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

Performance

LLHE.TO vs. LLYH.TO - 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 Harvest Eli Lilly High Income Shares ETF Class A Units (LLYH.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, LLHE.TO achieves a 3.96% return, which is significantly higher than LLYH.TO's 3.76% return.


LLHE.TO

1D
1.73%
1M
14.44%
YTD
3.96%
6M
8.11%
1Y
49.98%
3Y*
5Y*
10Y*

LLYH.TO

1D
1.49%
1M
11.47%
YTD
3.76%
6M
6.93%
1Y
39.69%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

LLHE.TO vs. LLYH.TO - Yearly Performance Comparison


Correlation

The correlation between LLHE.TO and LLYH.TO is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.95

Correlation (All Time)
Calculated using the full available price history since Aug 22, 2024

0.93

The correlation between LLHE.TO and LLYH.TO has been stable across timeframes, ranging from 0.93 to 0.95 - a consistent structural relationship.

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Return for Risk

LLHE.TO vs. LLYH.TO — 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: 3636
Overall Rank
LLHE.TO Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
LLHE.TO Sortino Ratio Rank: 3434
Sortino Ratio Rank
LLHE.TO Omega Ratio Rank: 3939
Omega Ratio Rank
LLHE.TO Calmar Ratio Rank: 4141
Calmar Ratio Rank
LLHE.TO Martin Ratio Rank: 3434
Martin Ratio Rank

LLYH.TO
LLYH.TO Risk / Return Rank: 3636
Overall Rank
LLYH.TO Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
LLYH.TO Sortino Ratio Rank: 3333
Sortino Ratio Rank
LLYH.TO Omega Ratio Rank: 3838
Omega Ratio Rank
LLYH.TO Calmar Ratio Rank: 3939
Calmar Ratio Rank
LLYH.TO Martin Ratio Rank: 3535
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. LLYH.TO - 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 Harvest Eli Lilly High Income Shares ETF Class A Units (LLYH.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.


LLHE.TOLLYH.TODifference
Sharpe ratioReturn per unit of total volatility

+0.04

Sortino ratioReturn per unit of downside risk

+0.07

Omega ratioGain probability vs. loss probability

1.25

1.25

+0.01

Calmar ratioReturn relative to maximum drawdown

2.00

1.90

+0.10

Martin ratioReturn relative to average drawdown

5.13

5.21

-0.08

LLHE.TO vs. LLYH.TO - Sharpe Ratio Comparison

The current LLHE.TO Sharpe Ratio is 1.25, which is comparable to the LLYH.TO Sharpe Ratio of 1.21. The chart below compares the historical Sharpe Ratios of LLHE.TO and LLYH.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


LLHE.TOLLYH.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.25

1.21

+0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.17

0.24

-0.07

Drawdowns

LLHE.TO vs. LLYH.TO - Drawdown Comparison

The maximum LLHE.TO drawdown since its inception was -37.80%, which is greater than LLYH.TO's maximum drawdown of -31.00%. Use the drawdown chart below to compare losses from any high point for LLHE.TO and LLYH.TO.


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Drawdown Indicators


LLHE.TOLLYH.TODifference

Max Drawdown

Largest peak-to-trough decline

-37.80%

-31.00%

-6.80%

Max Drawdown (1Y)

Largest decline over 1 year

-25.14%

-20.97%

-4.17%

Current Drawdown

Current decline from peak

-2.88%

-2.39%

-0.49%

Average Drawdown

Average peak-to-trough decline

-13.72%

-10.18%

-3.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.78%

7.64%

+2.14%

Volatility

LLHE.TO vs. LLYH.TO - Volatility Comparison

Harvest Eli Lilly Enhanced High Income Shares ETF - Class A Units (LLHE.TO) has a higher volatility of 8.63% compared to Harvest Eli Lilly High Income Shares ETF Class A Units (LLYH.TO) at 6.85%. This indicates that LLHE.TO's price experiences larger fluctuations and is considered to be riskier than LLYH.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LLHE.TOLLYH.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

8.63%

6.85%

+1.78%

Volatility (6M)

Calculated over the trailing 6-month period

28.97%

24.78%

+4.19%

Volatility (1Y)

Calculated over the trailing 1-year period

40.18%

33.04%

+7.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

41.78%

33.82%

+7.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

41.78%

33.82%

+7.96%

LLHE.TO vs. LLYH.TO - Expense Ratio Comparison

Both LLHE.TO and LLYH.TO have an expense ratio of 0.40%.


Dividends

LLHE.TO vs. LLYH.TO - Dividend Comparison

LLHE.TO's dividend yield for the trailing twelve months is around 21.31%, more than LLYH.TO's 17.81% yield.


Frequently Asked Questions


With a correlation of 0.95, LLHE.TO and LLYH.TO move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Both ETFs have the same 0.40% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

LLHE.TO and LLYH.TO have the same expense ratio: 0.40% per year.

LLHE.TO is categorized as Derivative Income, while LLYH.TO is Dividend.

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