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XIC.TO vs. HHIS.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XIC.TO vs. HHIS.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares Core S&P/TSX Capped Composite Index ETF (XIC.TO) and Harvest Diversified High Income Shares ETF (HHIS.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XIC.TO achieves a 11.27% return, which is significantly higher than HHIS.TO's 4.23% return.


XIC.TO

1D
0.79%
1M
2.89%
YTD
11.27%
6M
11.99%
1Y
34.40%
3Y*
23.86%
5Y*
14.57%
10Y*
12.79%

HHIS.TO

1D
-0.18%
1M
-2.59%
YTD
4.23%
6M
3.47%
1Y
26.39%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XIC.TO vs. HHIS.TO - Yearly Performance Comparison


Correlation

The correlation between XIC.TO and HHIS.TO is 0.52, 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

0.52

Correlation (All Time)
Calculated using the full available price history since Jan 16, 2025

0.56

The correlation between XIC.TO and HHIS.TO has been stable across timeframes, ranging from 0.52 to 0.56 - a consistent structural relationship.

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Return for Risk

XIC.TO vs. HHIS.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XIC.TO
XIC.TO Risk / Return Rank: 8787
Overall Rank
XIC.TO Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
XIC.TO Sortino Ratio Rank: 8787
Sortino Ratio Rank
XIC.TO Omega Ratio Rank: 8787
Omega Ratio Rank
XIC.TO Calmar Ratio Rank: 8181
Calmar Ratio Rank
XIC.TO Martin Ratio Rank: 8989
Martin Ratio Rank

HHIS.TO
HHIS.TO Risk / Return Rank: 3030
Overall Rank
HHIS.TO Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
HHIS.TO Sortino Ratio Rank: 3333
Sortino Ratio Rank
HHIS.TO Omega Ratio Rank: 3333
Omega Ratio Rank
HHIS.TO Calmar Ratio Rank: 2626
Calmar Ratio Rank
HHIS.TO Martin Ratio Rank: 2323
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XIC.TO vs. HHIS.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P/TSX Capped Composite Index ETF (XIC.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.


XIC.TOHHIS.TODifference
Sharpe ratioReturn per unit of total volatility

+1.53

Sortino ratioReturn per unit of downside risk

+1.83

Omega ratioGain probability vs. loss probability

1.47

1.20

+0.27

Calmar ratioReturn relative to maximum drawdown

3.72

1.08

+2.64

Martin ratioReturn relative to average drawdown

17.02

2.68

+14.34

XIC.TO vs. HHIS.TO - Sharpe Ratio Comparison

The current XIC.TO Sharpe Ratio is 2.65, which is higher than the HHIS.TO Sharpe Ratio of 1.11. The chart below compares the historical Sharpe Ratios of XIC.TO and HHIS.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

XIC.TO vs. HHIS.TO - Drawdown Comparison

The maximum XIC.TO drawdown since its inception was -47.27%, 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 XIC.TO and HHIS.TO.


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Drawdown Indicators


XIC.TOHHIS.TODifference

Max Drawdown

Largest peak-to-trough decline

-47.27%

-31.83%

-15.44%

Max Drawdown (1Y)

Largest decline over 1 year

-9.29%

-24.43%

+15.14%

Max Drawdown (3Y)

Largest decline over 3 years

-12.27%

Max Drawdown (5Y)

Largest decline over 5 years

-16.24%

Max Drawdown (10Y)

Largest decline over 10 years

-37.21%

Current Drawdown

Current decline from peak

-0.75%

-7.47%

+6.72%

Average Drawdown

Average peak-to-trough decline

-6.73%

-8.64%

+1.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.03%

9.86%

-7.83%

Volatility

XIC.TO vs. HHIS.TO - Volatility Comparison

The current volatility for iShares Core S&P/TSX Capped Composite Index ETF (XIC.TO) is 4.53%, while Harvest Diversified High Income Shares ETF (HHIS.TO) has a volatility of 8.04%. This indicates that XIC.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


XIC.TOHHIS.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.53%

8.04%

-3.51%

Volatility (6M)

Calculated over the trailing 6-month period

10.73%

18.09%

-7.36%

Volatility (1Y)

Calculated over the trailing 1-year period

13.06%

23.84%

-10.78%

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

14.98%

33.81%

-18.83%

XIC.TO vs. HHIS.TO - Expense Ratio Comparison

XIC.TO has a 0.06% 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

XIC.TO vs. HHIS.TO - Dividend Comparison

XIC.TO's dividend yield for the trailing twelve months is around 2.01%, less than HHIS.TO's 27.93% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
XIC.TO
iShares Core S&P/TSX Capped Composite Index ETF
2.01%2.23%2.64%2.96%3.10%2.45%3.03%3.01%3.19%2.49%2.72%3.21%

Frequently Asked Questions


XIC.TO and HHIS.TO have a correlation of 0.52, 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 0.06% for XIC.TO.

XIC.TO is categorized as Canada Equities, while HHIS.TO is Derivative Income. They also come from different issuers: iShares and Harvest. Their fees differ too: 0.06% for XIC.TO and 0.00% for HHIS.TO.

Portfolio Optimizer

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