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Variable vs Fixed Mortgage in Canada: Which to Choose in 2026

Updated

Current Rates Comparison (March 2026)

Rate Type Current Rate 5-Year Average
5-Year Fixed 4.49-4.99% 4.75%
5-Year Variable Prime - 0.50% to Prime - 1.00% Varies with prime
Current Prime Rate 5.45%
Effective Variable 4.45-4.95%

How Each Mortgage Type Works

Fixed Rate Mortgage

Feature Details
Rate Locked for entire term
Payment Same every month
Based on Bond yields + lender spread
Best when Rates expected to rise
Penalty to break Interest Rate Differential (IRD) — can be expensive

Variable Rate Mortgage

Feature Details
Rate Changes with prime rate
Payment May vary (adjustable) or stay fixed (static)
Based on Bank of Canada rate + lender spread
Best when Rates expected to fall or stay flat
Penalty to break Usually 3 months’ interest — cheaper

Adjustable vs Static Variable

Type How It Works
Adjustable Rate Mortgage (ARM) Payment changes when prime changes
Variable Rate Mortgage (VRM) Payment stays same, but principal/interest split changes
Trigger rate risk VRM may hit trigger rate where payment doesn’t cover interest

Historical Performance

Variable vs Fixed Over Time

Period Winner Savings
1975-2000 Variable Significant
2000-2020 Variable ~$20,000+ on average mortgage
2020-2022 Fixed Variable caught up later
2022-2024 Fixed (temporarily) Variable suffered during rate hikes
Long-term (25+ years) Variable Historically wins majority of periods

The Research

Study Finding
Dr. Moshe Milevsky (York University) Variable wins ~90% of historical 15-year periods
Bank of Canada analysis Variable typically 0.5-1% lower over full terms
Real-world caveat Past performance doesn’t guarantee future results

Payment Comparison Example

$500,000 Mortgage, 25-Year Amortization

Scenario Fixed (4.75%) Variable (4.50%)
Monthly payment $2,841 $2,778
Monthly savings $63
Annual savings $756
5-year savings $3,780

If variable rate stays 0.25% lower throughout term.

If Rates Drop 1% During Term

Scenario Fixed (4.75%) Variable (drops to 3.50%)
Monthly payment $2,841 $2,498
Monthly savings $343
Annual savings $4,116

If Rates Rise 1% During Term

Scenario Fixed (4.75%) Variable (rises to 5.50%)
Monthly payment $2,841 $3,070
Monthly difference +$229
Annual extra cost $2,748

Pros and Cons

Fixed Rate Mortgage

Pros Cons
Payment certainty Historically costs more
Budget easily Expensive to break (IRD penalty)
Peace of mind No benefit if rates drop
Protected from rate hikes Locked in if better rates appear

Variable Rate Mortgage

Pros Cons
Historically lower cost Payment uncertainty
Cheap to break (3 months interest) Stress during rate hikes
Benefits if rates drop Trigger rate risk (VRM)
Flexibility Budgeting more difficult

Decision Framework

Choose Fixed If…

Factor Why Fixed
First-time homebuyer Need payment predictability
Tight budget Can’t handle payment increases
High anxiety about money Sleep-at-night factor
Rates at historic lows Lock in before increases
Planning major life changes Stability during transition

Choose Variable If…

Factor Why Variable
Comfortable with risk Can handle fluctuations
Strong emergency fund Buffer for payment increases
Might move/refinance Cheaper penalty to break
Rates expected to fall Benefit from decreases
Higher income stability Can absorb increases

Breaking Your Mortgage

Penalty Comparison

Mortgage Type Typical Penalty
Variable 3 months interest (~$5,000-8,000 on $500K)
Fixed Greater of 3 months interest OR IRD
Fixed (IRD example) Can be $15,000-30,000+

When You Might Break

Situation Consider
Selling home Penalty unavoidable
Refinancing for better rate Calculate if savings exceed penalty
Accessing equity HELOC might be alternative
Relationship breakdown May need to refinance

Hybrid Options

Split Mortgages

Feature Details
How it works Part fixed, part variable
Example 50% fixed, 50% variable
Benefit Hedge your bets
Drawback Complexity, may limit rate shopping

Convertible Mortgages

Feature Details
Start variable Can convert to fixed anytime
No penalty No cost to convert
Rate on conversion Current fixed rate at that time
Strategy Start variable, convert if rates spike

2026 Rate Outlook

Factor Impact
Bank of Canada policy Rate cuts expected to continue
Inflation Trending toward target
Economic growth Moderate
Variable outlook May benefit from falling rates
Fixed outlook Currently attractive levels

Rates are unpredictable. This is not financial advice.