Fixed vs. Variable Break-Even Calculator

This calculator answers the most important question in the fixed vs. variable debate: exactly how many rate hikes does it take for fixed to win? Enter your balance, both rates, and term length to see a full scenario table showing which option is cheaper at every possible rate outcome.

Fixed vs. Variable Break-Even

Find exactly how much rates need to move for fixed to beat variable — based on your actual numbers.

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e.g. Prime − 0.75%
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e.g. 3-year fixed
Rate ScenarioVariable InterestFixed InterestResult

How to Use This Calculator

Enter your mortgage balance, your variable rate (typically prime minus a discount), your fixed rate, your term length (3 or 5 years), and your amortization. The table populates immediately with total interest paid for fixed vs variable under every rate scenario from 4 cuts to 4 hikes.

Understanding Your Results

The scenario table shows what happens to total interest under each Bank of Canada rate path. Each row represents a different number of 0.25% rate moves over your term. The highlighted row shows the break-even scenario — where fixed and variable cost the same total interest. If you expect fewer rate hikes than the break-even row, variable wins. More hikes, fixed wins.

The summary card shows the current rate advantage — the interest saving from choosing the cheaper option at today's rates assuming no rate changes. This is your starting position before any BoC moves are factored in.

One subtlety: this calculator models all rate changes as happening immediately. In reality, BoC rate changes are spread throughout the term. This slightly overstates the variable advantage in a rising scenario and understates it in a falling scenario. For a more precise analysis, use the Fixed vs Variable Scenario Modeller, which lets you set the timing of rate changes. Use this break-even table for the strategic framing, and the scenario modeller for the exact numbers.

Frequently Asked Questions

The break-even is the average variable rate over your term that makes total interest paid equal between fixed and variable. If the variable rate stays below the break-even average, variable wins. If it rises above it, fixed wins.

Research by Dr. Moshe Milevsky (York University) found that over 50+ years, variable-rate borrowers paid less interest about 90% of the time in Canada. However, past performance doesn't guarantee future results.

Risk tolerance matters as much as math. If the uncertainty of a variable rate causes financial anxiety, the peace of mind from a fixed rate has real value. Choose the option that lets you focus on other things.

Consider fixed if: you're at your maximum qualifying amount (a rate hike could strain you), you have a short runway (near retirement, expecting income changes), or you have strong evidence rates will rise significantly over your term.

Want to put these numbers into action?

Explore current rates from 16+ Canadian lenders, or read our guides to understand your options.

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