LLYH.TO vs. HTAE.TO
LLYH.TO (Harvest Eli Lilly High Income Shares ETF Class A Units) and HTAE.TO (Harvest Tech Achievers Enhanced Income ETF - Class A Units) are both exchange-traded funds - LLYH.TO is a Dividend fund actively managed by Harvest, while HTAE.TO is a Technology Equities fund actively managed by Harvest. Both are actively managed. Over the past year, LLYH.TO returned 39.69% vs 56.12% for HTAE.TO. At a 0.11 correlation, their price movements are largely independent. LLYH.TO charges 0.40%/yr vs 2.49%/yr for HTAE.TO.
Performance
LLYH.TO vs. HTAE.TO - Performance Comparison
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Returns By Period
In the year-to-date period, LLYH.TO achieves a 3.76% return, which is significantly lower than HTAE.TO's 32.62% return.
LLYH.TO
- 1D
- 1.49%
- 1M
- 11.47%
- YTD
- 3.76%
- 6M
- 6.93%
- 1Y
- 39.69%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
HTAE.TO
- 1D
- -1.02%
- 1M
- 20.35%
- YTD
- 32.62%
- 6M
- 33.74%
- 1Y
- 56.12%
- 3Y*
- 31.84%
- 5Y*
- —
- 10Y*
- —
LLYH.TO vs. HTAE.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
LLYH.TO Harvest Eli Lilly High Income Shares ETF Class A Units | 3.76% | 24.63% | -11.16% |
HTAE.TO Harvest Tech Achievers Enhanced Income ETF - Class A Units | 32.62% | 13.49% | 3.19% |
Correlation
The correlation between LLYH.TO and HTAE.TO is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.01 |
Correlation (All Time) Calculated using the full available price history since Aug 22, 2024 | 0.11 |
The correlation between LLYH.TO and HTAE.TO shifts across timeframes, from -0.01 (1 year) to 0.11 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
LLYH.TO vs. HTAE.TO — Risk / Return Rank
LLYH.TO
HTAE.TO
LLYH.TO vs. HTAE.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harvest Eli Lilly High Income Shares ETF Class A Units (LLYH.TO) and Harvest Tech Achievers Enhanced Income ETF - Class A Units (HTAE.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.
| LLYH.TO | HTAE.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.36 | ||
| Sortino ratioReturn per unit of downside risk | -1.49 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.40 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.90 | 3.07 | -1.17 |
| Martin ratioReturn relative to average drawdown | 5.21 | 10.12 | -4.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LLYH.TO | HTAE.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 2.57 | -1.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 1.39 | -1.15 |
Drawdowns
LLYH.TO vs. HTAE.TO - Drawdown Comparison
The maximum LLYH.TO drawdown since its inception was -31.00%, roughly equal to the maximum HTAE.TO drawdown of -30.83%. Use the drawdown chart below to compare losses from any high point for LLYH.TO and HTAE.TO.
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Drawdown Indicators
| LLYH.TO | HTAE.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.00% | -30.83% | -0.17% |
Max Drawdown (1Y)Largest decline over 1 year | -20.97% | -18.39% | -2.58% |
Max Drawdown (3Y)Largest decline over 3 years | — | -30.83% | — |
Current DrawdownCurrent decline from peak | -2.39% | -1.02% | -1.37% |
Average DrawdownAverage peak-to-trough decline | -10.18% | -4.57% | -5.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.64% | 5.56% | +2.08% |
Volatility
LLYH.TO vs. HTAE.TO - Volatility Comparison
Harvest Eli Lilly High Income Shares ETF Class A Units (LLYH.TO) and Harvest Tech Achievers Enhanced Income ETF - Class A Units (HTAE.TO) have volatilities of 6.85% and 6.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LLYH.TO | HTAE.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.85% | 6.89% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 24.78% | 17.54% | +7.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.04% | 21.98% | +11.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.82% | 26.99% | +6.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.82% | 26.99% | +6.83% |
LLYH.TO vs. HTAE.TO - Expense Ratio Comparison
LLYH.TO has a 0.40% expense ratio, which is lower than HTAE.TO's 2.49% expense ratio.
Dividends
LLYH.TO vs. HTAE.TO - Dividend Comparison
LLYH.TO's dividend yield for the trailing twelve months is around 17.81%, more than HTAE.TO's 9.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
HTAE.TO Harvest Tech Achievers Enhanced Income ETF - Class A Units | 9.31% | 11.28% | 10.01% | 9.38% | 2.20% |
LLYH.TO Harvest Eli Lilly High Income Shares ETF Class A Units | 17.81% | 17.54% | 6.17% | 0.00% | 0.00% |
Frequently Asked Questions
LLYH.TO and HTAE.TO have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LLYH.TO is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LLYH.TO is cheaper with a 0.40% expense ratio, compared with 2.49% for HTAE.TO.
LLYH.TO is categorized as Dividend, while HTAE.TO is Technology Equities. Their fees differ too: 0.40% for LLYH.TO and 2.49% for HTAE.TO.
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