LLYH.TO vs. ZUD.TO
LLYH.TO (Harvest Eli Lilly High Income Shares ETF Class A Units) and ZUD.TO (BMO US Dividend Hedged to CAD ETF) are both Dividend funds. Over the past year, LLYH.TO returned 44.77% vs 20.84% for ZUD.TO. At a 0.26 correlation, their price movements are largely independent. LLYH.TO charges 0.40%/yr vs 0.30%/yr for ZUD.TO.
Performance
LLYH.TO vs. ZUD.TO - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with LLYH.TO having a 13.56% return and ZUD.TO slightly higher at 13.57%.
LLYH.TO
- 1D
- 3.27%
- 1M
- 5.52%
- 6M
- 16.73%
- YTD
- 13.56%
- 1Y
- 44.77%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ZUD.TO
- 1D
- 0.26%
- 1M
- -1.75%
- 6M
- 11.17%
- YTD
- 13.57%
- 1Y
- 20.84%
- 3Y*
- 15.25%
- 5Y*
- 9.36%
- 10Y*
- 8.81%
LLYH.TO vs. ZUD.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
LLYH.TO Harvest Eli Lilly High Income Shares ETF Class A Units | 13.56% | 24.63% | -10.44% |
ZUD.TO BMO US Dividend Hedged to CAD ETF | 13.57% | 11.69% | 0.92% |
Correlation
The correlation between LLYH.TO and ZUD.TO is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Aug 21, 2024 | 0.26 |
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Return for Risk
LLYH.TO vs. ZUD.TO — Risk / Return Rank
LLYH.TO
ZUD.TO
LLYH.TO vs. ZUD.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 BMO US Dividend Hedged to CAD ETF (ZUD.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.
| LLYH.TO | ZUD.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.56 | ||
| Sortino ratioReturn per unit of downside risk | -0.84 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.34 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.15 | 3.69 | -1.55 |
| Martin ratioReturn relative to average drawdown | 5.86 | 12.76 | -6.90 |
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Drawdowns
LLYH.TO vs. ZUD.TO - Drawdown Comparison
The maximum LLYH.TO drawdown since its inception was -31.00%, smaller than the maximum ZUD.TO drawdown of -40.60%. Use the drawdown chart below to compare losses from any high point for LLYH.TO and ZUD.TO.
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Drawdown Indicators
| LLYH.TO | ZUD.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.00% | -40.60% | +9.60% |
Max Drawdown (1Y)Largest decline over 1 year | -20.97% | -5.67% | -15.30% |
Max Drawdown (3Y)Largest decline over 3 years | — | -14.94% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.65% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.60% | — |
Current DrawdownCurrent decline from peak | -4.08% | -1.85% | -2.23% |
Average DrawdownAverage peak-to-trough decline | -9.63% | -4.07% | -5.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.66% | 1.64% | +6.02% |
Volatility
LLYH.TO vs. ZUD.TO - Volatility Comparison
Harvest Eli Lilly High Income Shares ETF Class A Units (LLYH.TO) has a higher volatility of 8.16% compared to BMO US Dividend Hedged to CAD ETF (ZUD.TO) at 2.82%. This indicates that LLYH.TO's price experiences larger fluctuations and is considered to be riskier than ZUD.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LLYH.TO | ZUD.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.16% | 2.82% | +5.34% |
Volatility (6M)Calculated over the trailing 6-month period | 25.03% | 7.88% | +17.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.77% | 11.05% | +22.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.39% | 15.19% | +18.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.39% | 16.98% | +16.41% |
LLYH.TO vs. ZUD.TO - Expense Ratio Comparison
LLYH.TO has a 0.40% expense ratio, which is higher than ZUD.TO's 0.30% expense ratio.
Dividends
LLYH.TO vs. ZUD.TO - Dividend Comparison
LLYH.TO's dividend yield for the trailing twelve months is around 16.39%, more than ZUD.TO's 1.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LLYH.TO Harvest Eli Lilly High Income Shares ETF Class A Units | 16.39% | 17.54% | 6.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ZUD.TO BMO US Dividend Hedged to CAD ETF | 1.48% | 1.68% | 2.17% | 2.54% | 2.77% | 2.50% | 3.76% | 3.13% | 3.11% | 2.69% | 2.61% | 2.97% |
Frequently Asked Questions
LLYH.TO and ZUD.TO have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ZUD.TO is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ZUD.TO is cheaper with a 0.30% expense ratio, compared with 0.40% for LLYH.TO.
They also come from different issuers: Harvest and BMO. Their fees differ too: 0.40% for LLYH.TO and 0.30% for ZUD.TO.
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