LLYH.TO vs. ZZZD.TO
LLYH.TO (Harvest Eli Lilly High Income Shares ETF Class A Units) and ZZZD.TO (BMO Tactical Dividend ETF Fund) are both Dividend funds. Both are actively managed. Over the past year, LLYH.TO returned 44.77% vs 15.70% for ZZZD.TO. At a 0.15 correlation, their price movements are largely independent.
Performance
LLYH.TO vs. ZZZD.TO - Performance Comparison
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Returns By Period
In the year-to-date period, LLYH.TO achieves a 13.56% return, which is significantly higher than ZZZD.TO's 11.41% return.
LLYH.TO
- 1D
- 3.27%
- 1M
- 5.52%
- 6M
- 16.73%
- YTD
- 13.56%
- 1Y
- 44.77%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ZZZD.TO
- 1D
- 0.16%
- 1M
- 0.47%
- 6M
- 9.44%
- YTD
- 11.41%
- 1Y
- 15.70%
- 3Y*
- 10.75%
- 5Y*
- 7.00%
- 10Y*
- —
LLYH.TO vs. ZZZD.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% |
ZZZD.TO BMO Tactical Dividend ETF Fund | 11.41% | 10.01% | -1.93% |
Correlation
The correlation between LLYH.TO and ZZZD.TO is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Aug 21, 2024 | 0.15 |
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Return for Risk
LLYH.TO vs. ZZZD.TO — Risk / Return Rank
LLYH.TO
ZZZD.TO
LLYH.TO vs. ZZZD.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 Tactical Dividend ETF Fund (ZZZD.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 | ZZZD.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.53 | ||
| Sortino ratioReturn per unit of downside risk | -0.93 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.36 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.15 | 5.81 | -3.66 |
| Martin ratioReturn relative to average drawdown | 5.86 | 18.85 | -12.99 |
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Drawdowns
LLYH.TO vs. ZZZD.TO - Drawdown Comparison
The maximum LLYH.TO drawdown since its inception was -31.00%, which is greater than ZZZD.TO's maximum drawdown of -22.28%. Use the drawdown chart below to compare losses from any high point for LLYH.TO and ZZZD.TO.
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Drawdown Indicators
| LLYH.TO | ZZZD.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.00% | -22.28% | -8.72% |
Max Drawdown (1Y)Largest decline over 1 year | -20.97% | -2.72% | -18.25% |
Max Drawdown (3Y)Largest decline over 3 years | — | -9.21% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -14.72% | — |
Current DrawdownCurrent decline from peak | -4.08% | -0.40% | -3.68% |
Average DrawdownAverage peak-to-trough decline | -9.63% | -4.66% | -4.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.66% | 0.83% | +6.83% |
Volatility
LLYH.TO vs. ZZZD.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 Tactical Dividend ETF Fund (ZZZD.TO) at 2.34%. This indicates that LLYH.TO's price experiences larger fluctuations and is considered to be riskier than ZZZD.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 | ZZZD.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.16% | 2.34% | +5.82% |
Volatility (6M)Calculated over the trailing 6-month period | 25.03% | 6.41% | +18.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.77% | 8.47% | +25.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.39% | 11.17% | +22.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.39% | 12.63% | +20.76% |
Dividends
LLYH.TO vs. ZZZD.TO - Dividend Comparison
LLYH.TO's dividend yield for the trailing twelve months is around 16.39%, more than ZZZD.TO's 3.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
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% |
ZZZD.TO BMO Tactical Dividend ETF Fund | 3.72% | 4.07% | 4.29% | 4.28% | 4.51% | 4.27% | 4.09% | 3.11% |
Frequently Asked Questions
LLYH.TO and ZZZD.TO have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
They also come from different issuers: Harvest and BMO.
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