HGR.TO vs. HTA.TO

Last updated Jun 26, 2026

HGR.TO (Harvest Global REIT Leaders Income ETF) and HTA.TO (Harvest Tech Achievers Growth & Income ETF) are both exchange-traded funds - HGR.TO is a REIT fund actively managed by Harvest, while HTA.TO is a Technology Equities fund actively managed by Harvest. Both are actively managed. Over the past 5 years, HGR.TO returned -2.22%/yr vs 16.26%/yr for HTA.TO. At a 0.29 correlation, their price movements are largely independent. HGR.TO charges 0.85%/yr vs 0.99%/yr for HTA.TO.

Performance

HGR.TO vs. HTA.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Harvest Global REIT Leaders Income ETF (HGR.TO) and Harvest Tech Achievers Growth & Income ETF (HTA.TO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, HGR.TO achieves a 8.48% return, which is significantly lower than HTA.TO's 22.06% return.

HGR.TO

• 1D: 0.18%
• 1M: 1.21%
• YTD: 8.48%
• 6M: 8.60%
• 1Y: 5.02%
• 3Y*: 6.44%
• 5Y*: -2.22%
• 10Y*: —

HTA.TO

• 1D: 1.96%
• 1M: 2.70%
• YTD: 22.06%
• 6M: 21.30%
• 1Y: 34.07%
• 3Y*: 25.38%
• 5Y*: 16.26%
• 10Y*: 21.22%

*Multi-year figures are annualized to reflect compound growth (CAGR)

HGR.TO vs. HTA.TO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
HGR.TO Harvest Global REIT Leaders Income ETF	8.48%	-0.91%	2.46%	4.01%	-31.59%	24.87%	-8.27%	22.05%	-5.71%	1.89%
HTA.TO Harvest Tech Achievers Growth & Income ETF	22.06%	12.42%	23.53%	52.86%	-32.21%	42.59%	30.02%	32.53%	-0.71%	11.53%

Correlation

The correlation between HGR.TO and HTA.TO is 0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.10
Correlation (3Y) Calculated over the trailing 3-year period	0.19
Correlation (5Y) Calculated over the trailing 5-year period	0.30
Correlation (All Time) Calculated using the full available price history since Jun 26, 2017	0.29

The correlation between HGR.TO and HTA.TO shifts across timeframes, from 0.10 (1 year) to 0.30 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

HGR.TO vs. HTA.TO — Risk / Return Rank

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

HGR.TO

HGR.TO Risk / Return Rank: 15
HGR.TO Sharpe Ratio Rank: 14
HGR.TO Sortino Ratio Rank: 14
HGR.TO Omega Ratio Rank: 13
HGR.TO Calmar Ratio Rank: 17
HGR.TO Martin Ratio Rank: 16

HTA.TO

HTA.TO Risk / Return Rank: 53
HTA.TO Sharpe Ratio Rank: 58
HTA.TO Sortino Ratio Rank: 51
HTA.TO Omega Ratio Rank: 53
HTA.TO Calmar Ratio Rank: 53
HTA.TO Martin Ratio Rank: 50

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.

HGR.TO vs. HTA.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harvest Global REIT Leaders Income ETF (HGR.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.

	HGR.TO	HTA.TO	Difference
Sharpe ratio: Return per unit of total volatility	0.37	1.70	-1.33
Sortino ratio: Return per unit of downside risk	0.63	2.23	-1.60
Omega ratio: Gain probability vs. loss probability	1.07	1.29	-0.22
Calmar ratio: Return relative to maximum drawdown	0.63	2.30	-1.68
Martin ratio: Return relative to average drawdown	1.52	7.52	-6.00

HGR.TO vs. HTA.TO - Sharpe Ratio Comparison

The current HGR.TO Sharpe Ratio is 0.37, which is lower than the HTA.TO Sharpe Ratio of 1.70. The chart below compares the historical Sharpe Ratios of HGR.TO and HTA.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.

Drawdowns

HGR.TO vs. HTA.TO - Drawdown Comparison

The maximum HGR.TO drawdown since its inception was -41.33%, which is greater than HTA.TO's maximum drawdown of -38.77%. Use the drawdown chart below to compare losses from any high point for HGR.TO and HTA.TO.

Drawdown Indicators

	HGR.TO	HTA.TO	Difference
Max Drawdown Largest peak-to-trough decline	-41.33%	-38.77%	-2.56%
Max Drawdown (1Y) Largest decline over 1 year	-8.05%	-14.87%	+6.82%
Max Drawdown (3Y) Largest decline over 3 years	-16.37%	-25.02%	+8.65%
Max Drawdown (5Y) Largest decline over 5 years	-41.33%	-38.77%	-2.56%
Max Drawdown (10Y) Largest decline over 10 years	—	-38.77%	—
Current Drawdown Current decline from peak	-21.93%	-4.20%	-17.73%
Average Drawdown Average peak-to-trough decline	-16.85%	-8.27%	-8.58%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.30%	4.54%	-1.24%

Volatility

HGR.TO vs. HTA.TO - Volatility Comparison

The current volatility for Harvest Global REIT Leaders Income ETF (HGR.TO) is 4.08%, while Harvest Tech Achievers Growth & Income ETF (HTA.TO) has a volatility of 10.76%. This indicates that HGR.TO experiences smaller price fluctuations and is considered to be less risky than HTA.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	HGR.TO	HTA.TO	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.08%	10.76%	-6.68%
Volatility (6M) Calculated over the trailing 6-month period	10.43%	17.14%	-6.71%
Volatility (1Y) Calculated over the trailing 1-year period	13.67%	20.09%	-6.42%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.98%	23.89%	-6.91%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.33%	23.23%	-4.90%

HGR.TO vs. HTA.TO - Expense Ratio Comparison

HGR.TO has a 0.85% expense ratio, which is lower than HTA.TO's 0.99% expense ratio.

Dividends

HGR.TO vs. HTA.TO - Dividend Comparison

HGR.TO's dividend yield for the trailing twelve months is around 9.96%, more than HTA.TO's 7.96% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
HGR.TO Harvest Global REIT Leaders Income ETF	9.96%	10.35%	9.32%	8.72%	8.30%	5.28%	6.22%	5.36%	6.19%	2.75%	0.00%	0.00%
HTA.TO Harvest Tech Achievers Growth & Income ETF	7.96%	8.80%	8.11%	7.81%	9.99%	4.27%	5.52%	6.15%	7.61%	7.03%	8.74%	5.29%

Frequently Asked Questions

Can I hold both HGR.TO and HTA.TO in my portfolio?

HGR.TO and HTA.TO have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, HGR.TO or HTA.TO?

On fees, HGR.TO is cheaper at 0.85% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, HGR.TO or HTA.TO?

HGR.TO is cheaper with a 0.85% expense ratio, compared with 0.99% for HTA.TO.

What is the main difference between HGR.TO and HTA.TO?

HGR.TO is categorized as REIT, while HTA.TO is Technology Equities. Their fees differ too: 0.85% for HGR.TO and 0.99% for HTA.TO.