XSI.TO vs. BND.TO
Compare and contrast key facts about iShares Short Term Strategic Fixed Income ETF (XSI.TO) and Purpose Global Bond Fund (BND.TO).
XSI.TO and BND.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XSI.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Gbl HY Bd GR CAD. It was launched on Jan 20, 2015.
Performance
XSI.TO vs. BND.TO - Performance Comparison
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XSI.TO vs. BND.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XSI.TO iShares Short Term Strategic Fixed Income ETF | -0.36% | 3.82% | 5.36% | 7.51% | -8.90% | 0.59% | 3.70% | 7.09% | -1.07% | 2.94% |
BND.TO Purpose Global Bond Fund | -1.27% | 7.23% | 7.49% | 8.45% | -7.80% | 2.85% | 6.14% | 4.16% | -0.91% | 1.72% |
Returns By Period
In the year-to-date period, XSI.TO achieves a -0.36% return, which is significantly higher than BND.TO's -1.27% return. Over the past 10 years, XSI.TO has underperformed BND.TO with an annualized return of 2.32%, while BND.TO has yielded a comparatively higher 2.91% annualized return.
XSI.TO
- 1D
- 0.84%
- 1M
- -1.60%
- YTD
- -0.36%
- 6M
- -0.23%
- 1Y
- 2.36%
- 3Y*
- 4.60%
- 5Y*
- 1.61%
- 10Y*
- 2.32%
BND.TO
- 1D
- 0.23%
- 1M
- -2.08%
- YTD
- -1.27%
- 6M
- -0.70%
- 1Y
- 4.27%
- 3Y*
- 6.50%
- 5Y*
- 3.04%
- 10Y*
- 2.91%
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XSI.TO vs. BND.TO - Expense Ratio Comparison
Return for Risk
XSI.TO vs. BND.TO — Risk / Return Rank
XSI.TO
BND.TO
XSI.TO vs. BND.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Short Term Strategic Fixed Income ETF (XSI.TO) and Purpose Global Bond Fund (BND.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.
| XSI.TO | BND.TO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 1.22 | -0.63 |
Sortino ratioReturn per unit of downside risk | 0.82 | 1.64 | -0.83 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.25 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 1.42 | -0.42 |
Martin ratioReturn relative to average drawdown | 3.00 | 5.33 | -2.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XSI.TO | BND.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 1.22 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.61 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.57 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.58 | -0.25 |
Correlation
The correlation between XSI.TO and BND.TO is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
XSI.TO vs. BND.TO - Dividend Comparison
XSI.TO's dividend yield for the trailing twelve months is around 4.42%, less than BND.TO's 5.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XSI.TO iShares Short Term Strategic Fixed Income ETF | 4.42% | 4.42% | 4.43% | 4.28% | 3.49% | 2.88% | 3.04% | 3.41% | 3.31% | 3.22% | 3.30% | 3.60% |
BND.TO Purpose Global Bond Fund | 5.90% | 5.70% | 5.24% | 5.20% | 4.14% | 3.89% | 3.48% | 3.11% | 3.96% | 3.47% | 3.26% | 0.53% |
Drawdowns
XSI.TO vs. BND.TO - Drawdown Comparison
The maximum XSI.TO drawdown since its inception was -18.53%, which is greater than BND.TO's maximum drawdown of -16.55%. Use the drawdown chart below to compare losses from any high point for XSI.TO and BND.TO.
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Drawdown Indicators
| XSI.TO | BND.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.53% | -16.55% | -1.98% |
Max Drawdown (1Y)Largest decline over 1 year | -2.42% | -2.97% | +0.55% |
Max Drawdown (5Y)Largest decline over 5 years | -12.03% | -12.23% | +0.20% |
Max Drawdown (10Y)Largest decline over 10 years | -18.53% | -16.55% | -1.98% |
Current DrawdownCurrent decline from peak | -1.60% | -2.37% | +0.77% |
Average DrawdownAverage peak-to-trough decline | -2.28% | -2.09% | -0.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.81% | 0.79% | +0.02% |
Volatility
XSI.TO vs. BND.TO - Volatility Comparison
iShares Short Term Strategic Fixed Income ETF (XSI.TO) has a higher volatility of 1.93% compared to Purpose Global Bond Fund (BND.TO) at 1.30%. This indicates that XSI.TO's price experiences larger fluctuations and is considered to be riskier than BND.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XSI.TO | BND.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.93% | 1.30% | +0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 2.80% | 1.96% | +0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.05% | 3.52% | +0.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.21% | 5.05% | -0.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.80% | 5.13% | +0.67% |