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HVOI.TO vs. CNQE.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HVOI.TO vs. CNQE.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Harvest Low Volatility Canadian Equity Income ETF Class A (HVOI.TO) and Harvest CNQ Enhanced High Income Shares ETF (CNQE.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, HVOI.TO achieves a 11.03% return, which is significantly lower than CNQE.TO's 37.43% return.


HVOI.TO

1D
0.28%
1M
1.05%
6M
11.45%
YTD
11.03%
1Y
20.16%
3Y*
5Y*
10Y*
ALL TIME*
21.02%

CNQE.TO

1D
-2.53%
1M
16.65%
6M
25.78%
YTD
37.43%
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
CA$43.38KCA$100.51KCA$119.01K
CA$34.24KCA$36.50KCA$47.47K

HVOI.TO vs. CNQE.TO - Yearly Performance Comparison


Correlation

The correlation between HVOI.TO and CNQE.TO is -0.04, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.


Correlation
Correlation (All Time)
Calculated using the full available price history since Aug 21, 2025

-0.04

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Return for Risk

HVOI.TO vs. CNQE.TO — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

HVOI.TO
HVOI.TO Risk / Return Rank: 8484
Overall Rank
HVOI.TO Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
HVOI.TO Sortino Ratio Rank: 8989
Sortino Ratio Rank
HVOI.TO Omega Ratio Rank: 8888
Omega Ratio Rank
HVOI.TO Calmar Ratio Rank: 7575
Calmar Ratio Rank
HVOI.TO Martin Ratio Rank: 8181
Martin Ratio Rank

CNQE.TO

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

HVOI.TO vs. CNQE.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harvest Low Volatility Canadian Equity Income ETF Class A (HVOI.TO) and Harvest CNQ Enhanced High Income Shares ETF (CNQE.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.


HVOI.TOCNQE.TODifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.43

Calmar ratioReturn relative to maximum drawdown

3.01

Martin ratioReturn relative to average drawdown

12.03

HVOI.TO vs. CNQE.TO - Sharpe Ratio Comparison


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Drawdowns

HVOI.TO vs. CNQE.TO - Drawdown Comparison

The maximum HVOI.TO drawdown since its inception was -6.72%, smaller than the maximum CNQE.TO drawdown of -22.31%. Use the drawdown chart below to compare losses from any high point for HVOI.TO and CNQE.TO.


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Drawdown Indicators


HVOI.TOCNQE.TODifference

Max Drawdown

Largest peak-to-trough decline

-6.72%

-22.31%

+15.59%

Max Drawdown (1Y)

Largest decline over 1 year

-6.72%

Current Drawdown

Current decline from peak

-1.03%

-7.38%

+6.35%

Average Drawdown

Average peak-to-trough decline

-0.89%

-5.82%

+4.93%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.68%

Volatility

HVOI.TO vs. CNQE.TO - Volatility Comparison


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Volatility by Period


HVOI.TOCNQE.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

2.18%

Volatility (6M)

Calculated over the trailing 6-month period

6.92%

Volatility (1Y)

Calculated over the trailing 1-year period

8.81%

33.85%

-25.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.31%

33.85%

-25.54%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.31%

33.85%

-25.54%

HVOI.TO vs. CNQE.TO - Expense Ratio Comparison

HVOI.TO has a 0.89% expense ratio, which is higher than CNQE.TO's 0.40% expense ratio.


Dividends

HVOI.TO vs. CNQE.TO - Dividend Comparison

HVOI.TO's dividend yield for the trailing twelve months is around 6.69%, less than CNQE.TO's 12.91% yield.


Frequently Asked Questions


HVOI.TO and CNQE.TO have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, CNQE.TO is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

CNQE.TO is cheaper with a 0.40% expense ratio, compared with 0.89% for HVOI.TO.

Their fees differ too: 0.89% for HVOI.TO and 0.40% for CNQE.TO.

Portfolio Optimizer

Find the right allocation for HVOI.TO and CNQE.TO

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