HTAE vs. XINC ETF Comparison

Comparison of Harvest Tech Achievers Enhanced Income ETF (HTAE) to Ishares Core Income Balanced ETF (XINC)
HTAE

Harvest Tech Achievers Enhanced Income ETF

HTAE Description

This ETF is built to deliver enhanced income and growth opportunities by applying modest leverage to the Harvest Tech Achievers Growth & Income ETF (HTA:TSX). It offers access to the same portfolio of large-cap tech companies with additional monthly cashflow. These companies are key to the tech sector that has shaped our lives and driven market growth. As the world becomes digitized, tech companies have been among the most successful. This ETF holds those leading companies to deliver both income and the growth opportunities investors seek in tech.

Grade (RS Rating)

Last Trade

$16.57

Average Daily Volume

13,308

Number of Holdings *

1

* may have additional holdings in another (foreign) market
XINC

Ishares Core Income Balanced ETF

XINC Description XINC seeks to provide income and long-term capital growth by investing primarily in one or more exchangetraded funds managed by BlackRock Canada or an affiliate (“iShares ETFs”) that provide exposure to fixed incomeand/or equity securities. See “Investment Objectives”.

Grade (RS Rating)

Last Trade

$19.65

Average Daily Volume

1,608

Number of Holdings *

5

* may have additional holdings in another (foreign) market
Performance
Period HTAE XINC
30 Days 5.88% 2.03%
60 Days 1.35% 0.51%
90 Days 4.87% 2.19%
12 Months 33.84% 3.04%
0 Overlapping Holdings
Symbol Grade Weight in HTAE Weight in XINC Overlap
HTAE Overweight 1 Positions Relative to XINC
Symbol Grade Weight
HTA B 125.73%
HTAE Underweight 5 Positions Relative to XINC
Symbol Grade Weight
XBB B -50.98%
XSH B -12.86%
XEF A -5.01%
XIC A -4.98%
XEC A -1.04%
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