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

Performance

XFR.TO vs. VSB.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 Vanguard Canadian Short Term Bond (VSB.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with XFR.TO having a 1.00% return and VSB.TO slightly lower at 0.97%. Over the past 10 years, XFR.TO has outperformed VSB.TO with an annualized return of 2.24%, while VSB.TO has yielded a comparatively lower 1.94% annualized return.


XFR.TO

1D
-0.05%
1M
0.21%
YTD
1.00%
6M
1.33%
1Y
2.96%
3Y*
3.98%
5Y*
3.20%
10Y*
2.24%

VSB.TO

1D
-0.04%
1M
0.92%
YTD
0.97%
6M
0.78%
1Y
2.90%
3Y*
4.65%
5Y*
2.02%
10Y*
1.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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


2026 (YTD)202520242023202220212020201920182017
XFR.TO
iShares Floating Rate Index ETF
1.00%3.33%4.57%5.29%1.82%0.15%0.98%2.23%1.16%1.46%
VSB.TO
Vanguard Canadian Short Term Bond
0.97%3.66%5.54%4.92%-3.93%-1.15%5.29%3.06%1.67%-0.36%

Correlation

The correlation between XFR.TO and VSB.TO is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

0.02

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

0.01

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

0.02

Correlation (10Y)
Calculated over the trailing 10-year period

0.02

Correlation (All Time)
Calculated using the full available price history since Dec 14, 2011

0.01

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Return for Risk

XFR.TO vs. VSB.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: 9696
Sharpe Ratio Rank
XFR.TO Sortino Ratio Rank: 9898
Sortino Ratio Rank
XFR.TO Omega Ratio Rank: 9797
Omega Ratio Rank
XFR.TO Calmar Ratio Rank: 9999
Calmar Ratio Rank
XFR.TO Martin Ratio Rank: 9898
Martin Ratio Rank

VSB.TO
VSB.TO Risk / Return Rank: 4343
Overall Rank
VSB.TO Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
VSB.TO Sortino Ratio Rank: 4141
Sortino Ratio Rank
VSB.TO Omega Ratio Rank: 4747
Omega Ratio Rank
VSB.TO Calmar Ratio Rank: 4141
Calmar Ratio Rank
VSB.TO Martin Ratio Rank: 4242
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. VSB.TO - Risk-Adjusted Trends Comparison

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


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

+2.59

Sortino ratioReturn per unit of downside risk

+4.87

Omega ratioGain probability vs. loss probability

1.96

1.30

+0.66

Calmar ratioReturn relative to maximum drawdown

29.79

2.04

+27.75

Martin ratioReturn relative to average drawdown

88.61

6.78

+81.84

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

The current XFR.TO Sharpe Ratio is 4.12, which is higher than the VSB.TO Sharpe Ratio of 1.53. The chart below compares the historical Sharpe Ratios of XFR.TO and VSB.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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Sharpe Ratios by Period


XFR.TOVSB.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

4.12

1.53

+2.59

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

3.92

0.79

+3.14

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.22

0.56

+0.66

Sharpe Ratio (All Time)

Calculated using the full available price history

1.19

0.64

+0.55

Drawdowns

XFR.TO vs. VSB.TO - Drawdown Comparison

The maximum XFR.TO drawdown since its inception was -4.12%, smaller than the maximum VSB.TO drawdown of -8.38%. Use the drawdown chart below to compare losses from any high point for XFR.TO and VSB.TO.


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Drawdown Indicators


XFR.TOVSB.TODifference

Max Drawdown

Largest peak-to-trough decline

-4.12%

-8.38%

+4.26%

Max Drawdown (1Y)

Largest decline over 1 year

-0.10%

-1.43%

+1.33%

Max Drawdown (3Y)

Largest decline over 3 years

-0.30%

-1.43%

+1.13%

Max Drawdown (5Y)

Largest decline over 5 years

-0.30%

-6.88%

+6.58%

Max Drawdown (10Y)

Largest decline over 10 years

-4.12%

-8.38%

+4.26%

Current Drawdown

Current decline from peak

-0.05%

-0.13%

+0.08%

Average Drawdown

Average peak-to-trough decline

-0.06%

-0.95%

+0.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.03%

0.43%

-0.40%

Volatility

XFR.TO vs. VSB.TO - Volatility Comparison

The current volatility for iShares Floating Rate Index ETF (XFR.TO) is 0.18%, while Vanguard Canadian Short Term Bond (VSB.TO) has a volatility of 0.71%. This indicates that XFR.TO experiences smaller price fluctuations and is considered to be less risky than VSB.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.TOVSB.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

0.18%

0.71%

-0.53%

Volatility (6M)

Calculated over the trailing 6-month period

0.48%

1.57%

-1.09%

Volatility (1Y)

Calculated over the trailing 1-year period

0.72%

1.90%

-1.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.82%

2.57%

-1.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.85%

3.48%

-1.63%

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

XFR.TO has a 0.14% expense ratio, which is lower than VSB.TO's 0.15% expense ratio. Despite the difference, 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. VSB.TO - Dividend Comparison

XFR.TO's dividend yield for the trailing twelve months is around 2.77%, less than VSB.TO's 3.00% yield.


PositionTTM20252024202320222021202020192018201720162015
VSB.TO
Vanguard Canadian Short Term Bond
3.00%3.04%3.04%2.66%2.24%2.02%2.24%2.31%2.29%2.34%2.45%2.38%
XFR.TO
iShares Floating Rate Index ETF
2.77%3.23%4.93%4.91%1.85%0.30%1.07%1.96%1.60%0.95%0.77%0.94%

Frequently Asked Questions


XFR.TO and VSB.TO have a correlation of 0.02, 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 0.15% for VSB.TO.

XFR.TO tracks Morningstar Can 1-5Y Core Bd GR CAD, while VSB.TO tracks FTSE Canada Short Term Government Bond Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.14% for XFR.TO and 0.15% for VSB.TO.

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