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ZTL.NEO vs. BXF.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ZTL.NEO vs. BXF.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in BMO Long-Term US Treasury Bond Index ETF (ZTL.NEO) and CI 1-5 Year Laddered Government Strip Bond Index ETF (BXF.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, ZTL.NEO achieves a 4.33% return, which is significantly higher than BXF.TO's 1.25% return.


ZTL.NEO

1D
-1.43%
1M
4.23%
YTD
4.33%
6M
3.77%
1Y
6.63%
3Y*
0.62%
5Y*
-4.22%
10Y*

BXF.TO

1D
0.00%
1M
0.28%
YTD
1.25%
6M
1.15%
1Y
2.70%
3Y*
4.49%
5Y*
1.96%
10Y*
1.81%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZTL.NEO vs. BXF.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ZTL.NEO
BMO Long-Term US Treasury Bond Index ETF
4.33%-0.43%-0.21%0.46%-26.25%-5.72%14.95%8.69%6.67%2.82%
BXF.TO
CI 1-5 Year Laddered Government Strip Bond Index ETF
1.25%3.86%4.51%4.55%-3.73%-0.83%5.07%2.36%1.77%-0.01%

Correlation

The correlation between ZTL.NEO and BXF.TO 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

0.35

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

0.32

Correlation (All Time)
Calculated using the full available price history since Feb 21, 2017

0.26

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Return for Risk

ZTL.NEO vs. BXF.TO — Risk / Return Rank

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

ZTL.NEO
ZTL.NEO Risk / Return Rank: 2020
Overall Rank
ZTL.NEO Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
ZTL.NEO Sortino Ratio Rank: 2121
Sortino Ratio Rank
ZTL.NEO Omega Ratio Rank: 2020
Omega Ratio Rank
ZTL.NEO Calmar Ratio Rank: 1919
Calmar Ratio Rank
ZTL.NEO Martin Ratio Rank: 1717
Martin Ratio Rank

BXF.TO
BXF.TO Risk / Return Rank: 3232
Overall Rank
BXF.TO Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
BXF.TO Sortino Ratio Rank: 2424
Sortino Ratio Rank
BXF.TO Omega Ratio Rank: 2727
Omega Ratio Rank
BXF.TO Calmar Ratio Rank: 4040
Calmar Ratio Rank
BXF.TO Martin Ratio Rank: 4040
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.

ZTL.NEO vs. BXF.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BMO Long-Term US Treasury Bond Index ETF (ZTL.NEO) and CI 1-5 Year Laddered Government Strip Bond Index ETF (BXF.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.


ZTL.NEOBXF.TODifference
Sharpe ratioReturn per unit of total volatility

-0.20

Sortino ratioReturn per unit of downside risk

-0.19

Omega ratioGain probability vs. loss probability

1.13

1.17

-0.04

Calmar ratioReturn relative to maximum drawdown

0.74

1.74

-1.00

Martin ratioReturn relative to average drawdown

1.60

5.46

-3.86

ZTL.NEO vs. BXF.TO - Sharpe Ratio Comparison

The current ZTL.NEO Sharpe Ratio is 0.68, which is comparable to the BXF.TO Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of ZTL.NEO and BXF.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

ZTL.NEO vs. BXF.TO - Drawdown Comparison

The maximum ZTL.NEO drawdown since its inception was -49.55%, which is greater than BXF.TO's maximum drawdown of -6.99%. Use the drawdown chart below to compare losses from any high point for ZTL.NEO and BXF.TO.


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Drawdown Indicators


ZTL.NEOBXF.TODifference

Max Drawdown

Largest peak-to-trough decline

-49.55%

-6.99%

-42.56%

Max Drawdown (1Y)

Largest decline over 1 year

-9.01%

-1.55%

-7.46%

Max Drawdown (3Y)

Largest decline over 3 years

-15.68%

-1.74%

-13.94%

Max Drawdown (5Y)

Largest decline over 5 years

-39.89%

-6.92%

-32.97%

Max Drawdown (10Y)

Largest decline over 10 years

-6.99%

Current Drawdown

Current decline from peak

-39.05%

-0.11%

-38.94%

Average Drawdown

Average peak-to-trough decline

-23.86%

-1.16%

-22.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.17%

0.51%

+3.66%

Volatility

ZTL.NEO vs. BXF.TO - Volatility Comparison

BMO Long-Term US Treasury Bond Index ETF (ZTL.NEO) has a higher volatility of 3.18% compared to CI 1-5 Year Laddered Government Strip Bond Index ETF (BXF.TO) at 0.67%. This indicates that ZTL.NEO's price experiences larger fluctuations and is considered to be riskier than BXF.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ZTL.NEOBXF.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.18%

0.67%

+2.51%

Volatility (6M)

Calculated over the trailing 6-month period

7.09%

2.28%

+4.81%

Volatility (1Y)

Calculated over the trailing 1-year period

9.77%

3.06%

+6.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.17%

3.55%

+12.62%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.80%

3.61%

+12.19%

Dividends

ZTL.NEO vs. BXF.TO - Dividend Comparison

ZTL.NEO's dividend yield for the trailing twelve months is around 3.09%, more than BXF.TO's 2.97% yield.


PositionTTM20252024202320222021202020192018201720162015
BXF.TO
CI 1-5 Year Laddered Government Strip Bond Index ETF
2.97%2.91%3.29%2.58%1.58%1.38%1.67%1.75%1.55%1.17%1.19%1.24%
ZTL.NEO
BMO Long-Term US Treasury Bond Index ETF
3.09%3.15%3.07%3.55%3.44%2.46%2.26%2.55%2.75%2.82%0.00%0.00%

Frequently Asked Questions


ZTL.NEO and BXF.TO 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 CI.

Portfolio Optimizer

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