HTAE.TO vs. BGIN.NEO
HTAE.TO (Harvest Tech Achievers Enhanced Income ETF - Class A Units) and BGIN.NEO (BMO Global Innovators Fund Active ETF Series) are both Technology Equities funds. Both are actively managed. Over the past year, HTAE.TO returned 53.16% vs 84.48% for BGIN.NEO. At a 0.43 correlation, their price movements are largely independent. HTAE.TO charges 2.49%/yr vs 1.07%/yr for BGIN.NEO.
Performance
HTAE.TO vs. BGIN.NEO - Performance Comparison
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Returns By Period
In the year-to-date period, HTAE.TO achieves a 30.95% return, which is significantly lower than BGIN.NEO's 51.05% return.
HTAE.TO
- 1D
- -1.26%
- 1M
- 17.01%
- YTD
- 30.95%
- 6M
- 31.51%
- 1Y
- 53.16%
- 3Y*
- 31.28%
- 5Y*
- —
- 10Y*
- —
BGIN.NEO
- 1D
- -2.25%
- 1M
- 17.03%
- YTD
- 51.05%
- 6M
- 49.76%
- 1Y
- 84.48%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
HTAE.TO vs. BGIN.NEO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
HTAE.TO Harvest Tech Achievers Enhanced Income ETF - Class A Units | 30.95% | 13.49% | 28.26% | 16.83% |
BGIN.NEO BMO Global Innovators Fund Active ETF Series | 51.05% | 19.37% | 32.08% | 11.72% |
Correlation
The correlation between HTAE.TO and BGIN.NEO is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.65 |
Correlation (All Time) Calculated using the full available price history since Jun 28, 2023 | 0.44 |
Over the past year, HTAE.TO and BGIN.NEO have become more correlated (0.65) than their long-term average of 0.43, meaning their price movements have been converging.
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Return for Risk
HTAE.TO vs. BGIN.NEO — Risk / Return Rank
HTAE.TO
BGIN.NEO
HTAE.TO vs. BGIN.NEO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harvest Tech Achievers Enhanced Income ETF - Class A Units (HTAE.TO) and BMO Global Innovators Fund Active ETF Series (BGIN.NEO). 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.
| HTAE.TO | BGIN.NEO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.83 | ||
| Sortino ratioReturn per unit of downside risk | -0.79 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.61 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 2.91 | 6.42 | -3.52 |
| Martin ratioReturn relative to average drawdown | 9.58 | 20.31 | -10.73 |
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
| HTAE.TO | BGIN.NEO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.43 | 3.26 | -0.83 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.37 | 1.52 | -0.15 |
Drawdowns
HTAE.TO vs. BGIN.NEO - Drawdown Comparison
The maximum HTAE.TO drawdown since its inception was -30.83%, which is greater than BGIN.NEO's maximum drawdown of -29.19%. Use the drawdown chart below to compare losses from any high point for HTAE.TO and BGIN.NEO.
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Drawdown Indicators
| HTAE.TO | BGIN.NEO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.83% | -29.19% | -1.64% |
Max Drawdown (1Y)Largest decline over 1 year | -18.39% | -13.23% | -5.16% |
Max Drawdown (3Y)Largest decline over 3 years | -30.83% | — | — |
Current DrawdownCurrent decline from peak | -2.26% | -2.25% | -0.01% |
Average DrawdownAverage peak-to-trough decline | -4.57% | -4.44% | -0.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.56% | 4.17% | +1.39% |
Volatility
HTAE.TO vs. BGIN.NEO - Volatility Comparison
The current volatility for Harvest Tech Achievers Enhanced Income ETF - Class A Units (HTAE.TO) is 7.17%, while BMO Global Innovators Fund Active ETF Series (BGIN.NEO) has a volatility of 9.75%. This indicates that HTAE.TO experiences smaller price fluctuations and is considered to be less risky than BGIN.NEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HTAE.TO | BGIN.NEO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.17% | 9.75% | -2.58% |
Volatility (6M)Calculated over the trailing 6-month period | 17.59% | 21.54% | -3.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.98% | 26.04% | -4.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.98% | 26.12% | +0.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.98% | 26.12% | +0.86% |
HTAE.TO vs. BGIN.NEO - Expense Ratio Comparison
HTAE.TO has a 2.49% expense ratio, which is higher than BGIN.NEO's 1.07% expense ratio.
Dividends
HTAE.TO vs. BGIN.NEO - Dividend Comparison
HTAE.TO's dividend yield for the trailing twelve months is around 9.43%, more than BGIN.NEO's 0.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
BGIN.NEO BMO Global Innovators Fund Active ETF Series | 0.20% | 0.30% | 0.36% | 0.12% | 0.00% |
HTAE.TO Harvest Tech Achievers Enhanced Income ETF - Class A Units | 9.43% | 11.28% | 10.01% | 9.38% | 2.20% |
Frequently Asked Questions
HTAE.TO and BGIN.NEO have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BGIN.NEO is cheaper at 1.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BGIN.NEO is cheaper with a 1.07% expense ratio, compared with 2.49% for HTAE.TO.
They also come from different issuers: Harvest and BMO. Their fees differ too: 2.49% for HTAE.TO and 1.07% for BGIN.NEO.
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