HTA.TO vs. XEXP.TO
HTA.TO (Harvest Tech Achievers Growth & Income ETF) and XEXP.TO (iShares Exponential Technologies Index ETF) are both Technology Equities funds. HTA.TO is actively managed, while XEXP.TO is passively managed. Over the past 3 years, HTA.TO returned 26.62%/yr vs 17.73%/yr for XEXP.TO. At a 0.36 correlation, their price movements are largely independent. HTA.TO charges 0.99%/yr vs 0.44%/yr for XEXP.TO.
Performance
HTA.TO vs. XEXP.TO - Performance Comparison
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Returns By Period
In the year-to-date period, HTA.TO achieves a 26.21% return, which is significantly higher than XEXP.TO's 21.53% return.
HTA.TO
- 1D
- -0.94%
- 1M
- 16.27%
- YTD
- 26.21%
- 6M
- 26.86%
- 1Y
- 44.88%
- 3Y*
- 26.62%
- 5Y*
- 17.70%
- 10Y*
- 20.58%
XEXP.TO
- 1D
- 0.25%
- 1M
- 11.43%
- YTD
- 21.53%
- 6M
- 13.91%
- 1Y
- 41.18%
- 3Y*
- 17.73%
- 5Y*
- —
- 10Y*
- —
HTA.TO vs. XEXP.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
HTA.TO Harvest Tech Achievers Growth & Income ETF | 26.21% | 12.42% | 23.53% | 52.86% | -14.79% |
XEXP.TO iShares Exponential Technologies Index ETF | 21.53% | 13.97% | 9.27% | 24.40% | 1.69% |
Correlation
The correlation between HTA.TO and XEXP.TO is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since May 4, 2022 | 0.36 |
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Return for Risk
HTA.TO vs. XEXP.TO — Risk / Return Rank
HTA.TO
XEXP.TO
HTA.TO vs. XEXP.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 iShares Exponential Technologies Index ETF (XEXP.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.TO | XEXP.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.11 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.48 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 3.03 | 3.42 | -0.39 |
| Martin ratioReturn relative to average drawdown | 10.32 | 10.64 | -0.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HTA.TO | XEXP.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.52 | 2.51 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.92 | -0.18 |
Drawdowns
HTA.TO vs. XEXP.TO - Drawdown Comparison
The maximum HTA.TO drawdown since its inception was -38.77%, which is greater than XEXP.TO's maximum drawdown of -22.44%. Use the drawdown chart below to compare losses from any high point for HTA.TO and XEXP.TO.
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Drawdown Indicators
| HTA.TO | XEXP.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.77% | -22.44% | -16.33% |
Max Drawdown (1Y)Largest decline over 1 year | -14.87% | -12.10% | -2.77% |
Max Drawdown (3Y)Largest decline over 3 years | -25.02% | -22.44% | -2.58% |
Max Drawdown (5Y)Largest decline over 5 years | -38.77% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -38.77% | — | — |
Current DrawdownCurrent decline from peak | -0.94% | 0.00% | -0.94% |
Average DrawdownAverage peak-to-trough decline | -8.23% | -3.99% | -4.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.36% | 3.88% | +0.48% |
Volatility
HTA.TO vs. XEXP.TO - Volatility Comparison
Harvest Tech Achievers Growth & Income ETF (HTA.TO) and iShares Exponential Technologies Index ETF (XEXP.TO) have volatilities of 5.64% and 5.54%, 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 | XEXP.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.64% | 5.54% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 14.56% | 12.89% | +1.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.91% | 16.48% | +1.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.53% | 18.92% | +4.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.08% | 18.92% | +4.16% |
HTA.TO vs. XEXP.TO - Expense Ratio Comparison
HTA.TO has a 0.99% expense ratio, which is higher than XEXP.TO's 0.44% expense ratio.
Dividends
HTA.TO vs. XEXP.TO - Dividend Comparison
HTA.TO's dividend yield for the trailing twelve months is around 7.70%, more than XEXP.TO's 0.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTA.TO Harvest Tech Achievers Growth & Income ETF | 7.70% | 8.80% | 8.11% | 7.81% | 9.99% | 4.27% | 5.52% | 6.12% | 7.58% | 7.03% | 8.74% | 5.29% |
XEXP.TO iShares Exponential Technologies Index ETF | 0.54% | 0.65% | 0.80% | 0.63% | 0.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
HTA.TO and XEXP.TO have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XEXP.TO is cheaper at 0.44% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XEXP.TO is cheaper with a 0.44% expense ratio, compared with 0.99% for HTA.TO.
They also come from different issuers: Harvest and iShares. Their fees differ too: 0.99% for HTA.TO and 0.44% for XEXP.TO.
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