MSFH.TO vs. HTA.TO
MSFH.TO (Harvest Microsoft High Income Shares ETF Class A Units) and HTA.TO (Harvest Tech Achievers Growth & Income ETF) are both Technology Equities funds from Harvest. Both are actively managed. Over the past year, MSFH.TO returned -16.47% vs 30.00% for HTA.TO. At a 0.46 correlation, their price movements are largely independent.
Performance
MSFH.TO vs. HTA.TO - Performance Comparison
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Returns By Period
In the year-to-date period, MSFH.TO achieves a -14.71% return, which is significantly lower than HTA.TO's 20.95% return.
MSFH.TO
- 1D
- 2.09%
- 1M
- -0.58%
- 6M
- -11.58%
- YTD
- -14.71%
- 1Y
- -16.47%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
HTA.TO
- 1D
- -1.30%
- 1M
- -3.16%
- 6M
- 21.40%
- YTD
- 20.95%
- 1Y
- 30.00%
- 3Y*
- 22.69%
- 5Y*
- 15.61%
- 10Y*
- 20.15%
MSFH.TO vs. HTA.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
MSFH.TO Harvest Microsoft High Income Shares ETF Class A Units | -14.71% | 6.58% | 5.90% |
HTA.TO Harvest Tech Achievers Growth & Income ETF | 20.95% | 12.42% | 2.96% |
Correlation
The correlation between MSFH.TO and HTA.TO is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Aug 21, 2024 | 0.46 |
The correlation between MSFH.TO and HTA.TO shifts across timeframes, from 0.33 (1 year) to 0.46 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
MSFH.TO vs. HTA.TO — Risk / Return Rank
MSFH.TO
HTA.TO
MSFH.TO vs. HTA.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harvest Microsoft High Income Shares ETF Class A Units (MSFH.TO) and Harvest Tech Achievers Growth & Income ETF (HTA.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.
| MSFH.TO | HTA.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.08 | ||
| Sortino ratioReturn per unit of downside risk | -2.68 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.24 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | -0.54 | 2.03 | -2.56 |
| Martin ratioReturn relative to average drawdown | -0.97 | 6.44 | -7.41 |
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Drawdowns
MSFH.TO vs. HTA.TO - Drawdown Comparison
The maximum MSFH.TO drawdown since its inception was -31.00%, smaller than the maximum HTA.TO drawdown of -38.77%. Use the drawdown chart below to compare losses from any high point for MSFH.TO and HTA.TO.
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Drawdown Indicators
| MSFH.TO | HTA.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.00% | -38.77% | +7.77% |
Max Drawdown (1Y)Largest decline over 1 year | -31.00% | -14.87% | -16.13% |
Max Drawdown (3Y)Largest decline over 3 years | — | -25.02% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -38.77% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.77% | — |
Current DrawdownCurrent decline from peak | -23.17% | -5.07% | -18.10% |
Average DrawdownAverage peak-to-trough decline | -9.87% | -8.26% | -1.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.11% | 4.67% | +12.44% |
Volatility
MSFH.TO vs. HTA.TO - Volatility Comparison
Harvest Microsoft High Income Shares ETF Class A Units (MSFH.TO) has a higher volatility of 10.91% compared to Harvest Tech Achievers Growth & Income ETF (HTA.TO) at 10.27%. This indicates that MSFH.TO's price experiences larger fluctuations and is considered to be riskier than HTA.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSFH.TO | HTA.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.91% | 10.27% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 21.78% | 18.94% | +2.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.35% | 21.64% | +2.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.48% | 24.16% | -0.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.48% | 23.31% | +0.17% |
Dividends
MSFH.TO vs. HTA.TO - Dividend Comparison
MSFH.TO's dividend yield for the trailing twelve months is around 19.13%, more than HTA.TO's 8.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTA.TO Harvest Tech Achievers Growth & Income ETF | 8.19% | 8.80% | 8.11% | 7.81% | 9.99% | 3.96% | 5.52% | 6.15% | 7.61% | 7.03% | 8.74% | 5.29% |
MSFH.TO Harvest Microsoft High Income Shares ETF Class A Units | 19.13% | 14.88% | 4.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MSFH.TO and HTA.TO have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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