XSTP.TO vs. XGRO.TO
XSTP.TO (iShares 0-5 Year TIPS Bond Index ETF) and XGRO.TO (iShares Core Growth ETF Portfolio) are both exchange-traded funds - XSTP.TO is a Inflation-Protected Bonds fund tracking the Morningstar Gbl Core Bd GR CAD, while XGRO.TO is a Diversified Portfolio fund actively managed by iShares. XSTP.TO is passively managed, while XGRO.TO is actively managed. Over the past 3 years, XSTP.TO returned 6.18%/yr vs 17.87%/yr for XGRO.TO. At a correlation of -0.13, they often move in opposite directions. XSTP.TO charges 0.16%/yr vs 0.20%/yr for XGRO.TO.
Performance
XSTP.TO vs. XGRO.TO - Performance Comparison
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Returns By Period
In the year-to-date period, XSTP.TO achieves a 3.35% return, which is significantly lower than XGRO.TO's 10.38% return.
XSTP.TO
- 1D
- 0.51%
- 1M
- 2.16%
- YTD
- 3.35%
- 6M
- 1.23%
- 1Y
- 5.54%
- 3Y*
- 6.18%
- 5Y*
- —
- 10Y*
- —
XGRO.TO
- 1D
- -0.18%
- 1M
- 5.42%
- YTD
- 10.38%
- 6M
- 8.74%
- 1Y
- 23.44%
- 3Y*
- 17.87%
- 5Y*
- 10.83%
- 10Y*
- 10.20%
XSTP.TO vs. XGRO.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
XSTP.TO iShares 0-5 Year TIPS Bond Index ETF | 3.35% | 0.64% | 13.59% | 2.31% | 17.76% | 4.89% |
XGRO.TO iShares Core Growth ETF Portfolio | 10.38% | 15.59% | 19.53% | 15.01% | -11.08% | 3.80% |
Correlation
The correlation between XSTP.TO and XGRO.TO is -0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.02 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2021 | -0.13 |
The correlation between XSTP.TO and XGRO.TO shifts across timeframes, from -0.13 (all time) to -0.02 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
XSTP.TO vs. XGRO.TO — Risk / Return Rank
XSTP.TO
XGRO.TO
XSTP.TO vs. XGRO.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares 0-5 Year TIPS Bond Index ETF (XSTP.TO) and iShares Core Growth ETF Portfolio (XGRO.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.
| XSTP.TO | XGRO.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.05 | ||
| Sortino ratioReturn per unit of downside risk | -1.54 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.41 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.17 | 3.30 | -2.13 |
| Martin ratioReturn relative to average drawdown | 2.84 | 14.67 | -11.83 |
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
| XSTP.TO | XGRO.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 2.18 | -1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.99 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.84 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.98 | 0.35 | +0.62 |
Drawdowns
XSTP.TO vs. XGRO.TO - Drawdown Comparison
The maximum XSTP.TO drawdown since its inception was -5.68%, smaller than the maximum XGRO.TO drawdown of -47.97%. Use the drawdown chart below to compare losses from any high point for XSTP.TO and XGRO.TO.
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Drawdown Indicators
| XSTP.TO | XGRO.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.68% | -47.97% | +42.29% |
Max Drawdown (1Y)Largest decline over 1 year | -4.76% | -7.12% | +2.36% |
Max Drawdown (3Y)Largest decline over 3 years | -5.68% | -12.47% | +6.79% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.40% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -25.85% | — |
Current DrawdownCurrent decline from peak | -0.33% | -0.18% | -0.15% |
Average DrawdownAverage peak-to-trough decline | -1.66% | -8.49% | +6.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.96% | 1.60% | +0.36% |
Volatility
XSTP.TO vs. XGRO.TO - Volatility Comparison
The current volatility for iShares 0-5 Year TIPS Bond Index ETF (XSTP.TO) is 0.94%, while iShares Core Growth ETF Portfolio (XGRO.TO) has a volatility of 3.43%. This indicates that XSTP.TO experiences smaller price fluctuations and is considered to be less risky than XGRO.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XSTP.TO | XGRO.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.94% | 3.43% | -2.49% |
Volatility (6M)Calculated over the trailing 6-month period | 3.50% | 9.19% | -5.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.91% | 10.78% | -5.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.13% | 11.05% | -1.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.13% | 12.26% | -3.13% |
XSTP.TO vs. XGRO.TO - Expense Ratio Comparison
XSTP.TO has a 0.16% expense ratio, which is lower than XGRO.TO's 0.20% 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
XSTP.TO vs. XGRO.TO - Dividend Comparison
XSTP.TO's dividend yield for the trailing twelve months is around 3.57%, more than XGRO.TO's 1.76% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XGRO.TO iShares Core Growth ETF Portfolio | 1.76% | 1.92% | 1.98% | 2.22% | 1.86% | 1.66% | 1.94% | 2.21% | 7.42% | 2.04% | 2.65% | 2.15% |
XSTP.TO iShares 0-5 Year TIPS Bond Index ETF | 3.57% | 4.06% | 2.41% | 3.08% | 5.70% | 2.35% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XSTP.TO and XGRO.TO have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XSTP.TO is cheaper at 0.16% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XSTP.TO is cheaper with a 0.16% expense ratio, compared with 0.20% for XGRO.TO.
XSTP.TO is categorized as Inflation-Protected Bonds, while XGRO.TO is Diversified Portfolio. Their fees differ too: 0.16% for XSTP.TO and 0.20% for XGRO.TO.
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