Bond Index ETF
4.10%3.86%3.07%2.59%1.67%1.04%

Frequently Asked Questions


XAGG.TO and BTOT have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, BTOT is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BTOT is cheaper with a 0.09% expense ratio, compared with 0.10% for XAGG.TO.

XAGG.TO tracks Bloomberg US Aggregate Bond Index, while BTOT tracks Bloomberg US Total Fixed Income Market Index. Their fees differ too: 0.10% for XAGG.TO and 0.09% for BTOT.

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