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ZFM.TO vs. HPYM.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ZFM.TO vs. HPYM.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in BMO Mid Federal Bond Index ETF (ZFM.TO) and Harvest Premium Yield 7-10 Year Treasury ETF - Class A Units (HPYM.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, ZFM.TO achieves a 1.97% return, which is significantly higher than HPYM.TO's -0.87% return.


ZFM.TO

1D
-0.13%
1M
0.70%
YTD
1.97%
6M
1.83%
1Y
2.94%
3Y*
3.84%
5Y*
0.19%
10Y*
0.66%

HPYM.TO

1D
-0.39%
1M
0.19%
YTD
-0.87%
6M
-1.15%
1Y
1.54%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZFM.TO vs. HPYM.TO - Yearly Performance Comparison


2026 (YTD)20252024
ZFM.TO
BMO Mid Federal Bond Index ETF
1.97%2.87%4.71%
HPYM.TO
Harvest Premium Yield 7-10 Year Treasury ETF - Class A Units
-0.87%6.72%-0.50%

Correlation

The correlation between ZFM.TO and HPYM.TO is 0.70, 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

0.70

Correlation (All Time)
Calculated using the full available price history since Jan 17, 2024

0.72

The correlation between ZFM.TO and HPYM.TO has been stable across timeframes, ranging from 0.70 to 0.72 - a consistent structural relationship.

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Return for Risk

ZFM.TO vs. HPYM.TO — Risk / Return Rank

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

ZFM.TO
ZFM.TO Risk / Return Rank: 2020
Overall Rank
ZFM.TO Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
ZFM.TO Sortino Ratio Rank: 1818
Sortino Ratio Rank
ZFM.TO Omega Ratio Rank: 1818
Omega Ratio Rank
ZFM.TO Calmar Ratio Rank: 2323
Calmar Ratio Rank
ZFM.TO Martin Ratio Rank: 2121
Martin Ratio Rank

HPYM.TO
HPYM.TO Risk / Return Rank: 1313
Overall Rank
HPYM.TO Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
HPYM.TO Sortino Ratio Rank: 1212
Sortino Ratio Rank
HPYM.TO Omega Ratio Rank: 1212
Omega Ratio Rank
HPYM.TO Calmar Ratio Rank: 1414
Calmar Ratio Rank
HPYM.TO Martin Ratio Rank: 1414
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.

ZFM.TO vs. HPYM.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BMO Mid Federal Bond Index ETF (ZFM.TO) and Harvest Premium Yield 7-10 Year Treasury ETF - Class A Units (HPYM.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.


ZFM.TOHPYM.TODifference
Sharpe ratioReturn per unit of total volatility

+0.31

Sortino ratioReturn per unit of downside risk

+0.42

Omega ratioGain probability vs. loss probability

1.12

1.06

+0.05

Calmar ratioReturn relative to maximum drawdown

0.96

0.40

+0.56

Martin ratioReturn relative to average drawdown

2.23

1.01

+1.21

ZFM.TO vs. HPYM.TO - Sharpe Ratio Comparison

The current ZFM.TO Sharpe Ratio is 0.64, which is higher than the HPYM.TO Sharpe Ratio of 0.33. The chart below compares the historical Sharpe Ratios of ZFM.TO and HPYM.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

ZFM.TO vs. HPYM.TO - Drawdown Comparison

The maximum ZFM.TO drawdown since its inception was -19.06%, which is greater than HPYM.TO's maximum drawdown of -6.19%. Use the drawdown chart below to compare losses from any high point for ZFM.TO and HPYM.TO.


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Drawdown Indicators


ZFM.TOHPYM.TODifference

Max Drawdown

Largest peak-to-trough decline

-19.06%

-6.19%

-12.87%

Max Drawdown (1Y)

Largest decline over 1 year

-3.08%

-3.87%

+0.79%

Max Drawdown (3Y)

Largest decline over 3 years

-5.74%

Max Drawdown (5Y)

Largest decline over 5 years

-16.77%

Max Drawdown (10Y)

Largest decline over 10 years

-19.06%

Current Drawdown

Current decline from peak

-3.87%

-2.35%

-1.52%

Average Drawdown

Average peak-to-trough decline

-4.51%

-1.95%

-2.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.37%

1.52%

-0.15%

Volatility

ZFM.TO vs. HPYM.TO - Volatility Comparison

The current volatility for BMO Mid Federal Bond Index ETF (ZFM.TO) is 1.34%, while Harvest Premium Yield 7-10 Year Treasury ETF - Class A Units (HPYM.TO) has a volatility of 1.72%. This indicates that ZFM.TO experiences smaller price fluctuations and is considered to be less risky than HPYM.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ZFM.TOHPYM.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

1.34%

1.72%

-0.38%

Volatility (6M)

Calculated over the trailing 6-month period

3.51%

3.60%

-0.09%

Volatility (1Y)

Calculated over the trailing 1-year period

4.60%

4.67%

-0.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.05%

5.62%

+1.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.78%

5.62%

+0.16%

Dividends

ZFM.TO vs. HPYM.TO - Dividend Comparison

ZFM.TO's dividend yield for the trailing twelve months is around 2.55%, less than HPYM.TO's 9.31% yield.


PositionTTM20252024202320222021202020192018201720162015
HPYM.TO
Harvest Premium Yield 7-10 Year Treasury ETF - Class A Units
9.31%9.01%8.07%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ZFM.TO
BMO Mid Federal Bond Index ETF
2.55%2.37%2.29%2.30%2.36%2.05%2.04%2.14%2.02%2.05%2.23%2.41%

Frequently Asked Questions


ZFM.TO and HPYM.TO have a correlation of 0.70, 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: BMO and Harvest.

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