HTA.TO vs. FHQ.TO
HTA.TO (Harvest Tech Achievers Growth & Income ETF) and FHQ.TO (First Trust AlphaDEX U.S. Technology Sector Index ETF) are both Technology Equities funds. HTA.TO is actively managed, while FHQ.TO is passively managed. Over the past 10 years, HTA.TO returned 20.15%/yr vs 19.80%/yr for FHQ.TO. A 0.51 correlation means they provide meaningful diversification when combined.
Performance
HTA.TO vs. FHQ.TO - Performance Comparison
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Returns By Period
In the year-to-date period, HTA.TO achieves a 20.95% return, which is significantly lower than FHQ.TO's 24.19% return. Both investments have delivered pretty close results over the past 10 years, with HTA.TO having a 20.15% annualized return and FHQ.TO not far behind at 19.80%.
HTA.TO
- 1D
- -1.30%
- 1M
- -3.16%
- 6M
- 21.40%
- YTD
- 20.95%
- 1Y
- 30.00%
- 3Y*
- 22.69%
- 5Y*
- 15.61%
- 10Y*
- 20.15%
FHQ.TO
- 1D
- 0.39%
- 1M
- -4.66%
- 6M
- 18.60%
- YTD
- 24.19%
- 1Y
- 33.63%
- 3Y*
- 22.48%
- 5Y*
- 13.16%
- 10Y*
- 19.80%
HTA.TO vs. FHQ.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HTA.TO Harvest Tech Achievers Growth & Income ETF | 20.95% | 12.42% | 23.53% | 52.86% | -32.21% | 41.99% | 30.02% | 32.53% | -0.71% | 34.20% |
FHQ.TO First Trust AlphaDEX U.S. Technology Sector Index ETF | 24.19% | 8.42% | 25.83% | 36.49% | -28.18% | 21.01% | 47.20% | 35.74% | -0.09% | 23.66% |
Correlation
The correlation between HTA.TO and FHQ.TO is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.64 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.58 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since May 26, 2015 | 0.51 |
The correlation between HTA.TO and FHQ.TO shifts across timeframes, from 0.49 (1 year) to 0.64 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
HTA.TO vs. FHQ.TO — Risk / Return Rank
HTA.TO
FHQ.TO
HTA.TO vs. FHQ.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harvest Tech Achievers Growth & Income ETF (HTA.TO) and First Trust AlphaDEX U.S. Technology Sector Index ETF (FHQ.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.
| HTA.TO | FHQ.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.03 | ||
| Sortino ratioReturn per unit of downside risk | -0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.25 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.03 | 2.44 | -0.41 |
| Martin ratioReturn relative to average drawdown | 6.44 | 6.72 | -0.28 |
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Drawdowns
HTA.TO vs. FHQ.TO - Drawdown Comparison
The maximum HTA.TO drawdown since its inception was -38.77%, which is greater than FHQ.TO's maximum drawdown of -32.05%. Use the drawdown chart below to compare losses from any high point for HTA.TO and FHQ.TO.
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Drawdown Indicators
| HTA.TO | FHQ.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.77% | -32.05% | -6.72% |
Max Drawdown (1Y)Largest decline over 1 year | -14.87% | -14.13% | -0.74% |
Max Drawdown (3Y)Largest decline over 3 years | -25.02% | -27.64% | +2.62% |
Max Drawdown (5Y)Largest decline over 5 years | -38.77% | -32.05% | -6.72% |
Max Drawdown (10Y)Largest decline over 10 years | -38.77% | -32.05% | -6.72% |
Current DrawdownCurrent decline from peak | -5.07% | -6.70% | +1.63% |
Average DrawdownAverage peak-to-trough decline | -8.26% | -7.63% | -0.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.67% | 5.11% | -0.44% |
Volatility
HTA.TO vs. FHQ.TO - Volatility Comparison
Harvest Tech Achievers Growth & Income ETF (HTA.TO) and First Trust AlphaDEX U.S. Technology Sector Index ETF (FHQ.TO) have volatilities of 10.27% and 10.35%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HTA.TO | FHQ.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.27% | 10.35% | -0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 18.94% | 20.95% | -2.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.64% | 25.24% | -3.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.16% | 23.62% | +0.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.31% | 23.37% | -0.06% |
Dividends
HTA.TO vs. FHQ.TO - Dividend Comparison
HTA.TO's dividend yield for the trailing twelve months is around 8.19%, while FHQ.TO has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHQ.TO First Trust AlphaDEX U.S. Technology Sector Index ETF | 0.00% | 0.00% | 0.02% | 0.00% | 0.00% | 1.18% | 0.43% | 0.50% | 0.80% | 0.83% | 1.20% | 0.43% |
HTA.TO Harvest Tech Achievers Growth & Income ETF | 8.19% | 8.80% | 8.11% | 7.81% | 9.99% | 3.96% | 5.52% | 6.15% | 7.61% | 7.03% | 8.74% | 5.29% |
Frequently Asked Questions
HTA.TO and FHQ.TO have a correlation of 0.49, 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: Harvest and First Trust.
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