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HSH.TO vs. EQLI.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HSH.TO vs. EQLI.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Global X S&P 500 CAD Hedged Index Corporate Class ETF (HSH.TO) and Invesco S&P 500 Equal Weight Income Advantage ETF (EQLI.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, HSH.TO achieves a 9.63% return, which is significantly lower than EQLI.TO's 12.94% return.


HSH.TO

1D
0.10%
1M
0.05%
6M
8.63%
YTD
9.63%
1Y
19.57%
3Y*
18.33%
5Y*
11.71%
10Y*

EQLI.TO

1D
-0.44%
1M
1.27%
6M
8.86%
YTD
12.94%
1Y
20.67%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

HSH.TO vs. EQLI.TO - Yearly Performance Comparison


Correlation

The correlation between HSH.TO and EQLI.TO is 0.58, 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

0.58

Correlation (All Time)
Calculated using the full available price history since Aug 21, 2024

0.57

The correlation between HSH.TO and EQLI.TO has been stable across timeframes, ranging from 0.57 to 0.58 - a consistent structural relationship.

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Return for Risk

HSH.TO vs. EQLI.TO — Risk / Return Rank

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

HSH.TO
HSH.TO Risk / Return Rank: 5555
Overall Rank
HSH.TO Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
HSH.TO Sortino Ratio Rank: 5555
Sortino Ratio Rank
HSH.TO Omega Ratio Rank: 5353
Omega Ratio Rank
HSH.TO Calmar Ratio Rank: 4949
Calmar Ratio Rank
HSH.TO Martin Ratio Rank: 6262
Martin Ratio Rank

EQLI.TO
EQLI.TO Risk / Return Rank: 8787
Overall Rank
EQLI.TO Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
EQLI.TO Sortino Ratio Rank: 8989
Sortino Ratio Rank
EQLI.TO Omega Ratio Rank: 8585
Omega Ratio Rank
EQLI.TO Calmar Ratio Rank: 8585
Calmar Ratio Rank
EQLI.TO Martin Ratio Rank: 8787
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.

HSH.TO vs. EQLI.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X S&P 500 CAD Hedged Index Corporate Class ETF (HSH.TO) and Invesco S&P 500 Equal Weight Income Advantage ETF (EQLI.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.


HSH.TOEQLI.TODifference
Sharpe ratioReturn per unit of total volatility

-0.73

Sortino ratioReturn per unit of downside risk

-1.11

Omega ratioGain probability vs. loss probability

1.27

1.41

-0.13

Calmar ratioReturn relative to maximum drawdown

2.06

3.80

-1.74

Martin ratioReturn relative to average drawdown

8.81

14.48

-5.67

HSH.TO vs. EQLI.TO - Sharpe Ratio Comparison

The current HSH.TO Sharpe Ratio is 1.54, which is lower than the EQLI.TO Sharpe Ratio of 2.27. The chart below compares the historical Sharpe Ratios of HSH.TO and EQLI.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

HSH.TO vs. EQLI.TO - Drawdown Comparison

The maximum HSH.TO drawdown since its inception was -34.19%, which is greater than EQLI.TO's maximum drawdown of -15.56%. Use the drawdown chart below to compare losses from any high point for HSH.TO and EQLI.TO.


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Drawdown Indicators


HSH.TOEQLI.TODifference

Max Drawdown

Largest peak-to-trough decline

-34.19%

-15.56%

-18.63%

Max Drawdown (1Y)

Largest decline over 1 year

-9.56%

-5.47%

-4.09%

Max Drawdown (3Y)

Largest decline over 3 years

-20.04%

Max Drawdown (5Y)

Largest decline over 5 years

-25.26%

Current Drawdown

Current decline from peak

-0.80%

-2.47%

+1.67%

Average Drawdown

Average peak-to-trough decline

-5.44%

-2.33%

-3.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.23%

1.43%

+0.80%

Volatility

HSH.TO vs. EQLI.TO - Volatility Comparison

Global X S&P 500 CAD Hedged Index Corporate Class ETF (HSH.TO) has a higher volatility of 3.77% compared to Invesco S&P 500 Equal Weight Income Advantage ETF (EQLI.TO) at 2.37%. This indicates that HSH.TO's price experiences larger fluctuations and is considered to be riskier than EQLI.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HSH.TOEQLI.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.77%

2.37%

+1.40%

Volatility (6M)

Calculated over the trailing 6-month period

10.21%

7.06%

+3.15%

Volatility (1Y)

Calculated over the trailing 1-year period

12.78%

9.21%

+3.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.78%

11.94%

+5.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.11%

11.94%

+8.17%

Dividends

HSH.TO vs. EQLI.TO - Dividend Comparison

HSH.TO has not paid dividends to shareholders, while EQLI.TO's dividend yield for the trailing twelve months is around 8.15%.


Frequently Asked Questions


HSH.TO and EQLI.TO have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

They also come from different issuers: Global X and Invesco.

Portfolio Optimizer

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