HTAE.TO vs. MSTE.TO
HTAE.TO (Harvest Tech Achievers Enhanced Income ETF - Class A Units) and MSTE.TO (Harvest MicroStrategy Enhanced High Income Shares ETF) are both exchange-traded funds - HTAE.TO is a Technology Equities fund actively managed by Harvest, while MSTE.TO is a Derivative Income fund actively managed by Harvest. Both are actively managed. Over the past year, HTAE.TO returned 56.12% vs -71.76% for MSTE.TO. At a 0.42 correlation, their price movements are largely independent. HTAE.TO charges 2.49%/yr vs 0.40%/yr for MSTE.TO.
Performance
HTAE.TO vs. MSTE.TO - 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 higher than MSTE.TO's -20.32% return.
HTAE.TO
- 1D
- -1.02%
- 1M
- 20.35%
- YTD
- 32.62%
- 6M
- 33.74%
- 1Y
- 56.12%
- 3Y*
- 31.84%
- 5Y*
- —
- 10Y*
- —
MSTE.TO
- 1D
- -8.67%
- 1M
- -33.14%
- YTD
- -20.32%
- 6M
- -37.71%
- 1Y
- -71.76%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
HTAE.TO vs. MSTE.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
HTAE.TO Harvest Tech Achievers Enhanced Income ETF - Class A Units | 32.62% | 18.69% |
MSTE.TO Harvest MicroStrategy Enhanced High Income Shares ETF | -20.32% | -55.56% |
Correlation
The correlation between HTAE.TO and MSTE.TO is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Mar 6, 2025 | 0.42 |
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Return for Risk
HTAE.TO vs. MSTE.TO — Risk / Return Rank
HTAE.TO
MSTE.TO
HTAE.TO vs. MSTE.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 MicroStrategy Enhanced High Income Shares ETF (MSTE.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 | MSTE.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.50 | ||
| Sortino ratioReturn per unit of downside risk | +4.97 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 0.81 | +0.60 |
| Calmar ratioReturn relative to maximum drawdown | 3.07 | -0.89 | +3.96 |
| Martin ratioReturn relative to average drawdown | 10.12 | -1.33 | +11.46 |
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 | MSTE.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.57 | -0.93 | +3.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.39 | -0.67 | +2.06 |
Drawdowns
HTAE.TO vs. MSTE.TO - Drawdown Comparison
The maximum HTAE.TO drawdown since its inception was -30.83%, smaller than the maximum MSTE.TO drawdown of -80.35%. Use the drawdown chart below to compare losses from any high point for HTAE.TO and MSTE.TO.
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Drawdown Indicators
| HTAE.TO | MSTE.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.83% | -80.35% | +49.52% |
Max Drawdown (1Y)Largest decline over 1 year | -18.39% | -80.35% | +61.96% |
Max Drawdown (3Y)Largest decline over 3 years | -30.83% | — | — |
Current DrawdownCurrent decline from peak | -1.02% | -76.21% | +75.19% |
Average DrawdownAverage peak-to-trough decline | -4.57% | -39.63% | +35.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.56% | 53.78% | -48.22% |
Volatility
HTAE.TO vs. MSTE.TO - Volatility Comparison
The current volatility for Harvest Tech Achievers Enhanced Income ETF - Class A Units (HTAE.TO) is 6.89%, while Harvest MicroStrategy Enhanced High Income Shares ETF (MSTE.TO) has a volatility of 23.39%. This indicates that HTAE.TO experiences smaller price fluctuations and is considered to be less risky than MSTE.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 | MSTE.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.89% | 23.39% | -16.50% |
Volatility (6M)Calculated over the trailing 6-month period | 17.54% | 63.14% | -45.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.98% | 77.31% | -55.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.99% | 84.31% | -57.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.99% | 84.31% | -57.32% |
HTAE.TO vs. MSTE.TO - Expense Ratio Comparison
HTAE.TO has a 2.49% expense ratio, which is higher than MSTE.TO's 0.40% expense ratio.
Dividends
HTAE.TO vs. MSTE.TO - Dividend Comparison
HTAE.TO's dividend yield for the trailing twelve months is around 9.31%, less than MSTE.TO's 149.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
HTAE.TO Harvest Tech Achievers Enhanced Income ETF - Class A Units | 9.31% | 11.28% | 10.01% | 9.38% | 2.20% |
MSTE.TO Harvest MicroStrategy Enhanced High Income Shares ETF | 149.64% | 121.40% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
HTAE.TO and MSTE.TO have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, MSTE.TO is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MSTE.TO is cheaper with a 0.40% expense ratio, compared with 2.49% for HTAE.TO.
HTAE.TO is categorized as Technology Equities, while MSTE.TO is Derivative Income. Their fees differ too: 2.49% for HTAE.TO and 0.40% for MSTE.TO.
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