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GOGY.TO vs. HBF.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GOGY.TO vs. HBF.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Harvest Alphabet Enhanced High Income Shares ETF Class A Units (GOGY.TO) and Harvest US Equity Leaders Income ETF Class A (CAD Hedged) (HBF.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, GOGY.TO achieves a 13.52% return, which is significantly higher than HBF.TO's 5.63% return.


GOGY.TO

1D
-0.24%
1M
-7.55%
YTD
13.52%
6M
13.35%
1Y
123.63%
3Y*
5Y*
10Y*

HBF.TO

1D
-0.18%
1M
-1.40%
YTD
5.63%
6M
5.39%
1Y
21.17%
3Y*
13.46%
5Y*
7.40%
10Y*
11.11%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GOGY.TO vs. HBF.TO - Yearly Performance Comparison


Correlation

The correlation between GOGY.TO and HBF.TO is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.43

Correlation (All Time)
Calculated using the full available price history since Mar 6, 2025

0.45

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Return for Risk

GOGY.TO vs. HBF.TO — Risk / Return Rank

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

GOGY.TO
GOGY.TO Risk / Return Rank: 9494
Overall Rank
GOGY.TO Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
GOGY.TO Sortino Ratio Rank: 9595
Sortino Ratio Rank
GOGY.TO Omega Ratio Rank: 9393
Omega Ratio Rank
GOGY.TO Calmar Ratio Rank: 9393
Calmar Ratio Rank
GOGY.TO Martin Ratio Rank: 9393
Martin Ratio Rank

HBF.TO
HBF.TO Risk / Return Rank: 6666
Overall Rank
HBF.TO Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
HBF.TO Sortino Ratio Rank: 6969
Sortino Ratio Rank
HBF.TO Omega Ratio Rank: 6565
Omega Ratio Rank
HBF.TO Calmar Ratio Rank: 6161
Calmar Ratio Rank
HBF.TO Martin Ratio Rank: 6565
Martin Ratio Rank
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.

GOGY.TO vs. HBF.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harvest Alphabet Enhanced High Income Shares ETF Class A Units (GOGY.TO) and Harvest US Equity Leaders Income ETF Class A (CAD Hedged) (HBF.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.


GOGY.TOHBF.TODifference
Sharpe ratioReturn per unit of total volatility

+1.90

Sortino ratioReturn per unit of downside risk

+1.86

Omega ratioGain probability vs. loss probability

1.59

1.36

+0.24

Calmar ratioReturn relative to maximum drawdown

6.17

2.73

+3.45

Martin ratioReturn relative to average drawdown

21.55

10.70

+10.85

GOGY.TO vs. HBF.TO - Sharpe Ratio Comparison

The current GOGY.TO Sharpe Ratio is 3.89, which is higher than the HBF.TO Sharpe Ratio of 1.99. The chart below compares the historical Sharpe Ratios of GOGY.TO and HBF.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

GOGY.TO vs. HBF.TO - Drawdown Comparison

The maximum GOGY.TO drawdown since its inception was -20.87%, smaller than the maximum HBF.TO drawdown of -35.27%. Use the drawdown chart below to compare losses from any high point for GOGY.TO and HBF.TO.


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Drawdown Indicators


GOGY.TOHBF.TODifference

Max Drawdown

Largest peak-to-trough decline

-20.87%

-35.27%

+14.40%

Max Drawdown (1Y)

Largest decline over 1 year

-20.14%

-7.79%

-12.35%

Max Drawdown (3Y)

Largest decline over 3 years

-15.25%

Max Drawdown (5Y)

Largest decline over 5 years

-23.69%

Max Drawdown (10Y)

Largest decline over 10 years

-35.27%

Current Drawdown

Current decline from peak

-11.20%

-3.44%

-7.76%

Average Drawdown

Average peak-to-trough decline

-5.18%

-6.74%

+1.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.76%

1.98%

+3.78%

Volatility

GOGY.TO vs. HBF.TO - Volatility Comparison

Harvest Alphabet Enhanced High Income Shares ETF Class A Units (GOGY.TO) has a higher volatility of 12.52% compared to Harvest US Equity Leaders Income ETF Class A (CAD Hedged) (HBF.TO) at 3.59%. This indicates that GOGY.TO's price experiences larger fluctuations and is considered to be riskier than HBF.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GOGY.TOHBF.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

12.52%

3.59%

+8.93%

Volatility (6M)

Calculated over the trailing 6-month period

23.14%

8.21%

+14.93%

Volatility (1Y)

Calculated over the trailing 1-year period

32.05%

10.70%

+21.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.11%

14.09%

+21.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.11%

16.96%

+18.15%

GOGY.TO vs. HBF.TO - Expense Ratio Comparison

GOGY.TO has a 0.40% expense ratio, which is lower than HBF.TO's 0.75% expense ratio.


Dividends

GOGY.TO vs. HBF.TO - Dividend Comparison

GOGY.TO's dividend yield for the trailing twelve months is around 12.87%, more than HBF.TO's 7.59% yield.


PositionTTM20252024202320222021202020192018201720162015
GOGY.TO
Harvest Alphabet Enhanced High Income Shares ETF Class A Units
12.87%8.04%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HBF.TO
Harvest US Equity Leaders Income ETF Class A (CAD Hedged)
7.59%7.27%7.48%7.52%7.75%5.64%6.36%6.60%7.75%6.88%7.57%7.77%

Frequently Asked Questions


GOGY.TO and HBF.TO have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, GOGY.TO is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

GOGY.TO is cheaper with a 0.40% expense ratio, compared with 0.75% for HBF.TO.

They also come from different issuers: Harvest and Harvest Portfolios Group. Their fees differ too: 0.40% for GOGY.TO and 0.75% for HBF.TO.

Portfolio Optimizer

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