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$1,000 invested 2020-10 to 2026-08-10
HCAL $3,243 HUBL $1,371
HCAL $3,815 HUBL $1,763
HCAL $4,716 HUBL $2,199

Both start at 2020-10, the first month they share — comparing from each fund's own inception would give the older one a head start. Each view is scaled to itself, so read the amounts rather than the steepness. Before tax and commissions.

Side by side

Measure HCAL HUBL
Price $50.24 $15.42
Distribution per month $0.1400 $0.1000
Distribution per year $1.57 $1.20
Yield 3.12% 7.78%
Total return (DRIP) 354.0% 55.6%
Price return 212.2% -18.8%
Management fee 0.65% 0.75%
Return of capital N/A N/A
Eligible dividends N/A N/A
Fund assets $1.09B $132.4M
Risk rating High N/A
Payments made 72 103
Times reduced 2 1

Bold marks the more favourable figure where one direction is unambiguously better — a higher yield, a lower fee, fewer reductions. Most rows have no better side: a higher return of capital is neither good nor bad on its own, it changes when you pay tax rather than how much you earn.

Comparing more than two?

The dashboard's Compare tab takes as many funds as you like — a column each, the same measures as above, with the price lines overlaid on one chart.

Open Compare

Overlapping holdings

No overlapping holdings. The two are exposed to entirely different companies, so holding both spreads single-name risk rather than doubling down on it. Worth noting that shared holdings are not the only source of correlation — two funds can own nothing in common and still fall together if they are exposed to the same market or the same rate environment.

See this across everything you hold.

Overlap only tells the whole story once every holding is in one place — with combined income projections on your real units.

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Prices as at 2026-08-10, as published by Hamilton ETFs and Harvest ETFs. Tax figures are the last published year. Reinvestment assumes fractional units and no commission. Not a recommendation and not tax advice — see the disclaimer.