PortfoliosLab logoPortfoliosLab logo
MSTE.TO vs. NXF.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MSTE.TO vs. NXF.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Harvest MicroStrategy Enhanced High Income Shares ETF (MSTE.TO) and CI Energy Giants Covered Call ETF Common Units (CAD Hedged) (NXF.TO). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, MSTE.TO achieves a -20.32% return, which is significantly lower than NXF.TO's 32.43% return.


MSTE.TO

1D
-8.67%
1M
-33.14%
YTD
-20.32%
6M
-37.71%
1Y
-71.76%
3Y*
5Y*
10Y*

NXF.TO

1D
1.17%
1M
-2.11%
YTD
32.43%
6M
29.37%
1Y
45.90%
3Y*
15.64%
5Y*
17.39%
10Y*
8.23%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MSTE.TO vs. NXF.TO - Yearly Performance Comparison


Correlation

The correlation between MSTE.TO and NXF.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 Mar 6, 2025

0.10

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

MSTE.TO vs. NXF.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MSTE.TO
MSTE.TO Risk / Return Rank: 11
Overall Rank
MSTE.TO Sharpe Ratio Rank: 22
Sharpe Ratio Rank
MSTE.TO Sortino Ratio Rank: 11
Sortino Ratio Rank
MSTE.TO Omega Ratio Rank: 11
Omega Ratio Rank
MSTE.TO Calmar Ratio Rank: 11
Calmar Ratio Rank
MSTE.TO Martin Ratio Rank: 22
Martin Ratio Rank

NXF.TO
NXF.TO Risk / Return Rank: 7373
Overall Rank
NXF.TO Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
NXF.TO Sortino Ratio Rank: 6666
Sortino Ratio Rank
NXF.TO Omega Ratio Rank: 6464
Omega Ratio Rank
NXF.TO Calmar Ratio Rank: 8787
Calmar Ratio Rank
NXF.TO Martin Ratio Rank: 7474
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MSTE.TO vs. NXF.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harvest MicroStrategy Enhanced High Income Shares ETF (MSTE.TO) and CI Energy Giants Covered Call ETF Common Units (CAD Hedged) (NXF.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.


MSTE.TONXF.TODifference
Sharpe ratioReturn per unit of total volatility

-3.30

Sortino ratioReturn per unit of downside risk

-4.80

Omega ratioGain probability vs. loss probability

0.81

1.38

-0.58

Calmar ratioReturn relative to maximum drawdown

-0.89

4.90

-5.80

Martin ratioReturn relative to average drawdown

-1.33

13.97

-15.30

MSTE.TO vs. NXF.TO - Sharpe Ratio Comparison

The current MSTE.TO Sharpe Ratio is -0.93, which is lower than the NXF.TO Sharpe Ratio of 2.36. The chart below compares the historical Sharpe Ratios of MSTE.TO and NXF.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


MSTE.TONXF.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.93

2.36

-3.30

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.75

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.32

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.67

0.22

-0.89

Drawdowns

MSTE.TO vs. NXF.TO - Drawdown Comparison

The maximum MSTE.TO drawdown since its inception was -80.35%, which is greater than NXF.TO's maximum drawdown of -65.25%. Use the drawdown chart below to compare losses from any high point for MSTE.TO and NXF.TO.


Loading charts...

Drawdown Indicators


MSTE.TONXF.TODifference

Max Drawdown

Largest peak-to-trough decline

-80.35%

-65.25%

-15.10%

Max Drawdown (1Y)

Largest decline over 1 year

-80.35%

-9.41%

-70.94%

Max Drawdown (3Y)

Largest decline over 3 years

-24.26%

Max Drawdown (5Y)

Largest decline over 5 years

-24.26%

Max Drawdown (10Y)

Largest decline over 10 years

-65.25%

Current Drawdown

Current decline from peak

-76.21%

-5.01%

-71.20%

Average Drawdown

Average peak-to-trough decline

-39.63%

-16.04%

-23.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

53.78%

3.30%

+50.48%

Volatility

MSTE.TO vs. NXF.TO - Volatility Comparison

Harvest MicroStrategy Enhanced High Income Shares ETF (MSTE.TO) has a higher volatility of 23.39% compared to CI Energy Giants Covered Call ETF Common Units (CAD Hedged) (NXF.TO) at 7.55%. This indicates that MSTE.TO's price experiences larger fluctuations and is considered to be riskier than NXF.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


MSTE.TONXF.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

23.39%

7.55%

+15.84%

Volatility (6M)

Calculated over the trailing 6-month period

63.14%

15.65%

+47.49%

Volatility (1Y)

Calculated over the trailing 1-year period

77.31%

19.57%

+57.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

84.31%

23.39%

+60.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

84.31%

26.16%

+58.15%

Dividends

MSTE.TO vs. NXF.TO - Dividend Comparison

MSTE.TO's dividend yield for the trailing twelve months is around 149.64%, more than NXF.TO's 8.04% yield.


PositionTTM20252024202320222021202020192018201720162015
MSTE.TO
Harvest MicroStrategy Enhanced High Income Shares ETF
149.64%121.40%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
NXF.TO
CI Energy Giants Covered Call ETF Common Units (CAD Hedged)
8.04%7.70%8.50%8.60%11.22%9.48%11.23%7.83%9.38%6.50%8.24%8.05%

Frequently Asked Questions


MSTE.TO and NXF.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.

MSTE.TO is categorized as Derivative Income, while NXF.TO is Energy Equities. They also come from different issuers: Harvest and CI.

Portfolio Optimizer

Find the right allocation for MSTE.TO and NXF.TO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer