HTAE.TO vs. FDN.TO
HTAE.TO (Harvest Tech Achievers Enhanced Income ETF - Class A Units) and FDN.TO (First Trust Dow Jones Internet ETF) are both Technology Equities funds. HTAE.TO is actively managed, while FDN.TO is passively managed. Over the past 3 years, HTAE.TO returned 26.73%/yr vs 19.77%/yr for FDN.TO. At a 0.43 correlation, their price movements are largely independent.
Performance
HTAE.TO vs. FDN.TO - Performance Comparison
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Returns By Period
In the year-to-date period, HTAE.TO achieves a 25.49% return, which is significantly higher than FDN.TO's 4.51% return.
HTAE.TO
- 1D
- -1.71%
- 1M
- -3.79%
- 6M
- 26.23%
- YTD
- 25.49%
- 1Y
- 36.52%
- 3Y*
- 26.73%
- 5Y*
- —
- 10Y*
- —
FDN.TO
- 1D
- 0.35%
- 1M
- 5.14%
- 6M
- 6.20%
- YTD
- 4.51%
- 1Y
- 6.45%
- 3Y*
- 19.77%
- 5Y*
- 4.92%
- 10Y*
- 3.50%
HTAE.TO vs. FDN.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
HTAE.TO Harvest Tech Achievers Enhanced Income ETF - Class A Units | 25.49% | 13.45% | 28.26% | 68.48% | -3.64% |
FDN.TO First Trust Dow Jones Internet ETF | 4.51% | 5.45% | 41.28% | 49.01% | -6.53% |
Correlation
The correlation between HTAE.TO and FDN.TO is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since Oct 25, 2022 | 0.43 |
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Return for Risk
HTAE.TO vs. FDN.TO — Risk / Return Rank
HTAE.TO
FDN.TO
HTAE.TO vs. FDN.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 First Trust Dow Jones Internet ETF (FDN.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.
| HTAE.TO | FDN.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.04 | ||
| Sortino ratioReturn per unit of downside risk | +1.22 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.08 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.00 | 0.30 | +1.69 |
| Martin ratioReturn relative to average drawdown | 6.17 | 0.68 | +5.49 |
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Drawdowns
HTAE.TO vs. FDN.TO - Drawdown Comparison
The maximum HTAE.TO drawdown since its inception was -30.83%, smaller than the maximum FDN.TO drawdown of -50.44%. Use the drawdown chart below to compare losses from any high point for HTAE.TO and FDN.TO.
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Drawdown Indicators
| HTAE.TO | FDN.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.83% | -50.44% | +19.61% |
Max Drawdown (1Y)Largest decline over 1 year | -18.39% | -21.40% | +3.01% |
Max Drawdown (3Y)Largest decline over 3 years | -30.83% | -26.31% | -4.52% |
Max Drawdown (5Y)Largest decline over 5 years | — | -50.44% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -50.44% | — |
Current DrawdownCurrent decline from peak | -6.37% | -3.22% | -3.15% |
Average DrawdownAverage peak-to-trough decline | -4.60% | -10.74% | +6.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.93% | 9.44% | -3.51% |
Volatility
HTAE.TO vs. FDN.TO - Volatility Comparison
Harvest Tech Achievers Enhanced Income ETF - Class A Units (HTAE.TO) has a higher volatility of 13.18% compared to First Trust Dow Jones Internet ETF (FDN.TO) at 5.14%. This indicates that HTAE.TO's price experiences larger fluctuations and is considered to be riskier than FDN.TO 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 | FDN.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.18% | 5.14% | +8.04% |
Volatility (6M)Calculated over the trailing 6-month period | 23.37% | 16.42% | +6.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.87% | 19.77% | +7.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.86% | 26.12% | +1.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.86% | 21.15% | +6.71% |
Dividends
HTAE.TO vs. FDN.TO - Dividend Comparison
HTAE.TO's dividend yield for the trailing twelve months is around 10.00%, while FDN.TO has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDN.TO First Trust Dow Jones Internet ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.65% | 5.69% | 1.47% | 1.40% | 1.76% | 1.51% | 1.50% |
HTAE.TO Harvest Tech Achievers Enhanced Income ETF - Class A Units | 10.00% | 11.28% | 10.01% | 9.40% | 2.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
HTAE.TO and FDN.TO have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
They also come from different issuers: Harvest and First Trust.
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