HTA.TO vs. TRI.TO

Last updated Jun 24, 2026

HTA.TO (Harvest Tech Achievers Growth & Income ETF) is Technology Equities fund actively managed by Harvest, while TRI.TO (Thomson Reuters Corporation) is a stock. Over the past 10 years, HTA.TO returned 20.56%/yr vs 8.55%/yr for TRI.TO. At a 0.32 correlation, their price movements are largely independent.

Performance

HTA.TO vs. TRI.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 Thomson Reuters Corporation (TRI.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 TRI.TO's -36.69% return. Over the past 10 years, HTA.TO has outperformed TRI.TO with an annualized return of 20.56%, while TRI.TO has yielded a comparatively lower 8.55% annualized 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%

TRI.TO

• 1D: 5.84%
• 1M: -3.17%
• YTD: -36.69%
• 6M: -37.07%
• 1Y: -57.04%
• 3Y*: -12.33%
• 5Y*: -0.47%
• 10Y*: 8.55%

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

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

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
HTA.TO Harvest Tech Achievers Growth & Income ETF	20.47%	12.42%	23.53%	52.86%	-32.21%	42.59%	30.02%	32.53%	-0.71%	34.20%
TRI.TO Thomson Reuters Corporation	-36.69%	-20.40%	20.70%	22.34%	3.77%	47.41%	14.33%	43.93%	10.60%	-4.27%

Correlation

The correlation between HTA.TO and TRI.TO is 0.01, 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	0.01
Correlation (3Y) Calculated over the trailing 3-year period	0.20
Correlation (5Y) Calculated over the trailing 5-year period	0.30
Correlation (10Y) Calculated over the trailing 10-year period	0.32
Correlation (All Time) Calculated using the full available price history since May 26, 2015	0.32

Over the past year, the correlation between HTA.TO and TRI.TO has dropped to 0.01 - well below their long-term average of 0.32, suggesting their price drivers have been diverging.

Return for Risk

HTA.TO vs. TRI.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

TRI.TO

TRI.TO Risk / Return Rank: 4
TRI.TO Sharpe Ratio Rank: 1
TRI.TO Sortino Ratio Rank: 2
TRI.TO Omega Ratio Rank: 2
TRI.TO Calmar Ratio Rank: 6
TRI.TO Martin Ratio Rank: 10

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. TRI.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 Thomson Reuters Corporation (TRI.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	TRI.TO	Difference
Sharpe ratio: Return per unit of total volatility	1.77	-1.34	+3.11
Sortino ratio: Return per unit of downside risk	2.29	-2.30	+4.60
Omega ratio: Gain probability vs. loss probability	1.30	0.71	+0.59
Calmar ratio: Return relative to maximum drawdown	2.38	-0.91	+3.29
Martin ratio: Return relative to average drawdown	7.83	-1.35	+9.18

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

The current HTA.TO Sharpe Ratio is 1.77, which is higher than the TRI.TO Sharpe Ratio of -1.34. The chart below compares the historical Sharpe Ratios of HTA.TO and TRI.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. TRI.TO - Drawdown Comparison

The maximum HTA.TO drawdown since its inception was -38.77%, smaller than the maximum TRI.TO drawdown of -63.05%. Use the drawdown chart below to compare losses from any high point for HTA.TO and TRI.TO.

Drawdown Indicators

	HTA.TO	TRI.TO	Difference
Max Drawdown Largest peak-to-trough decline	-38.77%	-63.05%	+24.28%
Max Drawdown (1Y) Largest decline over 1 year	-14.87%	-63.05%	+48.18%
Max Drawdown (3Y) Largest decline over 3 years	-25.02%	-63.05%	+38.03%
Max Drawdown (5Y) Largest decline over 5 years	-38.77%	-63.05%	+24.28%
Max Drawdown (10Y) Largest decline over 10 years	-38.77%	-63.05%	+24.28%
Current Drawdown Current decline from peak	-5.44%	-60.63%	+55.19%
Average Drawdown Average peak-to-trough decline	-8.28%	-13.35%	+5.07%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.52%	42.14%	-37.62%

Volatility

HTA.TO vs. TRI.TO - Volatility Comparison

The current volatility for Harvest Tech Achievers Growth & Income ETF (HTA.TO) is 10.61%, while Thomson Reuters Corporation (TRI.TO) has a volatility of 16.82%. This indicates that HTA.TO experiences smaller price fluctuations and is considered to be less risky than TRI.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	HTA.TO	TRI.TO	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.61%	16.82%	-6.21%
Volatility (6M) Calculated over the trailing 6-month period	17.04%	37.79%	-20.75%
Volatility (1Y) Calculated over the trailing 1-year period	20.09%	42.72%	-22.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.88%	25.19%	-1.31%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.23%	23.08%	+0.15%

Dividends

HTA.TO vs. TRI.TO - Dividend Comparison

HTA.TO's dividend yield for the trailing twelve months is around 8.07%, more than TRI.TO's 4.75% 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%
TRI.TO Thomson Reuters Corporation	4.75%	1.81%	1.26%	4.51%	1.42%	1.27%	1.86%	1.97%	11.21%	2.82%	2.65%	2.81%

Frequently Asked Questions

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

HTA.TO and TRI.TO have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.