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XSP.TO vs. XSB.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XSP.TO vs. XSB.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP.TO) and iShares Core Canadian Short Term Bond Index ETF (XSB.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, XSP.TO achieves a 7.46% return, which is significantly higher than XSB.TO's 0.80% return. Over the past 10 years, XSP.TO has outperformed XSB.TO with an annualized return of 13.25%, while XSB.TO has yielded a comparatively lower 1.93% annualized return.


XSP.TO

1D
0.25%
1M
0.19%
YTD
7.46%
6M
7.38%
1Y
22.08%
3Y*
19.32%
5Y*
11.15%
10Y*
13.25%

XSB.TO

1D
0.00%
1M
0.22%
YTD
0.80%
6M
1.10%
1Y
2.95%
3Y*
4.78%
5Y*
1.98%
10Y*
1.93%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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


2026 (YTD)202520242023202220212020201920182017
XSP.TO
iShares Core S&P 500 Index ETF (CAD-Hedged)
7.46%15.68%23.39%24.33%-19.32%24.27%15.16%29.37%-6.25%20.69%
XSB.TO
iShares Core Canadian Short Term Bond Index ETF
0.80%3.70%5.87%4.67%-4.04%-1.11%5.20%3.20%1.60%0.13%

Correlation

The correlation between XSP.TO and XSB.TO is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.30

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

0.18

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

0.14

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

0.03

Correlation (All Time)
Calculated using the full available price history since Jul 7, 2006

-0.13

The correlation between XSP.TO and XSB.TO shifts across timeframes, from -0.13 (all time) to 0.30 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

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

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

XSP.TO
XSP.TO Risk / Return Rank: 6060
Overall Rank
XSP.TO Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
XSP.TO Sortino Ratio Rank: 5959
Sortino Ratio Rank
XSP.TO Omega Ratio Rank: 6060
Omega Ratio Rank
XSP.TO Calmar Ratio Rank: 5353
Calmar Ratio Rank
XSP.TO Martin Ratio Rank: 6565
Martin Ratio Rank

XSB.TO
XSB.TO Risk / Return Rank: 4747
Overall Rank
XSB.TO Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
XSB.TO Sortino Ratio Rank: 4747
Sortino Ratio Rank
XSB.TO Omega Ratio Rank: 5252
Omega Ratio Rank
XSB.TO Calmar Ratio Rank: 4545
Calmar Ratio Rank
XSB.TO Martin Ratio Rank: 4545
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.

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

This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP.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.


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

+0.36

Sortino ratioReturn per unit of downside risk

+0.40

Omega ratioGain probability vs. loss probability

1.33

1.29

+0.04

Calmar ratioReturn relative to maximum drawdown

2.36

2.01

+0.35

Martin ratioReturn relative to average drawdown

10.81

6.68

+4.13

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

The current XSP.TO Sharpe Ratio is 1.85, which is comparable to the XSB.TO Sharpe Ratio of 1.49. The chart below compares the historical Sharpe Ratios of XSP.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.


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Sharpe Ratios by Period


XSP.TOXSB.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.85

1.49

+0.36

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.67

0.73

-0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.73

0.57

+0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

0.97

-0.48

Drawdowns

XSP.TO vs. XSB.TO - Drawdown Comparison

The maximum XSP.TO drawdown since its inception was -57.71%, 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 XSP.TO and XSB.TO.


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Drawdown Indicators


XSP.TOXSB.TODifference

Max Drawdown

Largest peak-to-trough decline

-57.71%

-8.65%

-49.06%

Max Drawdown (1Y)

Largest decline over 1 year

-9.41%

-1.47%

-7.94%

Max Drawdown (3Y)

Largest decline over 3 years

-18.77%

-1.47%

-17.30%

Max Drawdown (5Y)

Largest decline over 5 years

-27.51%

-6.99%

-20.52%

Max Drawdown (10Y)

Largest decline over 10 years

-36.05%

-8.65%

-27.40%

Current Drawdown

Current decline from peak

-2.71%

-0.34%

-2.37%

Average Drawdown

Average peak-to-trough decline

-9.46%

-0.79%

-8.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.05%

0.44%

+1.61%

Volatility

XSP.TO vs. XSB.TO - Volatility Comparison

iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP.TO) has a higher volatility of 4.07% compared to iShares Core Canadian Short Term Bond Index ETF (XSB.TO) at 0.75%. This indicates that XSP.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.


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Volatility by Period


XSP.TOXSB.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.07%

0.75%

+3.32%

Volatility (6M)

Calculated over the trailing 6-month period

9.40%

1.68%

+7.72%

Volatility (1Y)

Calculated over the trailing 1-year period

12.04%

1.99%

+10.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.85%

2.72%

+14.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.24%

3.40%

+14.84%

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

XSP.TO has a 0.09% expense ratio, which is lower than XSB.TO's 0.10% 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

XSP.TO vs. XSB.TO - Dividend Comparison

XSP.TO's dividend yield for the trailing twelve months is around 1.14%, less than XSB.TO's 3.11% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
XSP.TO
iShares Core S&P 500 Index ETF (CAD-Hedged)
1.14%1.23%1.09%1.18%1.37%1.01%1.31%1.73%1.86%1.45%1.76%1.88%

Frequently Asked Questions


XSP.TO and XSB.TO have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XSP.TO is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XSP.TO is cheaper with a 0.09% expense ratio, compared with 0.10% for XSB.TO.

XSP.TO is categorized as S&P 500, while XSB.TO is Canadian Government Bonds. XSP.TO tracks S&P 500 Index, while XSB.TO tracks Morningstar Can 1-5Y Core Bd GR CAD. Their fees differ too: 0.09% for XSP.TO and 0.10% for XSB.TO.

Portfolio Optimizer

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