XCBG.TO vs. XSHG.TO
Compare and contrast key facts about iShares ESG Advanced Canadian Corporate Bond Index ETF (XCBG.TO) and iShares ESG Advanced 1-5 Year Canadian Corporate Bond Index ETF (XSHG.TO).
XCBG.TO and XSHG.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XCBG.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Can Corp Bd GR CAD. It was launched on Aug 6, 2021. XSHG.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Can 1-5Y Core Bd GR CAD. It was launched on Aug 6, 2021. Both XCBG.TO and XSHG.TO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
XCBG.TO vs. XSHG.TO - Performance Comparison
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XCBG.TO vs. XSHG.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
XCBG.TO iShares ESG Advanced Canadian Corporate Bond Index ETF | 0.14% | 4.21% | 6.79% | 7.45% | -7.40% | -1.10% |
XSHG.TO iShares ESG Advanced 1-5 Year Canadian Corporate Bond Index ETF | 0.10% | 4.53% | 6.86% | 6.41% | -4.26% | -0.58% |
Returns By Period
In the year-to-date period, XCBG.TO achieves a 0.14% return, which is significantly higher than XSHG.TO's 0.10% return.
XCBG.TO
- 1D
- 0.16%
- 1M
- -1.35%
- YTD
- 0.14%
- 6M
- 0.34%
- 1Y
- 2.70%
- 3Y*
- 5.37%
- 5Y*
- —
- 10Y*
- —
XSHG.TO
- 1D
- 0.15%
- 1M
- -0.90%
- YTD
- 0.10%
- 6M
- 0.65%
- 1Y
- 3.02%
- 3Y*
- 5.36%
- 5Y*
- —
- 10Y*
- —
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XCBG.TO vs. XSHG.TO - Expense Ratio Comparison
Both XCBG.TO and XSHG.TO have an expense ratio of 0.17%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
XCBG.TO vs. XSHG.TO — Risk / Return Rank
XCBG.TO
XSHG.TO
XCBG.TO vs. XSHG.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Advanced Canadian Corporate Bond Index ETF (XCBG.TO) and iShares ESG Advanced 1-5 Year Canadian Corporate Bond Index ETF (XSHG.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.
| XCBG.TO | XSHG.TO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 1.59 | -0.71 |
Sortino ratioReturn per unit of downside risk | 1.24 | 2.24 | -1.01 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.34 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 2.18 | -0.77 |
Martin ratioReturn relative to average drawdown | 4.72 | 9.28 | -4.57 |
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
| XCBG.TO | XSHG.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 1.59 | -0.71 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.96 | -0.49 |
Correlation
The correlation between XCBG.TO and XSHG.TO is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
XCBG.TO vs. XSHG.TO - Dividend Comparison
XCBG.TO's dividend yield for the trailing twelve months is around 3.92%, more than XSHG.TO's 3.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
XCBG.TO iShares ESG Advanced Canadian Corporate Bond Index ETF | 3.92% | 3.84% | 3.61% | 3.19% | 2.99% | 0.87% |
XSHG.TO iShares ESG Advanced 1-5 Year Canadian Corporate Bond Index ETF | 3.72% | 3.64% | 3.39% | 2.87% | 2.69% | 0.81% |
Drawdowns
XCBG.TO vs. XSHG.TO - Drawdown Comparison
The maximum XCBG.TO drawdown since its inception was -12.14%, which is greater than XSHG.TO's maximum drawdown of -7.40%. Use the drawdown chart below to compare losses from any high point for XCBG.TO and XSHG.TO.
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Drawdown Indicators
| XCBG.TO | XSHG.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.14% | -7.40% | -4.74% |
Max Drawdown (1Y)Largest decline over 1 year | -2.03% | -1.44% | -0.59% |
Current DrawdownCurrent decline from peak | -1.39% | -0.90% | -0.49% |
Average DrawdownAverage peak-to-trough decline | -3.64% | -1.89% | -1.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.61% | 0.34% | +0.27% |
Volatility
XCBG.TO vs. XSHG.TO - Volatility Comparison
iShares ESG Advanced Canadian Corporate Bond Index ETF (XCBG.TO) has a higher volatility of 1.32% compared to iShares ESG Advanced 1-5 Year Canadian Corporate Bond Index ETF (XSHG.TO) at 0.95%. This indicates that XCBG.TO's price experiences larger fluctuations and is considered to be riskier than XSHG.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XCBG.TO | XSHG.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.32% | 0.95% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 2.05% | 1.33% | +0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.08% | 1.91% | +1.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.22% | 2.81% | +1.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.22% | 2.81% | +1.41% |