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ZEQ.TO vs. VAB.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ZEQ.TO vs. VAB.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ.TO) and Vanguard Canadian Aggregate Bond Index ETF (VAB.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, ZEQ.TO achieves a 1.89% return, which is significantly higher than VAB.TO's 1.62% return. Over the past 10 years, ZEQ.TO has outperformed VAB.TO with an annualized return of 8.55%, while VAB.TO has yielded a comparatively lower 1.51% annualized return.


ZEQ.TO

1D
-0.83%
1M
2.57%
YTD
1.89%
6M
2.82%
1Y
4.15%
3Y*
5.01%
5Y*
4.74%
10Y*
8.55%

VAB.TO

1D
-0.07%
1M
1.70%
YTD
1.62%
6M
0.78%
1Y
3.12%
3Y*
4.12%
5Y*
0.66%
10Y*
1.51%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZEQ.TO vs. VAB.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ZEQ.TO
BMO MSCI Europe High Quality Hedged to CAD Index ETF
1.89%7.89%2.54%15.35%-12.26%25.16%6.22%33.21%-7.10%15.45%
VAB.TO
Vanguard Canadian Aggregate Bond Index ETF
1.62%2.28%3.98%6.90%-11.86%-2.88%8.26%6.77%1.13%2.30%

Correlation

The correlation between ZEQ.TO and VAB.TO is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.33

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

0.21

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

0.14

Correlation (10Y)
Calculated over the trailing 10-year period

0.04

Correlation (All Time)
Calculated using the full available price history since Feb 18, 2014

0.01

Over the past year, ZEQ.TO and VAB.TO have become more correlated (0.33) than their long-term average of 0.01, meaning their price movements have been converging.

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Return for Risk

ZEQ.TO vs. VAB.TO — Risk / Return Rank

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

ZEQ.TO
ZEQ.TO Risk / Return Rank: 1313
Overall Rank
ZEQ.TO Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
ZEQ.TO Sortino Ratio Rank: 1313
Sortino Ratio Rank
ZEQ.TO Omega Ratio Rank: 1313
Omega Ratio Rank
ZEQ.TO Calmar Ratio Rank: 1313
Calmar Ratio Rank
ZEQ.TO Martin Ratio Rank: 1414
Martin Ratio Rank

VAB.TO
VAB.TO Risk / Return Rank: 2121
Overall Rank
VAB.TO Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
VAB.TO Sortino Ratio Rank: 1818
Sortino Ratio Rank
VAB.TO Omega Ratio Rank: 1919
Omega Ratio Rank
VAB.TO Calmar Ratio Rank: 2424
Calmar Ratio Rank
VAB.TO Martin Ratio Rank: 2121
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.

ZEQ.TO vs. VAB.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ.TO) and Vanguard Canadian Aggregate Bond Index ETF (VAB.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.


ZEQ.TOVAB.TODifference
Sharpe ratioReturn per unit of total volatility

-0.40

Sortino ratioReturn per unit of downside risk

-0.43

Omega ratioGain probability vs. loss probability

1.07

1.12

-0.06

Calmar ratioReturn relative to maximum drawdown

0.38

1.10

-0.72

Martin ratioReturn relative to average drawdown

1.11

2.61

-1.51

ZEQ.TO vs. VAB.TO - Sharpe Ratio Comparison

The current ZEQ.TO Sharpe Ratio is 0.32, which is lower than the VAB.TO Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of ZEQ.TO and VAB.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


ZEQ.TOVAB.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.32

0.72

-0.40

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.34

0.10

+0.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

0.23

+0.32

Sharpe Ratio (All Time)

Calculated using the full available price history

0.54

0.39

+0.15

Drawdowns

ZEQ.TO vs. VAB.TO - Drawdown Comparison

The maximum ZEQ.TO drawdown since its inception was -29.13%, which is greater than VAB.TO's maximum drawdown of -18.39%. Use the drawdown chart below to compare losses from any high point for ZEQ.TO and VAB.TO.


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Drawdown Indicators


ZEQ.TOVAB.TODifference

Max Drawdown

Largest peak-to-trough decline

-29.13%

-18.39%

-10.74%

Max Drawdown (1Y)

Largest decline over 1 year

-10.97%

-2.83%

-8.14%

Max Drawdown (3Y)

Largest decline over 3 years

-14.47%

-5.31%

-9.16%

Max Drawdown (5Y)

Largest decline over 5 years

-20.54%

-15.82%

-4.72%

Max Drawdown (10Y)

Largest decline over 10 years

-29.13%

-18.39%

-10.74%

Current Drawdown

Current decline from peak

-4.20%

-1.92%

-2.28%

Average Drawdown

Average peak-to-trough decline

-4.31%

-4.11%

-0.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.76%

1.20%

+2.56%

Volatility

ZEQ.TO vs. VAB.TO - Volatility Comparison

BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ.TO) has a higher volatility of 4.59% compared to Vanguard Canadian Aggregate Bond Index ETF (VAB.TO) at 1.59%. This indicates that ZEQ.TO's price experiences larger fluctuations and is considered to be riskier than VAB.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ZEQ.TOVAB.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.59%

1.59%

+3.00%

Volatility (6M)

Calculated over the trailing 6-month period

10.60%

3.45%

+7.15%

Volatility (1Y)

Calculated over the trailing 1-year period

13.15%

4.38%

+8.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.18%

6.58%

+7.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.51%

6.48%

+9.03%

ZEQ.TO vs. VAB.TO - Expense Ratio Comparison

ZEQ.TO has a 0.45% expense ratio, which is higher than VAB.TO's 0.09% expense ratio.


Dividends

ZEQ.TO vs. VAB.TO - Dividend Comparison

ZEQ.TO's dividend yield for the trailing twelve months is around 3.02%, less than VAB.TO's 3.32% yield.


PositionTTM20252024202320222021202020192018201720162015
VAB.TO
Vanguard Canadian Aggregate Bond Index ETF
3.32%3.33%3.19%2.95%2.87%2.48%2.50%2.65%2.79%2.77%2.75%2.78%
ZEQ.TO
BMO MSCI Europe High Quality Hedged to CAD Index ETF
3.02%3.10%2.04%2.50%2.62%1.78%1.94%2.04%3.21%2.07%2.01%2.06%

Frequently Asked Questions


ZEQ.TO and VAB.TO have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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

VAB.TO is cheaper with a 0.09% expense ratio, compared with 0.45% for ZEQ.TO.

ZEQ.TO is categorized as Europe Equities, while VAB.TO is Canadian Government Bonds. ZEQ.TO tracks MSCI Europe Quality 100% Hedged to CAD Index, while VAB.TO tracks Bloomberg Global Aggregate Canadian Float Adjusted Bond Index. They also come from different issuers: BMO and Vanguard. Their fees differ too: 0.45% for ZEQ.TO and 0.09% for VAB.TO.

Portfolio Optimizer

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