FHQ.TO vs. HTA.TO
FHQ.TO (First Trust AlphaDEX U.S. Technology Sector Index ETF) and HTA.TO (Harvest Tech Achievers Growth & Income ETF) are both Technology Equities funds. FHQ.TO is passively managed, while HTA.TO is actively managed. Over the past 10 years, FHQ.TO returned 19.80%/yr vs 20.15%/yr for HTA.TO. A 0.51 correlation means they provide meaningful diversification when combined.
Performance
FHQ.TO vs. HTA.TO - Performance Comparison
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Returns By Period
In the year-to-date period, FHQ.TO achieves a 24.19% return, which is significantly higher than HTA.TO's 20.95% return. Both investments have delivered pretty close results over the past 10 years, with FHQ.TO having a 19.80% annualized return and HTA.TO not far ahead at 20.15%.
FHQ.TO
- 1D
- 0.39%
- 1M
- -4.66%
- 6M
- 18.60%
- YTD
- 24.19%
- 1Y
- 33.63%
- 3Y*
- 22.48%
- 5Y*
- 13.16%
- 10Y*
- 19.80%
HTA.TO
- 1D
- -1.30%
- 1M
- -3.16%
- 6M
- 21.40%
- YTD
- 20.95%
- 1Y
- 30.00%
- 3Y*
- 22.69%
- 5Y*
- 15.61%
- 10Y*
- 20.15%
FHQ.TO vs. HTA.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FHQ.TO First Trust AlphaDEX U.S. Technology Sector Index ETF | 24.19% | 8.42% | 25.83% | 36.49% | -28.18% | 21.01% | 47.20% | 35.74% | -0.09% | 23.66% |
HTA.TO Harvest Tech Achievers Growth & Income ETF | 20.95% | 12.42% | 23.53% | 52.86% | -32.21% | 41.99% | 30.02% | 32.53% | -0.71% | 34.20% |
Correlation
The correlation between FHQ.TO and HTA.TO is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.64 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.58 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since May 26, 2015 | 0.51 |
The correlation between FHQ.TO and HTA.TO shifts across timeframes, from 0.49 (1 year) to 0.64 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
FHQ.TO vs. HTA.TO — Risk / Return Rank
FHQ.TO
HTA.TO
FHQ.TO vs. HTA.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust AlphaDEX U.S. Technology Sector Index ETF (FHQ.TO) and Harvest Tech Achievers Growth & Income ETF (HTA.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.
| FHQ.TO | HTA.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.03 | ||
| Sortino ratioReturn per unit of downside risk | +0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.24 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.44 | 2.03 | +0.41 |
| Martin ratioReturn relative to average drawdown | 6.72 | 6.44 | +0.28 |
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Drawdowns
FHQ.TO vs. HTA.TO - Drawdown Comparison
The maximum FHQ.TO drawdown since its inception was -32.05%, smaller than the maximum HTA.TO drawdown of -38.77%. Use the drawdown chart below to compare losses from any high point for FHQ.TO and HTA.TO.
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Drawdown Indicators
| FHQ.TO | HTA.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.05% | -38.77% | +6.72% |
Max Drawdown (1Y)Largest decline over 1 year | -14.13% | -14.87% | +0.74% |
Max Drawdown (3Y)Largest decline over 3 years | -27.64% | -25.02% | -2.62% |
Max Drawdown (5Y)Largest decline over 5 years | -32.05% | -38.77% | +6.72% |
Max Drawdown (10Y)Largest decline over 10 years | -32.05% | -38.77% | +6.72% |
Current DrawdownCurrent decline from peak | -6.70% | -5.07% | -1.63% |
Average DrawdownAverage peak-to-trough decline | -7.63% | -8.26% | +0.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.11% | 4.67% | +0.44% |
Volatility
FHQ.TO vs. HTA.TO - Volatility Comparison
First Trust AlphaDEX U.S. Technology Sector Index ETF (FHQ.TO) and Harvest Tech Achievers Growth & Income ETF (HTA.TO) have volatilities of 10.35% and 10.27%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FHQ.TO | HTA.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.35% | 10.27% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 20.95% | 18.94% | +2.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.24% | 21.64% | +3.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.62% | 24.16% | -0.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.37% | 23.31% | +0.06% |
Dividends
FHQ.TO vs. HTA.TO - Dividend Comparison
FHQ.TO has not paid dividends to shareholders, while HTA.TO's dividend yield for the trailing twelve months is around 8.19%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHQ.TO First Trust AlphaDEX U.S. Technology Sector Index ETF | 0.00% | 0.00% | 0.02% | 0.00% | 0.00% | 1.18% | 0.43% | 0.50% | 0.80% | 0.83% | 1.20% | 0.43% |
HTA.TO Harvest Tech Achievers Growth & Income ETF | 8.19% | 8.80% | 8.11% | 7.81% | 9.99% | 3.96% | 5.52% | 6.15% | 7.61% | 7.03% | 8.74% | 5.29% |
Frequently Asked Questions
FHQ.TO and HTA.TO have a correlation of 0.49, 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: First Trust and Harvest.
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