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UTES.TO vs. HISU-U.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

UTES.TO vs. HISU-U.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Evolve Canadian Utilities Enhanced Yield Index Fund ETF (UTES.TO) and Evolve US High Interest Savings Account Fund (HISU-U.TO). The values are adjusted to include any dividend payments, if applicable.

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UTES.TO vs. HISU-U.TO - Yearly Performance Comparison


2026 (YTD)20252024
UTES.TO
Evolve Canadian Utilities Enhanced Yield Index Fund ETF
10.78%18.66%-4.25%
HISU-U.TO
Evolve US High Interest Savings Account Fund
1.89%-1.75%7.65%
Different Trading Currencies

UTES.TO is traded in CAD, while HISU-U.TO is traded in USD. To make them comparable, the HISU-U.TO values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, UTES.TO achieves a 10.78% return, which is significantly higher than HISU-U.TO's 1.89% return.


UTES.TO

1D
-0.31%
1M
0.27%
YTD
10.78%
6M
10.24%
1Y
22.88%
3Y*
5Y*
10Y*

HISU-U.TO

1D
-0.12%
1M
1.85%
YTD
1.89%
6M
1.03%
1Y
-0.07%
3Y*
4.43%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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UTES.TO vs. HISU-U.TO - Expense Ratio Comparison

UTES.TO has a 0.60% expense ratio, which is higher than HISU-U.TO's 0.15% expense ratio.


Return for Risk

UTES.TO vs. HISU-U.TO — Risk / Return Rank

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

UTES.TO
UTES.TO Risk / Return Rank: 8989
Overall Rank
UTES.TO Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
UTES.TO Sortino Ratio Rank: 9292
Sortino Ratio Rank
UTES.TO Omega Ratio Rank: 9090
Omega Ratio Rank
UTES.TO Calmar Ratio Rank: 8585
Calmar Ratio Rank
UTES.TO Martin Ratio Rank: 8888
Martin Ratio Rank

HISU-U.TO
HISU-U.TO Risk / Return Rank: 9999
Overall Rank
HISU-U.TO Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
HISU-U.TO Sortino Ratio Rank: 9999
Sortino Ratio Rank
HISU-U.TO Omega Ratio Rank: 9999
Omega Ratio Rank
HISU-U.TO Calmar Ratio Rank: 9999
Calmar Ratio Rank
HISU-U.TO Martin Ratio Rank: 9999
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.

UTES.TO vs. HISU-U.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Evolve Canadian Utilities Enhanced Yield Index Fund ETF (UTES.TO) and Evolve US High Interest Savings Account Fund (HISU-U.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.


UTES.TOHISU-U.TODifference

Sharpe ratio

Return per unit of total volatility

2.13

-0.01

+2.14

Sortino ratio

Return per unit of downside risk

2.80

0.02

+2.79

Omega ratio

Gain probability vs. loss probability

1.40

1.00

+0.40

Calmar ratio

Return relative to maximum drawdown

2.72

-0.14

+2.86

Martin ratio

Return relative to average drawdown

11.31

-0.26

+11.57

UTES.TO vs. HISU-U.TO - Sharpe Ratio Comparison

The current UTES.TO Sharpe Ratio is 2.13, which is higher than the HISU-U.TO Sharpe Ratio of -0.01. The chart below compares the historical Sharpe Ratios of UTES.TO and HISU-U.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


UTES.TOHISU-U.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.13

-0.01

+2.14

Sharpe Ratio (All Time)

Calculated using the full available price history

1.44

0.86

+0.58

Correlation

The correlation between UTES.TO and HISU-U.TO is -0.04. 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

UTES.TO vs. HISU-U.TO - Dividend Comparison

UTES.TO's dividend yield for the trailing twelve months is around 17.25%, more than HISU-U.TO's 2.83% yield.


TTM2025202420232022
UTES.TO
Evolve Canadian Utilities Enhanced Yield Index Fund ETF
17.25%18.30%6.05%0.00%0.00%
HISU-U.TO
Evolve US High Interest Savings Account Fund
2.83%2.93%3.70%3.85%0.90%

Drawdowns

UTES.TO vs. HISU-U.TO - Drawdown Comparison

The maximum UTES.TO drawdown since its inception was -10.19%, which is greater than HISU-U.TO's maximum drawdown of -5.49%. Use the drawdown chart below to compare losses from any high point for UTES.TO and HISU-U.TO.


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Drawdown Indicators


UTES.TOHISU-U.TODifference

Max Drawdown

Largest peak-to-trough decline

-10.19%

-0.12%

-10.07%

Max Drawdown (1Y)

Largest decline over 1 year

-8.29%

-0.09%

-8.20%

Current Drawdown

Current decline from peak

-1.25%

0.00%

-1.25%

Average Drawdown

Average peak-to-trough decline

-2.63%

-0.01%

-2.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.99%

0.02%

+1.97%

Volatility

UTES.TO vs. HISU-U.TO - Volatility Comparison

Evolve Canadian Utilities Enhanced Yield Index Fund ETF (UTES.TO) has a higher volatility of 2.81% compared to Evolve US High Interest Savings Account Fund (HISU-U.TO) at 1.37%. This indicates that UTES.TO's price experiences larger fluctuations and is considered to be riskier than HISU-U.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UTES.TOHISU-U.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

2.81%

1.37%

+1.44%

Volatility (6M)

Calculated over the trailing 6-month period

6.67%

3.41%

+3.26%

Volatility (1Y)

Calculated over the trailing 1-year period

10.82%

5.30%

+5.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.99%

6.02%

+4.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.99%

6.02%

+4.97%