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ZTIP.TO vs. XSTP.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ZTIP.TO vs. XSTP.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in BMO Short-Term US TIPS Index ETF (ZTIP.TO) and iShares 0-5 Year TIPS Bond Index ETF (XSTP.TO). The values are adjusted to include any dividend payments, if applicable.

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ZTIP.TO vs. XSTP.TO - Yearly Performance Comparison


2026 (YTD)20252024202320222021
ZTIP.TO
BMO Short-Term US TIPS Index ETF
2.50%1.12%13.84%1.93%3.96%4.32%
XSTP.TO
iShares 0-5 Year TIPS Bond Index ETF
2.42%0.64%13.59%2.31%9.51%4.71%

Returns By Period

The year-to-date returns for both stocks are quite close, with ZTIP.TO having a 2.50% return and XSTP.TO slightly lower at 2.42%.


ZTIP.TO

1D
-0.06%
1M
1.99%
YTD
2.50%
6M
1.44%
1Y
0.54%
3Y*
5.58%
5Y*
5.57%
10Y*

XSTP.TO

1D
0.00%
1M
2.14%
YTD
2.42%
6M
0.89%
1Y
0.05%
3Y*
5.46%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ZTIP.TO vs. XSTP.TO - Expense Ratio Comparison

ZTIP.TO has a 0.17% expense ratio, which is higher than XSTP.TO's 0.16% 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%.


Return for Risk

ZTIP.TO vs. XSTP.TO — Risk / Return Rank

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

ZTIP.TO
ZTIP.TO Risk / Return Rank: 1414
Overall Rank
ZTIP.TO Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
ZTIP.TO Sortino Ratio Rank: 1212
Sortino Ratio Rank
ZTIP.TO Omega Ratio Rank: 1212
Omega Ratio Rank
ZTIP.TO Calmar Ratio Rank: 1616
Calmar Ratio Rank
ZTIP.TO Martin Ratio Rank: 1515
Martin Ratio Rank

XSTP.TO
XSTP.TO Risk / Return Rank: 1212
Overall Rank
XSTP.TO Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
XSTP.TO Sortino Ratio Rank: 1010
Sortino Ratio Rank
XSTP.TO Omega Ratio Rank: 1010
Omega Ratio Rank
XSTP.TO Calmar Ratio Rank: 1515
Calmar Ratio Rank
XSTP.TO Martin Ratio Rank: 1414
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.

ZTIP.TO vs. XSTP.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BMO Short-Term US TIPS Index ETF (ZTIP.TO) and iShares 0-5 Year TIPS Bond Index ETF (XSTP.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.


ZTIP.TOXSTP.TODifference

Sharpe ratio

Return per unit of total volatility

0.10

0.01

+0.09

Sortino ratio

Return per unit of downside risk

0.16

0.05

+0.12

Omega ratio

Gain probability vs. loss probability

1.03

1.01

+0.02

Calmar ratio

Return relative to maximum drawdown

0.21

0.13

+0.08

Martin ratio

Return relative to average drawdown

0.43

0.24

+0.19

ZTIP.TO vs. XSTP.TO - Sharpe Ratio Comparison

The current ZTIP.TO Sharpe Ratio is 0.10, which is higher than the XSTP.TO Sharpe Ratio of 0.01. The chart below compares the historical Sharpe Ratios of ZTIP.TO and XSTP.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ZTIP.TOXSTP.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.10

0.01

+0.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.87

Sharpe Ratio (All Time)

Calculated using the full available price history

0.84

1.01

-0.18

Correlation

The correlation between ZTIP.TO and XSTP.TO is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

ZTIP.TO vs. XSTP.TO - Dividend Comparison

ZTIP.TO's dividend yield for the trailing twelve months is around 3.46%, less than XSTP.TO's 4.03% yield.


TTM20252024202320222021
ZTIP.TO
BMO Short-Term US TIPS Index ETF
3.46%3.63%3.63%4.91%4.93%0.38%
XSTP.TO
iShares 0-5 Year TIPS Bond Index ETF
4.03%4.06%2.41%3.08%5.70%2.19%

Drawdowns

ZTIP.TO vs. XSTP.TO - Drawdown Comparison

The maximum ZTIP.TO drawdown since its inception was -5.60%, roughly equal to the maximum XSTP.TO drawdown of -5.68%. Use the drawdown chart below to compare losses from any high point for ZTIP.TO and XSTP.TO.


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Drawdown Indicators


ZTIP.TOXSTP.TODifference

Max Drawdown

Largest peak-to-trough decline

-5.60%

-5.68%

+0.08%

Max Drawdown (1Y)

Largest decline over 1 year

-5.59%

-5.05%

-0.54%

Max Drawdown (5Y)

Largest decline over 5 years

-5.60%

Current Drawdown

Current decline from peak

-0.20%

-1.22%

+1.02%

Average Drawdown

Average peak-to-trough decline

-1.56%

-1.66%

+0.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.72%

2.91%

-0.19%

Volatility

ZTIP.TO vs. XSTP.TO - Volatility Comparison

BMO Short-Term US TIPS Index ETF (ZTIP.TO) has a higher volatility of 1.45% compared to iShares 0-5 Year TIPS Bond Index ETF (XSTP.TO) at 1.35%. This indicates that ZTIP.TO's price experiences larger fluctuations and is considered to be riskier than XSTP.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ZTIP.TOXSTP.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

1.45%

1.35%

+0.10%

Volatility (6M)

Calculated over the trailing 6-month period

3.26%

3.96%

-0.70%

Volatility (1Y)

Calculated over the trailing 1-year period

5.50%

5.67%

-0.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.40%

7.18%

-0.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.36%

7.18%

-0.82%