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ZPS.TO vs. XTLH.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ZPS.TO vs. XTLH.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in BMO Short Provincial Bond Index ETF (ZPS.TO) and iShares 20+ Year U.S. Treasury Bond Index ETF (CAD-Hedged) (XTLH.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, ZPS.TO achieves a 1.22% return, which is significantly higher than XTLH.TO's 0.62% return.


ZPS.TO

1D
-0.08%
1M
0.37%
YTD
1.22%
6M
1.22%
1Y
2.70%
3Y*
4.59%
5Y*
1.78%
10Y*
1.70%

XTLH.TO

1D
-0.79%
1M
1.67%
YTD
0.62%
6M
-0.16%
1Y
1.14%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZPS.TO vs. XTLH.TO - Yearly Performance Comparison


2026 (YTD)202520242023
ZPS.TO
BMO Short Provincial Bond Index ETF
1.22%3.52%5.14%-0.08%
XTLH.TO
iShares 20+ Year U.S. Treasury Bond Index ETF (CAD-Hedged)
0.62%2.61%-9.55%-1.06%

Correlation

The correlation between ZPS.TO and XTLH.TO is 0.59, 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

0.59

Correlation (All Time)
Calculated using the full available price history since Dec 28, 2023

0.57

The correlation between ZPS.TO and XTLH.TO has been stable across timeframes, ranging from 0.57 to 0.59 - a consistent structural relationship.

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Return for Risk

ZPS.TO vs. XTLH.TO — Risk / Return Rank

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

ZPS.TO
ZPS.TO Risk / Return Rank: 3939
Overall Rank
ZPS.TO Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
ZPS.TO Sortino Ratio Rank: 3535
Sortino Ratio Rank
ZPS.TO Omega Ratio Rank: 3737
Omega Ratio Rank
ZPS.TO Calmar Ratio Rank: 4343
Calmar Ratio Rank
ZPS.TO Martin Ratio Rank: 4141
Martin Ratio Rank

XTLH.TO
XTLH.TO Risk / Return Rank: 1010
Overall Rank
XTLH.TO Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
XTLH.TO Sortino Ratio Rank: 99
Sortino Ratio Rank
XTLH.TO Omega Ratio Rank: 1010
Omega Ratio Rank
XTLH.TO Calmar Ratio Rank: 1010
Calmar Ratio Rank
XTLH.TO Martin Ratio Rank: 1010
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.

ZPS.TO vs. XTLH.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BMO Short Provincial Bond Index ETF (ZPS.TO) and iShares 20+ Year U.S. Treasury Bond Index ETF (CAD-Hedged) (XTLH.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.


ZPS.TOXTLH.TODifference
Sharpe ratioReturn per unit of total volatility

+1.06

Sortino ratioReturn per unit of downside risk

+1.42

Omega ratioGain probability vs. loss probability

1.22

1.03

+0.19

Calmar ratioReturn relative to maximum drawdown

1.88

0.14

+1.75

Martin ratioReturn relative to average drawdown

5.70

0.32

+5.38

ZPS.TO vs. XTLH.TO - Sharpe Ratio Comparison

The current ZPS.TO Sharpe Ratio is 1.18, which is higher than the XTLH.TO Sharpe Ratio of 0.12. The chart below compares the historical Sharpe Ratios of ZPS.TO and XTLH.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

ZPS.TO vs. XTLH.TO - Drawdown Comparison

The maximum ZPS.TO drawdown since its inception was -7.31%, smaller than the maximum XTLH.TO drawdown of -15.86%. Use the drawdown chart below to compare losses from any high point for ZPS.TO and XTLH.TO.


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Drawdown Indicators


ZPS.TOXTLH.TODifference

Max Drawdown

Largest peak-to-trough decline

-7.31%

-15.86%

+8.55%

Max Drawdown (1Y)

Largest decline over 1 year

-1.44%

-8.37%

+6.93%

Max Drawdown (3Y)

Largest decline over 3 years

-1.44%

Max Drawdown (5Y)

Largest decline over 5 years

-7.15%

Max Drawdown (10Y)

Largest decline over 10 years

-7.31%

Current Drawdown

Current decline from peak

-0.08%

-10.40%

+10.32%

Average Drawdown

Average peak-to-trough decline

-1.05%

-9.16%

+8.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.48%

3.58%

-3.10%

Volatility

ZPS.TO vs. XTLH.TO - Volatility Comparison

The current volatility for BMO Short Provincial Bond Index ETF (ZPS.TO) is 0.61%, while iShares 20+ Year U.S. Treasury Bond Index ETF (CAD-Hedged) (XTLH.TO) has a volatility of 3.03%. This indicates that ZPS.TO experiences smaller price fluctuations and is considered to be less risky than XTLH.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ZPS.TOXTLH.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

0.61%

3.03%

-2.42%

Volatility (6M)

Calculated over the trailing 6-month period

1.79%

6.86%

-5.07%

Volatility (1Y)

Calculated over the trailing 1-year period

2.30%

9.58%

-7.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.96%

12.39%

-9.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.55%

12.39%

-9.84%

Dividends

ZPS.TO vs. XTLH.TO - Dividend Comparison

ZPS.TO's dividend yield for the trailing twelve months is around 2.67%, less than XTLH.TO's 4.58% yield.


PositionTTM20252024202320222021202020192018201720162015
XTLH.TO
iShares 20+ Year U.S. Treasury Bond Index ETF (CAD-Hedged)
4.58%4.42%4.32%0.51%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ZPS.TO
BMO Short Provincial Bond Index ETF
2.67%2.90%2.92%2.98%3.13%2.98%3.02%3.28%3.10%3.16%3.37%3.04%

Frequently Asked Questions


ZPS.TO and XTLH.TO have a correlation of 0.59, 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 iShares.

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