XDUH.TO vs. LLYH.TO
XDUH.TO (iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged)) and LLYH.TO (Harvest Eli Lilly High Income Shares ETF Class A Units) are both exchange-traded funds - XDUH.TO is a Quality Factor fund tracking the Morningstar US Market TR CAD, while LLYH.TO is a Dividend fund actively managed by Harvest. XDUH.TO is passively managed, while LLYH.TO is actively managed. Over the past year, XDUH.TO returned 18.77% vs 43.15% for LLYH.TO. Their 0.20 correlation means their historical movements had little consistent relationship. XDUH.TO charges 0.16%/yr vs 0.40%/yr for LLYH.TO.
Performance
XDUH.TO vs. LLYH.TO - Performance Comparison
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Returns By Period
In the year-to-date period, XDUH.TO achieves a 13.00% return, which is significantly higher than LLYH.TO's 10.77% return.
XDUH.TO
- 1D
- 0.22%
- 1M
- 0.51%
- 6M
- 7.89%
- YTD
- 13.00%
- 1Y
- 18.77%
- 3Y*
- 10.83%
- 5Y*
- 7.12%
- 10Y*
- —
- ALL TIME*
- 7.75%
LLYH.TO
- 1D
- -0.84%
- 1M
- -4.36%
- 6M
- 15.51%
- YTD
- 10.77%
- 1Y
- 43.15%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 11.55%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| CA$29.93K | CA$37.11K | CA$49.69K | |
| CA$63.30K | CA$42.57K | CA$56.92K |
XDUH.TO vs. LLYH.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
XDUH.TO iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged) | 13.00% | 8.08% | -1.26% |
LLYH.TO Harvest Eli Lilly High Income Shares ETF Class A Units | 10.77% | 24.63% | -10.44% |
Correlation
The correlation between XDUH.TO and LLYH.TO is 0.20, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.20 |
Correlation (All Time) Calculated using the full available price history since Aug 21, 2024 | 0.20 |
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Return for Risk
XDUH.TO vs. LLYH.TO — Risk / Return Rank
XDUH.TO
LLYH.TO
XDUH.TO vs. LLYH.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged) (XDUH.TO) and Harvest Eli Lilly High Income Shares ETF Class A Units (LLYH.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.
| XDUH.TO | LLYH.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.09 | ||
| Sortino ratioReturn per unit of downside risk | +0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.27 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.90 | 2.43 | +0.47 |
| Martin ratioReturn relative to average drawdown | 7.77 | 6.57 | +1.20 |
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Drawdowns
XDUH.TO vs. LLYH.TO - Drawdown Comparison
The maximum XDUH.TO drawdown since its inception was -34.91%, which is greater than LLYH.TO's maximum drawdown of -31.00%. Use the drawdown chart below to compare losses from any high point for XDUH.TO and LLYH.TO.
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Drawdown Indicators
| XDUH.TO | LLYH.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.91% | -31.00% | -3.91% |
Max Drawdown (1Y)Largest decline over 1 year | -6.08% | -19.48% | +13.40% |
Max Drawdown (3Y)Largest decline over 3 years | -14.35% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -17.33% | — | — |
Current DrawdownCurrent decline from peak | -1.41% | -6.44% | +5.03% |
Average DrawdownAverage peak-to-trough decline | -4.38% | -9.50% | +5.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.27% | 7.19% | -4.92% |
Volatility
XDUH.TO vs. LLYH.TO - Volatility Comparison
The current volatility for iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged) (XDUH.TO) is 4.00%, while Harvest Eli Lilly High Income Shares ETF Class A Units (LLYH.TO) has a volatility of 8.72%. This indicates that XDUH.TO experiences smaller price fluctuations and is considered to be less risky than LLYH.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XDUH.TO | LLYH.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.00% | 8.72% | -4.72% |
Volatility (6M)Calculated over the trailing 6-month period | 7.60% | 25.25% | -17.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.98% | 33.92% | -21.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.58% | 33.36% | -19.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.41% | 33.36% | -16.95% |
XDUH.TO vs. LLYH.TO - Expense Ratio Comparison
XDUH.TO has a 0.16% expense ratio, which is lower than LLYH.TO's 0.40% expense ratio.
Dividends
XDUH.TO vs. LLYH.TO - Dividend Comparison
XDUH.TO's dividend yield for the trailing twelve months is around 2.20%, less than LLYH.TO's 17.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
LLYH.TO Harvest Eli Lilly High Income Shares ETF Class A Units | 17.06% | 17.54% | 6.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XDUH.TO iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged) | 2.20% | 2.46% | 2.67% | 2.55% | 2.40% | 2.62% | 2.67% | 2.36% | 2.75% | 0.76% |
Frequently Asked Questions
XDUH.TO and LLYH.TO have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XDUH.TO is cheaper at 0.16% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XDUH.TO is cheaper with a 0.16% expense ratio, compared with 0.40% for LLYH.TO.
XDUH.TO is categorized as Quality Factor, while LLYH.TO is Dividend. They also come from different issuers: iShares and Harvest. Their fees differ too: 0.16% for XDUH.TO and 0.40% for LLYH.TO.
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