XGRO.TO vs. HHIS.TO
XGRO.TO (iShares Core Growth ETF Portfolio) and HHIS.TO (Harvest Diversified High Income Shares ETF) are both exchange-traded funds - XGRO.TO is a Diversified Portfolio 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, XGRO.TO returned 22.44% vs 26.39% for HHIS.TO. A 0.69 correlation means they provide meaningful diversification when combined. XGRO.TO charges 0.20%/yr vs 0.00%/yr for HHIS.TO.
Performance
XGRO.TO vs. HHIS.TO - Performance Comparison
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Returns By Period
In the year-to-date period, XGRO.TO achieves a 10.06% return, which is significantly higher than HHIS.TO's 4.23% return.
XGRO.TO
- 1D
- 0.47%
- 1M
- 2.38%
- YTD
- 10.06%
- 6M
- 9.06%
- 1Y
- 22.44%
- 3Y*
- 17.83%
- 5Y*
- 10.71%
- 10Y*
- 10.48%
HHIS.TO
- 1D
- -0.18%
- 1M
- -2.59%
- YTD
- 4.23%
- 6M
- 3.47%
- 1Y
- 26.39%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XGRO.TO vs. HHIS.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XGRO.TO iShares Core Growth ETF Portfolio | 10.06% | 15.24% |
HHIS.TO Harvest Diversified High Income Shares ETF | 4.23% | 24.70% |
Correlation
The correlation between XGRO.TO and HHIS.TO is 0.67, 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 | 0.67 |
Correlation (All Time) Calculated using the full available price history since Jan 16, 2025 | 0.69 |
The correlation between XGRO.TO and HHIS.TO has been stable across timeframes, ranging from 0.67 to 0.69 - a consistent structural relationship.
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Return for Risk
XGRO.TO vs. HHIS.TO — Risk / Return Rank
XGRO.TO
HHIS.TO
XGRO.TO vs. HHIS.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Growth ETF Portfolio (XGRO.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.
| XGRO.TO | HHIS.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.92 | ||
| Sortino ratioReturn per unit of downside risk | +1.32 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.20 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 3.16 | 1.08 | +2.08 |
| Martin ratioReturn relative to average drawdown | 13.90 | 2.68 | +11.22 |
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Drawdowns
XGRO.TO vs. HHIS.TO - Drawdown Comparison
The maximum XGRO.TO drawdown since its inception was -47.99%, which is greater than HHIS.TO's maximum drawdown of -31.83%. Use the drawdown chart below to compare losses from any high point for XGRO.TO and HHIS.TO.
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Drawdown Indicators
| XGRO.TO | HHIS.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.99% | -31.83% | -16.16% |
Max Drawdown (1Y)Largest decline over 1 year | -7.12% | -24.43% | +17.31% |
Max Drawdown (3Y)Largest decline over 3 years | -12.47% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -18.38% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -25.85% | — | — |
Current DrawdownCurrent decline from peak | -0.57% | -7.47% | +6.90% |
Average DrawdownAverage peak-to-trough decline | -8.50% | -8.64% | +0.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.62% | 9.86% | -8.24% |
Volatility
XGRO.TO vs. HHIS.TO - Volatility Comparison
The current volatility for iShares Core Growth ETF Portfolio (XGRO.TO) is 3.96%, while Harvest Diversified High Income Shares ETF (HHIS.TO) has a volatility of 8.04%. This indicates that XGRO.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
| XGRO.TO | HHIS.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.96% | 8.04% | -4.08% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 18.09% | -8.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.09% | 23.84% | -12.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.09% | 33.81% | -22.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.37% | 33.81% | -20.44% |
XGRO.TO vs. HHIS.TO - Expense Ratio Comparison
XGRO.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
XGRO.TO vs. HHIS.TO - Dividend Comparison
XGRO.TO's dividend yield for the trailing twelve months is around 1.78%, less than HHIS.TO's 27.93% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HHIS.TO Harvest Diversified High Income Shares ETF | 27.93% | 22.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XGRO.TO iShares Core Growth ETF Portfolio | 1.78% | 1.94% | 2.01% | 2.27% | 1.89% | 1.70% | 1.99% | 2.27% | 7.62% | 2.09% | 2.70% | 2.17% |
Frequently Asked Questions
XGRO.TO and HHIS.TO have a correlation of 0.67, 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 XGRO.TO.
XGRO.TO is categorized as Diversified Portfolio, while HHIS.TO is Derivative Income. They also come from different issuers: iShares and Harvest. Their fees differ too: 0.20% for XGRO.TO and 0.00% for HHIS.TO.
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