Correlation
The correlation between HHIS.TO and XEI.TO is 0.62, 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.
HHIS.TO vs. XEI.TO
Compare and contrast key facts about Harvest Diversified High Income Shares ETF (HHIS.TO) and iShares S&P/TSX Composite High Dividend Index ETF (XEI.TO).
HHIS.TO and XEI.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HHIS.TO is an actively managed fund by Harvest. It was launched on Jan 16, 2025. XEI.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Canada GR CAD. It was launched on Apr 12, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HHIS.TO or XEI.TO.
Performance
HHIS.TO vs. XEI.TO - Performance Comparison
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Key characteristics
HHIS.TO:
52.79%
XEI.TO:
11.49%
HHIS.TO:
-31.83%
XEI.TO:
-45.51%
HHIS.TO:
-7.22%
XEI.TO:
-0.11%
Returns By Period
HHIS.TO
N/A
9.73%
N/A
N/A
N/A
N/A
N/A
XEI.TO
6.18%
4.29%
2.86%
18.29%
5.43%
15.93%
8.05%
Compare stocks, funds, or ETFs
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HHIS.TO vs. XEI.TO - Expense Ratio Comparison
HHIS.TO has a 0.00% expense ratio, which is lower than XEI.TO's 0.22% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
HHIS.TO vs. XEI.TO — Risk-Adjusted Performance Rank
HHIS.TO
XEI.TO
HHIS.TO vs. XEI.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harvest Diversified High Income Shares ETF (HHIS.TO) and iShares S&P/TSX Composite High Dividend Index ETF (XEI.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.
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Dividends
HHIS.TO vs. XEI.TO - Dividend Comparison
HHIS.TO's dividend yield for the trailing twelve months is around 8.61%, more than XEI.TO's 5.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HHIS.TO Harvest Diversified High Income Shares ETF | 8.61% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XEI.TO iShares S&P/TSX Composite High Dividend Index ETF | 5.41% | 5.56% | 5.08% | 4.78% | 3.65% | 5.13% | 4.71% | 5.53% | 4.37% | 4.51% | 5.75% | 7.94% |
Drawdowns
HHIS.TO vs. XEI.TO - Drawdown Comparison
The maximum HHIS.TO drawdown since its inception was -31.83%, smaller than the maximum XEI.TO drawdown of -45.51%. Use the drawdown chart below to compare losses from any high point for HHIS.TO and XEI.TO.
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Volatility
HHIS.TO vs. XEI.TO - Volatility Comparison
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