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HDIV.TO vs. MSTE.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HDIV.TO vs. MSTE.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV.TO) and Harvest MicroStrategy Enhanced High Income Shares ETF (MSTE.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, HDIV.TO achieves a 16.21% return, which is significantly higher than MSTE.TO's -20.32% return.


HDIV.TO

1D
-0.26%
1M
6.14%
YTD
16.21%
6M
17.63%
1Y
45.50%
3Y*
27.58%
5Y*
10Y*

MSTE.TO

1D
-8.67%
1M
-33.14%
YTD
-20.32%
6M
-37.71%
1Y
-71.76%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

HDIV.TO vs. MSTE.TO - Yearly Performance Comparison


Correlation

The correlation between HDIV.TO and MSTE.TO is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.36

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

0.39

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Return for Risk

HDIV.TO vs. MSTE.TO — Risk / Return Rank

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

HDIV.TO
HDIV.TO Risk / Return Rank: 9292
Overall Rank
HDIV.TO Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
HDIV.TO Sortino Ratio Rank: 9393
Sortino Ratio Rank
HDIV.TO Omega Ratio Rank: 9494
Omega Ratio Rank
HDIV.TO Calmar Ratio Rank: 8888
Calmar Ratio Rank
HDIV.TO Martin Ratio Rank: 9393
Martin Ratio Rank

MSTE.TO
MSTE.TO Risk / Return Rank: 11
Overall Rank
MSTE.TO Sharpe Ratio Rank: 22
Sharpe Ratio Rank
MSTE.TO Sortino Ratio Rank: 11
Sortino Ratio Rank
MSTE.TO Omega Ratio Rank: 11
Omega Ratio Rank
MSTE.TO Calmar Ratio Rank: 11
Calmar Ratio Rank
MSTE.TO Martin Ratio Rank: 22
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.

HDIV.TO vs. MSTE.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV.TO) and Harvest MicroStrategy Enhanced High Income Shares ETF (MSTE.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.


HDIV.TOMSTE.TODifference
Sharpe ratioReturn per unit of total volatility

+4.60

Sortino ratioReturn per unit of downside risk

+6.47

Omega ratioGain probability vs. loss probability

1.68

0.81

+0.87

Calmar ratioReturn relative to maximum drawdown

5.24

-0.89

+6.13

Martin ratioReturn relative to average drawdown

25.39

-1.33

+26.72

HDIV.TO vs. MSTE.TO - Sharpe Ratio Comparison

The current HDIV.TO Sharpe Ratio is 3.67, which is higher than the MSTE.TO Sharpe Ratio of -0.93. The chart below compares the historical Sharpe Ratios of HDIV.TO and MSTE.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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Sharpe Ratios by Period


HDIV.TOMSTE.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.67

-0.93

+4.60

Sharpe Ratio (All Time)

Calculated using the full available price history

1.26

-0.67

+1.94

Drawdowns

HDIV.TO vs. MSTE.TO - Drawdown Comparison

The maximum HDIV.TO drawdown since its inception was -22.32%, smaller than the maximum MSTE.TO drawdown of -80.35%. Use the drawdown chart below to compare losses from any high point for HDIV.TO and MSTE.TO.


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Drawdown Indicators


HDIV.TOMSTE.TODifference

Max Drawdown

Largest peak-to-trough decline

-22.32%

-80.35%

+58.03%

Max Drawdown (1Y)

Largest decline over 1 year

-8.73%

-80.35%

+71.62%

Max Drawdown (3Y)

Largest decline over 3 years

-14.58%

Current Drawdown

Current decline from peak

-0.63%

-76.21%

+75.58%

Average Drawdown

Average peak-to-trough decline

-4.22%

-39.63%

+35.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.80%

53.78%

-51.98%

Volatility

HDIV.TO vs. MSTE.TO - Volatility Comparison

The current volatility for Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV.TO) is 3.80%, while Harvest MicroStrategy Enhanced High Income Shares ETF (MSTE.TO) has a volatility of 23.39%. This indicates that HDIV.TO experiences smaller price fluctuations and is considered to be less risky than MSTE.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HDIV.TOMSTE.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.80%

23.39%

-19.59%

Volatility (6M)

Calculated over the trailing 6-month period

10.29%

63.14%

-52.85%

Volatility (1Y)

Calculated over the trailing 1-year period

12.47%

77.31%

-64.84%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.63%

84.31%

-68.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.63%

84.31%

-68.68%

HDIV.TO vs. MSTE.TO - Expense Ratio Comparison

HDIV.TO has a 0.00% expense ratio, which is lower than MSTE.TO's 0.40% expense ratio.


Dividends

HDIV.TO vs. MSTE.TO - Dividend Comparison

HDIV.TO's dividend yield for the trailing twelve months is around 9.33%, less than MSTE.TO's 149.64% yield.


PositionTTM20252024202320222021
HDIV.TO
Hamilton Enhanced Multi-Sector Covered Call ETF
9.33%10.09%11.38%10.41%9.64%3.39%
MSTE.TO
Harvest MicroStrategy Enhanced High Income Shares ETF
149.64%121.40%0.00%0.00%0.00%0.00%

Frequently Asked Questions


HDIV.TO and MSTE.TO have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, HDIV.TO is cheaper at 0.00% per year. The better choice depends on whether you care most about return, fees, risk, or income.

HDIV.TO is cheaper with a 0.00% expense ratio, compared with 0.40% for MSTE.TO.

They also come from different issuers: Hamilton Capital and Harvest. Their fees differ too: 0.00% for HDIV.TO and 0.40% for MSTE.TO.

Portfolio Optimizer

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