HDIF.TO vs. AMHE.TO
HDIF.TO (Harvest Diversified Monthly Income ETF - Class A Units) and AMHE.TO (Harvest Amazon Enhanced High Income Shares ETF - Class A Units) are both exchange-traded funds - HDIF.TO is a Derivative Income fund actively managed by Harvest, while AMHE.TO is a Leveraged Equities fund actively managed by Harvest. Both are actively managed. Over the past year, HDIF.TO returned 28.86% vs 25.49% for AMHE.TO. At a 0.46 correlation, their price movements are largely independent. HDIF.TO charges 2.47%/yr vs 1.88%/yr for AMHE.TO.
Performance
HDIF.TO vs. AMHE.TO - Performance Comparison
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Returns By Period
In the year-to-date period, HDIF.TO achieves a 11.54% return, which is significantly higher than AMHE.TO's 7.71% return.
HDIF.TO
- 1D
- -0.73%
- 1M
- 6.52%
- YTD
- 11.54%
- 6M
- 12.52%
- 1Y
- 28.86%
- 3Y*
- 18.30%
- 5Y*
- —
- 10Y*
- —
AMHE.TO
- 1D
- -3.42%
- 1M
- -7.09%
- YTD
- 7.71%
- 6M
- 5.98%
- 1Y
- 25.49%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
HDIF.TO vs. AMHE.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
HDIF.TO Harvest Diversified Monthly Income ETF - Class A Units | 11.54% | 15.61% | 5.47% |
AMHE.TO Harvest Amazon Enhanced High Income Shares ETF - Class A Units | 7.71% | 2.43% | 33.94% |
Correlation
The correlation between HDIF.TO and AMHE.TO is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since Aug 23, 2024 | 0.46 |
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Return for Risk
HDIF.TO vs. AMHE.TO — Risk / Return Rank
HDIF.TO
AMHE.TO
HDIF.TO vs. AMHE.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harvest Diversified Monthly Income ETF - Class A Units (HDIF.TO) and Harvest Amazon Enhanced High Income Shares ETF - Class A Units (AMHE.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.
| HDIF.TO | AMHE.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.49 | ||
| Sortino ratioReturn per unit of downside risk | +1.84 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.16 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 3.30 | 1.02 | +2.28 |
| Martin ratioReturn relative to average drawdown | 13.66 | 2.63 | +11.03 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HDIF.TO | AMHE.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.29 | 0.80 | +1.49 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.69 | -0.15 |
Drawdowns
HDIF.TO vs. AMHE.TO - Drawdown Comparison
The maximum HDIF.TO drawdown since its inception was -24.07%, smaller than the maximum AMHE.TO drawdown of -36.83%. Use the drawdown chart below to compare losses from any high point for HDIF.TO and AMHE.TO.
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Drawdown Indicators
| HDIF.TO | AMHE.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.07% | -36.83% | +12.76% |
Max Drawdown (1Y)Largest decline over 1 year | -8.79% | -25.14% | +16.35% |
Max Drawdown (3Y)Largest decline over 3 years | -19.60% | — | — |
Current DrawdownCurrent decline from peak | -0.73% | -10.31% | +9.58% |
Average DrawdownAverage peak-to-trough decline | -6.65% | -10.66% | +4.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 9.70% | -7.58% |
Volatility
HDIF.TO vs. AMHE.TO - Volatility Comparison
The current volatility for Harvest Diversified Monthly Income ETF - Class A Units (HDIF.TO) is 3.50%, while Harvest Amazon Enhanced High Income Shares ETF - Class A Units (AMHE.TO) has a volatility of 9.65%. This indicates that HDIF.TO experiences smaller price fluctuations and is considered to be less risky than AMHE.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HDIF.TO | AMHE.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.50% | 9.65% | -6.15% |
Volatility (6M)Calculated over the trailing 6-month period | 10.37% | 22.39% | -12.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.67% | 32.05% | -19.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.49% | 35.96% | -18.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.49% | 35.96% | -18.47% |
HDIF.TO vs. AMHE.TO - Expense Ratio Comparison
HDIF.TO has a 2.47% expense ratio, which is higher than AMHE.TO's 1.88% expense ratio.
Dividends
HDIF.TO vs. AMHE.TO - Dividend Comparison
HDIF.TO's dividend yield for the trailing twelve months is around 10.21%, less than AMHE.TO's 14.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
AMHE.TO Harvest Amazon Enhanced High Income Shares ETF - Class A Units | 14.45% | 14.31% | 4.24% | 0.00% | 0.00% |
HDIF.TO Harvest Diversified Monthly Income ETF - Class A Units | 10.21% | 9.93% | 10.15% | 10.62% | 8.95% |
Frequently Asked Questions
HDIF.TO and AMHE.TO have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AMHE.TO is cheaper at 1.88% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AMHE.TO is cheaper with a 1.88% expense ratio, compared with 2.47% for HDIF.TO.
HDIF.TO is categorized as Derivative Income, while AMHE.TO is Leveraged Equities. Their fees differ too: 2.47% for HDIF.TO and 1.88% for AMHE.TO.
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