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ZXM.TO vs. CSAV.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ZXM.TO vs. CSAV.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in CI Morningstar International Momentum Index ETF Common Units CAD Hedged (ZXM.TO) and CI High Interest Savings ETF (CSAV.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, ZXM.TO achieves a 12.37% return, which is significantly higher than CSAV.TO's 1.18% return.


ZXM.TO

1D
2.38%
1M
-3.18%
6M
6.21%
YTD
12.37%
1Y
27.46%
3Y*
23.62%
5Y*
12.06%
10Y*
12.98%
ALL TIME*
12.56%

CSAV.TO

1D
0.02%
1M
0.15%
6M
1.01%
YTD
1.18%
1Y
2.17%
3Y*
3.44%
5Y*
3.13%
10Y*
ALL TIME*
2.53%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
CA$1.49MCA$1.26MCA$1.48M
CA$43.76KCA$31.09KCA$57.00K

ZXM.TO vs. CSAV.TO - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
ZXM.TO
CI Morningstar International Momentum Index ETF Common Units CAD Hedged
12.37%35.74%21.42%14.21%-20.62%25.67%16.23%9.78%
CSAV.TO
CI High Interest Savings ETF
1.18%2.54%4.43%5.04%2.29%0.55%0.92%1.14%

Correlation

The correlation between ZXM.TO and CSAV.TO is -0.06, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.06

Correlation (3Y)
Balances recent behavior with more history.

-0.05

Correlation (5Y)
Shows whether the relationship held over a longer period.

-0.04

Correlation (All Time)
Calculated using the full available price history since Jun 18, 2019

-0.03

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Return for Risk

ZXM.TO vs. CSAV.TO — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

ZXM.TO
ZXM.TO Risk / Return Rank: 7272
Overall Rank
ZXM.TO Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
ZXM.TO Sortino Ratio Rank: 7171
Sortino Ratio Rank
ZXM.TO Omega Ratio Rank: 7777
Omega Ratio Rank
ZXM.TO Calmar Ratio Rank: 7373
Calmar Ratio Rank
ZXM.TO Martin Ratio Rank: 7070
Martin Ratio Rank

CSAV.TO
CSAV.TO Risk / Return Rank: 9999
Overall Rank
CSAV.TO Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
CSAV.TO Sortino Ratio Rank: 9999
Sortino Ratio Rank
CSAV.TO Omega Ratio Rank: 9999
Omega Ratio Rank
CSAV.TO Calmar Ratio Rank: 100100
Calmar Ratio Rank
CSAV.TO Martin Ratio Rank: 100100
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

ZXM.TO vs. CSAV.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CI Morningstar International Momentum Index ETF Common Units CAD Hedged (ZXM.TO) and CI High Interest Savings ETF (CSAV.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.


ZXM.TOCSAV.TODifference
Sharpe ratioReturn per unit of total volatility

-6.93

Sortino ratioReturn per unit of downside risk

-17.30

Omega ratioGain probability vs. loss probability

1.34

4.54

-3.20

Calmar ratioReturn relative to maximum drawdown

2.70

108.77

-106.07

Martin ratioReturn relative to average drawdown

9.14

301.45

-292.30

ZXM.TO vs. CSAV.TO - Sharpe Ratio Comparison

The current ZXM.TO Sharpe Ratio is 1.69, which is lower than the CSAV.TO Sharpe Ratio of 8.62. The chart below compares the historical Sharpe Ratios of ZXM.TO and CSAV.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

ZXM.TO vs. CSAV.TO - Drawdown Comparison

The maximum ZXM.TO drawdown since its inception was -35.22%, which is greater than CSAV.TO's maximum drawdown of -0.02%. Use the drawdown chart below to compare losses from any high point for ZXM.TO and CSAV.TO.


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Drawdown Indicators


ZXM.TOCSAV.TODifference

Max Drawdown

Largest peak-to-trough decline

-35.22%

-0.02%

-35.20%

Max Drawdown (1Y)

Largest decline over 1 year

-10.35%

-0.02%

-10.33%

Max Drawdown (3Y)

Largest decline over 3 years

-12.74%

-0.02%

-12.72%

Max Drawdown (5Y)

Largest decline over 5 years

-26.93%

-0.02%

-26.91%

Max Drawdown (10Y)

Largest decline over 10 years

-35.22%

Current Drawdown

Current decline from peak

-5.90%

0.00%

-5.90%

Average Drawdown

Average peak-to-trough decline

-6.41%

0.00%

-6.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.05%

0.01%

+3.04%

Volatility

ZXM.TO vs. CSAV.TO - Volatility Comparison

CI Morningstar International Momentum Index ETF Common Units CAD Hedged (ZXM.TO) has a higher volatility of 6.30% compared to CI High Interest Savings ETF (CSAV.TO) at 0.07%. This indicates that ZXM.TO's price experiences larger fluctuations and is considered to be riskier than CSAV.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ZXM.TOCSAV.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

6.30%

0.07%

+6.23%

Volatility (6M)

Calculated over the trailing 6-month period

15.05%

0.18%

+14.87%

Volatility (1Y)

Calculated over the trailing 1-year period

16.60%

0.25%

+16.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.26%

0.28%

+15.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.61%

0.27%

+16.34%

ZXM.TO vs. CSAV.TO - Expense Ratio Comparison

ZXM.TO has a 0.67% expense ratio, which is higher than CSAV.TO's 0.15% expense ratio.


Dividends

ZXM.TO vs. CSAV.TO - Dividend Comparison

ZXM.TO's dividend yield for the trailing twelve months is around 1.94%, less than CSAV.TO's 2.16% yield.


PositionTTM20252024202320222021202020192018201720162015
CSAV.TO
CI High Interest Savings ETF
2.16%2.53%4.40%4.90%2.15%0.57%0.89%1.14%0.00%0.00%0.00%0.00%
ZXM.TO
CI Morningstar International Momentum Index ETF Common Units CAD Hedged
1.94%2.39%2.97%3.57%5.50%1.58%0.86%1.19%1.48%0.88%1.19%1.11%

Frequently Asked Questions


ZXM.TO and CSAV.TO have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, CSAV.TO is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

CSAV.TO is cheaper with a 0.15% expense ratio, compared with 0.67% for ZXM.TO.

ZXM.TO is categorized as Momentum, while CSAV.TO is Money Market. Their fees differ too: 0.67% for ZXM.TO and 0.15% for CSAV.TO.

Portfolio Optimizer

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