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Harvest Utilities Leaders Income ETF

Ticker: HUTL ISIN: CA41754C1059
Add to portfolio Portfolio analysis in 2min
ETF ESG leader
Fund size
C$361.19M
Top 10
35.7%
Issuer
Harvest Portfolios Group Inc.
Distribution
Monthly
C$19.37 0.83%
Price as of 2026-08-24 · TO

Performance by timeframe

Rolling returns
1 Month -1.37%
6 Months -1.19%
1 Year +12.14%
5 Years +8.00% p.a.+46.88%
Since inception +7.21% p.a.+69.45%
Calendar year returns
YTD +10.37%
2025 +15.59%
2024 +14.71%
2023 +3.11%
2022 -4.97%
2021 +16.04%

Key stats

AUM
361.19M
1Y return
12.14%
Volatility (1Y)
11.03%
52-week range
15.77 - 18.76
Section 1

Fund overview

Fund profile data from fundamentals.

The utilities sector is attractive for defensive and income-oriented investors. Utilities companies have huge scale, significant barriers to entry, and dominance in their markets. With a globally diversified portfolio and a covered call strategy this ETF maximizes the defensiveness and income potential of utilities.

Category Sector Equity
Issuer Harvest Portfolios Group Inc.
Domicile Canada
Section 2

Exposure breakdown

Exposure breakdown shows how the fund is allocated across assets, sectors, regions, and size buckets.

Asset allocation

US Equity
30.16%
Equity
20.30%
Cash
1.06%

Sectors

Utilities
43.05%
Communication Services
36.65%
Energy
17.21%
Industrials
3.09%

Regions

North America
50.84%
Europe Developed
39.25%
United Kingdom
9.91%

Market cap mix

Big
45.98%
Medium
39.94%
Small
6.68%
Mega
6.66%
Section 3

Top holdings

Top holdings show which underlying securities drive the fund most.

Rogers Communications Inc
4.24%
Emera Inc.
3.63%
BT Group Plc
3.61%
Evergy, Inc.
3.44%
Pinnacle West Capital Corp
3.42%
Enbridge Inc
3.36%
Kinder Morgan Inc
3.33%
Orange S.A.
3.33%
Section 4

Performance & risk

Historical return and risk indicators over fixed windows.

Returns

YTD return 13.08%
1M return -1.37%
6M return -1.19%
1Y return 12.14%
3Y return 8.42%
5Y return 46.88%
10Y return 0.00%

Risk

Volatility (1Y) 11.03%
Volatility (3Y) 11.57%
Sharpe ratio (3Y) 0.41
Beta 0.64
52-week range 15.77 - 18.76
Section 5

Portfolio characteristics

Fund concentration and composition metrics from source fields.

Overview

Top 10 weight 35.72%
Fund size 361.19M
Turnover 61.81%
Avg. market cap 37.41K

Details

Instrument metadata and source update timestamps.

Symbol HUTL
Name Harvest Utilities Leaders Income ETF
Asset type ETF
Exchange TO
Currency CAD
ISIN CA41754C1059
Country Canada
Code + exchange HUTL.TO
Last price date 2025-09-09
Fundamentals updated 2025-09-10

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