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

Performance

XFR.TO vs. CHPS.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 Global X Artificial Intelligence Semiconductor Index ETF (CHPS.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 1.15% return, which is significantly lower than CHPS.TO's 60.68% return.


XFR.TO

1D
0.05%
1M
0.26%
YTD
1.15%
6M
1.33%
1Y
3.02%
3Y*
3.98%
5Y*
3.24%
10Y*
2.26%

CHPS.TO

1D
1.86%
1M
13.58%
YTD
60.68%
6M
61.37%
1Y
123.06%
3Y*
47.55%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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


2026 (YTD)20252024202320222021
XFR.TO
iShares Floating Rate Index ETF
1.15%3.33%4.57%5.29%1.81%0.06%
CHPS.TO
Global X Artificial Intelligence Semiconductor Index ETF
60.68%45.93%20.38%68.20%-37.86%23.13%

Correlation

The correlation between XFR.TO and CHPS.TO is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.12

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

0.05

Correlation (All Time)
Calculated using the full available price history since Jun 22, 2021

0.05

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Return for Risk

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

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

XFR.TO
XFR.TO Risk / Return Rank: 9898
Overall Rank
XFR.TO Sharpe Ratio Rank: 9797
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

CHPS.TO
CHPS.TO Risk / Return Rank: 9494
Overall Rank
CHPS.TO Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
CHPS.TO Sortino Ratio Rank: 9191
Sortino Ratio Rank
CHPS.TO Omega Ratio Rank: 9191
Omega Ratio Rank
CHPS.TO Calmar Ratio Rank: 9797
Calmar Ratio Rank
CHPS.TO Martin Ratio Rank: 9595
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.

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

This table presents a comparison of risk-adjusted performance metrics for iShares Floating Rate Index ETF (XFR.TO) and Global X Artificial Intelligence Semiconductor Index ETF (CHPS.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.TOCHPS.TODifference
Sharpe ratioReturn per unit of total volatility

+0.58

Sortino ratioReturn per unit of downside risk

+3.22

Omega ratioGain probability vs. loss probability

1.98

1.53

+0.45

Calmar ratioReturn relative to maximum drawdown

29.79

9.12

+20.67

Martin ratioReturn relative to average drawdown

90.21

26.48

+63.73

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

The current XFR.TO Sharpe Ratio is 4.14, which is comparable to the CHPS.TO Sharpe Ratio of 3.56. The chart below compares the historical Sharpe Ratios of XFR.TO and CHPS.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. CHPS.TO - Drawdown Comparison

The maximum XFR.TO drawdown since its inception was -4.12%, smaller than the maximum CHPS.TO drawdown of -48.16%. Use the drawdown chart below to compare losses from any high point for XFR.TO and CHPS.TO.


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Drawdown Indicators


XFR.TOCHPS.TODifference

Max Drawdown

Largest peak-to-trough decline

-4.12%

-48.16%

+44.04%

Max Drawdown (1Y)

Largest decline over 1 year

-0.10%

-13.35%

+13.25%

Max Drawdown (3Y)

Largest decline over 3 years

-0.30%

-37.49%

+37.19%

Max Drawdown (5Y)

Largest decline over 5 years

-0.30%

Max Drawdown (10Y)

Largest decline over 10 years

-4.12%

Current Drawdown

Current decline from peak

0.00%

-3.22%

+3.22%

Average Drawdown

Average peak-to-trough decline

-0.06%

-13.88%

+13.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.03%

4.55%

-4.52%

Volatility

XFR.TO vs. CHPS.TO - Volatility Comparison

The current volatility for iShares Floating Rate Index ETF (XFR.TO) is 0.23%, while Global X Artificial Intelligence Semiconductor Index ETF (CHPS.TO) has a volatility of 15.67%. This indicates that XFR.TO experiences smaller price fluctuations and is considered to be less risky than CHPS.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.TOCHPS.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

0.23%

15.67%

-15.44%

Volatility (6M)

Calculated over the trailing 6-month period

0.47%

27.93%

-27.46%

Volatility (1Y)

Calculated over the trailing 1-year period

0.72%

34.16%

-33.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.85%

34.50%

-33.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.86%

34.50%

-32.64%

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

XFR.TO has a 0.14% expense ratio, which is lower than CHPS.TO's 0.63% expense ratio.


Dividends

XFR.TO vs. CHPS.TO - Dividend Comparison

XFR.TO's dividend yield for the trailing twelve months is around 2.77%, more than CHPS.TO's 0.01% yield.


PositionTTM20252024202320222021202020192018201720162015
CHPS.TO
Global X Artificial Intelligence Semiconductor Index ETF
0.01%0.01%0.20%0.53%0.97%0.01%0.00%0.00%0.00%0.00%0.00%0.00%
XFR.TO
iShares Floating Rate Index ETF
2.77%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 CHPS.TO have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XFR.TO is cheaper at 0.14% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XFR.TO is cheaper with a 0.14% expense ratio, compared with 0.63% for CHPS.TO.

XFR.TO is categorized as Canadian Government Bonds, while CHPS.TO is Semiconductors. XFR.TO tracks Morningstar Can 1-5Y Core Bd GR CAD, while CHPS.TO tracks PHLX US AI Semiconductor Index. They also come from different issuers: iShares and Global X. Their fees differ too: 0.14% for XFR.TO and 0.63% for CHPS.TO.

Portfolio Optimizer

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