XEXP.TO vs. HTAE.TO
XEXP.TO (iShares Exponential Technologies Index ETF) and HTAE.TO (Harvest Tech Achievers Enhanced Income ETF - Class A Units) are both Technology Equities funds. XEXP.TO is passively managed, while HTAE.TO is actively managed. Over the past 3 years, XEXP.TO returned 17.73%/yr vs 31.84%/yr for HTAE.TO. At a 0.37 correlation, their price movements are largely independent. XEXP.TO charges 0.44%/yr vs 2.49%/yr for HTAE.TO.
Performance
XEXP.TO vs. HTAE.TO - Performance Comparison
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Returns By Period
In the year-to-date period, XEXP.TO achieves a 21.53% return, which is significantly lower than HTAE.TO's 32.62% return.
XEXP.TO
- 1D
- 0.25%
- 1M
- 11.43%
- YTD
- 21.53%
- 6M
- 13.91%
- 1Y
- 41.18%
- 3Y*
- 17.73%
- 5Y*
- —
- 10Y*
- —
HTAE.TO
- 1D
- -1.02%
- 1M
- 20.35%
- YTD
- 32.62%
- 6M
- 33.74%
- 1Y
- 56.12%
- 3Y*
- 31.84%
- 5Y*
- —
- 10Y*
- —
XEXP.TO vs. HTAE.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
XEXP.TO iShares Exponential Technologies Index ETF | 21.53% | 13.97% | 9.27% | 24.40% | 1.75% |
HTAE.TO Harvest Tech Achievers Enhanced Income ETF - Class A Units | 32.62% | 13.49% | 28.26% | 68.45% | -3.55% |
Correlation
The correlation between XEXP.TO and HTAE.TO is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Oct 26, 2022 | 0.37 |
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Return for Risk
XEXP.TO vs. HTAE.TO — Risk / Return Rank
XEXP.TO
HTAE.TO
XEXP.TO vs. HTAE.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Exponential Technologies Index ETF (XEXP.TO) and Harvest Tech Achievers Enhanced Income ETF - Class A Units (HTAE.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.
| XEXP.TO | HTAE.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | +0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.48 | 1.40 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 3.42 | 3.07 | +0.35 |
| Martin ratioReturn relative to average drawdown | 10.64 | 10.12 | +0.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XEXP.TO | HTAE.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.51 | 2.57 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 1.39 | -0.47 |
Drawdowns
XEXP.TO vs. HTAE.TO - Drawdown Comparison
The maximum XEXP.TO drawdown since its inception was -22.44%, smaller than the maximum HTAE.TO drawdown of -30.83%. Use the drawdown chart below to compare losses from any high point for XEXP.TO and HTAE.TO.
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Drawdown Indicators
| XEXP.TO | HTAE.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.44% | -30.83% | +8.39% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -18.39% | +6.29% |
Max Drawdown (3Y)Largest decline over 3 years | -22.44% | -30.83% | +8.39% |
Current DrawdownCurrent decline from peak | 0.00% | -1.02% | +1.02% |
Average DrawdownAverage peak-to-trough decline | -3.99% | -4.57% | +0.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.88% | 5.56% | -1.68% |
Volatility
XEXP.TO vs. HTAE.TO - Volatility Comparison
The current volatility for iShares Exponential Technologies Index ETF (XEXP.TO) is 5.54%, while Harvest Tech Achievers Enhanced Income ETF - Class A Units (HTAE.TO) has a volatility of 6.89%. This indicates that XEXP.TO experiences smaller price fluctuations and is considered to be less risky than HTAE.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XEXP.TO | HTAE.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.54% | 6.89% | -1.35% |
Volatility (6M)Calculated over the trailing 6-month period | 12.89% | 17.54% | -4.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.48% | 21.98% | -5.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.92% | 26.99% | -8.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.92% | 26.99% | -8.07% |
XEXP.TO vs. HTAE.TO - Expense Ratio Comparison
XEXP.TO has a 0.44% expense ratio, which is lower than HTAE.TO's 2.49% expense ratio.
Dividends
XEXP.TO vs. HTAE.TO - Dividend Comparison
XEXP.TO's dividend yield for the trailing twelve months is around 0.54%, less than HTAE.TO's 9.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
HTAE.TO Harvest Tech Achievers Enhanced Income ETF - Class A Units | 9.31% | 11.28% | 10.01% | 9.38% | 2.20% |
XEXP.TO iShares Exponential Technologies Index ETF | 0.54% | 0.65% | 0.80% | 0.63% | 0.21% |
Frequently Asked Questions
XEXP.TO and HTAE.TO have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XEXP.TO is cheaper at 0.44% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XEXP.TO is cheaper with a 0.44% expense ratio, compared with 2.49% for HTAE.TO.
They also come from different issuers: iShares and Harvest. Their fees differ too: 0.44% for XEXP.TO and 2.49% for HTAE.TO.
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