HHIS.TO vs. XGRO.TO
HHIS.TO (Harvest Diversified High Income Shares ETF) and XGRO.TO (iShares Core Growth ETF Portfolio) are both exchange-traded funds - HHIS.TO is a Derivative Income fund actively managed by Harvest, while XGRO.TO is a Diversified Portfolio fund actively managed by iShares. Both are actively managed. Over the past year, HHIS.TO returned 26.39% vs 22.44% for XGRO.TO. A 0.69 correlation means they provide meaningful diversification when combined. HHIS.TO charges 0.00%/yr vs 0.20%/yr for XGRO.TO.
Performance
HHIS.TO vs. XGRO.TO - Performance Comparison
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Returns By Period
In the year-to-date period, HHIS.TO achieves a 4.23% return, which is significantly lower than XGRO.TO's 10.06% return.
HHIS.TO
- 1D
- -0.18%
- 1M
- -2.59%
- YTD
- 4.23%
- 6M
- 3.47%
- 1Y
- 26.39%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XGRO.TO
- 1D
- 0.47%
- 1M
- 2.38%
- YTD
- 10.06%
- 6M
- 9.06%
- 1Y
- 22.44%
- 3Y*
- 17.83%
- 5Y*
- 10.71%
- 10Y*
- 10.48%
HHIS.TO vs. XGRO.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
HHIS.TO Harvest Diversified High Income Shares ETF | 4.23% | 24.70% |
XGRO.TO iShares Core Growth ETF Portfolio | 10.06% | 15.24% |
Correlation
The correlation between HHIS.TO and XGRO.TO is 0.67, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.67 |
Correlation (All Time) Calculated using the full available price history since Jan 16, 2025 | 0.69 |
The correlation between HHIS.TO and XGRO.TO has been stable across timeframes, ranging from 0.67 to 0.69 - a consistent structural relationship.
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Return for Risk
HHIS.TO vs. XGRO.TO — Risk / Return Rank
HHIS.TO
XGRO.TO
HHIS.TO vs. XGRO.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 iShares Core Growth ETF Portfolio (XGRO.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.
| HHIS.TO | XGRO.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.92 | ||
| Sortino ratioReturn per unit of downside risk | -1.32 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.38 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.08 | 3.16 | -2.08 |
| Martin ratioReturn relative to average drawdown | 2.68 | 13.90 | -11.22 |
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Drawdowns
HHIS.TO vs. XGRO.TO - Drawdown Comparison
The maximum HHIS.TO drawdown since its inception was -31.83%, smaller than the maximum XGRO.TO drawdown of -47.99%. Use the drawdown chart below to compare losses from any high point for HHIS.TO and XGRO.TO.
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Drawdown Indicators
| HHIS.TO | XGRO.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.83% | -47.99% | +16.16% |
Max Drawdown (1Y)Largest decline over 1 year | -24.43% | -7.12% | -17.31% |
Max Drawdown (3Y)Largest decline over 3 years | — | -12.47% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.38% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -25.85% | — |
Current DrawdownCurrent decline from peak | -7.47% | -0.57% | -6.90% |
Average DrawdownAverage peak-to-trough decline | -8.64% | -8.50% | -0.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.86% | 1.62% | +8.24% |
Volatility
HHIS.TO vs. XGRO.TO - Volatility Comparison
Harvest Diversified High Income Shares ETF (HHIS.TO) has a higher volatility of 8.04% compared to iShares Core Growth ETF Portfolio (XGRO.TO) at 3.96%. This indicates that HHIS.TO's price experiences larger fluctuations and is considered to be riskier than XGRO.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.TO | XGRO.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.04% | 3.96% | +4.08% |
Volatility (6M)Calculated over the trailing 6-month period | 18.09% | 9.53% | +8.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.84% | 11.09% | +12.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.81% | 11.09% | +22.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.81% | 13.37% | +20.44% |
HHIS.TO vs. XGRO.TO - Expense Ratio Comparison
HHIS.TO has a 0.00% expense ratio, which is lower than XGRO.TO's 0.20% 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%.
Dividends
HHIS.TO vs. XGRO.TO - Dividend Comparison
HHIS.TO's dividend yield for the trailing twelve months is around 27.93%, more than XGRO.TO's 1.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HHIS.TO Harvest Diversified High Income Shares ETF | 27.93% | 22.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XGRO.TO iShares Core Growth ETF Portfolio | 1.78% | 1.94% | 2.01% | 2.27% | 1.89% | 1.70% | 1.99% | 2.27% | 7.62% | 2.09% | 2.70% | 2.17% |
Frequently Asked Questions
HHIS.TO and XGRO.TO have a correlation of 0.67, 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 0.20% for XGRO.TO.
HHIS.TO is categorized as Derivative Income, while XGRO.TO is Diversified Portfolio. They also come from different issuers: Harvest and iShares. Their fees differ too: 0.00% for HHIS.TO and 0.20% for XGRO.TO.
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