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HTAE.TO vs. XEXP.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

HTAE.TO vs. XEXP.TO

Last updated Jun 4, 2026

HTAE.TO (Harvest Tech Achievers Enhanced Income ETF - Class A Units) and XEXP.TO (iShares Exponential Technologies Index ETF) are both Technology Equities funds. HTAE.TO is actively managed, while XEXP.TO is passively managed. Over the past 3 years, HTAE.TO returned 31.84%/yr vs 17.73%/yr for XEXP.TO. At a 0.37 correlation, their price movements are largely independent. HTAE.TO charges 2.49%/yr vs 0.44%/yr for XEXP.TO.

Performance

HTAE.TO vs. XEXP.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 iShares Exponential Technologies Index ETF (XEXP.TO). The values are adjusted to include any dividend payments, if applicable.

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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 XEXP.TO's 21.53% return.

HTAE.TO

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

XEXP.TO

1D
0.25%
1M
11.43%
YTD
21.53%
6M
13.91%
1Y
41.18%
3Y*
17.73%
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

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

2026 (YTD)2025202420232022
HTAE.TO
Harvest Tech Achievers Enhanced Income ETF - Class A Units		32.62%13.49%28.26%68.45%-3.55%
XEXP.TO
iShares Exponential Technologies Index ETF		21.53%13.97%9.27%24.40%1.75%

Correlation

The correlation between HTAE.TO and XEXP.TO is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.41

Correlation (3Y)
Calculated over the trailing 3-year period

0.42

Correlation (All Time)
Calculated using the full available price history since Oct 26, 2022

0.37

Compare stocks, funds, or ETFs

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Harvest Tech Achievers Enhanced Income ETF - Class A Units

iShares Exponential Technologies Index ETF

Often compared with HTAE.TO:
HTAE.TO vs. HHIS.TOHTAE.TO vs. QMAX.TOHTAE.TO vs. QQCL.TOHTAE.TO vs. QQC-F.TOHTAE.TO vs. HDIF.TOHTAE.TO vs. HDIV.TOHTAE.TO vs. QQQY.TO
Often compared with XEXP.TO:
XEXP.TO vs. ZXLK.TOXEXP.TO vs. INAI.TOXEXP.TO vs. TEC.TOXEXP.TO vs. QMAX.TOXEXP.TO vs. MTRX.TOXEXP.TO vs. QMVP.TOXEXP.TO vs. HTA.TO

Return for Risk

HTAE.TO vs. XEXP.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: 6666
Overall Rank
HTAE.TO Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
HTAE.TO Sortino Ratio Rank: 6969
Sortino Ratio Rank
HTAE.TO Omega Ratio Rank: 6565
Omega Ratio Rank
HTAE.TO Calmar Ratio Rank: 6161
Calmar Ratio Rank
HTAE.TO Martin Ratio Rank: 5757
Martin Ratio Rank
XEXP.TO
XEXP.TO Risk / Return Rank: 7373
Overall Rank
XEXP.TO Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
XEXP.TO Sortino Ratio Rank: 7575
Sortino Ratio Rank
XEXP.TO Omega Ratio Rank: 8181
Omega Ratio Rank
XEXP.TO Calmar Ratio Rank: 6969
Calmar Ratio Rank
XEXP.TO Martin Ratio Rank: 6060
Martin Ratio Rank
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. XEXP.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 iShares Exponential Technologies Index ETF (XEXP.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.TOXEXP.TODifference
Sharpe ratioReturn per unit of total volatility
2.57
2.51

+0.06

Sortino ratioReturn per unit of downside risk
3.20
3.36

-0.16

Omega ratioGain probability vs. loss probability

1.40

1.48

-0.08

Calmar ratioReturn relative to maximum drawdown

3.07

3.42

-0.35

Martin ratioReturn relative to average drawdown

10.12

10.64

-0.51

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

HTAE.TO vs. XEXP.TO - Sharpe Ratio Comparison

The current HTAE.TO Sharpe Ratio is 2.57, which is comparable to the XEXP.TO Sharpe Ratio of 2.51. The chart below compares the historical Sharpe Ratios of HTAE.TO and XEXP.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

HTAE.TOXEXP.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.57

2.51

+0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

1.39

0.92

+0.47

Drawdowns

HTAE.TO vs. XEXP.TO - Drawdown Comparison

The maximum HTAE.TO drawdown since its inception was -30.83%, which is greater than XEXP.TO's maximum drawdown of -22.44%. Use the drawdown chart below to compare losses from any high point for HTAE.TO and XEXP.TO.

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Drawdown Indicators

HTAE.TOXEXP.TODifference

Max Drawdown

Largest peak-to-trough decline

-30.83%

-22.44%

-8.39%

Max Drawdown (1Y)

Largest decline over 1 year

-18.39%

-12.10%

-6.29%

Max Drawdown (3Y)

Largest decline over 3 years

-30.83%

-22.44%

-8.39%

Current Drawdown

Current decline from peak

-1.02%

0.00%

-1.02%

Average Drawdown

Average peak-to-trough decline

-4.57%

-3.99%

-0.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.56%

3.88%

+1.68%

Volatility

HTAE.TO vs. XEXP.TO - Volatility Comparison

Harvest Tech Achievers Enhanced Income ETF - Class A Units (HTAE.TO) has a higher volatility of 6.89% compared to iShares Exponential Technologies Index ETF (XEXP.TO) at 5.54%. This indicates that HTAE.TO's price experiences larger fluctuations and is considered to be riskier than XEXP.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.TOXEXP.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

6.89%

5.54%

+1.35%

Volatility (6M)

Calculated over the trailing 6-month period

17.54%

12.89%

+4.65%

Volatility (1Y)

Calculated over the trailing 1-year period

21.98%

16.48%

+5.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.99%

18.92%

+8.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.99%

18.92%

+8.07%

HTAE.TO vs. XEXP.TO - Expense Ratio Comparison

HTAE.TO has a 2.49% expense ratio, which is higher than XEXP.TO's 0.44% expense ratio.

Dividends

HTAE.TO vs. XEXP.TO - Dividend Comparison

HTAE.TO's dividend yield for the trailing twelve months is around 9.31%, more than XEXP.TO's 0.54% yield.

PositionTTM2025202420232022
HTAE.TO
Harvest Tech Achievers Enhanced Income ETF - Class A Units		9.31%11.28%10.01%9.38%2.20%
XEXP.TO
iShares Exponential Technologies Index ETF		0.54%0.65%0.80%0.63%0.21%

Frequently Asked Questions

HTAE.TO and XEXP.TO have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XEXP.TO is cheaper at 0.44% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XEXP.TO is cheaper with a 0.44% expense ratio, compared with 2.49% for HTAE.TO.

They also come from different issuers: Harvest and iShares. Their fees differ too: 2.49% for HTAE.TO and 0.44% for XEXP.TO.

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