COST.TO vs. HDIF.TO

Last updated Jun 6, 2026

COST.TO (Costco CDR (CAD Hedged)) is a stock, while HDIF.TO (Harvest Diversified Monthly Income ETF - Class A Units) is Derivative Income fund actively managed by Harvest.

Performance

COST.TO vs. HDIF.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Costco CDR (CAD Hedged) (COST.TO) and Harvest Diversified Monthly Income ETF - Class A Units (HDIF.TO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

COST.TO

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

HDIF.TO

• 1D: -1.99%
• 1M: 2.82%
• YTD: 10.13%
• 6M: 11.04%
• 1Y: 27.40%
• 3Y*: 17.64%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

COST.TO vs. HDIF.TO — Risk / Return Rank

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

HDIF.TO

HDIF.TO Risk / Return Rank: 71
HDIF.TO Sharpe Ratio Rank: 72
HDIF.TO Sortino Ratio Rank: 70
HDIF.TO Omega Ratio Rank: 72
HDIF.TO Calmar Ratio Rank: 68
HDIF.TO Martin Ratio Rank: 74

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.

COST.TO vs. HDIF.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Costco CDR (CAD Hedged) (COST.TO) and Harvest Diversified Monthly Income ETF - Class A Units (HDIF.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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	COST.TO	HDIF.TO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.14	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.51	—

Drawdowns

Drawdown Indicators

	COST.TO	HDIF.TO	Difference
Max Drawdown Largest peak-to-trough decline	—	-24.08%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-8.79%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-19.59%	—
Current Drawdown Current decline from peak	—	-1.99%	—
Average Drawdown Average peak-to-trough decline	—	-6.66%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.12%	—

Volatility

Volatility by Period

	COST.TO	HDIF.TO	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.99%	—
Volatility (6M) Calculated over the trailing 6-month period	—	10.57%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	12.84%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	17.50%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	17.50%	—

Dividends

COST.TO vs. HDIF.TO - Dividend Comparison

COST.TO has not paid dividends to shareholders, while HDIF.TO's dividend yield for the trailing twelve months is around 10.35%.

Position	TTM	2025	2024	2023	2022
COST.TO Costco CDR (CAD Hedged)	0.00%	0.00%	0.00%	0.00%	0.00%
HDIF.TO Harvest Diversified Monthly Income ETF - Class A Units	10.35%	9.95%	10.14%	10.59%	8.93%