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HTA.TO vs. HDIF.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

HTA.TO vs. HDIF.TO

Last updated Apr 1, 2026

Compare and contrast key facts about Harvest Tech Achievers Growth & Income ETF (HTA.TO) and Harvest Diversified Monthly Income ETF - Class A Units (HDIF.TO).

HTA.TO and HDIF.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HTA.TO is an actively managed fund by Harvest. It was launched on Mar 10, 2020. HDIF.TO is an actively managed fund by Harvest. It was launched on Feb 11, 2022.

Performance

HTA.TO vs. HDIF.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Harvest Tech Achievers Growth & Income ETF (HTA.TO) and Harvest Diversified Monthly Income ETF - Class A Units (HDIF.TO). The values are adjusted to include any dividend payments, if applicable.

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HTA.TO vs. HDIF.TO - Yearly Performance Comparison

2026 (YTD)2025202420232022
HTA.TO
Harvest Tech Achievers Growth & Income ETF		-9.41%12.42%23.53%52.86%-23.63%
HDIF.TO
Harvest Diversified Monthly Income ETF - Class A Units		-3.91%15.61%18.52%12.79%-15.12%

Returns By Period

In the year-to-date period, HTA.TO achieves a -9.41% return, which is significantly lower than HDIF.TO's -3.91% return.

HTA.TO

1D
2.84%
1M
-4.73%
YTD
-9.41%
6M
-7.99%
1Y
13.11%
3Y*
16.97%
5Y*
11.31%
10Y*
16.94%

HDIF.TO

1D
1.81%
1M
-5.18%
YTD
-3.91%
6M
0.59%
1Y
12.93%
3Y*
13.29%
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Harvest Tech Achievers Growth & Income ETF

Harvest Diversified Monthly Income ETF - Class A Units

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HTA.TO vs. VGG.TOHTA.TO vs. DIV.TOHTA.TO vs. T.TOHTA.TO vs. TEC.TOHTA.TO vs. QMAX.TOHTA.TO vs. XUS.TOHTA.TO vs. QQCC.TO
Often compared with HDIF.TO:
HDIF.TO vs. HDIV.TOHDIF.TO vs. HYLD.TOHDIF.TO vs. XEQT.TOHDIF.TO vs. HTAE.TOHDIF.TO vs. VDY.TOHDIF.TO vs. MQQQHDIF.TO vs. ZMMK.TO

HTA.TO vs. HDIF.TO - Expense Ratio Comparison

HTA.TO has a 0.99% expense ratio, which is lower than HDIF.TO's 2.47% expense ratio.

HDIF.TO
Harvest Diversified Monthly Income ETF - Class A Units
HTA.TO
Harvest Tech Achievers Growth & Income ETF

Return for Risk

HTA.TO vs. HDIF.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
HTA.TO
HTA.TO Risk / Return Rank: 3232
Overall Rank
HTA.TO Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
HTA.TO Sortino Ratio Rank: 3333
Sortino Ratio Rank
HTA.TO Omega Ratio Rank: 3333
Omega Ratio Rank
HTA.TO Calmar Ratio Rank: 3535
Calmar Ratio Rank
HTA.TO Martin Ratio Rank: 3232
Martin Ratio Rank
HDIF.TO
HDIF.TO Risk / Return Rank: 4444
Overall Rank
HDIF.TO Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
HDIF.TO Sortino Ratio Rank: 4141
Sortino Ratio Rank
HDIF.TO Omega Ratio Rank: 4545
Omega Ratio Rank
HDIF.TO Calmar Ratio Rank: 4343
Calmar Ratio Rank
HDIF.TO Martin Ratio Rank: 5151
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.

HTA.TO vs. HDIF.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 Harvest Diversified Monthly Income ETF - Class A Units (HDIF.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.

HTA.TOHDIF.TODifference

Sharpe ratio

Return per unit of total volatility

0.55

0.72

-0.17

Sortino ratio

Return per unit of downside risk

0.96

1.10

-0.15

Omega ratio

Gain probability vs. loss probability

1.13

1.17

-0.03

Calmar ratio

Return relative to maximum drawdown

0.89

1.03

-0.14

Martin ratio

Return relative to average drawdown

2.86

4.64

-1.78

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

HTA.TO vs. HDIF.TO - Sharpe Ratio Comparison

The current HTA.TO Sharpe Ratio is 0.55, which is comparable to the HDIF.TO Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of HTA.TO and HDIF.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

HTA.TOHDIF.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.55

0.72

-0.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.49

—

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.74

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.59

0.33

+0.26

Correlation

The correlation between HTA.TO and HDIF.TO is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

HTA.TO vs. HDIF.TO - Dividend Comparison

HTA.TO's dividend yield for the trailing twelve months is around 9.29%, less than HDIF.TO's 10.05% yield.

TTM20252024202320222021202020192018201720162015
HTA.TO
Harvest Tech Achievers Growth & Income ETF		9.29%8.80%8.11%7.81%9.99%4.27%5.52%6.12%7.58%7.03%8.74%5.29%
HDIF.TO
Harvest Diversified Monthly Income ETF - Class A Units		10.05%9.93%10.15%10.62%8.95%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

HTA.TO vs. HDIF.TO - Drawdown Comparison

The maximum HTA.TO drawdown since its inception was -38.77%, which is greater than HDIF.TO's maximum drawdown of -24.07%. Use the drawdown chart below to compare losses from any high point for HTA.TO and HDIF.TO.

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Drawdown Indicators

HTA.TOHDIF.TODifference

Max Drawdown

Largest peak-to-trough decline

-38.77%

-24.07%

-14.70%

Max Drawdown (1Y)

Largest decline over 1 year

-14.87%

-13.20%

-1.67%

Max Drawdown (5Y)

Largest decline over 5 years

-38.77%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-38.77%

—

—

Current Drawdown

Current decline from peak

-12.45%

-7.13%

-5.32%

Average Drawdown

Average peak-to-trough decline

-8.33%

-6.90%

-1.43%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.61%

2.92%

+1.69%

Volatility

HTA.TO vs. HDIF.TO - Volatility Comparison

Harvest Tech Achievers Growth & Income ETF (HTA.TO) has a higher volatility of 6.50% compared to Harvest Diversified Monthly Income ETF - Class A Units (HDIF.TO) at 5.28%. This indicates that HTA.TO's price experiences larger fluctuations and is considered to be riskier than HDIF.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

HTA.TOHDIF.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

6.50%

5.28%

+1.22%

Volatility (6M)

Calculated over the trailing 6-month period

13.74%

10.10%

+3.64%

Volatility (1Y)

Calculated over the trailing 1-year period

23.95%

18.06%

+5.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.40%

17.63%

+5.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.97%

17.63%

+5.34%