PortfoliosLab logoPortfoliosLab logo
XSAB.TO vs. XBB.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XSAB.TO vs. XBB.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares ESG Aware Canadian Aggregate Bond Index ETF (XSAB.TO) and iShares Core Canadian Universe Bond Index ETF (XBB.TO). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

The year-to-date returns for both investments are quite close, with XSAB.TO having a 1.55% return and XBB.TO slightly higher at 1.58%.


XSAB.TO

1D
-0.17%
1M
1.68%
YTD
1.55%
6M
0.71%
1Y
2.91%
3Y*
3.81%
5Y*
0.59%
10Y*

XBB.TO

1D
0.07%
1M
1.55%
YTD
1.58%
6M
1.08%
1Y
2.98%
3Y*
4.28%
5Y*
0.72%
10Y*
1.67%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XSAB.TO vs. XBB.TO - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
XSAB.TO
iShares ESG Aware Canadian Aggregate Bond Index ETF
1.55%2.22%4.03%6.35%-11.42%-2.71%7.79%2.30%
XBB.TO
iShares Core Canadian Universe Bond Index ETF
1.58%2.59%4.00%6.64%-11.66%-2.81%8.58%2.63%

Correlation

The correlation between XSAB.TO and XBB.TO is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.92

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

0.90

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

0.88

Correlation (All Time)
Calculated using the full available price history since Mar 29, 2019

0.80

The correlation between XSAB.TO and XBB.TO shifts across timeframes, from 0.80 (all time) to 0.92 (1 year), reflecting how their relationship changes across market environments.

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

XSAB.TO vs. XBB.TO — Risk / Return Rank

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

XSAB.TO
XSAB.TO Risk / Return Rank: 2121
Overall Rank
XSAB.TO Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
XSAB.TO Sortino Ratio Rank: 1919
Sortino Ratio Rank
XSAB.TO Omega Ratio Rank: 1919
Omega Ratio Rank
XSAB.TO Calmar Ratio Rank: 2323
Calmar Ratio Rank
XSAB.TO Martin Ratio Rank: 2121
Martin Ratio Rank

XBB.TO
XBB.TO Risk / Return Rank: 2121
Overall Rank
XBB.TO Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
XBB.TO Sortino Ratio Rank: 1919
Sortino Ratio Rank
XBB.TO Omega Ratio Rank: 1919
Omega Ratio Rank
XBB.TO Calmar Ratio Rank: 2424
Calmar Ratio Rank
XBB.TO Martin Ratio Rank: 2222
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.

XSAB.TO vs. XBB.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware Canadian Aggregate Bond Index ETF (XSAB.TO) and iShares Core Canadian Universe Bond Index ETF (XBB.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.


XSAB.TOXBB.TODifference
Sharpe ratioReturn per unit of total volatility

+0.01

Sortino ratioReturn per unit of downside risk

+0.02

Omega ratioGain probability vs. loss probability

1.12

1.12

0.00

Calmar ratioReturn relative to maximum drawdown

1.07

1.10

-0.03

Martin ratioReturn relative to average drawdown

2.50

2.56

-0.06

XSAB.TO vs. XBB.TO - Sharpe Ratio Comparison

The current XSAB.TO Sharpe Ratio is 0.69, which is comparable to the XBB.TO Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of XSAB.TO and XBB.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...

Sharpe Ratios by Period


XSAB.TOXBB.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.69

0.68

+0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.09

0.11

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

0.18

0.71

-0.53

Drawdowns

XSAB.TO vs. XBB.TO - Drawdown Comparison

The maximum XSAB.TO drawdown since its inception was -17.96%, roughly equal to the maximum XBB.TO drawdown of -18.16%. Use the drawdown chart below to compare losses from any high point for XSAB.TO and XBB.TO.


Loading charts...

Drawdown Indicators


XSAB.TOXBB.TODifference

Max Drawdown

Largest peak-to-trough decline

-17.96%

-18.16%

+0.20%

Max Drawdown (1Y)

Largest decline over 1 year

-2.72%

-2.73%

+0.01%

Max Drawdown (3Y)

Largest decline over 3 years

-5.30%

-5.42%

+0.12%

Max Drawdown (5Y)

Largest decline over 5 years

-15.66%

-15.90%

+0.24%

Max Drawdown (10Y)

Largest decline over 10 years

-18.16%

Current Drawdown

Current decline from peak

-1.92%

-1.32%

-0.60%

Average Drawdown

Average peak-to-trough decline

-6.48%

-2.76%

-3.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.17%

1.17%

0.00%

Volatility

XSAB.TO vs. XBB.TO - Volatility Comparison

iShares ESG Aware Canadian Aggregate Bond Index ETF (XSAB.TO) and iShares Core Canadian Universe Bond Index ETF (XBB.TO) have volatilities of 1.50% and 1.54%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


XSAB.TOXBB.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

1.50%

1.54%

-0.04%

Volatility (6M)

Calculated over the trailing 6-month period

3.30%

3.40%

-0.10%

Volatility (1Y)

Calculated over the trailing 1-year period

4.22%

4.38%

-0.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.33%

6.62%

-0.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.67%

6.69%

-0.02%

XSAB.TO vs. XBB.TO - Expense Ratio Comparison

XSAB.TO has a 0.17% expense ratio, which is higher than XBB.TO's 0.10% 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

XSAB.TO vs. XBB.TO - Dividend Comparison

XSAB.TO's dividend yield for the trailing twelve months is around 3.26%, less than XBB.TO's 3.40% yield.


PositionTTM20252024202320222021202020192018201720162015
XBB.TO
iShares Core Canadian Universe Bond Index ETF
3.40%3.39%3.25%3.01%2.91%2.54%2.55%2.80%2.92%2.83%2.81%2.87%
XSAB.TO
iShares ESG Aware Canadian Aggregate Bond Index ETF
3.26%3.20%3.01%2.81%2.75%2.35%2.49%2.05%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.92, XSAB.TO and XBB.TO move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

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

XBB.TO is cheaper with a 0.10% expense ratio, compared with 0.17% for XSAB.TO.

Both ETFs track Morningstar Can Core Bd GR CAD. Their fees differ too: 0.17% for XSAB.TO and 0.10% for XBB.TO.

Portfolio Optimizer

Find the right allocation for XSAB.TO and XBB.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