HGR.TO vs. XRE.TO
Compare and contrast key facts about Harvest Global REIT Leaders Income ETF (HGR.TO) and iShares S&P/TSX Capped REIT Index ETF (XRE.TO).
HGR.TO and XRE.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HGR.TO is an actively managed fund by Harvest. It was launched on Jun 23, 2017. XRE.TO is a passively managed fund by iShares that tracks the performance of the Morningstar DM REIT NR CAD. It was launched on Oct 17, 2002.
Performance
HGR.TO vs. XRE.TO - Performance Comparison
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HGR.TO vs. XRE.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HGR.TO Harvest Global REIT Leaders Income ETF | -1.57% | -0.91% | 2.46% | 4.01% | -31.59% | 24.87% | -8.27% | 22.05% | -5.71% | 3.95% |
XRE.TO iShares S&P/TSX Capped REIT Index ETF | 1.13% | 8.89% | -2.52% | 1.88% | -17.34% | 32.49% | -13.63% | 21.91% | 5.66% | 5.66% |
Returns By Period
In the year-to-date period, HGR.TO achieves a -1.57% return, which is significantly lower than XRE.TO's 1.13% return.
HGR.TO
- 1D
- 0.00%
- 1M
- -8.05%
- YTD
- -1.57%
- 6M
- -5.11%
- 1Y
- -6.27%
- 3Y*
- 1.69%
- 5Y*
- -2.37%
- 10Y*
- —
XRE.TO
- 1D
- 1.11%
- 1M
- -4.91%
- YTD
- 1.13%
- 6M
- -2.17%
- 1Y
- 8.25%
- 3Y*
- 1.64%
- 5Y*
- 1.77%
- 10Y*
- 4.37%
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HGR.TO vs. XRE.TO - Expense Ratio Comparison
HGR.TO has a 0.85% expense ratio, which is higher than XRE.TO's 0.61% expense ratio.
Return for Risk
HGR.TO vs. XRE.TO — Risk / Return Rank
HGR.TO
XRE.TO
HGR.TO vs. XRE.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 iShares S&P/TSX Capped REIT Index ETF (XRE.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.
| HGR.TO | XRE.TO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.43 | 0.60 | -1.03 |
Sortino ratioReturn per unit of downside risk | -0.51 | 0.92 | -1.43 |
Omega ratioGain probability vs. loss probability | 0.94 | 1.11 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | -0.53 | 1.02 | -1.55 |
Martin ratioReturn relative to average drawdown | -1.53 | 2.72 | -4.25 |
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
| HGR.TO | XRE.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.43 | 0.60 | -1.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.14 | 0.11 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.25 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.02 | 0.47 | -0.48 |
Correlation
The correlation between HGR.TO and XRE.TO is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
HGR.TO vs. XRE.TO - Dividend Comparison
HGR.TO's dividend yield for the trailing twelve months is around 10.69%, more than XRE.TO's 4.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGR.TO Harvest Global REIT Leaders Income ETF | 10.69% | 10.35% | 9.32% | 8.72% | 8.30% | 5.28% | 6.22% | 5.36% | 6.19% | 2.75% | 0.00% | 0.00% |
XRE.TO iShares S&P/TSX Capped REIT Index ETF | 4.90% | 5.00% | 5.55% | 4.52% | 4.85% | 2.59% | 4.45% | 4.82% | 4.80% | 4.71% | 5.20% | 5.59% |
Drawdowns
HGR.TO vs. XRE.TO - Drawdown Comparison
The maximum HGR.TO drawdown since its inception was -41.33%, smaller than the maximum XRE.TO drawdown of -57.06%. Use the drawdown chart below to compare losses from any high point for HGR.TO and XRE.TO.
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Drawdown Indicators
| HGR.TO | XRE.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.33% | -57.06% | +15.73% |
Max Drawdown (1Y)Largest decline over 1 year | -9.87% | -8.66% | -1.21% |
Max Drawdown (5Y)Largest decline over 5 years | -41.33% | -30.53% | -10.80% |
Max Drawdown (10Y)Largest decline over 10 years | — | -46.58% | — |
Current DrawdownCurrent decline from peak | -29.16% | -11.34% | -17.82% |
Average DrawdownAverage peak-to-trough decline | -16.67% | -9.70% | -6.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 3.25% | +0.26% |
Volatility
HGR.TO vs. XRE.TO - Volatility Comparison
The current volatility for Harvest Global REIT Leaders Income ETF (HGR.TO) is 3.14%, while iShares S&P/TSX Capped REIT Index ETF (XRE.TO) has a volatility of 3.83%. This indicates that HGR.TO experiences smaller price fluctuations and is considered to be less risky than XRE.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HGR.TO | XRE.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.14% | 3.83% | -0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 10.23% | 8.51% | +1.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.69% | 13.90% | +0.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.77% | 16.17% | +0.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.39% | 17.56% | +0.83% |