HTAE.TO vs. LLYH.TO
HTAE.TO (Harvest Tech Achievers Enhanced Income ETF - Class A Units) and LLYH.TO (Harvest Eli Lilly High Income Shares ETF Class A Units) are both exchange-traded funds - HTAE.TO is a Technology Equities fund actively managed by Harvest, while LLYH.TO is a Dividend fund actively managed by Harvest. Both are actively managed. Over the past year, HTAE.TO returned 30.22% vs 48.03% for LLYH.TO. At a 0.09 correlation, their price movements are largely independent. HTAE.TO charges 2.49%/yr vs 0.40%/yr for LLYH.TO.
Performance
HTAE.TO vs. LLYH.TO - Performance Comparison
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Returns By Period
In the year-to-date period, HTAE.TO achieves a 20.93% return, which is significantly higher than LLYH.TO's 13.66% return.
HTAE.TO
- 1D
- -0.41%
- 1M
- -4.80%
- 6M
- 20.57%
- YTD
- 20.93%
- 1Y
- 30.22%
- 3Y*
- 24.46%
- 5Y*
- —
- 10Y*
- —
LLYH.TO
- 1D
- 0.09%
- 1M
- 5.61%
- 6M
- 15.61%
- YTD
- 13.66%
- 1Y
- 48.03%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
HTAE.TO vs. LLYH.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
HTAE.TO Harvest Tech Achievers Enhanced Income ETF - Class A Units | 20.93% | 13.45% | 3.50% |
LLYH.TO Harvest Eli Lilly High Income Shares ETF Class A Units | 13.66% | 24.63% | -10.44% |
Correlation
The correlation between HTAE.TO and LLYH.TO is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.03 |
Correlation (All Time) Calculated using the full available price history since Aug 21, 2024 | 0.09 |
The correlation between HTAE.TO and LLYH.TO shifts across timeframes, from -0.03 (1 year) to 0.09 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
HTAE.TO vs. LLYH.TO — Risk / Return Rank
HTAE.TO
LLYH.TO
HTAE.TO vs. LLYH.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 Eli Lilly High Income Shares ETF Class A Units (LLYH.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 | LLYH.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.31 | ||
| Sortino ratioReturn per unit of downside risk | -0.44 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.28 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.65 | 2.30 | -0.65 |
| Martin ratioReturn relative to average drawdown | 5.06 | 6.28 | -1.23 |
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Drawdowns
HTAE.TO vs. LLYH.TO - Drawdown Comparison
The maximum HTAE.TO drawdown since its inception was -30.83%, roughly equal to the maximum LLYH.TO drawdown of -31.00%. Use the drawdown chart below to compare losses from any high point for HTAE.TO and LLYH.TO.
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Drawdown Indicators
| HTAE.TO | LLYH.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.83% | -31.00% | +0.17% |
Max Drawdown (1Y)Largest decline over 1 year | -18.39% | -20.97% | +2.58% |
Max Drawdown (3Y)Largest decline over 3 years | -30.83% | — | — |
Current DrawdownCurrent decline from peak | -9.77% | -4.00% | -5.77% |
Average DrawdownAverage peak-to-trough decline | -4.61% | -9.62% | +5.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.99% | 7.66% | -1.67% |
Volatility
HTAE.TO vs. LLYH.TO - Volatility Comparison
Harvest Tech Achievers Enhanced Income ETF - Class A Units (HTAE.TO) has a higher volatility of 13.43% compared to Harvest Eli Lilly High Income Shares ETF Class A Units (LLYH.TO) at 8.16%. This indicates that HTAE.TO's price experiences larger fluctuations and is considered to be riskier than LLYH.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 | LLYH.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.43% | 8.16% | +5.27% |
Volatility (6M)Calculated over the trailing 6-month period | 23.63% | 25.01% | -1.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.08% | 33.75% | -6.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.88% | 33.36% | -5.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.88% | 33.36% | -5.48% |
HTAE.TO vs. LLYH.TO - Expense Ratio Comparison
HTAE.TO has a 2.49% expense ratio, which is higher than LLYH.TO's 0.40% expense ratio.
Dividends
HTAE.TO vs. LLYH.TO - Dividend Comparison
HTAE.TO's dividend yield for the trailing twelve months is around 10.38%, less than LLYH.TO's 16.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
HTAE.TO Harvest Tech Achievers Enhanced Income ETF - Class A Units | 10.38% | 11.28% | 10.01% | 9.40% | 2.20% |
LLYH.TO Harvest Eli Lilly High Income Shares ETF Class A Units | 16.38% | 17.54% | 6.17% | 0.00% | 0.00% |
Frequently Asked Questions
HTAE.TO and LLYH.TO have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LLYH.TO is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LLYH.TO is cheaper with a 0.40% expense ratio, compared with 2.49% for HTAE.TO.
HTAE.TO is categorized as Technology Equities, while LLYH.TO is Dividend. Their fees differ too: 2.49% for HTAE.TO and 0.40% for LLYH.TO.
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