MSFH.TO vs. XEXP.TO
MSFH.TO (Harvest Microsoft High Income Shares ETF Class A Units) and XEXP.TO (iShares Exponential Technologies Index ETF) are both Technology Equities funds. MSFH.TO is actively managed, while XEXP.TO is passively managed. Over the past year, MSFH.TO returned -16.47% vs 22.74% for XEXP.TO. At a 0.22 correlation, their price movements are largely independent.
Performance
MSFH.TO vs. XEXP.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 XEXP.TO's 19.91% return.
MSFH.TO
- 1D
- 2.09%
- 1M
- -0.58%
- 6M
- -11.58%
- YTD
- -14.71%
- 1Y
- -16.47%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XEXP.TO
- 1D
- -0.42%
- 1M
- 1.56%
- 6M
- 14.58%
- YTD
- 19.91%
- 1Y
- 22.74%
- 3Y*
- 13.77%
- 5Y*
- —
- 10Y*
- —
MSFH.TO vs. XEXP.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% |
XEXP.TO iShares Exponential Technologies Index ETF | 19.91% | 7.70% | 6.34% |
Correlation
The correlation between MSFH.TO and XEXP.TO is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Aug 21, 2024 | 0.22 |
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Return for Risk
MSFH.TO vs. XEXP.TO — Risk / Return Rank
MSFH.TO
XEXP.TO
MSFH.TO vs. XEXP.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 iShares Exponential Technologies Index ETF (XEXP.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 | XEXP.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.87 | ||
| Sortino ratioReturn per unit of downside risk | -2.35 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.26 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | -0.54 | 1.35 | -1.89 |
| Martin ratioReturn relative to average drawdown | -0.97 | 3.39 | -4.36 |
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Drawdowns
MSFH.TO vs. XEXP.TO - Drawdown Comparison
The maximum MSFH.TO drawdown since its inception was -31.00%, which is greater than XEXP.TO's maximum drawdown of -22.44%. Use the drawdown chart below to compare losses from any high point for MSFH.TO and XEXP.TO.
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Drawdown Indicators
| MSFH.TO | XEXP.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.00% | -22.44% | -8.56% |
Max Drawdown (1Y)Largest decline over 1 year | -31.00% | -16.93% | -14.07% |
Max Drawdown (3Y)Largest decline over 3 years | — | -22.44% | — |
Current DrawdownCurrent decline from peak | -23.17% | -3.51% | -19.66% |
Average DrawdownAverage peak-to-trough decline | -9.87% | -4.37% | -5.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.11% | 6.72% | +10.39% |
Volatility
MSFH.TO vs. XEXP.TO - Volatility Comparison
Harvest Microsoft High Income Shares ETF Class A Units (MSFH.TO) has a higher volatility of 10.91% compared to iShares Exponential Technologies Index ETF (XEXP.TO) at 4.48%. This indicates that MSFH.TO's price experiences larger fluctuations and is considered to be riskier than XEXP.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 | XEXP.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.91% | 4.48% | +6.43% |
Volatility (6M)Calculated over the trailing 6-month period | 21.78% | 12.43% | +9.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.35% | 19.27% | +5.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.48% | 19.15% | +4.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.48% | 19.15% | +4.33% |
Dividends
MSFH.TO vs. XEXP.TO - Dividend Comparison
MSFH.TO's dividend yield for the trailing twelve months is around 19.13%, more than XEXP.TO's 0.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
MSFH.TO Harvest Microsoft High Income Shares ETF Class A Units | 19.13% | 14.88% | 4.59% | 0.00% | 0.00% |
XEXP.TO iShares Exponential Technologies Index ETF | 0.75% | 0.69% | 0.80% | 0.63% | 0.21% |
Frequently Asked Questions
MSFH.TO and XEXP.TO have a correlation of 0.14, 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 iShares.
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