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$1,000 invested 2024-02 to 2026-08-10
HHL $893 LMAX $887
HHL $1,060 LMAX $1,168
HHL $1,126 LMAX $1,203

Both start at 2024-02, 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 HHL LMAX
Price $7.49 $14.16
Distribution per month $0.0600 $0.1420
Distribution per year $0.72 $1.71
Yield 9.61% 12.11%
Total return (DRIP) 106.4% 20.3%
Price return -24.3% -11.3%
Management fee 0.85% 0.65%
Return of capital N/A 92%
Eligible dividends N/A 0%
Fund assets $2.04B $225.1M
Risk rating Medium Medium
Payments made 139 30
Times reduced 0 12

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.

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Overlapping holdings

These funds share 15 holdings, about 71% of each by weight. That portion is double-counted exposure: holding both concentrates you into the same names rather than spreading risk across more of them, and a shock to any one of those companies hits both positions at once.

Holding HHL LMAX
BMY Bristol-Myers Squibb Company 5.1% 5.5%
AMGN Amgen Inc. 5.0% 5.3%
MRK Merck & Co., Inc. 5.0% 5.3%
TMO Thermo Fisher Scientific Inc. 5.0% 5.8%
ABT Abbott Laboratories 4.9% 5.1%
DHR Danaher Corporation 4.9% 4.9%
JNJ Johnson & Johnson 4.9% 5.3%
UNH UnitedHealth Group Incorporated 4.9% 5.9%
VRTX Vertex Pharmaceuticals Incorporated 4.9% 5.1%
MDT Medtronic PLC 4.9% 4.8%
ABBV AbbVie Inc. 4.8% 5.9%
LLY Eli Lilly and Company 4.8% 5.8%
SYK Stryker Corporation 4.6% 4.7%
BSX Boston Scientific Corporation 5.1% 3.8%
ISRG Intuitive Surgical, Inc. 4.9% 3.5%

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 Harvest ETFs and Hamilton 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.