HTAE.TO vs. FINN.NEO
HTAE.TO (Harvest Tech Achievers Enhanced Income ETF - Class A Units) and FINN.NEO (Fidelity Global Innovators ETF) are both Technology Equities funds. Both are actively managed. Over the past 3 years, HTAE.TO returned 31.84%/yr vs 46.00%/yr for FINN.NEO. A 0.79 correlation means they provide meaningful diversification when combined. HTAE.TO charges 2.49%/yr vs 1.13%/yr for FINN.NEO.
Performance
HTAE.TO vs. FINN.NEO - Performance Comparison
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Returns By Period
In the year-to-date period, HTAE.TO achieves a 32.62% return, which is significantly lower than FINN.NEO's 42.01% return.
HTAE.TO
- 1D
- -1.02%
- 1M
- 20.35%
- YTD
- 32.62%
- 6M
- 33.74%
- 1Y
- 56.12%
- 3Y*
- 31.84%
- 5Y*
- —
- 10Y*
- —
FINN.NEO
- 1D
- -0.75%
- 1M
- 13.10%
- YTD
- 42.01%
- 6M
- 41.28%
- 1Y
- 74.64%
- 3Y*
- 46.00%
- 5Y*
- —
- 10Y*
- —
HTAE.TO vs. FINN.NEO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
HTAE.TO Harvest Tech Achievers Enhanced Income ETF - Class A Units | 32.62% | 13.49% | 28.26% | 23.51% |
FINN.NEO Fidelity Global Innovators ETF | 42.01% | 20.61% | 58.65% | 17.86% |
Correlation
The correlation between HTAE.TO and FINN.NEO is 0.71, 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 | 0.71 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since May 26, 2023 | 0.79 |
The correlation between HTAE.TO and FINN.NEO has been stable across timeframes, ranging from 0.71 to 0.79 - a consistent structural relationship.
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Return for Risk
HTAE.TO vs. FINN.NEO — Risk / Return Rank
HTAE.TO
FINN.NEO
HTAE.TO vs. FINN.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 Fidelity Global Innovators ETF (FINN.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 | FINN.NEO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.79 | ||
| Sortino ratioReturn per unit of downside risk | -0.85 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.53 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 3.07 | 6.28 | -3.22 |
| Martin ratioReturn relative to average drawdown | 10.12 | 20.93 | -10.81 |
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 | FINN.NEO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.57 | 3.36 | -0.79 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.39 | 2.12 | -0.73 |
Drawdowns
HTAE.TO vs. FINN.NEO - Drawdown Comparison
The maximum HTAE.TO drawdown since its inception was -30.83%, which is greater than FINN.NEO's maximum drawdown of -25.66%. Use the drawdown chart below to compare losses from any high point for HTAE.TO and FINN.NEO.
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Drawdown Indicators
| HTAE.TO | FINN.NEO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.83% | -25.66% | -5.17% |
Max Drawdown (1Y)Largest decline over 1 year | -18.39% | -11.94% | -6.45% |
Max Drawdown (3Y)Largest decline over 3 years | -30.83% | -25.66% | -5.17% |
Current DrawdownCurrent decline from peak | -1.02% | -0.75% | -0.27% |
Average DrawdownAverage peak-to-trough decline | -4.57% | -4.02% | -0.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.56% | 3.58% | +1.98% |
Volatility
HTAE.TO vs. FINN.NEO - Volatility Comparison
The current volatility for Harvest Tech Achievers Enhanced Income ETF - Class A Units (HTAE.TO) is 6.89%, while Fidelity Global Innovators ETF (FINN.NEO) has a volatility of 7.79%. This indicates that HTAE.TO experiences smaller price fluctuations and is considered to be less risky than FINN.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 | FINN.NEO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.89% | 7.79% | -0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 17.54% | 17.72% | -0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.98% | 22.38% | -0.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.99% | 22.28% | +4.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.99% | 22.28% | +4.71% |
HTAE.TO vs. FINN.NEO - Expense Ratio Comparison
HTAE.TO has a 2.49% expense ratio, which is higher than FINN.NEO's 1.13% expense ratio.
Dividends
HTAE.TO vs. FINN.NEO - Dividend Comparison
HTAE.TO's dividend yield for the trailing twelve months is around 9.31%, while FINN.NEO has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
FINN.NEO Fidelity Global Innovators ETF | 0.00% | 0.00% | 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
HTAE.TO and FINN.NEO have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, FINN.NEO is cheaper at 1.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.
FINN.NEO is cheaper with a 1.13% expense ratio, compared with 2.49% for HTAE.TO.
They also come from different issuers: Harvest and Fidelity. Their fees differ too: 2.49% for HTAE.TO and 1.13% for FINN.NEO.
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