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ZTL.NEO vs. HPYM.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ZTL.NEO vs. HPYM.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in BMO Long-Term US Treasury Bond Index ETF (ZTL.NEO) 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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ZTL.NEO vs. HPYM.TO - Yearly Performance Comparison


Returns By Period

In the year-to-date period, ZTL.NEO achieves a 1.22% return, which is significantly higher than HPYM.TO's -0.72% return.


ZTL.NEO

1D
-0.38%
1M
-1.74%
YTD
1.22%
6M
-1.42%
1Y
-4.26%
3Y*
-1.89%
5Y*
-4.01%
10Y*

HPYM.TO

1D
-0.24%
1M
-1.65%
YTD
-0.72%
6M
-0.09%
1Y
2.53%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ZTL.NEO vs. HPYM.TO - Expense Ratio Comparison

ZTL.NEO has a 0.23% expense ratio, which is lower than HPYM.TO's 0.45% expense ratio.


Return for Risk

ZTL.NEO vs. HPYM.TO — Risk / Return Rank

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

ZTL.NEO
ZTL.NEO Risk / Return Rank: 66
Overall Rank
ZTL.NEO Sharpe Ratio Rank: 66
Sharpe Ratio Rank
ZTL.NEO Sortino Ratio Rank: 55
Sortino Ratio Rank
ZTL.NEO Omega Ratio Rank: 55
Omega Ratio Rank
ZTL.NEO Calmar Ratio Rank: 77
Calmar Ratio Rank
ZTL.NEO Martin Ratio Rank: 77
Martin Ratio Rank

HPYM.TO
HPYM.TO Risk / Return Rank: 2626
Overall Rank
HPYM.TO Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
HPYM.TO Sortino Ratio Rank: 2424
Sortino Ratio Rank
HPYM.TO Omega Ratio Rank: 2222
Omega Ratio Rank
HPYM.TO Calmar Ratio Rank: 3232
Calmar Ratio Rank
HPYM.TO Martin Ratio Rank: 2626
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.

ZTL.NEO vs. HPYM.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BMO Long-Term US Treasury Bond Index ETF (ZTL.NEO) 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.


ZTL.NEOHPYM.TODifference

Sharpe ratio

Return per unit of total volatility

-0.36

0.53

-0.89

Sortino ratio

Return per unit of downside risk

-0.41

0.78

-1.19

Omega ratio

Gain probability vs. loss probability

0.95

1.09

-0.15

Calmar ratio

Return relative to maximum drawdown

-0.32

0.99

-1.31

Martin ratio

Return relative to average drawdown

-0.57

2.57

-3.14

ZTL.NEO vs. HPYM.TO - Sharpe Ratio Comparison

The current ZTL.NEO Sharpe Ratio is -0.36, which is lower than the HPYM.TO Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of ZTL.NEO and HPYM.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ZTL.NEOHPYM.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.36

0.53

-0.89

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.03

0.44

-0.47

Correlation

The correlation between ZTL.NEO and HPYM.TO is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

ZTL.NEO vs. HPYM.TO - Dividend Comparison

ZTL.NEO's dividend yield for the trailing twelve months is around 3.16%, less than HPYM.TO's 9.29% yield.


TTM202520242023202220212020201920182017
ZTL.NEO
BMO Long-Term US Treasury Bond Index ETF
3.16%3.15%3.07%3.55%3.44%2.46%2.26%2.55%2.75%2.82%
HPYM.TO
Harvest Premium Yield 7-10 Year Treasury ETF - Class A Units
9.29%9.01%8.07%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

ZTL.NEO vs. HPYM.TO - Drawdown Comparison

The maximum ZTL.NEO drawdown since its inception was -49.55%, 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 ZTL.NEO and HPYM.TO.


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Drawdown Indicators


ZTL.NEOHPYM.TODifference

Max Drawdown

Largest peak-to-trough decline

-49.55%

-6.19%

-43.36%

Max Drawdown (1Y)

Largest decline over 1 year

-11.95%

-2.89%

-9.06%

Max Drawdown (5Y)

Largest decline over 5 years

-39.89%

Current Drawdown

Current decline from peak

-40.87%

-2.18%

-38.69%

Average Drawdown

Average peak-to-trough decline

-23.41%

-1.91%

-21.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.75%

1.11%

+5.64%

Volatility

ZTL.NEO vs. HPYM.TO - Volatility Comparison

BMO Long-Term US Treasury Bond Index ETF (ZTL.NEO) has a higher volatility of 3.24% compared to Harvest Premium Yield 7-10 Year Treasury ETF - Class A Units (HPYM.TO) at 1.81%. This indicates that ZTL.NEO's price experiences larger fluctuations and is considered to be riskier 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


ZTL.NEOHPYM.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.24%

1.81%

+1.43%

Volatility (6M)

Calculated over the trailing 6-month period

6.83%

3.14%

+3.69%

Volatility (1Y)

Calculated over the trailing 1-year period

11.99%

4.78%

+7.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.36%

5.64%

+10.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.93%

5.64%

+10.29%