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

Performance

ZTL.NEO vs. FGO.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 Enhanced Government Bond ETF (FGO.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 FGO.TO's 1.63% 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*

FGO.TO

1D
-0.20%
1M
0.38%
YTD
1.63%
6M
1.42%
1Y
2.14%
3Y*
3.04%
5Y*
0.29%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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


2026 (YTD)20252024202320222021202020192018
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%8.69%
FGO.TO
CI Enhanced Government Bond ETF
1.63%3.02%1.37%4.36%-8.78%-1.53%6.75%6.35%0.75%

Correlation

The correlation between ZTL.NEO and FGO.TO is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.52

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

0.69

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

0.63

Correlation (All Time)
Calculated using the full available price history since Aug 2, 2018

0.59

The correlation between ZTL.NEO and FGO.TO shifts across timeframes, from 0.52 (1 year) to 0.69 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

ZTL.NEO vs. FGO.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

FGO.TO
FGO.TO Risk / Return Rank: 1717
Overall Rank
FGO.TO Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
FGO.TO Sortino Ratio Rank: 1515
Sortino Ratio Rank
FGO.TO Omega Ratio Rank: 1616
Omega Ratio Rank
FGO.TO Calmar Ratio Rank: 1919
Calmar Ratio Rank
FGO.TO Martin Ratio Rank: 1818
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. FGO.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 Enhanced Government Bond ETF (FGO.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.NEOFGO.TODifference
Sharpe ratioReturn per unit of total volatility

+0.20

Sortino ratioReturn per unit of downside risk

+0.37

Omega ratioGain probability vs. loss probability

1.13

1.09

+0.04

Calmar ratioReturn relative to maximum drawdown

0.74

0.76

-0.02

Martin ratioReturn relative to average drawdown

1.60

1.72

-0.12

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

The current ZTL.NEO Sharpe Ratio is 0.68, which is higher than the FGO.TO Sharpe Ratio of 0.49. The chart below compares the historical Sharpe Ratios of ZTL.NEO and FGO.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. FGO.TO - Drawdown Comparison

The maximum ZTL.NEO drawdown since its inception was -49.55%, which is greater than FGO.TO's maximum drawdown of -14.83%. Use the drawdown chart below to compare losses from any high point for ZTL.NEO and FGO.TO.


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Drawdown Indicators


ZTL.NEOFGO.TODifference

Max Drawdown

Largest peak-to-trough decline

-49.55%

-14.83%

-34.72%

Max Drawdown (1Y)

Largest decline over 1 year

-9.01%

-2.82%

-6.19%

Max Drawdown (3Y)

Largest decline over 3 years

-15.68%

-6.12%

-9.56%

Max Drawdown (5Y)

Largest decline over 5 years

-39.89%

-13.26%

-26.63%

Current Drawdown

Current decline from peak

-39.05%

-1.54%

-37.51%

Average Drawdown

Average peak-to-trough decline

-23.86%

-4.66%

-19.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.17%

1.30%

+2.87%

Volatility

ZTL.NEO vs. FGO.TO - Volatility Comparison

BMO Long-Term US Treasury Bond Index ETF (ZTL.NEO) has a higher volatility of 3.18% compared to CI Enhanced Government Bond ETF (FGO.TO) at 1.05%. This indicates that ZTL.NEO's price experiences larger fluctuations and is considered to be riskier than FGO.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.NEOFGO.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.18%

1.05%

+2.13%

Volatility (6M)

Calculated over the trailing 6-month period

7.09%

3.11%

+3.98%

Volatility (1Y)

Calculated over the trailing 1-year period

9.77%

4.42%

+5.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.17%

6.12%

+10.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.80%

5.81%

+9.99%

Dividends

ZTL.NEO vs. FGO.TO - Dividend Comparison

ZTL.NEO's dividend yield for the trailing twelve months is around 3.09%, more than FGO.TO's 2.42% yield.


PositionTTM202520242023202220212020201920182017
FGO.TO
CI Enhanced Government Bond ETF
2.42%2.80%3.10%2.33%1.46%0.62%0.68%0.92%0.15%0.00%
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%

Frequently Asked Questions


ZTL.NEO and FGO.TO have a correlation of 0.52, 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.

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