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XIGS.TO vs. ESGF.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XIGS.TO vs. ESGF.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares 1-5 Year U.S. IG Corporate Bond Index ETF (CAD-Hedged) (XIGS.TO) and BMO ESG US Corporate Bond Hedged to CAD Index ETF (ESGF.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, XIGS.TO achieves a -0.01% return, which is significantly higher than ESGF.TO's -0.85% return.


XIGS.TO

1D
0.16%
1M
-0.01%
6M
-0.13%
YTD
-0.01%
1Y
2.22%
3Y*
4.03%
5Y*
1.33%
10Y*

ESGF.TO

1D
0.60%
1M
-0.89%
6M
-1.38%
YTD
-0.85%
1Y
2.17%
3Y*
2.01%
5Y*
-1.73%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XIGS.TO vs. ESGF.TO - Yearly Performance Comparison


2026 (YTD)20252024202320222021
XIGS.TO
iShares 1-5 Year U.S. IG Corporate Bond Index ETF (CAD-Hedged)
-0.01%4.82%3.76%5.39%-5.89%-0.97%
ESGF.TO
BMO ESG US Corporate Bond Hedged to CAD Index ETF
-0.85%5.25%-2.92%7.28%-15.76%-1.66%

Correlation

The correlation between XIGS.TO and ESGF.TO is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.29

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

0.20

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

0.19

Correlation (All Time)
Calculated using the full available price history since Jul 12, 2021

0.19

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Return for Risk

XIGS.TO vs. ESGF.TO — Risk / Return Rank

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

XIGS.TO
XIGS.TO Risk / Return Rank: 3333
Overall Rank
XIGS.TO Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
XIGS.TO Sortino Ratio Rank: 3333
Sortino Ratio Rank
XIGS.TO Omega Ratio Rank: 3333
Omega Ratio Rank
XIGS.TO Calmar Ratio Rank: 3232
Calmar Ratio Rank
XIGS.TO Martin Ratio Rank: 3232
Martin Ratio Rank

ESGF.TO
ESGF.TO Risk / Return Rank: 1717
Overall Rank
ESGF.TO Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
ESGF.TO Sortino Ratio Rank: 1515
Sortino Ratio Rank
ESGF.TO Omega Ratio Rank: 1515
Omega Ratio Rank
ESGF.TO Calmar Ratio Rank: 2020
Calmar Ratio Rank
ESGF.TO Martin Ratio Rank: 1818
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.

XIGS.TO vs. ESGF.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares 1-5 Year U.S. IG Corporate Bond Index ETF (CAD-Hedged) (XIGS.TO) and BMO ESG US Corporate Bond Hedged to CAD Index ETF (ESGF.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.


XIGS.TOESGF.TODifference
Sharpe ratioReturn per unit of total volatility

+0.59

Sortino ratioReturn per unit of downside risk

+0.84

Omega ratioGain probability vs. loss probability

1.19

1.08

+0.11

Calmar ratioReturn relative to maximum drawdown

1.39

0.75

+0.64

Martin ratioReturn relative to average drawdown

3.93

1.61

+2.32

XIGS.TO vs. ESGF.TO - Sharpe Ratio Comparison

The current XIGS.TO Sharpe Ratio is 1.03, which is higher than the ESGF.TO Sharpe Ratio of 0.44. The chart below compares the historical Sharpe Ratios of XIGS.TO and ESGF.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

XIGS.TO vs. ESGF.TO - Drawdown Comparison

The maximum XIGS.TO drawdown since its inception was -10.12%, smaller than the maximum ESGF.TO drawdown of -23.55%. Use the drawdown chart below to compare losses from any high point for XIGS.TO and ESGF.TO.


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Drawdown Indicators


XIGS.TOESGF.TODifference

Max Drawdown

Largest peak-to-trough decline

-10.12%

-23.55%

+13.43%

Max Drawdown (1Y)

Largest decline over 1 year

-1.60%

-2.92%

+1.32%

Max Drawdown (3Y)

Largest decline over 3 years

-1.60%

-8.77%

+7.17%

Max Drawdown (5Y)

Largest decline over 5 years

-10.12%

-23.18%

+13.06%

Current Drawdown

Current decline from peak

-0.73%

-11.30%

+10.57%

Average Drawdown

Average peak-to-trough decline

-2.87%

-10.59%

+7.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.56%

1.35%

-0.79%

Volatility

XIGS.TO vs. ESGF.TO - Volatility Comparison

The current volatility for iShares 1-5 Year U.S. IG Corporate Bond Index ETF (CAD-Hedged) (XIGS.TO) is 0.74%, while BMO ESG US Corporate Bond Hedged to CAD Index ETF (ESGF.TO) has a volatility of 2.13%. This indicates that XIGS.TO experiences smaller price fluctuations and is considered to be less risky than ESGF.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XIGS.TOESGF.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

0.74%

2.13%

-1.39%

Volatility (6M)

Calculated over the trailing 6-month period

1.73%

3.83%

-2.10%

Volatility (1Y)

Calculated over the trailing 1-year period

2.17%

5.00%

-2.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.30%

15.25%

-11.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.30%

15.69%

-12.39%

Dividends

XIGS.TO vs. ESGF.TO - Dividend Comparison

XIGS.TO's dividend yield for the trailing twelve months is around 4.54%, more than ESGF.TO's 4.42% yield.


PositionTTM202520242023202220212020
ESGF.TO
BMO ESG US Corporate Bond Hedged to CAD Index ETF
4.42%4.14%4.08%4.06%3.77%2.93%2.75%
XIGS.TO
iShares 1-5 Year U.S. IG Corporate Bond Index ETF (CAD-Hedged)
4.54%4.10%3.71%3.03%1.75%0.84%0.00%

Frequently Asked Questions


XIGS.TO and ESGF.TO have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

They also come from different issuers: iShares and BMO.

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