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XDSR.TO vs. CLF.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XDSR.TO vs. CLF.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares ESG Advanced MSCI EAFE Index ETF (XDSR.TO) and iShares 1-5 Year Laddered Government Bond Index ETF (CLF.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, XDSR.TO achieves a 15.63% return, which is significantly higher than CLF.TO's 1.02% return.


XDSR.TO

1D
0.18%
1M
0.72%
6M
10.76%
YTD
15.63%
1Y
23.34%
3Y*
16.60%
5Y*
9.57%
10Y*

CLF.TO

1D
0.11%
1M
-0.10%
6M
0.73%
YTD
1.02%
1Y
3.16%
3Y*
4.29%
5Y*
1.76%
10Y*
1.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XDSR.TO vs. CLF.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
XDSR.TO
iShares ESG Advanced MSCI EAFE Index ETF
15.63%16.99%12.43%16.82%-14.11%10.06%23.07%
CLF.TO
iShares 1-5 Year Laddered Government Bond Index ETF
1.02%3.36%4.82%4.58%-3.98%-1.27%0.97%

Correlation

The correlation between XDSR.TO and CLF.TO is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.41

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

0.22

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

0.16

Correlation (All Time)
Calculated using the full available price history since Apr 29, 2020

0.15

Over the past year, XDSR.TO and CLF.TO have become more correlated (0.41) than their long-term average of 0.15, meaning their price movements have been converging.

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Return for Risk

XDSR.TO vs. CLF.TO — Risk / Return Rank

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

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

CLF.TO
CLF.TO Risk / Return Rank: 5656
Overall Rank
CLF.TO Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
CLF.TO Sortino Ratio Rank: 5656
Sortino Ratio Rank
CLF.TO Omega Ratio Rank: 6161
Omega Ratio Rank
CLF.TO Calmar Ratio Rank: 5757
Calmar Ratio Rank
CLF.TO Martin Ratio Rank: 5050
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.

XDSR.TO vs. CLF.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares ESG Advanced MSCI EAFE Index ETF (XDSR.TO) and iShares 1-5 Year Laddered Government Bond Index ETF (CLF.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.


XDSR.TOCLF.TODifference
Sharpe ratioReturn per unit of total volatility

-0.10

Sortino ratioReturn per unit of downside risk

-0.05

Omega ratioGain probability vs. loss probability

1.27

1.30

-0.03

Calmar ratioReturn relative to maximum drawdown

1.94

2.34

-0.40

Martin ratioReturn relative to average drawdown

7.60

6.93

+0.68

XDSR.TO vs. CLF.TO - Sharpe Ratio Comparison

The current XDSR.TO Sharpe Ratio is 1.48, which is comparable to the CLF.TO Sharpe Ratio of 1.58. The chart below compares the historical Sharpe Ratios of XDSR.TO and CLF.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

XDSR.TO vs. CLF.TO - Drawdown Comparison

The maximum XDSR.TO drawdown since its inception was -29.62%, which is greater than CLF.TO's maximum drawdown of -6.91%. Use the drawdown chart below to compare losses from any high point for XDSR.TO and CLF.TO.


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Drawdown Indicators


XDSR.TOCLF.TODifference

Max Drawdown

Largest peak-to-trough decline

-29.62%

-6.91%

-22.71%

Max Drawdown (1Y)

Largest decline over 1 year

-12.06%

-1.35%

-10.71%

Max Drawdown (3Y)

Largest decline over 3 years

-15.63%

-1.40%

-14.23%

Max Drawdown (5Y)

Largest decline over 5 years

-29.62%

-6.80%

-22.82%

Max Drawdown (10Y)

Largest decline over 10 years

-6.91%

Current Drawdown

Current decline from peak

-2.00%

-0.28%

-1.72%

Average Drawdown

Average peak-to-trough decline

-6.24%

-1.07%

-5.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.08%

0.46%

+2.62%

Volatility

XDSR.TO vs. CLF.TO - Volatility Comparison

iShares ESG Advanced MSCI EAFE Index ETF (XDSR.TO) has a higher volatility of 4.47% compared to iShares 1-5 Year Laddered Government Bond Index ETF (CLF.TO) at 0.51%. This indicates that XDSR.TO's price experiences larger fluctuations and is considered to be riskier than CLF.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XDSR.TOCLF.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.47%

0.51%

+3.96%

Volatility (6M)

Calculated over the trailing 6-month period

13.61%

1.53%

+12.08%

Volatility (1Y)

Calculated over the trailing 1-year period

15.90%

2.03%

+13.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.05%

2.99%

+12.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.82%

3.36%

+11.46%

XDSR.TO vs. CLF.TO - Expense Ratio Comparison

XDSR.TO has a 0.28% expense ratio, which is higher than CLF.TO's 0.17% expense ratio.


Dividends

XDSR.TO vs. CLF.TO - Dividend Comparison

XDSR.TO's dividend yield for the trailing twelve months is around 1.70%, less than CLF.TO's 2.26% yield.


PositionTTM20252024202320222021202020192018201720162015
CLF.TO
iShares 1-5 Year Laddered Government Bond Index ETF
2.26%2.22%2.22%2.23%2.10%1.98%2.15%2.46%2.67%2.91%3.12%3.29%
XDSR.TO
iShares ESG Advanced MSCI EAFE Index ETF
1.70%1.83%1.94%1.94%2.27%1.45%0.77%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


XDSR.TO and CLF.TO have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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

CLF.TO is cheaper with a 0.17% expense ratio, compared with 0.28% for XDSR.TO.

XDSR.TO is categorized as Foreign Large Cap Equities, while CLF.TO is Canadian Government Bonds. XDSR.TO tracks MSCI EAFE Choice ESG Screened Index, while CLF.TO tracks Morningstar Can 1-5Y Core Bd GR CAD. Their fees differ too: 0.28% for XDSR.TO and 0.17% for CLF.TO.

Portfolio Optimizer

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