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

Performance

ZMMK.TO vs. SGOV - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in BMO Money Market Fund ETF Series (ZMMK.TO) and iShares 0-3 Month Treasury Bond ETF (SGOV). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

ZMMK.TO is traded in CAD, while SGOV is traded in USD. To make them comparable, the SGOV values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, ZMMK.TO achieves a 0.99% return, which is significantly lower than SGOV's 2.80% return.


ZMMK.TO

1D
0.04%
1M
0.19%
YTD
0.99%
6M
1.17%
1Y
2.50%
3Y*
3.86%
5Y*
10Y*

SGOV

1D
0.00%
1M
2.32%
YTD
2.80%
6M
1.33%
1Y
5.60%
3Y*
5.87%
5Y*
6.50%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZMMK.TO vs. SGOV - Yearly Performance Comparison


2026 (YTD)20252024202320222021
ZMMK.TO
BMO Money Market Fund ETF Series
0.99%2.77%4.94%4.86%1.99%0.04%
SGOV
iShares 0-3 Month Treasury Bond ETF
2.91%-0.54%14.32%2.80%8.82%-1.27%

Correlation

The correlation between ZMMK.TO and SGOV is -0.11, 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

-0.11

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

-0.07

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

-0.04

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Return for Risk

ZMMK.TO vs. SGOV — Risk / Return Rank

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

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

SGOV
SGOV Risk / Return Rank: 100100
Overall Rank
SGOV Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
SGOV Sortino Ratio Rank: 100100
Sortino Ratio Rank
SGOV Omega Ratio Rank: 100100
Omega Ratio Rank
SGOV Calmar Ratio Rank: 100100
Calmar Ratio Rank
SGOV 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.

ZMMK.TO vs. SGOV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BMO Money Market Fund ETF Series (ZMMK.TO) and iShares 0-3 Month Treasury Bond ETF (SGOV). 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.


ZMMK.TOSGOVDifference
Sharpe ratioReturn per unit of total volatility

+8.47

Sortino ratioReturn per unit of downside risk

+22.44

Omega ratioGain probability vs. loss probability

5.48

1.22

+4.27

Calmar ratioReturn relative to maximum drawdown

83.57

1.51

+82.07

Martin ratioReturn relative to average drawdown

380.38

4.17

+376.21

ZMMK.TO vs. SGOV - Sharpe Ratio Comparison

The current ZMMK.TO Sharpe Ratio is 9.68, which is higher than the SGOV Sharpe Ratio of 1.21. The chart below compares the historical Sharpe Ratios of ZMMK.TO and SGOV, 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


ZMMK.TOSGOVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

9.68

1.21

+8.47

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.03

Sharpe Ratio (All Time)

Calculated using the full available price history

10.31

0.49

+9.82

Drawdowns

ZMMK.TO vs. SGOV - Drawdown Comparison

The maximum ZMMK.TO drawdown since its inception was -0.16%, smaller than the maximum SGOV drawdown of -12.53%. Use the drawdown chart below to compare losses from any high point for ZMMK.TO and SGOV.


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Drawdown Indicators


ZMMK.TOSGOVDifference

Max Drawdown

Largest peak-to-trough decline

-0.16%

-12.53%

+12.37%

Max Drawdown (1Y)

Largest decline over 1 year

-0.03%

-3.73%

+3.70%

Max Drawdown (3Y)

Largest decline over 3 years

-0.08%

-5.17%

+5.09%

Max Drawdown (5Y)

Largest decline over 5 years

-5.17%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-0.00%

-3.62%

+3.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.01%

1.34%

-1.33%

Volatility

ZMMK.TO vs. SGOV - Volatility Comparison

The current volatility for BMO Money Market Fund ETF Series (ZMMK.TO) is 0.06%, while iShares 0-3 Month Treasury Bond ETF (SGOV) has a volatility of 0.80%. This indicates that ZMMK.TO experiences smaller price fluctuations and is considered to be less risky than SGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ZMMK.TOSGOVDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.06%

0.80%

-0.74%

Volatility (6M)

Calculated over the trailing 6-month period

0.18%

3.48%

-3.30%

Volatility (1Y)

Calculated over the trailing 1-year period

0.26%

4.65%

-4.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.34%

6.36%

-6.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.34%

6.40%

-6.06%

ZMMK.TO vs. SGOV - Expense Ratio Comparison

ZMMK.TO has a 0.13% expense ratio, which is higher than SGOV's 0.09% 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

ZMMK.TO vs. SGOV - Dividend Comparison

ZMMK.TO's dividend yield for the trailing twelve months is around 2.53%, less than SGOV's 3.86% yield.


PositionTTM202520242023202220212020
SGOV
iShares 0-3 Month Treasury Bond ETF
3.86%4.10%5.10%4.87%1.45%0.03%0.05%
ZMMK.TO
BMO Money Market Fund ETF Series
2.53%3.02%4.66%4.98%1.95%0.04%0.00%

Frequently Asked Questions


ZMMK.TO and SGOV have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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

SGOV is cheaper with a 0.09% expense ratio, compared with 0.13% for ZMMK.TO.

ZMMK.TO is categorized as Money Market, while SGOV is Ultrashort Bond. They also come from different issuers: BMO and iShares. Their fees differ too: 0.13% for ZMMK.TO and 0.09% for SGOV.

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