XEXP.TO vs. MSFH.TO
XEXP.TO (iShares Exponential Technologies Index ETF) and MSFH.TO (Harvest Microsoft High Income Shares ETF Class A Units) are both Technology Equities funds. XEXP.TO is passively managed, while MSFH.TO is actively managed. Over the past year, XEXP.TO returned 21.34% vs -17.28% for MSFH.TO. At a 0.21 correlation, their price movements are largely independent.
Performance
XEXP.TO vs. MSFH.TO - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, XEXP.TO achieves a 18.49% return, which is significantly higher than MSFH.TO's -14.71% return.
XEXP.TO
- 1D
- 0.00%
- 1M
- -1.19%
- 6M
- 13.74%
- YTD
- 18.49%
- 1Y
- 21.34%
- 3Y*
- 12.80%
- 5Y*
- —
- 10Y*
- —
MSFH.TO
- 1D
- -1.35%
- 1M
- 3.57%
- 6M
- -11.91%
- YTD
- -14.71%
- 1Y
- -17.28%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XEXP.TO vs. MSFH.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
XEXP.TO iShares Exponential Technologies Index ETF | 18.49% | 7.70% | 6.34% |
MSFH.TO Harvest Microsoft High Income Shares ETF Class A Units | -14.71% | 6.58% | 5.90% |
Correlation
The correlation between XEXP.TO and MSFH.TO is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Aug 21, 2024 | 0.21 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
XEXP.TO vs. MSFH.TO — Risk / Return Rank
XEXP.TO
MSFH.TO
XEXP.TO vs. MSFH.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 Microsoft High Income Shares ETF Class A Units (MSFH.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.
| XEXP.TO | MSFH.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.83 | ||
| Sortino ratioReturn per unit of downside risk | +2.32 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 0.89 | +0.35 |
| Calmar ratioReturn relative to maximum drawdown | 1.27 | -0.56 | +1.83 |
| Martin ratioReturn relative to average drawdown | 3.18 | -1.01 | +4.18 |
Loading charts...
Drawdowns
XEXP.TO vs. MSFH.TO - Drawdown Comparison
The maximum XEXP.TO drawdown since its inception was -22.44%, smaller than the maximum MSFH.TO drawdown of -31.00%. Use the drawdown chart below to compare losses from any high point for XEXP.TO and MSFH.TO.
Loading charts...
Drawdown Indicators
| XEXP.TO | MSFH.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.44% | -31.00% | +8.56% |
Max Drawdown (1Y)Largest decline over 1 year | -16.93% | -31.00% | +14.07% |
Max Drawdown (3Y)Largest decline over 3 years | -22.44% | — | — |
Current DrawdownCurrent decline from peak | -4.65% | -23.17% | +18.52% |
Average DrawdownAverage peak-to-trough decline | -4.37% | -9.92% | +5.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.73% | 17.23% | -10.50% |
Volatility
XEXP.TO vs. MSFH.TO - Volatility Comparison
The current volatility for iShares Exponential Technologies Index ETF (XEXP.TO) is 4.37%, while Harvest Microsoft High Income Shares ETF Class A Units (MSFH.TO) has a volatility of 10.57%. This indicates that XEXP.TO experiences smaller price fluctuations and is considered to be less risky than MSFH.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| XEXP.TO | MSFH.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 10.57% | -6.20% |
Volatility (6M)Calculated over the trailing 6-month period | 12.49% | 21.84% | -9.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.31% | 24.42% | -5.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.14% | 23.47% | -4.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.14% | 23.47% | -4.33% |
Dividends
XEXP.TO vs. MSFH.TO - Dividend Comparison
XEXP.TO's dividend yield for the trailing twelve months is around 0.76%, less than MSFH.TO's 19.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
MSFH.TO Harvest Microsoft High Income Shares ETF Class A Units | 19.13% | 14.88% | 4.59% | 0.00% | 0.00% |
XEXP.TO iShares Exponential Technologies Index ETF | 0.76% | 0.69% | 0.80% | 0.63% | 0.21% |
Frequently Asked Questions
XEXP.TO and MSFH.TO have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
They also come from different issuers: iShares and Harvest.
Find the right allocation for XEXP.TO and MSFH.TO
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer