PortfoliosLab logoPortfoliosLab logo
XMU.TO vs. XSB.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XMU.TO vs. XSB.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares MSCI Min Vol USA Index ETF (XMU.TO) and iShares Core Canadian Short Term Bond Index ETF (XSB.TO). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, XMU.TO achieves a 5.16% return, which is significantly higher than XSB.TO's 1.06% return. Over the past 10 years, XMU.TO has outperformed XSB.TO with an annualized return of 8.80%, while XSB.TO has yielded a comparatively lower 1.96% annualized return.


XMU.TO

1D
0.39%
1M
1.31%
6M
3.43%
YTD
5.16%
1Y
3.64%
3Y*
10.29%
5Y*
6.78%
10Y*
8.80%

XSB.TO

1D
-0.11%
1M
-0.08%
6M
0.76%
YTD
1.06%
1Y
3.22%
3Y*
4.79%
5Y*
2.05%
10Y*
1.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XMU.TO vs. XSB.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
XMU.TO
iShares MSCI Min Vol USA Index ETF
5.16%-0.80%22.08%6.68%-3.58%17.10%3.13%20.92%9.19%10.94%
XSB.TO
iShares Core Canadian Short Term Bond Index ETF
1.06%3.70%5.87%4.67%-4.04%-1.11%5.20%3.20%1.60%0.13%

Correlation

The correlation between XMU.TO and XSB.TO is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.19

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

0.13

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

0.15

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

0.13

Correlation (All Time)
Calculated using the full available price history since Jul 31, 2012

0.10

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

XMU.TO vs. XSB.TO — Risk / Return Rank

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

XMU.TO
XMU.TO Risk / Return Rank: 1515
Overall Rank
XMU.TO Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
XMU.TO Sortino Ratio Rank: 1414
Sortino Ratio Rank
XMU.TO Omega Ratio Rank: 1515
Omega Ratio Rank
XMU.TO Calmar Ratio Rank: 1616
Calmar Ratio Rank
XMU.TO Martin Ratio Rank: 1515
Martin Ratio Rank

XSB.TO
XSB.TO Risk / Return Rank: 5959
Overall Rank
XSB.TO Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
XSB.TO Sortino Ratio Rank: 6161
Sortino Ratio Rank
XSB.TO Omega Ratio Rank: 6666
Omega Ratio Rank
XSB.TO Calmar Ratio Rank: 5555
Calmar Ratio Rank
XSB.TO Martin Ratio Rank: 5454
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.

XMU.TO vs. XSB.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Min Vol USA Index ETF (XMU.TO) and iShares Core Canadian Short Term Bond Index ETF (XSB.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.


XMU.TOXSB.TODifference
Sharpe ratioReturn per unit of total volatility

-1.25

Sortino ratioReturn per unit of downside risk

-1.73

Omega ratioGain probability vs. loss probability

1.07

1.31

-0.24

Calmar ratioReturn relative to maximum drawdown

0.43

2.19

-1.76

Martin ratioReturn relative to average drawdown

0.89

7.40

-6.52

XMU.TO vs. XSB.TO - Sharpe Ratio Comparison

The current XMU.TO Sharpe Ratio is 0.35, which is lower than the XSB.TO Sharpe Ratio of 1.60. The chart below compares the historical Sharpe Ratios of XMU.TO and XSB.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.


Loading charts...

Drawdowns

XMU.TO vs. XSB.TO - Drawdown Comparison

The maximum XMU.TO drawdown since its inception was -27.31%, which is greater than XSB.TO's maximum drawdown of -8.65%. Use the drawdown chart below to compare losses from any high point for XMU.TO and XSB.TO.


Loading charts...

Drawdown Indicators


XMU.TOXSB.TODifference

Max Drawdown

Largest peak-to-trough decline

-27.31%

-8.65%

-18.66%

Max Drawdown (1Y)

Largest decline over 1 year

-8.45%

-1.47%

-6.98%

Max Drawdown (3Y)

Largest decline over 3 years

-10.97%

-1.47%

-9.50%

Max Drawdown (5Y)

Largest decline over 5 years

-20.59%

-6.99%

-13.60%

Max Drawdown (10Y)

Largest decline over 10 years

-27.31%

-8.65%

-18.66%

Current Drawdown

Current decline from peak

-3.23%

-0.45%

-2.78%

Average Drawdown

Average peak-to-trough decline

-4.53%

-0.79%

-3.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.12%

0.44%

+3.68%

Volatility

XMU.TO vs. XSB.TO - Volatility Comparison

iShares MSCI Min Vol USA Index ETF (XMU.TO) has a higher volatility of 3.65% compared to iShares Core Canadian Short Term Bond Index ETF (XSB.TO) at 0.61%. This indicates that XMU.TO's price experiences larger fluctuations and is considered to be riskier than XSB.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


XMU.TOXSB.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.65%

0.61%

+3.04%

Volatility (6M)

Calculated over the trailing 6-month period

6.75%

1.70%

+5.05%

Volatility (1Y)

Calculated over the trailing 1-year period

10.47%

2.02%

+8.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.70%

2.73%

+11.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.09%

3.40%

+13.69%

XMU.TO vs. XSB.TO - Expense Ratio Comparison

XMU.TO has a 0.33% expense ratio, which is higher than XSB.TO's 0.10% expense ratio.


Dividends

XMU.TO vs. XSB.TO - Dividend Comparison

XMU.TO's dividend yield for the trailing twelve months is around 1.15%, less than XSB.TO's 3.11% yield.


PositionTTM20252024202320222021202020192018201720162015
XMU.TO
iShares MSCI Min Vol USA Index ETF
1.15%1.13%1.19%1.41%1.17%1.09%1.72%1.47%1.51%1.63%1.87%1.46%
XSB.TO
iShares Core Canadian Short Term Bond Index ETF
3.11%3.15%3.05%2.67%2.28%2.05%2.21%2.39%2.39%2.36%2.36%2.50%

Frequently Asked Questions


XMU.TO and XSB.TO have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XSB.TO is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XSB.TO is cheaper with a 0.10% expense ratio, compared with 0.33% for XMU.TO.

XMU.TO is categorized as Large Cap Blend Equities, while XSB.TO is Short-Term Bond. XMU.TO tracks MSCI USA Minimum Volatility Index, while XSB.TO tracks FTSE Canada Short Term Overall Bond Index. Their fees differ too: 0.33% for XMU.TO and 0.10% for XSB.TO.

Portfolio Optimizer

Find the right allocation for XMU.TO and XSB.TO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer