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HHIS.TO vs. BANK.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HHIS.TO vs. BANK.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Harvest Diversified High Income Shares ETF (HHIS.TO) and Evolve Canadian Banks and Lifecos Enhanced Yield Index Fund (BANK.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, HHIS.TO achieves a 9.32% return, which is significantly lower than BANK.TO's 17.36% return.


HHIS.TO

1D
-1.25%
1M
7.52%
YTD
9.32%
6M
4.61%
1Y
31.98%
3Y*
5Y*
10Y*

BANK.TO

1D
-0.47%
1M
6.16%
YTD
17.36%
6M
23.52%
1Y
55.24%
3Y*
31.96%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

HHIS.TO vs. BANK.TO - Yearly Performance Comparison


Correlation

The correlation between HHIS.TO and BANK.TO is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.45

Correlation (All Time)
Calculated using the full available price history since Jan 17, 2025

0.42

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Return for Risk

HHIS.TO vs. BANK.TO — Risk / Return Rank

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

HHIS.TO
HHIS.TO Risk / Return Rank: 3232
Overall Rank
HHIS.TO Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
HHIS.TO Sortino Ratio Rank: 3535
Sortino Ratio Rank
HHIS.TO Omega Ratio Rank: 3636
Omega Ratio Rank
HHIS.TO Calmar Ratio Rank: 2727
Calmar Ratio Rank
HHIS.TO Martin Ratio Rank: 2424
Martin Ratio Rank

BANK.TO
BANK.TO Risk / Return Rank: 9696
Overall Rank
BANK.TO Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
BANK.TO Sortino Ratio Rank: 9797
Sortino Ratio Rank
BANK.TO Omega Ratio Rank: 9696
Omega Ratio Rank
BANK.TO Calmar Ratio Rank: 9393
Calmar Ratio Rank
BANK.TO Martin Ratio Rank: 9595
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.

HHIS.TO vs. BANK.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harvest Diversified High Income Shares ETF (HHIS.TO) and Evolve Canadian Banks and Lifecos Enhanced Yield Index Fund (BANK.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.


HHIS.TOBANK.TODifference
Sharpe ratioReturn per unit of total volatility

-3.22

Sortino ratioReturn per unit of downside risk

-4.39

Omega ratioGain probability vs. loss probability

1.24

1.85

-0.61

Calmar ratioReturn relative to maximum drawdown

1.31

6.75

-5.43

Martin ratioReturn relative to average drawdown

3.27

29.78

-26.51

HHIS.TO vs. BANK.TO - Sharpe Ratio Comparison

The current HHIS.TO Sharpe Ratio is 1.38, which is lower than the BANK.TO Sharpe Ratio of 4.59. The chart below compares the historical Sharpe Ratios of HHIS.TO and BANK.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


HHIS.TOBANK.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.38

4.59

-3.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.74

1.08

-0.33

Drawdowns

HHIS.TO vs. BANK.TO - Drawdown Comparison

The maximum HHIS.TO drawdown since its inception was -31.83%, which is greater than BANK.TO's maximum drawdown of -29.03%. Use the drawdown chart below to compare losses from any high point for HHIS.TO and BANK.TO.


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Drawdown Indicators


HHIS.TOBANK.TODifference

Max Drawdown

Largest peak-to-trough decline

-31.83%

-29.03%

-2.80%

Max Drawdown (1Y)

Largest decline over 1 year

-24.43%

-8.23%

-16.20%

Max Drawdown (3Y)

Largest decline over 3 years

-15.49%

Current Drawdown

Current decline from peak

-2.95%

-1.16%

-1.79%

Average Drawdown

Average peak-to-trough decline

-8.70%

-8.81%

+0.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.79%

1.86%

+7.93%

Volatility

HHIS.TO vs. BANK.TO - Volatility Comparison

Harvest Diversified High Income Shares ETF (HHIS.TO) has a higher volatility of 5.51% compared to Evolve Canadian Banks and Lifecos Enhanced Yield Index Fund (BANK.TO) at 4.28%. This indicates that HHIS.TO's price experiences larger fluctuations and is considered to be riskier than BANK.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HHIS.TOBANK.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.51%

4.28%

+1.23%

Volatility (6M)

Calculated over the trailing 6-month period

16.97%

10.45%

+6.52%

Volatility (1Y)

Calculated over the trailing 1-year period

23.36%

12.09%

+11.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.78%

15.65%

+18.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.78%

15.65%

+18.13%

HHIS.TO vs. BANK.TO - Expense Ratio Comparison

HHIS.TO has a 0.00% expense ratio, which is lower than BANK.TO's 0.60% expense ratio.


Dividends

HHIS.TO vs. BANK.TO - Dividend Comparison

HHIS.TO's dividend yield for the trailing twelve months is around 26.63%, more than BANK.TO's 13.02% yield.


PositionTTM2025202420232022
BANK.TO
Evolve Canadian Banks and Lifecos Enhanced Yield Index Fund
13.02%13.73%15.28%13.60%10.52%
HHIS.TO
Harvest Diversified High Income Shares ETF
26.63%22.88%0.00%0.00%0.00%

Frequently Asked Questions


HHIS.TO and BANK.TO have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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

HHIS.TO is cheaper with a 0.00% expense ratio, compared with 0.60% for BANK.TO.

They also come from different issuers: Harvest and Evolve. Their fees differ too: 0.00% for HHIS.TO and 0.60% for BANK.TO.

Portfolio Optimizer

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