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

PLTE.TO vs. ZWU.TO

Last updated Apr 2, 2026

Compare and contrast key facts about Harvest Palantir Enhanced High Income Shares ETF (PLTE.TO) and BMO Covered Call Utilities ETF (ZWU.TO).

PLTE.TO and ZWU.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. ZWU.TO is an actively managed fund by BMO. It was launched on Oct 20, 2011.

Performance

PLTE.TO vs. ZWU.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 BMO Covered Call Utilities ETF (ZWU.TO). The values are adjusted to include any dividend payments, if applicable.

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

2026 (YTD)2025
PLTE.TO
Harvest Palantir Enhanced High Income Shares ETF		-20.02%159.97%
ZWU.TO
BMO Covered Call Utilities ETF		11.36%12.65%

Returns By Period

In the year-to-date period, PLTE.TO achieves a -20.02% return, which is significantly lower than ZWU.TO's 11.36% return.

PLTE.TO

1D
0.16%
1M
2.64%
YTD
-20.02%
6M
-20.70%
1Y
74.41%
3Y*
—
5Y*
—
10Y*
—

ZWU.TO

1D
-0.33%
1M
0.08%
YTD
11.36%
6M
9.50%
1Y
16.65%
3Y*
10.49%
5Y*
7.10%
10Y*
6.47%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Harvest Palantir Enhanced High Income Shares ETF

BMO Covered Call Utilities ETF

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Often compared with ZWU.TO:
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PLTE.TO vs. ZWU.TO - Expense Ratio Comparison

PLTE.TO has a 0.40% expense ratio, which is lower than ZWU.TO's 0.65% expense ratio.

ZWU.TO
BMO Covered Call Utilities ETF
PLTE.TO
Harvest Palantir Enhanced High Income Shares ETF

Return for Risk

PLTE.TO vs. ZWU.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: 6161
Overall Rank
PLTE.TO Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
PLTE.TO Sortino Ratio Rank: 6969
Sortino Ratio Rank
PLTE.TO Omega Ratio Rank: 6161
Omega Ratio Rank
PLTE.TO Calmar Ratio Rank: 6565
Calmar Ratio Rank
PLTE.TO Martin Ratio Rank: 4343
Martin Ratio Rank
ZWU.TO
ZWU.TO Risk / Return Rank: 8484
Overall Rank
ZWU.TO Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
ZWU.TO Sortino Ratio Rank: 8686
Sortino Ratio Rank
ZWU.TO Omega Ratio Rank: 8686
Omega Ratio Rank
ZWU.TO Calmar Ratio Rank: 8383
Calmar Ratio Rank
ZWU.TO Martin Ratio Rank: 8080
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. ZWU.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 BMO Covered Call Utilities ETF (ZWU.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.TOZWU.TODifference

Sharpe ratio

Return per unit of total volatility

1.19

1.84

-0.65

Sortino ratio

Return per unit of downside risk

1.79

2.37

-0.59

Omega ratio

Gain probability vs. loss probability

1.24

1.36

-0.12

Calmar ratio

Return relative to maximum drawdown

1.75

2.50

-0.75

Martin ratio

Return relative to average drawdown

4.33

9.31

-4.98

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. ZWU.TO - Sharpe Ratio Comparison

The current PLTE.TO Sharpe Ratio is 1.19, which is lower than the ZWU.TO Sharpe Ratio of 1.84. The chart below compares the historical Sharpe Ratios of PLTE.TO and ZWU.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.TOZWU.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.19

1.84

-0.65

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.69

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.46

—

Sharpe Ratio (All Time)

Calculated using the full available price history

1.19

0.43

+0.76

Correlation

The correlation between PLTE.TO and ZWU.TO is -0.18. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Dividends

PLTE.TO vs. ZWU.TO - Dividend Comparison

PLTE.TO's dividend yield for the trailing twelve months is around 38.27%, more than ZWU.TO's 6.94% yield.

TTM20252024202320222021202020192018201720162015
PLTE.TO
Harvest Palantir Enhanced High Income Shares ETF		38.27%23.70%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ZWU.TO
BMO Covered Call Utilities ETF		6.94%7.59%7.96%8.54%8.35%7.43%7.94%6.29%6.84%6.46%6.77%7.57%

Drawdowns

PLTE.TO vs. ZWU.TO - Drawdown Comparison

The maximum PLTE.TO drawdown since its inception was -43.92%, which is greater than ZWU.TO's maximum drawdown of -37.41%. Use the drawdown chart below to compare losses from any high point for PLTE.TO and ZWU.TO.

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Drawdown Indicators

PLTE.TOZWU.TODifference

Max Drawdown

Largest peak-to-trough decline

-43.92%

-37.41%

-6.51%

Max Drawdown (1Y)

Largest decline over 1 year

-41.32%

-6.71%

-34.61%

Max Drawdown (5Y)

Largest decline over 5 years

—

-23.36%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-37.41%

—

Current Drawdown

Current decline from peak

-30.91%

-0.65%

-30.26%

Average Drawdown

Average peak-to-trough decline

-14.85%

-5.42%

-9.43%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.72%

1.80%

+14.92%

Volatility

PLTE.TO vs. ZWU.TO - Volatility Comparison

Harvest Palantir Enhanced High Income Shares ETF (PLTE.TO) has a higher volatility of 15.08% compared to BMO Covered Call Utilities ETF (ZWU.TO) at 2.44%. This indicates that PLTE.TO's price experiences larger fluctuations and is considered to be riskier than ZWU.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.TOZWU.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

15.08%

2.44%

+12.64%

Volatility (6M)

Calculated over the trailing 6-month period

41.13%

5.27%

+35.86%

Volatility (1Y)

Calculated over the trailing 1-year period

62.94%

9.11%

+53.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

70.58%

10.34%

+60.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

70.58%

14.15%

+56.43%