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ZAG.TO vs. ZCB.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ZAG.TO vs. ZCB.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in BMO Aggregate Bond Index ETF (ZAG.TO) and BMO Corporate Bond Index ETF (ZCB.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, ZAG.TO achieves a 1.70% return, which is significantly lower than ZCB.TO's 1.93% return.


ZAG.TO

1D
0.00%
1M
1.75%
YTD
1.70%
6M
0.89%
1Y
3.25%
3Y*
4.24%
5Y*
0.76%
10Y*
1.66%

ZCB.TO

1D
-0.08%
1M
1.58%
YTD
1.93%
6M
1.46%
1Y
4.16%
3Y*
6.00%
5Y*
2.19%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZAG.TO vs. ZCB.TO - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
ZAG.TO
BMO Aggregate Bond Index ETF
1.70%2.25%4.48%6.41%-11.60%-2.60%8.34%6.84%2.19%
ZCB.TO
BMO Corporate Bond Index ETF
1.93%3.81%6.60%8.73%-10.20%-2.22%8.33%8.03%1.27%

Correlation

The correlation between ZAG.TO and ZCB.TO is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.79

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

0.82

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

0.78

Correlation (All Time)
Calculated using the full available price history since Mar 27, 2018

0.69

The correlation between ZAG.TO and ZCB.TO shifts across timeframes, from 0.69 (all time) to 0.82 (3 years), reflecting how their relationship changes across market environments.

ZAG.TO vs. ZCB.TO - Sectors Allocation Comparison


Sectors
ZAG.TO
ZCB.TO

Real Estate

0.0%
0.1%

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

-

Financial Services

-

-

Healthcare

-

-

Industrials

-

-

Technology

-

-

Utilities

-

-

Real Estate

ZAG.TO
0.0%
ZCB.TO
0.1%

Basic Materials

ZAG.TO

-

ZCB.TO

-

Communication Services

ZAG.TO

-

ZCB.TO

-

Consumer Cyclical

ZAG.TO

-

ZCB.TO

-

Consumer Defensive

ZAG.TO

-

ZCB.TO

-

Energy

ZAG.TO

-

ZCB.TO

-

Financial Services

ZAG.TO

-

ZCB.TO

-

Healthcare

ZAG.TO

-

ZCB.TO

-

Industrials

ZAG.TO

-

ZCB.TO

-

Technology

ZAG.TO

-

ZCB.TO

-

Utilities

ZAG.TO

-

ZCB.TO

-

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Return for Risk

ZAG.TO vs. ZCB.TO — Risk / Return Rank

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

ZAG.TO
ZAG.TO Risk / Return Rank: 2121
Overall Rank
ZAG.TO Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
ZAG.TO Sortino Ratio Rank: 1919
Sortino Ratio Rank
ZAG.TO Omega Ratio Rank: 2020
Omega Ratio Rank
ZAG.TO Calmar Ratio Rank: 2424
Calmar Ratio Rank
ZAG.TO Martin Ratio Rank: 2222
Martin Ratio Rank

ZCB.TO
ZCB.TO Risk / Return Rank: 3131
Overall Rank
ZCB.TO Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
ZCB.TO Sortino Ratio Rank: 2929
Sortino Ratio Rank
ZCB.TO Omega Ratio Rank: 3131
Omega Ratio Rank
ZCB.TO Calmar Ratio Rank: 3333
Calmar Ratio Rank
ZCB.TO Martin Ratio Rank: 3232
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.

ZAG.TO vs. ZCB.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BMO Aggregate Bond Index ETF (ZAG.TO) and BMO Corporate Bond Index ETF (ZCB.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.


ZAG.TOZCB.TODifference
Sharpe ratioReturn per unit of total volatility

-0.39

Sortino ratioReturn per unit of downside risk

-0.53

Omega ratioGain probability vs. loss probability

1.13

1.21

-0.08

Calmar ratioReturn relative to maximum drawdown

1.17

1.64

-0.47

Martin ratioReturn relative to average drawdown

2.73

4.82

-2.10

ZAG.TO vs. ZCB.TO - Sharpe Ratio Comparison

The current ZAG.TO Sharpe Ratio is 0.73, which is lower than the ZCB.TO Sharpe Ratio of 1.12. The chart below compares the historical Sharpe Ratios of ZAG.TO and ZCB.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


ZAG.TOZCB.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.73

1.12

-0.39

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.12

0.43

-0.31

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.23

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.56

-0.11

Drawdowns

ZAG.TO vs. ZCB.TO - Drawdown Comparison

The maximum ZAG.TO drawdown since its inception was -18.03%, which is greater than ZCB.TO's maximum drawdown of -15.70%. Use the drawdown chart below to compare losses from any high point for ZAG.TO and ZCB.TO.


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Drawdown Indicators


ZAG.TOZCB.TODifference

Max Drawdown

Largest peak-to-trough decline

-18.03%

-15.70%

-2.33%

Max Drawdown (1Y)

Largest decline over 1 year

-2.79%

-2.55%

-0.24%

Max Drawdown (3Y)

Largest decline over 3 years

-5.42%

-3.27%

-2.15%

Max Drawdown (5Y)

Largest decline over 5 years

-15.77%

-14.20%

-1.57%

Max Drawdown (10Y)

Largest decline over 10 years

-18.03%

Current Drawdown

Current decline from peak

-1.09%

-0.10%

-0.99%

Average Drawdown

Average peak-to-trough decline

-3.54%

-3.70%

+0.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.19%

0.86%

+0.33%

Volatility

ZAG.TO vs. ZCB.TO - Volatility Comparison

BMO Aggregate Bond Index ETF (ZAG.TO) has a higher volatility of 1.68% compared to BMO Corporate Bond Index ETF (ZCB.TO) at 1.50%. This indicates that ZAG.TO's price experiences larger fluctuations and is considered to be riskier than ZCB.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ZAG.TOZCB.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

1.68%

1.50%

+0.18%

Volatility (6M)

Calculated over the trailing 6-month period

3.43%

3.00%

+0.43%

Volatility (1Y)

Calculated over the trailing 1-year period

4.46%

3.72%

+0.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.58%

5.17%

+1.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.11%

5.41%

+1.70%

ZAG.TO vs. ZCB.TO - Expense Ratio Comparison

ZAG.TO has a 0.09% expense ratio, which is lower than ZCB.TO's 0.17% 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

ZAG.TO vs. ZCB.TO - Dividend Comparison

ZAG.TO's dividend yield for the trailing twelve months is around 3.42%, less than ZCB.TO's 4.03% yield.


PositionTTM20252024202320222021202020192018201720162015
ZAG.TO
BMO Aggregate Bond Index ETF
3.42%3.48%3.44%3.47%3.56%3.04%2.88%3.03%2.92%2.95%3.07%3.13%
ZCB.TO
BMO Corporate Bond Index ETF
4.03%4.00%3.84%3.89%3.62%3.13%2.97%3.12%3.27%0.00%0.00%0.00%

Frequently Asked Questions


ZAG.TO and ZCB.TO have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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

ZAG.TO is cheaper with a 0.09% expense ratio, compared with 0.17% for ZCB.TO.

ZAG.TO is categorized as Canadian Government Bonds, while ZCB.TO is Corporate Bonds. ZAG.TO tracks FTSE Canada Universe Bond Index, while ZCB.TO tracks FTSE Canada All Corporate Bond Index. Their fees differ too: 0.09% for ZAG.TO and 0.17% for ZCB.TO.

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