XEQT.TO vs. HHIS.TO
XEQT.TO (iShares Core Equity ETF Portfolio) and HHIS.TO (Harvest Diversified High Income Shares ETF) are both exchange-traded funds - XEQT.TO is a Global Equities fund actively managed by iShares, while HHIS.TO is a Derivative Income fund actively managed by Harvest. Both are actively managed. Over the past year, XEQT.TO returned 29.47% vs 26.39% for HHIS.TO. A 0.74 correlation means they provide meaningful diversification when combined. XEQT.TO charges 0.20%/yr vs 0.00%/yr for HHIS.TO.
Performance
XEQT.TO vs. HHIS.TO - Performance Comparison
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Returns By Period
In the year-to-date period, XEQT.TO achieves a 12.26% return, which is significantly higher than HHIS.TO's 4.23% return.
XEQT.TO
- 1D
- 0.63%
- 1M
- 2.69%
- YTD
- 12.26%
- 6M
- 12.73%
- 1Y
- 29.47%
- 3Y*
- 21.81%
- 5Y*
- 13.69%
- 10Y*
- —
HHIS.TO
- 1D
- -0.18%
- 1M
- -2.59%
- YTD
- 4.23%
- 6M
- 3.47%
- 1Y
- 26.39%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XEQT.TO vs. HHIS.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XEQT.TO iShares Core Equity ETF Portfolio | 12.26% | 19.86% |
HHIS.TO Harvest Diversified High Income Shares ETF | 4.23% | 24.70% |
Correlation
The correlation between XEQT.TO and HHIS.TO is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Jan 16, 2025 | 0.74 |
The correlation between XEQT.TO and HHIS.TO has been stable across timeframes, ranging from 0.72 to 0.74 - a consistent structural relationship.
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Return for Risk
XEQT.TO vs. HHIS.TO — Risk / Return Rank
XEQT.TO
HHIS.TO
XEQT.TO vs. HHIS.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Equity ETF Portfolio (XEQT.TO) and Harvest Diversified High Income Shares ETF (HHIS.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.
| XEQT.TO | HHIS.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.32 | ||
| Sortino ratioReturn per unit of downside risk | +1.74 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.20 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 3.59 | 1.08 | +2.50 |
| Martin ratioReturn relative to average drawdown | 15.41 | 2.68 | +12.73 |
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Drawdowns
XEQT.TO vs. HHIS.TO - Drawdown Comparison
The maximum XEQT.TO drawdown since its inception was -29.74%, smaller than the maximum HHIS.TO drawdown of -31.83%. Use the drawdown chart below to compare losses from any high point for XEQT.TO and HHIS.TO.
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Drawdown Indicators
| XEQT.TO | HHIS.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.74% | -31.83% | +2.09% |
Max Drawdown (1Y)Largest decline over 1 year | -8.25% | -24.43% | +16.18% |
Max Drawdown (3Y)Largest decline over 3 years | -15.08% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -19.55% | — | — |
Current DrawdownCurrent decline from peak | -0.84% | -7.47% | +6.63% |
Average DrawdownAverage peak-to-trough decline | -4.09% | -8.64% | +4.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 9.86% | -7.94% |
Volatility
XEQT.TO vs. HHIS.TO - Volatility Comparison
The current volatility for iShares Core Equity ETF Portfolio (XEQT.TO) is 5.02%, while Harvest Diversified High Income Shares ETF (HHIS.TO) has a volatility of 8.04%. This indicates that XEQT.TO experiences smaller price fluctuations and is considered to be less risky than HHIS.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XEQT.TO | HHIS.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.02% | 8.04% | -3.02% |
Volatility (6M)Calculated over the trailing 6-month period | 10.06% | 18.09% | -8.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.17% | 23.84% | -11.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.21% | 33.81% | -20.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.58% | 33.81% | -18.23% |
XEQT.TO vs. HHIS.TO - Expense Ratio Comparison
XEQT.TO has a 0.20% expense ratio, which is higher than HHIS.TO's 0.00% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
XEQT.TO vs. HHIS.TO - Dividend Comparison
XEQT.TO's dividend yield for the trailing twelve months is around 1.48%, less than HHIS.TO's 27.93% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
HHIS.TO Harvest Diversified High Income Shares ETF | 27.93% | 22.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XEQT.TO iShares Core Equity ETF Portfolio | 1.48% | 1.66% | 2.03% | 2.09% | 2.14% | 1.66% | 1.69% | 1.21% |
Frequently Asked Questions
XEQT.TO and HHIS.TO have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, HHIS.TO is cheaper at 0.00% per year. The better choice depends on whether you care most about return, fees, risk, or income.
HHIS.TO is cheaper with a 0.00% expense ratio, compared with 0.20% for XEQT.TO.
XEQT.TO is categorized as Global Equities, while HHIS.TO is Derivative Income. They also come from different issuers: iShares and Harvest. Their fees differ too: 0.20% for XEQT.TO and 0.00% for HHIS.TO.
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