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LLHE.TO vs. LLY
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

LLHE.TO vs. LLY - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Harvest Eli Lilly Enhanced High Income Shares ETF - Class A Units (LLHE.TO) and Eli Lilly and Company (LLY). The values are adjusted to include any dividend payments, if applicable.

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LLHE.TO vs. LLY - Yearly Performance Comparison


2026 (YTD)20252024
LLHE.TO
Harvest Eli Lilly Enhanced High Income Shares ETF - Class A Units
-14.25%29.60%-16.36%
LLY
Eli Lilly and Company
-13.11%33.81%-14.07%
Different Trading Currencies

LLHE.TO is traded in CAD, while LLY is traded in USD. To make them comparable, the LLY values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, LLHE.TO achieves a -14.25% return, which is significantly lower than LLY's -13.11% return.


LLHE.TO

1D
3.12%
1M
-12.96%
YTD
-14.25%
6M
18.79%
1Y
4.94%
3Y*
5Y*
10Y*

LLY

1D
3.62%
1M
-10.84%
YTD
-13.11%
6M
20.82%
1Y
8.45%
3Y*
41.24%
5Y*
42.06%
10Y*
31.80%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

LLHE.TO vs. LLY — Risk / Return Rank

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

LLHE.TO
LLHE.TO Risk / Return Rank: 1616
Overall Rank
LLHE.TO Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
LLHE.TO Sortino Ratio Rank: 1818
Sortino Ratio Rank
LLHE.TO Omega Ratio Rank: 1919
Omega Ratio Rank
LLHE.TO Calmar Ratio Rank: 1616
Calmar Ratio Rank
LLHE.TO Martin Ratio Rank: 1515
Martin Ratio Rank

LLY
LLY Risk / Return Rank: 5151
Overall Rank
LLY Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
LLY Sortino Ratio Rank: 4848
Sortino Ratio Rank
LLY Omega Ratio Rank: 4949
Omega Ratio Rank
LLY Calmar Ratio Rank: 5353
Calmar Ratio Rank
LLY Martin Ratio Rank: 5454
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.

LLHE.TO vs. LLY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harvest Eli Lilly Enhanced High Income Shares ETF - Class A Units (LLHE.TO) and Eli Lilly and Company (LLY). 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.


LLHE.TOLLYDifference

Sharpe ratio

Return per unit of total volatility

0.11

0.20

-0.09

Sortino ratio

Return per unit of downside risk

0.48

0.58

-0.10

Omega ratio

Gain probability vs. loss probability

1.07

1.08

-0.01

Calmar ratio

Return relative to maximum drawdown

0.19

0.31

-0.12

Martin ratio

Return relative to average drawdown

0.47

0.73

-0.26

LLHE.TO vs. LLY - Sharpe Ratio Comparison

The current LLHE.TO Sharpe Ratio is 0.11, which is lower than the LLY Sharpe Ratio of 0.20. The chart below compares the historical Sharpe Ratios of LLHE.TO and LLY, 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


LLHE.TOLLYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.11

0.20

-0.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.31

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.07

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.11

1.00

-1.11

Correlation

The correlation between LLHE.TO and LLY is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

LLHE.TO vs. LLY - Dividend Comparison

LLHE.TO's dividend yield for the trailing twelve months is around 22.70%, more than LLY's 0.68% yield.


TTM20252024202320222021202020192018201720162015
LLHE.TO
Harvest Eli Lilly Enhanced High Income Shares ETF - Class A Units
22.70%20.89%7.40%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
LLY
Eli Lilly and Company
0.68%0.56%0.67%0.78%1.07%1.23%1.75%1.96%1.94%2.46%2.77%2.37%

Drawdowns

LLHE.TO vs. LLY - Drawdown Comparison

The maximum LLHE.TO drawdown since its inception was -37.80%, which is greater than LLY's maximum drawdown of -35.96%. Use the drawdown chart below to compare losses from any high point for LLHE.TO and LLY.


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Drawdown Indicators


LLHE.TOLLYDifference

Max Drawdown

Largest peak-to-trough decline

-37.80%

-68.24%

+30.44%

Max Drawdown (1Y)

Largest decline over 1 year

-31.71%

-30.26%

-1.45%

Max Drawdown (5Y)

Largest decline over 5 years

-34.48%

Max Drawdown (10Y)

Largest decline over 10 years

-34.48%

Current Drawdown

Current decline from peak

-17.81%

-17.00%

-0.81%

Average Drawdown

Average peak-to-trough decline

-13.93%

-19.25%

+5.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.15%

12.39%

+0.76%

Volatility

LLHE.TO vs. LLY - Volatility Comparison

Harvest Eli Lilly Enhanced High Income Shares ETF - Class A Units (LLHE.TO) has a higher volatility of 9.90% compared to Eli Lilly and Company (LLY) at 8.95%. This indicates that LLHE.TO's price experiences larger fluctuations and is considered to be riskier than LLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LLHE.TOLLYDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.90%

8.95%

+0.95%

Volatility (6M)

Calculated over the trailing 6-month period

27.33%

26.68%

+0.65%

Volatility (1Y)

Calculated over the trailing 1-year period

46.35%

42.38%

+3.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

41.78%

32.20%

+9.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

41.78%

29.92%

+11.86%