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ZQB.TO vs. FCSB.NEO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ZQB.TO vs. FCSB.NEO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in BMO High Quality Corporate Bond Index ETF (ZQB.TO) and Fidelity Canadian Short Term Corporate Bond ETF (FCSB.NEO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ZQB.TO achieves a 1.59% return, which is significantly lower than FCSB.NEO's 1.77% return.


ZQB.TO

1D
-0.17%
1M
0.26%
YTD
1.59%
6M
1.56%
1Y
3.80%
3Y*
6.05%
5Y*
2.46%
10Y*

FCSB.NEO

1D
0.20%
1M
0.43%
YTD
1.77%
6M
1.49%
1Y
3.86%
3Y*
6.08%
5Y*
3.05%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZQB.TO vs. FCSB.NEO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
ZQB.TO
BMO High Quality Corporate Bond Index ETF
1.59%4.80%6.78%6.49%-5.39%-2.02%5.33%
FCSB.NEO
Fidelity Canadian Short Term Corporate Bond ETF
1.77%4.15%7.55%6.81%-4.22%-0.81%5.28%

Correlation

The correlation between ZQB.TO and FCSB.NEO is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.29

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

0.28

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

0.25

Correlation (All Time)
Calculated using the full available price history since Feb 12, 2020

0.22

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Return for Risk

ZQB.TO vs. FCSB.NEO — Risk / Return Rank

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

ZQB.TO
ZQB.TO Risk / Return Rank: 5858
Overall Rank
ZQB.TO Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
ZQB.TO Sortino Ratio Rank: 6161
Sortino Ratio Rank
ZQB.TO Omega Ratio Rank: 6868
Omega Ratio Rank
ZQB.TO Calmar Ratio Rank: 4949
Calmar Ratio Rank
ZQB.TO Martin Ratio Rank: 5151
Martin Ratio Rank

FCSB.NEO
FCSB.NEO Risk / Return Rank: 5151
Overall Rank
FCSB.NEO Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
FCSB.NEO Sortino Ratio Rank: 4646
Sortino Ratio Rank
FCSB.NEO Omega Ratio Rank: 4646
Omega Ratio Rank
FCSB.NEO Calmar Ratio Rank: 5858
Calmar Ratio Rank
FCSB.NEO Martin Ratio Rank: 5959
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.

ZQB.TO vs. FCSB.NEO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BMO High Quality Corporate Bond Index ETF (ZQB.TO) and Fidelity Canadian Short Term Corporate Bond ETF (FCSB.NEO). 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.


ZQB.TOFCSB.NEODifference
Sharpe ratioReturn per unit of total volatility

+0.33

Sortino ratioReturn per unit of downside risk

+0.40

Omega ratioGain probability vs. loss probability

1.35

1.26

+0.09

Calmar ratioReturn relative to maximum drawdown

2.13

2.45

-0.32

Martin ratioReturn relative to average drawdown

7.54

9.00

-1.46

ZQB.TO vs. FCSB.NEO - Sharpe Ratio Comparison

The current ZQB.TO Sharpe Ratio is 1.72, which is comparable to the FCSB.NEO Sharpe Ratio of 1.39. The chart below compares the historical Sharpe Ratios of ZQB.TO and FCSB.NEO, 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

ZQB.TO vs. FCSB.NEO - Drawdown Comparison

The maximum ZQB.TO drawdown since its inception was -10.18%, smaller than the maximum FCSB.NEO drawdown of -12.48%. Use the drawdown chart below to compare losses from any high point for ZQB.TO and FCSB.NEO.


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Drawdown Indicators


ZQB.TOFCSB.NEODifference

Max Drawdown

Largest peak-to-trough decline

-10.18%

-12.48%

+2.30%

Max Drawdown (1Y)

Largest decline over 1 year

-1.79%

-1.58%

-0.21%

Max Drawdown (3Y)

Largest decline over 3 years

-1.79%

-1.58%

-0.21%

Max Drawdown (5Y)

Largest decline over 5 years

-9.64%

-7.44%

-2.20%

Current Drawdown

Current decline from peak

-0.17%

-0.23%

+0.06%

Average Drawdown

Average peak-to-trough decline

-2.34%

-1.49%

-0.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.51%

0.43%

+0.08%

Volatility

ZQB.TO vs. FCSB.NEO - Volatility Comparison

The current volatility for BMO High Quality Corporate Bond Index ETF (ZQB.TO) is 0.70%, while Fidelity Canadian Short Term Corporate Bond ETF (FCSB.NEO) has a volatility of 0.96%. This indicates that ZQB.TO experiences smaller price fluctuations and is considered to be less risky than FCSB.NEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ZQB.TOFCSB.NEODifference

Volatility (1M)

Calculated over the trailing 1-month period

0.70%

0.96%

-0.26%

Volatility (6M)

Calculated over the trailing 6-month period

1.79%

2.18%

-0.39%

Volatility (1Y)

Calculated over the trailing 1-year period

2.21%

2.78%

-0.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.51%

3.32%

+0.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.18%

4.94%

-0.76%

Dividends

ZQB.TO vs. FCSB.NEO - Dividend Comparison

ZQB.TO's dividend yield for the trailing twelve months is around 3.92%, more than FCSB.NEO's 3.80% yield.


PositionTTM2025202420232022202120202019
FCSB.NEO
Fidelity Canadian Short Term Corporate Bond ETF
3.80%3.73%3.59%3.06%2.09%1.58%2.34%0.38%
ZQB.TO
BMO High Quality Corporate Bond Index ETF
3.92%3.67%3.39%3.00%2.80%2.58%2.46%0.00%

Frequently Asked Questions


ZQB.TO and FCSB.NEO have a correlation of 0.29, 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 Fidelity.

Portfolio Optimizer

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