HUTL.TO vs. JXI
HUTL.TO (Harvest Equal Weight Global Utilities Income ETF) and JXI (iShares Global Utilities ETF) are both Utilities Equities funds. HUTL.TO is actively managed, while JXI is passively managed. Over the past 5 years, HUTL.TO returned 8.17%/yr vs 11.73%/yr for JXI. Their 0.57 correlation means they have sometimes moved together and sometimes differently. HUTL.TO charges 0.67%/yr vs 0.39%/yr for JXI.
Performance
HUTL.TO vs. JXI - Performance Comparison
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Different Trading Currencies
HUTL.TO is traded in CAD, while JXI is traded in USD. To make them comparable, the JXI values have been converted to CAD using the latest available exchange rates.
Returns By Period
In the year-to-date period, HUTL.TO achieves a 9.80% return, which is significantly lower than JXI's 10.48% return.
HUTL.TO
- 1D
- -0.10%
- 1M
- -0.52%
- 6M
- 4.29%
- YTD
- 9.80%
- 1Y
- 13.07%
- 3Y*
- 15.09%
- 5Y*
- 8.17%
- 10Y*
- —
- ALL TIME*
- 7.57%
JXI
- 1D
- 0.02%
- 1M
- -3.42%
- 6M
- 6.23%
- YTD
- 10.48%
- 1Y
- 13.89%
- 3Y*
- 18.55%
- 5Y*
- 11.73%
- 10Y*
- 9.88%
- ALL TIME*
- 7.44%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| CA$1.01M | CA$1.14M | CA$1.22M | |
| CA$2.01M | CA$2.38M | CA$3.13M |
HUTL.TO vs. JXI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
HUTL.TO Harvest Equal Weight Global Utilities Income ETF | 9.80% | 15.59% | 14.70% | 3.11% | -4.97% | 16.04% | -10.64% | 17.34% |
JXI iShares Global Utilities ETF | 10.48% | 20.16% | 22.72% | -1.76% | 1.91% | 10.83% | 2.70% | 21.39% |
Correlation
The correlation between HUTL.TO and JXI is 0.52, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.52 |
Correlation (3Y) Balances recent behavior with more history. | 0.54 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.57 |
Correlation (All Time) Calculated using the full available price history since Jan 15, 2019 | 0.57 |
The correlation between HUTL.TO and JXI has been stable across timeframes, ranging from 0.52 to 0.57 - a consistent structural relationship.
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Return for Risk
HUTL.TO vs. JXI — Risk / Return Rank
HUTL.TO
JXI
HUTL.TO vs. JXI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harvest Equal Weight Global Utilities Income ETF (HUTL.TO) and iShares Global Utilities ETF (JXI). 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.
| HUTL.TO | JXI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.22 | ||
| Sortino ratioReturn per unit of downside risk | +0.38 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.18 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.89 | 1.65 | +1.24 |
| Martin ratioReturn relative to average drawdown | 7.27 | 4.26 | +3.00 |
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Drawdowns
HUTL.TO vs. JXI - Drawdown Comparison
The maximum HUTL.TO drawdown since its inception was -34.00%, smaller than the maximum JXI drawdown of -37.99%. Use the drawdown chart below to compare losses from any high point for HUTL.TO and JXI.
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Drawdown Indicators
| HUTL.TO | JXI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.00% | -37.99% | +3.99% |
Max Drawdown (1Y)Largest decline over 1 year | -4.54% | -8.45% | +3.91% |
Max Drawdown (3Y)Largest decline over 3 years | -8.39% | -11.92% | +3.53% |
Max Drawdown (5Y)Largest decline over 5 years | -19.71% | -16.26% | -3.45% |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.11% | — |
Current DrawdownCurrent decline from peak | -3.45% | -3.90% | +0.45% |
Average DrawdownAverage peak-to-trough decline | -6.56% | -11.10% | +4.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 3.27% | -1.47% |
Volatility
HUTL.TO vs. JXI - Volatility Comparison
Harvest Equal Weight Global Utilities Income ETF (HUTL.TO) has a higher volatility of 3.99% compared to iShares Global Utilities ETF (JXI) at 3.54%. This indicates that HUTL.TO's price experiences larger fluctuations and is considered to be riskier than JXI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HUTL.TO | JXI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.99% | 3.54% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 9.33% | 11.46% | -2.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.77% | 13.97% | -3.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.05% | 16.66% | -3.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.19% | 18.27% | -3.08% |
HUTL.TO vs. JXI - Expense Ratio Comparison
HUTL.TO has a 0.67% expense ratio, which is higher than JXI's 0.39% expense ratio.
Dividends
HUTL.TO vs. JXI - Dividend Comparison
HUTL.TO's dividend yield for the trailing twelve months is around 7.88%, more than JXI's 2.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HUTL.TO Harvest Equal Weight Global Utilities Income ETF | 7.88% | 7.94% | 8.30% | 8.56% | 8.13% | 7.16% | 7.73% | 6.76% | 0.00% | 0.00% | 0.00% | 0.00% |
JXI iShares Global Utilities ETF | 2.45% | 2.56% | 3.02% | 3.58% | 3.13% | 2.78% | 2.65% | 3.43% | 3.16% | 3.62% | 4.77% | 3.78% |
Frequently Asked Questions
HUTL.TO and JXI have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JXI is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JXI is cheaper with a 0.39% expense ratio, compared with 0.67% for HUTL.TO.
They also come from different issuers: Harvest and iShares. Their fees differ too: 0.67% for HUTL.TO and 0.39% for JXI.
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