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PLTE.TO vs. XEQT.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

PLTE.TO vs. XEQT.TO

Last updated Apr 1, 2026

Compare and contrast key facts about Harvest Palantir Enhanced High Income Shares ETF (PLTE.TO) and iShares Core Equity ETF Portfolio (XEQT.TO).

PLTE.TO and XEQT.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PLTE.TO is an actively managed fund by Harvest. It was launched on Jan 16, 2025. XEQT.TO is an actively managed fund by iShares. It was launched on Aug 7, 2019.

Performance

PLTE.TO vs. XEQT.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Harvest Palantir Enhanced High Income Shares ETF (PLTE.TO) and iShares Core Equity ETF Portfolio (XEQT.TO). The values are adjusted to include any dividend payments, if applicable.

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PLTE.TO vs. XEQT.TO - Yearly Performance Comparison

2026 (YTD)2025
PLTE.TO
Harvest Palantir Enhanced High Income Shares ETF		-22.82%159.97%
XEQT.TO
iShares Core Equity ETF Portfolio		0.66%18.24%

Returns By Period

In the year-to-date period, PLTE.TO achieves a -22.82% return, which is significantly lower than XEQT.TO's 0.66% return.

PLTE.TO

1D
3.41%
1M
5.17%
YTD
-22.82%
6M
-22.26%
1Y
66.37%
3Y*
—
5Y*
—
10Y*
—

XEQT.TO

1D
2.80%
1M
-4.49%
YTD
0.66%
6M
2.68%
1Y
20.05%
3Y*
18.11%
5Y*
11.80%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Harvest Palantir Enhanced High Income Shares ETF

iShares Core Equity ETF Portfolio

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Often compared with XEQT.TO:
XEQT.TO vs. VFV.TOXEQT.TO vs. VEQT.TOXEQT.TO vs. XGRO.TOXEQT.TO vs. ZEQT.TOXEQT.TO vs. VGRO.TOXEQT.TO vs. XEI.TOXEQT.TO vs. XAW.TO

PLTE.TO vs. XEQT.TO - Expense Ratio Comparison

PLTE.TO has a 0.40% expense ratio, which is higher than XEQT.TO's 0.20% expense ratio.

PLTE.TO
Harvest Palantir Enhanced High Income Shares ETF
XEQT.TO
iShares Core Equity ETF Portfolio

Return for Risk

PLTE.TO vs. XEQT.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PLTE.TO
PLTE.TO Risk / Return Rank: 6060
Overall Rank
PLTE.TO Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
PLTE.TO Sortino Ratio Rank: 6868
Sortino Ratio Rank
PLTE.TO Omega Ratio Rank: 6161
Omega Ratio Rank
PLTE.TO Calmar Ratio Rank: 6464
Calmar Ratio Rank
PLTE.TO Martin Ratio Rank: 4343
Martin Ratio Rank
XEQT.TO
XEQT.TO Risk / Return Rank: 7575
Overall Rank
XEQT.TO Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
XEQT.TO Sortino Ratio Rank: 7474
Sortino Ratio Rank
XEQT.TO Omega Ratio Rank: 7676
Omega Ratio Rank
XEQT.TO Calmar Ratio Rank: 7373
Calmar Ratio Rank
XEQT.TO Martin Ratio Rank: 7979
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.

PLTE.TO vs. XEQT.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harvest Palantir Enhanced High Income Shares ETF (PLTE.TO) and iShares Core Equity ETF Portfolio (XEQT.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.

PLTE.TOXEQT.TODifference

Sharpe ratio

Return per unit of total volatility

1.06

1.26

-0.20

Sortino ratio

Return per unit of downside risk

1.67

1.76

-0.09

Omega ratio

Gain probability vs. loss probability

1.22

1.27

-0.05

Calmar ratio

Return relative to maximum drawdown

1.58

1.75

-0.17

Martin ratio

Return relative to average drawdown

3.93

7.85

-3.92

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PLTE.TO vs. XEQT.TO - Sharpe Ratio Comparison

The current PLTE.TO Sharpe Ratio is 1.06, which is comparable to the XEQT.TO Sharpe Ratio of 1.26. The chart below compares the historical Sharpe Ratios of PLTE.TO and XEQT.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

PLTE.TOXEQT.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.06

1.26

-0.20

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.91

—

Sharpe Ratio (All Time)

Calculated using the full available price history

1.12

0.85

+0.27

Correlation

The correlation between PLTE.TO and XEQT.TO is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

PLTE.TO vs. XEQT.TO - Dividend Comparison

PLTE.TO's dividend yield for the trailing twelve months is around 35.10%, more than XEQT.TO's 1.66% yield.

TTM2025202420232022202120202019
PLTE.TO
Harvest Palantir Enhanced High Income Shares ETF		35.10%23.70%0.00%0.00%0.00%0.00%0.00%0.00%
XEQT.TO
iShares Core Equity ETF Portfolio		1.66%1.66%2.01%2.07%2.12%1.64%1.66%1.19%

Drawdowns

PLTE.TO vs. XEQT.TO - Drawdown Comparison

The maximum PLTE.TO drawdown since its inception was -43.92%, which is greater than XEQT.TO's maximum drawdown of -29.74%. Use the drawdown chart below to compare losses from any high point for PLTE.TO and XEQT.TO.

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Drawdown Indicators

PLTE.TOXEQT.TODifference

Max Drawdown

Largest peak-to-trough decline

-43.92%

-29.74%

-14.18%

Max Drawdown (1Y)

Largest decline over 1 year

-41.32%

-11.78%

-29.54%

Max Drawdown (5Y)

Largest decline over 5 years

—

-19.56%

—

Current Drawdown

Current decline from peak

-33.33%

-5.08%

-28.25%

Average Drawdown

Average peak-to-trough decline

-14.81%

-4.20%

-10.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.62%

2.63%

+13.99%

Volatility

PLTE.TO vs. XEQT.TO - Volatility Comparison

Harvest Palantir Enhanced High Income Shares ETF (PLTE.TO) has a higher volatility of 13.86% compared to iShares Core Equity ETF Portfolio (XEQT.TO) at 6.01%. This indicates that PLTE.TO's price experiences larger fluctuations and is considered to be riskier than XEQT.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

PLTE.TOXEQT.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

13.86%

6.01%

+7.85%

Volatility (6M)

Calculated over the trailing 6-month period

40.75%

9.46%

+31.29%

Volatility (1Y)

Calculated over the trailing 1-year period

62.67%

15.98%

+46.69%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

70.49%

13.03%

+57.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

70.49%

15.63%

+54.86%