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

Performance

ZCB.TO vs. DXO.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in BMO Corporate Bond Index ETF (ZCB.TO) and Dynamic Active Crossover Bond ETF (DXO.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, ZCB.TO achieves a 1.60% return, which is significantly lower than DXO.TO's 1.86% return.


ZCB.TO

1D
0.17%
1M
-0.45%
6M
0.92%
YTD
1.60%
1Y
4.66%
3Y*
5.97%
5Y*
1.91%
10Y*

DXO.TO

1D
0.21%
1M
0.21%
6M
1.45%
YTD
1.86%
1Y
5.69%
3Y*
7.29%
5Y*
2.78%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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


2026 (YTD)20252024202320222021202020192018
ZCB.TO
BMO Corporate Bond Index ETF
1.60%3.81%6.60%8.73%-10.20%-2.22%8.33%8.03%0.90%
DXO.TO
Dynamic Active Crossover Bond ETF
1.86%6.82%6.51%11.28%-12.16%5.03%10.15%12.26%-0.16%

Correlation

The correlation between ZCB.TO and DXO.TO is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.40

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

0.34

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

0.33

Correlation (All Time)
Calculated using the full available price history since Mar 16, 2018

0.26

The correlation between ZCB.TO and DXO.TO shifts across timeframes, from 0.26 (all time) to 0.40 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

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

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

ZCB.TO
ZCB.TO Risk / Return Rank: 4343
Overall Rank
ZCB.TO Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
ZCB.TO Sortino Ratio Rank: 4141
Sortino Ratio Rank
ZCB.TO Omega Ratio Rank: 4646
Omega Ratio Rank
ZCB.TO Calmar Ratio Rank: 4343
Calmar Ratio Rank
ZCB.TO Martin Ratio Rank: 4343
Martin Ratio Rank

DXO.TO
DXO.TO Risk / Return Rank: 6868
Overall Rank
DXO.TO Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
DXO.TO Sortino Ratio Rank: 6969
Sortino Ratio Rank
DXO.TO Omega Ratio Rank: 7979
Omega Ratio Rank
DXO.TO Calmar Ratio Rank: 5959
Calmar Ratio Rank
DXO.TO Martin Ratio Rank: 7070
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.

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

This table presents a comparison of risk-adjusted performance metrics for BMO Corporate Bond Index ETF (ZCB.TO) and Dynamic Active Crossover Bond ETF (DXO.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ZCB.TODXO.TODifference
Sharpe ratioReturn per unit of total volatility

-0.44

Sortino ratioReturn per unit of downside risk

-0.76

Omega ratioGain probability vs. loss probability

1.24

1.37

-0.13

Calmar ratioReturn relative to maximum drawdown

1.83

2.37

-0.53

Martin ratioReturn relative to average drawdown

5.62

10.24

-4.63

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

The current ZCB.TO Sharpe Ratio is 1.27, which is comparable to the DXO.TO Sharpe Ratio of 1.71. The chart below compares the historical Sharpe Ratios of ZCB.TO and DXO.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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Drawdowns

ZCB.TO vs. DXO.TO - Drawdown Comparison

The maximum ZCB.TO drawdown since its inception was -15.70%, smaller than the maximum DXO.TO drawdown of -17.61%. Use the drawdown chart below to compare losses from any high point for ZCB.TO and DXO.TO.


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Drawdown Indicators


ZCB.TODXO.TODifference

Max Drawdown

Largest peak-to-trough decline

-15.70%

-17.61%

+1.91%

Max Drawdown (1Y)

Largest decline over 1 year

-2.55%

-2.41%

-0.14%

Max Drawdown (3Y)

Largest decline over 3 years

-3.14%

-3.78%

+0.64%

Max Drawdown (5Y)

Largest decline over 5 years

-14.20%

-15.91%

+1.71%

Current Drawdown

Current decline from peak

-0.72%

-0.51%

-0.21%

Average Drawdown

Average peak-to-trough decline

-3.65%

-2.94%

-0.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.83%

0.56%

+0.27%

Volatility

ZCB.TO vs. DXO.TO - Volatility Comparison

BMO Corporate Bond Index ETF (ZCB.TO) and Dynamic Active Crossover Bond ETF (DXO.TO) have volatilities of 0.93% and 0.97%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ZCB.TODXO.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

0.93%

0.97%

-0.04%

Volatility (6M)

Calculated over the trailing 6-month period

2.94%

2.65%

+0.29%

Volatility (1Y)

Calculated over the trailing 1-year period

3.71%

3.34%

+0.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.20%

5.63%

-0.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.40%

7.74%

-2.34%

Dividends

ZCB.TO vs. DXO.TO - Dividend Comparison

ZCB.TO's dividend yield for the trailing twelve months is around 4.14%, less than DXO.TO's 5.31% yield.


PositionTTM202520242023202220212020201920182017
DXO.TO
Dynamic Active Crossover Bond ETF
5.31%5.55%5.61%5.65%5.29%4.15%4.20%3.96%4.31%2.15%
ZCB.TO
BMO Corporate Bond Index ETF
4.14%4.00%3.84%3.89%3.62%3.13%2.97%3.12%3.27%0.00%

Frequently Asked Questions


ZCB.TO and DXO.TO have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

They also come from different issuers: BMO and Dynamic.

Portfolio Optimizer

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