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HPF.TO vs. HTAE.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

HPF.TO vs. HTAE.TO

Last updated Jul 16, 2026
Documentation

HPF.TO (Harvest Energy Leaders Income ETF Class A CAD Hedged) and HTAE.TO (Harvest Tech Achievers Enhanced Income ETF - Class A Units) are both exchange-traded funds - HPF.TO is a Energy Equities fund actively managed by Harvest, while HTAE.TO is a Technology Equities fund actively managed by Harvest. Both are actively managed. Over the past 3 years, HPF.TO returned 14.19%/yr vs 26.73%/yr for HTAE.TO. At a 0.11 correlation, their price movements are largely independent.

Performance

HPF.TO vs. HTAE.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Harvest Energy Leaders Income ETF Class A CAD Hedged (HPF.TO) and Harvest Tech Achievers Enhanced Income ETF - Class A Units (HTAE.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, HPF.TO achieves a 28.72% return, which is significantly higher than HTAE.TO's 25.49% return.

HPF.TO

1D
-0.80%
1M
2.08%
6M
22.63%
YTD
28.72%
1Y
37.02%
3Y*
14.19%
5Y*
16.67%
10Y*
5.03%

HTAE.TO

1D
-1.71%
1M
-3.79%
6M
26.23%
YTD
25.49%
1Y
36.52%
3Y*
26.73%
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

HPF.TO vs. HTAE.TO - Yearly Performance Comparison

2026 (YTD)2025202420232022
HPF.TO
Harvest Energy Leaders Income ETF Class A CAD Hedged		28.72%8.98%-2.46%2.51%2.03%
HTAE.TO
Harvest Tech Achievers Enhanced Income ETF - Class A Units		25.49%13.45%28.26%68.48%-3.64%

Correlation

The correlation between HPF.TO and HTAE.TO is -0.08, 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

-0.08

Correlation (3Y)
Calculated over the trailing 3-year period

0.06

Correlation (All Time)
Calculated using the full available price history since Oct 25, 2022

0.11

The correlation between HPF.TO and HTAE.TO shifts across timeframes, from -0.08 (1 year) to 0.11 (all time), reflecting how their relationship changes across market environments.

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Harvest Energy Leaders Income ETF Class A CAD Hedged

Harvest Tech Achievers Enhanced Income ETF - Class A Units

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HTAE.TO vs. HHIS.TOHTAE.TO vs. QMAX.TOHTAE.TO vs. QQCL.TOHTAE.TO vs. QQC-F.TOHTAE.TO vs. HDIF.TOHTAE.TO vs. HDIV.TOHTAE.TO vs. QQQY.TO

Return for Risk

HPF.TO vs. HTAE.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
HPF.TO
HPF.TO Risk / Return Rank: 6969
Overall Rank
HPF.TO Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
HPF.TO Sortino Ratio Rank: 6767
Sortino Ratio Rank
HPF.TO Omega Ratio Rank: 6464
Omega Ratio Rank
HPF.TO Calmar Ratio Rank: 7676
Calmar Ratio Rank
HPF.TO Martin Ratio Rank: 6464
Martin Ratio Rank
HTAE.TO
HTAE.TO Risk / Return Rank: 4646
Overall Rank
HTAE.TO Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
HTAE.TO Sortino Ratio Rank: 4242
Sortino Ratio Rank
HTAE.TO Omega Ratio Rank: 4444
Omega Ratio Rank
HTAE.TO Calmar Ratio Rank: 4848
Calmar Ratio Rank
HTAE.TO Martin Ratio Rank: 4646
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.

HPF.TO vs. HTAE.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harvest Energy Leaders Income ETF Class A CAD Hedged (HPF.TO) and Harvest Tech Achievers Enhanced Income ETF - Class A Units (HTAE.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.

HPF.TOHTAE.TODifference
Sharpe ratioReturn per unit of total volatility
1.89
1.37

+0.52

Sortino ratioReturn per unit of downside risk
2.49
1.80

+0.70

Omega ratioGain probability vs. loss probability

1.31

1.24

+0.08

Calmar ratioReturn relative to maximum drawdown

3.10

2.00

+1.10

Martin ratioReturn relative to average drawdown

9.15

6.17

+2.98

HPF.TO vs. HTAE.TO - Sharpe Ratio Comparison

The current HPF.TO Sharpe Ratio is 1.89, which is higher than the HTAE.TO Sharpe Ratio of 1.37. The chart below compares the historical Sharpe Ratios of HPF.TO and HTAE.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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Drawdowns

HPF.TO vs. HTAE.TO - Drawdown Comparison

The maximum HPF.TO drawdown since its inception was -72.97%, which is greater than HTAE.TO's maximum drawdown of -30.83%. Use the drawdown chart below to compare losses from any high point for HPF.TO and HTAE.TO.

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Drawdown Indicators

HPF.TOHTAE.TODifference

Max Drawdown

Largest peak-to-trough decline

-72.97%

-30.83%

-42.14%

Max Drawdown (1Y)

Largest decline over 1 year

-12.01%

-18.39%

+6.38%

Max Drawdown (3Y)

Largest decline over 3 years

-22.85%

-30.83%

+7.98%

Max Drawdown (5Y)

Largest decline over 5 years

-23.87%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-69.11%

—

—

Current Drawdown

Current decline from peak

-5.69%

-6.37%

+0.68%

Average Drawdown

Average peak-to-trough decline

-26.28%

-4.60%

-21.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.06%

5.93%

-1.87%

Volatility

HPF.TO vs. HTAE.TO - Volatility Comparison

The current volatility for Harvest Energy Leaders Income ETF Class A CAD Hedged (HPF.TO) is 6.52%, while Harvest Tech Achievers Enhanced Income ETF - Class A Units (HTAE.TO) has a volatility of 13.18%. This indicates that HPF.TO experiences smaller price fluctuations and is considered to be less risky than HTAE.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

HPF.TOHTAE.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

6.52%

13.18%

-6.66%

Volatility (6M)

Calculated over the trailing 6-month period

16.30%

23.37%

-7.07%

Volatility (1Y)

Calculated over the trailing 1-year period

19.76%

26.87%

-7.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.66%

27.86%

-4.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.03%

27.86%

+0.17%

Dividends

HPF.TO vs. HTAE.TO - Dividend Comparison

HPF.TO's dividend yield for the trailing twelve months is around 8.04%, less than HTAE.TO's 10.00% yield.

PositionTTM20252024202320222021202020192018201720162015
HPF.TO
Harvest Energy Leaders Income ETF Class A CAD Hedged		8.04%9.93%9.80%8.75%6.58%4.61%15.32%8.74%8.78%12.87%13.58%13.31%
HTAE.TO
Harvest Tech Achievers Enhanced Income ETF - Class A Units		10.00%11.28%10.01%9.40%2.20%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

HPF.TO and HTAE.TO have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

HPF.TO is categorized as Energy Equities, while HTAE.TO is Technology Equities.

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