HTA.TO vs. HUTL.TO

Last updated Jun 24, 2026

HTA.TO (Harvest Tech Achievers Growth & Income ETF) and HUTL.TO (Harvest Equal Weight Global Utilities Income ETF) are both exchange-traded funds - HTA.TO is a Technology Equities fund actively managed by Harvest, while HUTL.TO is a Utilities Equities fund actively managed by Harvest. Both are actively managed. Over the past 5 years, HTA.TO returned 15.97%/yr vs 8.79%/yr for HUTL.TO. At a 0.20 correlation, their price movements are largely independent. HTA.TO charges 0.99%/yr vs 0.67%/yr for HUTL.TO.

Performance

HTA.TO vs. HUTL.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 Equal Weight Global Utilities Income ETF (HUTL.TO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, HTA.TO achieves a 20.47% return, which is significantly higher than HUTL.TO's 11.33% return.

HTA.TO

• 1D: -4.05%
• 1M: 3.64%
• YTD: 20.47%
• 6M: 20.09%
• 1Y: 35.28%
• 3Y*: 24.50%
• 5Y*: 15.97%
• 10Y*: 20.56%

HUTL.TO

• 1D: 1.69%
• 1M: -2.11%
• YTD: 11.33%
• 6M: 12.37%
• 1Y: 16.42%
• 3Y*: 14.84%
• 5Y*: 8.79%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

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

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
HTA.TO Harvest Tech Achievers Growth & Income ETF	20.47%	12.42%	23.53%	52.86%	-32.21%	42.59%	30.02%	28.74%
HUTL.TO Harvest Equal Weight Global Utilities Income ETF	11.33%	15.59%	14.70%	3.11%	-4.97%	16.04%	-10.64%	17.34%

Correlation

The correlation between HTA.TO and HUTL.TO is -0.07, 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	-0.07
Correlation (3Y) Calculated over the trailing 3-year period	-0.07
Correlation (5Y) Calculated over the trailing 5-year period	0.11
Correlation (All Time) Calculated using the full available price history since Jan 15, 2019	0.20

The correlation between HTA.TO and HUTL.TO shifts across timeframes, from -0.07 (1 year) to 0.20 (all time), reflecting how their relationship changes across market environments.

HTA.TO vs. HUTL.TO - Sectors Allocation Comparison

Sectors	HTA.TO	HUTL.TO
Technology	91.4%	-
Communication Services	8.6%	40.3%
Basic Materials	-	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Energy	-	15.8%
Financial Services	-	-
Healthcare	-	-
Industrials	-	3.4%
Real Estate	-	-
Utilities	-	40.5%

Return for Risk

HTA.TO vs. HUTL.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: 52
HTA.TO Sharpe Ratio Rank: 56
HTA.TO Sortino Ratio Rank: 50
HTA.TO Omega Ratio Rank: 51
HTA.TO Calmar Ratio Rank: 51
HTA.TO Martin Ratio Rank: 50

HUTL.TO

HUTL.TO Risk / Return Rank: 58
HUTL.TO Sharpe Ratio Rank: 49
HUTL.TO Sortino Ratio Rank: 50
HUTL.TO Omega Ratio Rank: 50
HUTL.TO Calmar Ratio Rank: 76
HUTL.TO Martin Ratio Rank: 62

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. HUTL.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 Equal Weight Global Utilities Income ETF (HUTL.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	HUTL.TO	Difference
Sharpe ratio: Return per unit of total volatility	1.77	1.58	+0.19
Sortino ratio: Return per unit of downside risk	2.29	2.29	0.00
Omega ratio: Gain probability vs. loss probability	1.30	1.30	+0.01
Calmar ratio: Return relative to maximum drawdown	2.38	3.68	-1.29
Martin ratio: Return relative to average drawdown	7.83	10.51	-2.68

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

The current HTA.TO Sharpe Ratio is 1.77, which is comparable to the HUTL.TO Sharpe Ratio of 1.58. The chart below compares the historical Sharpe Ratios of HTA.TO and HUTL.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.

Drawdowns

HTA.TO vs. HUTL.TO - Drawdown Comparison

The maximum HTA.TO drawdown since its inception was -38.77%, which is greater than HUTL.TO's maximum drawdown of -34.00%. Use the drawdown chart below to compare losses from any high point for HTA.TO and HUTL.TO.

Drawdown Indicators

	HTA.TO	HUTL.TO	Difference
Max Drawdown Largest peak-to-trough decline	-38.77%	-34.00%	-4.77%
Max Drawdown (1Y) Largest decline over 1 year	-14.87%	-4.49%	-10.38%
Max Drawdown (3Y) Largest decline over 3 years	-25.02%	-9.91%	-15.11%
Max Drawdown (5Y) Largest decline over 5 years	-38.77%	-19.71%	-19.06%
Max Drawdown (10Y) Largest decline over 10 years	-38.77%	—	—
Current Drawdown Current decline from peak	-5.44%	-2.11%	-3.33%
Average Drawdown Average peak-to-trough decline	-8.28%	-6.62%	-1.66%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.52%	1.57%	+2.95%

Volatility

HTA.TO vs. HUTL.TO - Volatility Comparison

Harvest Tech Achievers Growth & Income ETF (HTA.TO) has a higher volatility of 10.61% compared to Harvest Equal Weight Global Utilities Income ETF (HUTL.TO) at 3.73%. This indicates that HTA.TO's price experiences larger fluctuations and is considered to be riskier than HUTL.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	HTA.TO	HUTL.TO	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.61%	3.73%	+6.88%
Volatility (6M) Calculated over the trailing 6-month period	17.04%	8.56%	+8.48%
Volatility (1Y) Calculated over the trailing 1-year period	20.09%	10.46%	+9.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.88%	12.98%	+10.90%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.23%	15.21%	+8.02%

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

HTA.TO has a 0.99% expense ratio, which is higher than HUTL.TO's 0.67% expense ratio.

Dividends

HTA.TO vs. HUTL.TO - Dividend Comparison

HTA.TO's dividend yield for the trailing twelve months is around 8.07%, more than HUTL.TO's 7.58% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
HTA.TO Harvest Tech Achievers Growth & Income ETF	8.07%	8.80%	8.11%	7.81%	9.99%	4.27%	5.52%	6.15%	7.61%	7.03%	8.74%	5.29%
HUTL.TO Harvest Equal Weight Global Utilities Income ETF	7.58%	7.94%	8.30%	8.56%	8.13%	7.16%	7.73%	6.76%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both HTA.TO and HUTL.TO in my portfolio?

HTA.TO and HUTL.TO have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, HTA.TO or HUTL.TO?

On fees, HUTL.TO is cheaper at 0.67% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, HTA.TO or HUTL.TO?

HUTL.TO is cheaper with a 0.67% expense ratio, compared with 0.99% for HTA.TO.

What is the main difference between HTA.TO and HUTL.TO?

HTA.TO is categorized as Technology Equities, while HUTL.TO is Utilities Equities. Their fees differ too: 0.99% for HTA.TO and 0.67% for HUTL.TO.