ZZZD.TO vs. LLYH.TO
ZZZD.TO (BMO Tactical Dividend ETF Fund) and LLYH.TO (Harvest Eli Lilly High Income Shares ETF Class A Units) are both Dividend funds. Both are actively managed. Over the past year, ZZZD.TO returned 15.70% vs 44.77% for LLYH.TO. At a 0.15 correlation, their price movements are largely independent.
Performance
ZZZD.TO vs. LLYH.TO - Performance Comparison
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Returns By Period
In the year-to-date period, ZZZD.TO achieves a 11.41% return, which is significantly lower than LLYH.TO's 13.56% return.
ZZZD.TO
- 1D
- 0.16%
- 1M
- 0.47%
- 6M
- 9.44%
- YTD
- 11.41%
- 1Y
- 15.70%
- 3Y*
- 10.75%
- 5Y*
- 7.00%
- 10Y*
- —
LLYH.TO
- 1D
- 3.27%
- 1M
- 5.52%
- 6M
- 16.73%
- YTD
- 13.56%
- 1Y
- 44.77%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ZZZD.TO vs. LLYH.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
ZZZD.TO BMO Tactical Dividend ETF Fund | 11.41% | 10.01% | -1.93% |
LLYH.TO Harvest Eli Lilly High Income Shares ETF Class A Units | 13.56% | 24.63% | -10.44% |
Correlation
The correlation between ZZZD.TO and LLYH.TO is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Aug 21, 2024 | 0.15 |
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Return for Risk
ZZZD.TO vs. LLYH.TO — Risk / Return Rank
ZZZD.TO
LLYH.TO
ZZZD.TO vs. LLYH.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BMO Tactical Dividend ETF Fund (ZZZD.TO) and Harvest Eli Lilly High Income Shares ETF Class A Units (LLYH.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.
| ZZZD.TO | LLYH.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.53 | ||
| Sortino ratioReturn per unit of downside risk | +0.93 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.26 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 5.81 | 2.15 | +3.66 |
| Martin ratioReturn relative to average drawdown | 18.85 | 5.86 | +12.99 |
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Drawdowns
ZZZD.TO vs. LLYH.TO - Drawdown Comparison
The maximum ZZZD.TO drawdown since its inception was -22.28%, smaller than the maximum LLYH.TO drawdown of -31.00%. Use the drawdown chart below to compare losses from any high point for ZZZD.TO and LLYH.TO.
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Drawdown Indicators
| ZZZD.TO | LLYH.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.28% | -31.00% | +8.72% |
Max Drawdown (1Y)Largest decline over 1 year | -2.72% | -20.97% | +18.25% |
Max Drawdown (3Y)Largest decline over 3 years | -9.21% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -14.72% | — | — |
Current DrawdownCurrent decline from peak | -0.40% | -4.08% | +3.68% |
Average DrawdownAverage peak-to-trough decline | -4.66% | -9.63% | +4.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.83% | 7.66% | -6.83% |
Volatility
ZZZD.TO vs. LLYH.TO - Volatility Comparison
The current volatility for BMO Tactical Dividend ETF Fund (ZZZD.TO) is 2.34%, while Harvest Eli Lilly High Income Shares ETF Class A Units (LLYH.TO) has a volatility of 8.16%. This indicates that ZZZD.TO experiences smaller price fluctuations and is considered to be less risky than LLYH.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ZZZD.TO | LLYH.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.34% | 8.16% | -5.82% |
Volatility (6M)Calculated over the trailing 6-month period | 6.41% | 25.03% | -18.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.47% | 33.77% | -25.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.17% | 33.39% | -22.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.63% | 33.39% | -20.76% |
Dividends
ZZZD.TO vs. LLYH.TO - Dividend Comparison
ZZZD.TO's dividend yield for the trailing twelve months is around 3.72%, less than LLYH.TO's 16.39% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
LLYH.TO Harvest Eli Lilly High Income Shares ETF Class A Units | 16.39% | 17.54% | 6.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ZZZD.TO BMO Tactical Dividend ETF Fund | 3.72% | 4.07% | 4.29% | 4.28% | 4.51% | 4.27% | 4.09% | 3.11% |
Frequently Asked Questions
ZZZD.TO and LLYH.TO have a correlation of 0.22, 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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