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XFR.TO vs. CCBI.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XFR.TO vs. CCBI.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares Floating Rate Index ETF (XFR.TO) and CIBC Canadian Bond Index ETF (CCBI.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, XFR.TO achieves a 1.49% return, which is significantly higher than CCBI.TO's 0.72% return.


XFR.TO

1D
0.00%
1M
0.17%
6M
1.22%
YTD
1.49%
1Y
2.74%
3Y*
3.85%
5Y*
3.30%
10Y*
2.27%
ALL TIME*
1.92%

CCBI.TO

1D
-0.39%
1M
-1.26%
6M
0.01%
YTD
0.72%
1Y
2.31%
3Y*
4.22%
5Y*
0.23%
10Y*
ALL TIME*
0.72%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
CA$238.27KCA$302.42KCA$297.80K
CA$782.48KCA$603.81KCA$966.23K

XFR.TO vs. CCBI.TO - Yearly Performance Comparison


2026 (YTD)20252024202320222021
XFR.TO
iShares Floating Rate Index ETF
1.49%3.33%4.57%5.29%1.81%0.09%
CCBI.TO
CIBC Canadian Bond Index ETF
0.72%2.17%4.26%4.11%-9.05%2.30%

Correlation

The correlation between XFR.TO and CCBI.TO is 0.11, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.11

Correlation (3Y)
Balances recent behavior with more history.

-0.00

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.03

Correlation (All Time)
Calculated using the full available price history since Mar 24, 2021

0.02

The correlation between XFR.TO and CCBI.TO shifts across timeframes, from -0.00 (3 years) to 0.11 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

XFR.TO vs. CCBI.TO — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

XFR.TO
XFR.TO Risk / Return Rank: 9898
Overall Rank
XFR.TO Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
XFR.TO Sortino Ratio Rank: 9898
Sortino Ratio Rank
XFR.TO Omega Ratio Rank: 9898
Omega Ratio Rank
XFR.TO Calmar Ratio Rank: 9999
Calmar Ratio Rank
XFR.TO Martin Ratio Rank: 9999
Martin Ratio Rank

CCBI.TO
CCBI.TO Risk / Return Rank: 2727
Overall Rank
CCBI.TO Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
CCBI.TO Sortino Ratio Rank: 2525
Sortino Ratio Rank
CCBI.TO Omega Ratio Rank: 2626
Omega Ratio Rank
CCBI.TO Calmar Ratio Rank: 3030
Calmar Ratio Rank
CCBI.TO Martin Ratio Rank: 2828
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

XFR.TO vs. CCBI.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Floating Rate Index ETF (XFR.TO) and CIBC Canadian Bond Index ETF (CCBI.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.


XFR.TOCCBI.TODifference
Sharpe ratioReturn per unit of total volatility

+3.31

Sortino ratioReturn per unit of downside risk

+5.61

Omega ratioGain probability vs. loss probability

1.94

1.13

+0.81

Calmar ratioReturn relative to maximum drawdown

28.60

1.02

+27.57

Martin ratioReturn relative to average drawdown

82.37

2.49

+79.89

XFR.TO vs. CCBI.TO - Sharpe Ratio Comparison

The current XFR.TO Sharpe Ratio is 3.96, which is higher than the CCBI.TO Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of XFR.TO and CCBI.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

XFR.TO vs. CCBI.TO - Drawdown Comparison

The maximum XFR.TO drawdown since its inception was -4.12%, smaller than the maximum CCBI.TO drawdown of -17.72%. Use the drawdown chart below to compare losses from any high point for XFR.TO and CCBI.TO.


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Drawdown Indicators


XFR.TOCCBI.TODifference

Max Drawdown

Largest peak-to-trough decline

-4.12%

-17.72%

+13.60%

Max Drawdown (1Y)

Largest decline over 1 year

-0.10%

-2.72%

+2.62%

Max Drawdown (3Y)

Largest decline over 3 years

-0.30%

-4.04%

+3.74%

Max Drawdown (5Y)

Largest decline over 5 years

-0.30%

-15.08%

+14.78%

Max Drawdown (10Y)

Largest decline over 10 years

-4.12%

Current Drawdown

Current decline from peak

-0.10%

-2.75%

+2.65%

Average Drawdown

Average peak-to-trough decline

-0.06%

-7.88%

+7.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.03%

1.12%

-1.09%

Volatility

XFR.TO vs. CCBI.TO - Volatility Comparison

The current volatility for iShares Floating Rate Index ETF (XFR.TO) is 0.19%, while CIBC Canadian Bond Index ETF (CCBI.TO) has a volatility of 1.35%. This indicates that XFR.TO experiences smaller price fluctuations and is considered to be less risky than CCBI.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XFR.TOCCBI.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

0.19%

1.35%

-1.16%

Volatility (6M)

Calculated over the trailing 6-month period

0.45%

3.42%

-2.97%

Volatility (1Y)

Calculated over the trailing 1-year period

0.72%

4.26%

-3.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.84%

6.60%

-5.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.86%

6.96%

-5.10%

XFR.TO vs. CCBI.TO - Expense Ratio Comparison

XFR.TO has a 0.13% expense ratio, which is higher than CCBI.TO's 0.07% 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

XFR.TO vs. CCBI.TO - Dividend Comparison

XFR.TO's dividend yield for the trailing twelve months is around 2.71%, less than CCBI.TO's 3.39% yield.


PositionTTM20252024202320222021202020192018201720162015
CCBI.TO
CIBC Canadian Bond Index ETF
3.39%3.22%2.85%2.78%2.60%1.78%0.00%0.00%0.00%0.00%0.00%0.00%
XFR.TO
iShares Floating Rate Index ETF
2.71%3.23%4.93%4.91%1.84%0.30%1.07%1.99%1.64%0.92%0.65%0.95%

Frequently Asked Questions


XFR.TO and CCBI.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, CCBI.TO is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

CCBI.TO is cheaper with a 0.07% expense ratio, compared with 0.13% for XFR.TO.

XFR.TO is categorized as Canadian Government Bonds, while CCBI.TO is Total Bond Market. XFR.TO tracks FTSE Canada Floating Rate Note Index, while CCBI.TO tracks FTSE Canada Universe Bond Index. They also come from different issuers: iShares and CIBC. Their fees differ too: 0.13% for XFR.TO and 0.07% for CCBI.TO.

Portfolio Optimizer

Find the right allocation for XFR.TO and CCBI.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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