HTAE.TO vs. CRCY.TO

Last updated Jun 4, 2026

HTAE.TO (Harvest Tech Achievers Enhanced Income ETF - Class A Units) and CRCY.TO (Harvest Circle Enhanced High Income Shares ETF Class A Units) are both exchange-traded funds - HTAE.TO is a Technology Equities fund actively managed by Harvest, while CRCY.TO is a Derivative Income fund actively managed by Harvest. Both are actively managed. At a 0.44 correlation, their price movements are largely independent.

Performance

HTAE.TO vs. CRCY.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Harvest Tech Achievers Enhanced Income ETF - Class A Units (HTAE.TO) and Harvest Circle Enhanced High Income Shares ETF Class A Units (CRCY.TO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, HTAE.TO achieves a 32.62% return, which is significantly higher than CRCY.TO's 3.77% return.

HTAE.TO

• 1D: -1.02%
• 1M: 20.35%
• YTD: 32.62%
• 6M: 33.74%
• 1Y: 56.12%
• 3Y*: 31.84%
• 5Y*: —
• 10Y*: —

CRCY.TO

• 1D: -11.55%
• 1M: -21.98%
• YTD: 3.77%
• 6M: -5.48%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

HTAE.TO vs. CRCY.TO - Yearly Performance Comparison

	2026 (YTD)	2025
HTAE.TO Harvest Tech Achievers Enhanced Income ETF - Class A Units	32.62%	0.91%
CRCY.TO Harvest Circle Enhanced High Income Shares ETF Class A Units	3.77%	-45.43%

Correlation

The correlation between HTAE.TO and CRCY.TO is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Oct 2, 2025	0.44

Return for Risk

HTAE.TO vs. CRCY.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HTAE.TO

HTAE.TO Risk / Return Rank: 66
HTAE.TO Sharpe Ratio Rank: 78
HTAE.TO Sortino Ratio Rank: 69
HTAE.TO Omega Ratio Rank: 65
HTAE.TO Calmar Ratio Rank: 61
HTAE.TO Martin Ratio Rank: 57

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.

HTAE.TO vs. CRCY.TO - 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 Harvest Circle Enhanced High Income Shares ETF Class A Units (CRCY.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.

	HTAE.TO	CRCY.TO	Difference
Sharpe ratio: Return per unit of total volatility	2.57	—	—
Sortino ratio: Return per unit of downside risk	3.20	—	—
Omega ratio: Gain probability vs. loss probability	1.40	—	—
Calmar ratio: Return relative to maximum drawdown	3.07	—	—
Martin ratio: Return relative to average drawdown	10.12	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	HTAE.TO	CRCY.TO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.57	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.39	-0.52	+1.91

Drawdowns

HTAE.TO vs. CRCY.TO - Drawdown Comparison

The maximum HTAE.TO drawdown since its inception was -30.83%, smaller than the maximum CRCY.TO drawdown of -73.84%. Use the drawdown chart below to compare losses from any high point for HTAE.TO and CRCY.TO.

Drawdown Indicators

	HTAE.TO	CRCY.TO	Difference
Max Drawdown Largest peak-to-trough decline	-30.83%	-73.84%	+43.01%
Max Drawdown (1Y) Largest decline over 1 year	-18.39%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-30.83%	—	—
Current Drawdown Current decline from peak	-1.02%	-53.07%	+52.05%
Average Drawdown Average peak-to-trough decline	-4.57%	-45.97%	+41.40%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.56%	—	—

Volatility

Volatility by Period

	HTAE.TO	CRCY.TO	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.89%	—	—
Volatility (6M) Calculated over the trailing 6-month period	17.54%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	21.98%	110.39%	-88.41%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.99%	110.39%	-83.40%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.99%	110.39%	-83.40%

Dividends

HTAE.TO vs. CRCY.TO - Dividend Comparison

HTAE.TO's dividend yield for the trailing twelve months is around 9.31%, less than CRCY.TO's 44.81% yield.

Position	TTM	2025	2024	2023	2022
CRCY.TO Harvest Circle Enhanced High Income Shares ETF Class A Units	44.81%	17.09%	0.00%	0.00%	0.00%
HTAE.TO Harvest Tech Achievers Enhanced Income ETF - Class A Units	9.31%	11.28%	10.01%	9.38%	2.20%

Frequently Asked Questions

Can I hold both HTAE.TO and CRCY.TO in my portfolio?

HTAE.TO and CRCY.TO have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

What is the main difference between HTAE.TO and CRCY.TO?

HTAE.TO is categorized as Technology Equities, while CRCY.TO is Derivative Income.