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ZST.TO vs. TCLB.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ZST.TO vs. TCLB.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in BMO Ultra Short-Term Bond ETF (ZST.TO) and TD Canadian Long Term Federal Bond ETF (TCLB.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, ZST.TO achieves a 1.08% return, which is significantly lower than TCLB.TO's 2.20% return.


ZST.TO

1D
0.02%
1M
0.25%
YTD
1.08%
6M
0.26%
1Y
1.68%
3Y*
3.84%
5Y*
2.95%
10Y*
2.34%

TCLB.TO

1D
-0.09%
1M
3.04%
YTD
2.20%
6M
-0.22%
1Y
0.25%
3Y*
0.46%
5Y*
-2.53%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZST.TO vs. TCLB.TO - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
ZST.TO
BMO Ultra Short-Term Bond ETF
1.08%2.03%5.16%5.33%1.19%0.22%1.74%0.14%
TCLB.TO
TD Canadian Long Term Federal Bond ETF
2.20%-3.46%-1.09%6.70%-18.75%-7.23%10.77%-1.73%

Correlation

The correlation between ZST.TO and TCLB.TO is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.25

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

0.23

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

0.23

Correlation (All Time)
Calculated using the full available price history since Dec 3, 2019

0.20

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Return for Risk

ZST.TO vs. TCLB.TO — Risk / Return Rank

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

ZST.TO
ZST.TO Risk / Return Rank: 4747
Overall Rank
ZST.TO Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
ZST.TO Sortino Ratio Rank: 3030
Sortino Ratio Rank
ZST.TO Omega Ratio Rank: 9696
Omega Ratio Rank
ZST.TO Calmar Ratio Rank: 3434
Calmar Ratio Rank
ZST.TO Martin Ratio Rank: 3030
Martin Ratio Rank

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

ZST.TO vs. TCLB.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BMO Ultra Short-Term Bond ETF (ZST.TO) and TD Canadian Long Term Federal Bond ETF (TCLB.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.


ZST.TOTCLB.TODifference
Sharpe ratioReturn per unit of total volatility

+1.53

Sortino ratioReturn per unit of downside risk

+1.54

Omega ratioGain probability vs. loss probability

1.83

1.01

+0.81

Calmar ratioReturn relative to maximum drawdown

1.68

0.05

+1.63

Martin ratioReturn relative to average drawdown

4.51

0.09

+4.42

ZST.TO vs. TCLB.TO - Sharpe Ratio Comparison

The current ZST.TO Sharpe Ratio is 1.56, which is higher than the TCLB.TO Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of ZST.TO and TCLB.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


ZST.TOTCLB.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.56

0.03

+1.53

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

4.12

-0.22

+4.34

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

3.30

Sharpe Ratio (All Time)

Calculated using the full available price history

1.81

-0.23

+2.03

Drawdowns

ZST.TO vs. TCLB.TO - Drawdown Comparison

The maximum ZST.TO drawdown since its inception was -1.06%, smaller than the maximum TCLB.TO drawdown of -36.66%. Use the drawdown chart below to compare losses from any high point for ZST.TO and TCLB.TO.


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Drawdown Indicators


ZST.TOTCLB.TODifference

Max Drawdown

Largest peak-to-trough decline

-1.06%

-36.66%

+35.60%

Max Drawdown (1Y)

Largest decline over 1 year

-1.01%

-5.57%

+4.56%

Max Drawdown (3Y)

Largest decline over 3 years

-1.01%

-12.18%

+11.17%

Max Drawdown (5Y)

Largest decline over 5 years

-1.01%

-28.32%

+27.31%

Max Drawdown (10Y)

Largest decline over 10 years

-1.06%

Current Drawdown

Current decline from peak

-0.00%

-26.72%

+26.72%

Average Drawdown

Average peak-to-trough decline

-0.13%

-24.85%

+24.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.37%

3.43%

-3.06%

Volatility

ZST.TO vs. TCLB.TO - Volatility Comparison

The current volatility for BMO Ultra Short-Term Bond ETF (ZST.TO) is 0.08%, while TD Canadian Long Term Federal Bond ETF (TCLB.TO) has a volatility of 3.27%. This indicates that ZST.TO experiences smaller price fluctuations and is considered to be less risky than TCLB.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ZST.TOTCLB.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

0.08%

3.27%

-3.19%

Volatility (6M)

Calculated over the trailing 6-month period

1.05%

6.91%

-5.86%

Volatility (1Y)

Calculated over the trailing 1-year period

1.08%

9.48%

-8.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.72%

14.04%

-13.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.71%

15.10%

-14.39%

ZST.TO vs. TCLB.TO - Expense Ratio Comparison

ZST.TO has a 0.17% expense ratio, which is lower than TCLB.TO's 0.23% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

ZST.TO vs. TCLB.TO - Dividend Comparison

ZST.TO's dividend yield for the trailing twelve months is around 2.55%, less than TCLB.TO's 3.26% yield.


PositionTTM20252024202320222021202020192018201720162015
TCLB.TO
TD Canadian Long Term Federal Bond ETF
3.26%3.25%2.94%2.33%1.48%0.16%0.20%0.00%0.00%0.00%0.00%0.00%
ZST.TO
BMO Ultra Short-Term Bond ETF
2.55%2.82%4.65%4.79%2.75%2.29%2.65%2.82%3.43%4.05%3.92%3.90%

Frequently Asked Questions


ZST.TO and TCLB.TO have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ZST.TO is cheaper at 0.17% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ZST.TO is cheaper with a 0.17% expense ratio, compared with 0.23% for TCLB.TO.

They also come from different issuers: BMO and TD. Their fees differ too: 0.17% for ZST.TO and 0.23% for TCLB.TO.

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