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HUTE.TO vs. XDIV.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

HUTE.TO vs. XDIV.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Harvest Equal Weight Global Utilities Enhanced Income ETF (HUTE.TO) and iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV.TO). The values are adjusted to include any dividend payments, if applicable.

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HUTE.TO vs. XDIV.TO - Yearly Performance Comparison


2026 (YTD)2025202420232022
HUTE.TO
Harvest Equal Weight Global Utilities Enhanced Income ETF
12.55%19.04%18.15%0.09%7.10%
XDIV.TO
iShares Core MSCI Canadian Quality Dividend Index ETF
8.31%24.92%19.56%11.71%6.37%

Returns By Period

In the year-to-date period, HUTE.TO achieves a 12.55% return, which is significantly higher than XDIV.TO's 8.31% return.


HUTE.TO

1D
-1.14%
1M
-2.25%
YTD
12.55%
6M
13.89%
1Y
21.46%
3Y*
14.98%
5Y*
10Y*

XDIV.TO

1D
0.79%
1M
2.40%
YTD
8.31%
6M
13.89%
1Y
28.03%
3Y*
20.18%
5Y*
15.78%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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HUTE.TO vs. XDIV.TO - Expense Ratio Comparison

HUTE.TO has a 0.50% expense ratio, which is higher than XDIV.TO's 0.11% expense ratio.


Return for Risk

HUTE.TO vs. XDIV.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HUTE.TO
HUTE.TO Risk / Return Rank: 8181
Overall Rank
HUTE.TO Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
HUTE.TO Sortino Ratio Rank: 7979
Sortino Ratio Rank
HUTE.TO Omega Ratio Rank: 8282
Omega Ratio Rank
HUTE.TO Calmar Ratio Rank: 8282
Calmar Ratio Rank
HUTE.TO Martin Ratio Rank: 8383
Martin Ratio Rank

XDIV.TO
XDIV.TO Risk / Return Rank: 9595
Overall Rank
XDIV.TO Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
XDIV.TO Sortino Ratio Rank: 9797
Sortino Ratio Rank
XDIV.TO Omega Ratio Rank: 9797
Omega Ratio Rank
XDIV.TO Calmar Ratio Rank: 8989
Calmar Ratio Rank
XDIV.TO Martin Ratio Rank: 9595
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.

HUTE.TO vs. XDIV.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harvest Equal Weight Global Utilities Enhanced Income ETF (HUTE.TO) and iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV.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.


HUTE.TOXDIV.TODifference

Sharpe ratio

Return per unit of total volatility

1.55

2.82

-1.27

Sortino ratio

Return per unit of downside risk

2.04

3.37

-1.33

Omega ratio

Gain probability vs. loss probability

1.32

1.62

-0.31

Calmar ratio

Return relative to maximum drawdown

2.37

2.78

-0.40

Martin ratio

Return relative to average drawdown

9.38

14.46

-5.08

HUTE.TO vs. XDIV.TO - Sharpe Ratio Comparison

The current HUTE.TO Sharpe Ratio is 1.55, which is lower than the XDIV.TO Sharpe Ratio of 2.82. The chart below compares the historical Sharpe Ratios of HUTE.TO and XDIV.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


HUTE.TOXDIV.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.55

2.82

-1.27

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.52

Sharpe Ratio (All Time)

Calculated using the full available price history

1.17

0.74

+0.43

Correlation

The correlation between HUTE.TO and XDIV.TO is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

HUTE.TO vs. XDIV.TO - Dividend Comparison

HUTE.TO's dividend yield for the trailing twelve months is around 8.09%, more than XDIV.TO's 3.58% yield.


TTM202520242023202220212020201920182017
HUTE.TO
Harvest Equal Weight Global Utilities Enhanced Income ETF
8.09%9.64%10.24%10.70%1.61%0.00%0.00%0.00%0.00%0.00%
XDIV.TO
iShares Core MSCI Canadian Quality Dividend Index ETF
3.58%3.81%4.29%4.20%3.95%3.58%4.58%4.02%4.85%1.82%

Drawdowns

HUTE.TO vs. XDIV.TO - Drawdown Comparison

The maximum HUTE.TO drawdown since its inception was -18.36%, smaller than the maximum XDIV.TO drawdown of -41.30%. Use the drawdown chart below to compare losses from any high point for HUTE.TO and XDIV.TO.


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Drawdown Indicators


HUTE.TOXDIV.TODifference

Max Drawdown

Largest peak-to-trough decline

-18.36%

-41.30%

+22.94%

Max Drawdown (1Y)

Largest decline over 1 year

-9.03%

-10.53%

+1.50%

Max Drawdown (5Y)

Largest decline over 5 years

-17.60%

Current Drawdown

Current decline from peak

-2.57%

0.00%

-2.57%

Average Drawdown

Average peak-to-trough decline

-3.94%

-4.32%

+0.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.29%

2.02%

+0.27%

Volatility

HUTE.TO vs. XDIV.TO - Volatility Comparison

Harvest Equal Weight Global Utilities Enhanced Income ETF (HUTE.TO) has a higher volatility of 4.61% compared to iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV.TO) at 2.71%. This indicates that HUTE.TO's price experiences larger fluctuations and is considered to be riskier than XDIV.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HUTE.TOXDIV.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.61%

2.71%

+1.90%

Volatility (6M)

Calculated over the trailing 6-month period

7.87%

5.79%

+2.08%

Volatility (1Y)

Calculated over the trailing 1-year period

13.94%

10.03%

+3.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.26%

10.43%

+3.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.26%

16.10%

-1.84%