HDIF.TO vs. VOO
Compare and contrast key facts about Harvest Diversified Monthly Income ETF - Class A Units (HDIF.TO) and Vanguard S&P 500 ETF (VOO).
HDIF.TO and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HDIF.TO is an actively managed fund by Harvest. It was launched on Feb 11, 2022. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
HDIF.TO vs. VOO - Performance Comparison
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HDIF.TO vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
HDIF.TO Harvest Diversified Monthly Income ETF - Class A Units | -3.91% | 15.61% | 18.52% | 12.79% | -15.12% |
VOO Vanguard S&P 500 ETF | -3.12% | 12.42% | 35.71% | 23.54% | -7.11% |
Different Trading Currencies
HDIF.TO is traded in CAD, while VOO is traded in USD. To make them comparable, the VOO values have been converted to CAD using the latest available exchange rates.
Returns By Period
In the year-to-date period, HDIF.TO achieves a -3.91% return, which is significantly higher than VOO's -5.73% return.
HDIF.TO
- 1D
- 1.81%
- 1M
- -5.18%
- YTD
- -3.91%
- 6M
- 0.59%
- 1Y
- 12.93%
- 3Y*
- 13.29%
- 5Y*
- —
- 10Y*
- —
VOO
- 1D
- 0.00%
- 1M
- -5.74%
- YTD
- -5.73%
- 6M
- -4.57%
- 1Y
- 10.68%
- 3Y*
- 18.32%
- 5Y*
- 13.46%
- 10Y*
- 14.50%
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HDIF.TO vs. VOO - Expense Ratio Comparison
HDIF.TO has a 2.47% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
HDIF.TO vs. VOO — Risk / Return Rank
HDIF.TO
VOO
HDIF.TO vs. VOO - 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 Vanguard S&P 500 ETF (VOO). 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 | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 0.61 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.10 | 0.94 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.15 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | 1.01 | +0.02 |
Martin ratioReturn relative to average drawdown | 4.64 | 3.72 | +0.92 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 0.61 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.91 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.89 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 1.08 | -0.75 |
Correlation
The correlation between HDIF.TO and VOO is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
HDIF.TO vs. VOO - Dividend Comparison
HDIF.TO's dividend yield for the trailing twelve months is around 10.05%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDIF.TO Harvest Diversified Monthly Income ETF - Class A Units | 10.05% | 9.93% | 10.15% | 10.62% | 8.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
HDIF.TO vs. VOO - Drawdown Comparison
The maximum HDIF.TO drawdown since its inception was -24.07%, smaller than the maximum VOO drawdown of -27.65%. Use the drawdown chart below to compare losses from any high point for HDIF.TO and VOO.
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Drawdown Indicators
| HDIF.TO | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.07% | -33.99% | +9.92% |
Max Drawdown (1Y)Largest decline over 1 year | -13.20% | -11.98% | -1.22% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.52% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.99% | — |
Current DrawdownCurrent decline from peak | -7.13% | -6.29% | -0.84% |
Average DrawdownAverage peak-to-trough decline | -6.90% | -3.72% | -3.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 2.52% | +0.40% |
Volatility
HDIF.TO vs. VOO - Volatility Comparison
Harvest Diversified Monthly Income ETF - Class A Units (HDIF.TO) has a higher volatility of 5.28% compared to Vanguard S&P 500 ETF (VOO) at 4.28%. This indicates that HDIF.TO's price experiences larger fluctuations and is considered to be riskier than VOO 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 | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.28% | 4.28% | +1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 10.10% | 9.14% | +0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.06% | 17.76% | +0.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.63% | 14.87% | +2.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.63% | 16.26% | +1.37% |