XTD.TO vs. ZAG.TO
Compare and contrast key facts about TDb Split Corp. (XTD.TO) and BMO Aggregate Bond Index ETF (ZAG.TO).
ZAG.TO is a passively managed fund by BMO that tracks the performance of the FTSE Canada Universe Bond Index. It was launched on Jan 19, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XTD.TO or ZAG.TO.
Correlation
The correlation between XTD.TO and ZAG.TO is 0.30, 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.
Performance
XTD.TO vs. ZAG.TO - Performance Comparison
Key characteristics
XTD.TO:
-0.56
ZAG.TO:
1.51
XTD.TO:
-0.56
ZAG.TO:
2.23
XTD.TO:
0.93
ZAG.TO:
1.26
XTD.TO:
-0.33
ZAG.TO:
0.70
XTD.TO:
-1.09
ZAG.TO:
6.64
XTD.TO:
25.99%
ZAG.TO:
1.29%
XTD.TO:
50.69%
ZAG.TO:
5.64%
XTD.TO:
-91.08%
ZAG.TO:
-18.03%
XTD.TO:
-81.03%
ZAG.TO:
-4.27%
Returns By Period
In the year-to-date period, XTD.TO achieves a 12.12% return, which is significantly higher than ZAG.TO's 0.65% return. Over the past 10 years, XTD.TO has underperformed ZAG.TO with an annualized return of -10.37%, while ZAG.TO has yielded a comparatively higher 1.59% annualized return.
XTD.TO
12.12%
15.62%
-9.31%
-28.85%
-21.32%
-10.37%
ZAG.TO
0.65%
2.93%
2.25%
7.81%
0.35%
1.59%
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Risk-Adjusted Performance
XTD.TO vs. ZAG.TO — Risk-Adjusted Performance Rank
XTD.TO
ZAG.TO
XTD.TO vs. ZAG.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TDb Split Corp. (XTD.TO) and BMO Aggregate Bond Index ETF (ZAG.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.
Dividends
XTD.TO vs. ZAG.TO - Dividend Comparison
XTD.TO has not paid dividends to shareholders, while ZAG.TO's dividend yield for the trailing twelve months is around 3.43%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XTD.TO TDb Split Corp. | 0.00% | 0.00% | 9,836,065.57% | 13,043,478.26% | 11,560,693.64% | 3,257,328.99% | 10,033,444.82% | 10,526,315.79% | 9,202,453.99% | 10,471,204.19% | 12,024,048.09% | 11,538,461.54% |
ZAG.TO BMO Aggregate Bond Index ETF | 3.43% | 3.44% | 3.47% | 3.56% | 3.04% | 2.88% | 3.03% | 2.92% | 2.95% | 3.07% | 3.13% | 3.23% |
Drawdowns
XTD.TO vs. ZAG.TO - Drawdown Comparison
The maximum XTD.TO drawdown since its inception was -91.08%, which is greater than ZAG.TO's maximum drawdown of -18.03%. Use the drawdown chart below to compare losses from any high point for XTD.TO and ZAG.TO. For additional features, visit the drawdowns tool.
Volatility
XTD.TO vs. ZAG.TO - Volatility Comparison
TDb Split Corp. (XTD.TO) has a higher volatility of 16.24% compared to BMO Aggregate Bond Index ETF (ZAG.TO) at 2.80%. This indicates that XTD.TO's price experiences larger fluctuations and is considered to be riskier than ZAG.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.