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

Performance

ZST.TO vs. XFLB.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 iShares Core Canadian 15+ Year Federal Bond Index ETF (XFLB.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 XFLB.TO's 2.42% 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%

XFLB.TO

1D
0.11%
1M
3.14%
YTD
2.42%
6M
-0.48%
1Y
-0.95%
3Y*
-1.06%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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


2026 (YTD)202520242023
ZST.TO
BMO Ultra Short-Term Bond ETF
1.08%2.03%5.16%4.77%
XFLB.TO
iShares Core Canadian 15+ Year Federal Bond Index ETF
2.42%-6.17%-2.12%4.63%

Correlation

The correlation between ZST.TO and XFLB.TO is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.28

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

0.26

Correlation (All Time)
Calculated using the full available price history since Feb 8, 2023

0.30

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Return for Risk

ZST.TO vs. XFLB.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

XFLB.TO
XFLB.TO Risk / Return Rank: 77
Overall Rank
XFLB.TO Sharpe Ratio Rank: 88
Sharpe Ratio Rank
XFLB.TO Sortino Ratio Rank: 77
Sortino Ratio Rank
XFLB.TO Omega Ratio Rank: 77
Omega Ratio Rank
XFLB.TO Calmar Ratio Rank: 88
Calmar Ratio Rank
XFLB.TO Martin Ratio Rank: 88
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. XFLB.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 iShares Core Canadian 15+ Year Federal Bond Index ETF (XFLB.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.TOXFLB.TODifference
Sharpe ratioReturn per unit of total volatility

+1.65

Sortino ratioReturn per unit of downside risk

+1.70

Omega ratioGain probability vs. loss probability

1.83

0.99

+0.84

Calmar ratioReturn relative to maximum drawdown

1.68

-0.14

+1.81

Martin ratioReturn relative to average drawdown

4.51

-0.23

+4.74

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

The current ZST.TO Sharpe Ratio is 1.56, which is higher than the XFLB.TO Sharpe Ratio of -0.09. The chart below compares the historical Sharpe Ratios of ZST.TO and XFLB.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.TOXFLB.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.56

-0.09

+1.65

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

4.12

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

-0.03

+1.84

Drawdowns

ZST.TO vs. XFLB.TO - Drawdown Comparison

The maximum ZST.TO drawdown since its inception was -1.06%, smaller than the maximum XFLB.TO drawdown of -20.54%. Use the drawdown chart below to compare losses from any high point for ZST.TO and XFLB.TO.


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Drawdown Indicators


ZST.TOXFLB.TODifference

Max Drawdown

Largest peak-to-trough decline

-1.06%

-20.54%

+19.48%

Max Drawdown (1Y)

Largest decline over 1 year

-1.01%

-7.04%

+6.03%

Max Drawdown (3Y)

Largest decline over 3 years

-1.01%

-15.61%

+14.60%

Max Drawdown (5Y)

Largest decline over 5 years

-1.01%

Max Drawdown (10Y)

Largest decline over 10 years

-1.06%

Current Drawdown

Current decline from peak

-0.00%

-9.31%

+9.31%

Average Drawdown

Average peak-to-trough decline

-0.13%

-8.16%

+8.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.37%

4.09%

-3.72%

Volatility

ZST.TO vs. XFLB.TO - Volatility Comparison

The current volatility for BMO Ultra Short-Term Bond ETF (ZST.TO) is 0.08%, while iShares Core Canadian 15+ Year Federal Bond Index ETF (XFLB.TO) has a volatility of 3.80%. This indicates that ZST.TO experiences smaller price fluctuations and is considered to be less risky than XFLB.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.TOXFLB.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

0.08%

3.80%

-3.72%

Volatility (6M)

Calculated over the trailing 6-month period

1.05%

8.15%

-7.10%

Volatility (1Y)

Calculated over the trailing 1-year period

1.08%

10.27%

-9.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.72%

15.65%

-14.93%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.71%

15.65%

-14.94%

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

Both ZST.TO and XFLB.TO have an expense ratio of 0.17%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

ZST.TO vs. XFLB.TO - Dividend Comparison

ZST.TO's dividend yield for the trailing twelve months is around 2.55%, less than XFLB.TO's 3.06% yield.


PositionTTM20252024202320222021202020192018201720162015
XFLB.TO
iShares Core Canadian 15+ Year Federal Bond Index ETF
3.06%3.05%2.72%2.27%0.00%0.00%0.00%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 XFLB.TO have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.17% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

ZST.TO and XFLB.TO have the same expense ratio: 0.17% per year.

They also come from different issuers: BMO and iShares.

Portfolio Optimizer

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