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XSTP.TO vs. ZMMK.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XSTP.TO vs. ZMMK.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares 0-5 Year TIPS Bond Index ETF (XSTP.TO) and BMO Money Market Fund ETF Series (ZMMK.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, XSTP.TO achieves a 3.35% return, which is significantly higher than ZMMK.TO's 0.95% return.


XSTP.TO

1D
0.51%
1M
2.16%
YTD
3.35%
6M
1.23%
1Y
5.54%
3Y*
6.18%
5Y*
10Y*

ZMMK.TO

1D
-0.01%
1M
0.19%
YTD
0.95%
6M
1.13%
1Y
2.48%
3Y*
3.85%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XSTP.TO vs. ZMMK.TO - Yearly Performance Comparison


2026 (YTD)20252024202320222021
XSTP.TO
iShares 0-5 Year TIPS Bond Index ETF
3.35%0.64%13.59%2.31%17.76%0.34%
ZMMK.TO
BMO Money Market Fund ETF Series
0.95%2.77%4.94%4.86%1.99%0.04%

Correlation

The correlation between XSTP.TO and ZMMK.TO is -0.10, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


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

-0.10

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

-0.04

Correlation (All Time)
Calculated using the full available price history since Dec 3, 2021

-0.03

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Return for Risk

XSTP.TO vs. ZMMK.TO — Risk / Return Rank

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

XSTP.TO
XSTP.TO Risk / Return Rank: 2828
Overall Rank
XSTP.TO Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
XSTP.TO Sortino Ratio Rank: 2828
Sortino Ratio Rank
XSTP.TO Omega Ratio Rank: 3232
Omega Ratio Rank
XSTP.TO Calmar Ratio Rank: 2525
Calmar Ratio Rank
XSTP.TO Martin Ratio Rank: 2323
Martin Ratio Rank

ZMMK.TO
ZMMK.TO Risk / Return Rank: 100100
Overall Rank
ZMMK.TO Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
ZMMK.TO Sortino Ratio Rank: 100100
Sortino Ratio Rank
ZMMK.TO Omega Ratio Rank: 9999
Omega Ratio Rank
ZMMK.TO Calmar Ratio Rank: 100100
Calmar Ratio Rank
ZMMK.TO Martin Ratio Rank: 100100
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.

XSTP.TO vs. ZMMK.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 BMO Money Market Fund ETF Series (ZMMK.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.TOZMMK.TODifference
Sharpe ratioReturn per unit of total volatility

-8.53

Sortino ratioReturn per unit of downside risk

-22.38

Omega ratioGain probability vs. loss probability

1.22

5.45

-4.23

Calmar ratioReturn relative to maximum drawdown

1.17

82.88

-81.71

Martin ratioReturn relative to average drawdown

2.84

377.25

-374.41

XSTP.TO vs. ZMMK.TO - Sharpe Ratio Comparison

The current XSTP.TO Sharpe Ratio is 1.13, which is lower than the ZMMK.TO Sharpe Ratio of 9.66. The chart below compares the historical Sharpe Ratios of XSTP.TO and ZMMK.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


XSTP.TOZMMK.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.13

9.66

-8.53

Sharpe Ratio (All Time)

Calculated using the full available price history

0.98

10.29

-9.32

Drawdowns

XSTP.TO vs. ZMMK.TO - Drawdown Comparison

The maximum XSTP.TO drawdown since its inception was -5.68%, which is greater than ZMMK.TO's maximum drawdown of -0.16%. Use the drawdown chart below to compare losses from any high point for XSTP.TO and ZMMK.TO.


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Drawdown Indicators


XSTP.TOZMMK.TODifference

Max Drawdown

Largest peak-to-trough decline

-5.68%

-0.16%

-5.52%

Max Drawdown (1Y)

Largest decline over 1 year

-4.76%

-0.03%

-4.73%

Max Drawdown (3Y)

Largest decline over 3 years

-5.68%

-0.08%

-5.60%

Current Drawdown

Current decline from peak

-0.33%

-0.02%

-0.31%

Average Drawdown

Average peak-to-trough decline

-1.66%

-0.00%

-1.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.96%

0.01%

+1.95%

Volatility

XSTP.TO vs. ZMMK.TO - Volatility Comparison

iShares 0-5 Year TIPS Bond Index ETF (XSTP.TO) has a higher volatility of 0.94% compared to BMO Money Market Fund ETF Series (ZMMK.TO) at 0.06%. This indicates that XSTP.TO's price experiences larger fluctuations and is considered to be riskier than ZMMK.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.TOZMMK.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

0.94%

0.06%

+0.88%

Volatility (6M)

Calculated over the trailing 6-month period

3.50%

0.18%

+3.32%

Volatility (1Y)

Calculated over the trailing 1-year period

4.91%

0.26%

+4.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.13%

0.34%

+8.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.13%

0.34%

+8.79%

XSTP.TO vs. ZMMK.TO - Expense Ratio Comparison

XSTP.TO has a 0.16% expense ratio, which is higher than ZMMK.TO's 0.13% 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

XSTP.TO vs. ZMMK.TO - Dividend Comparison

XSTP.TO's dividend yield for the trailing twelve months is around 3.57%, more than ZMMK.TO's 2.53% yield.


PositionTTM20252024202320222021
XSTP.TO
iShares 0-5 Year TIPS Bond Index ETF
3.57%4.06%2.41%3.08%5.70%2.35%
ZMMK.TO
BMO Money Market Fund ETF Series
2.53%3.02%4.66%4.98%1.95%0.04%

Frequently Asked Questions


XSTP.TO and ZMMK.TO have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ZMMK.TO is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ZMMK.TO is cheaper with a 0.13% expense ratio, compared with 0.16% for XSTP.TO.

XSTP.TO is categorized as Inflation-Protected Bonds, while ZMMK.TO is Money Market. They also come from different issuers: iShares and BMO. Their fees differ too: 0.16% for XSTP.TO and 0.13% for ZMMK.TO.

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