Berkshire Hathaway Yield Shares Purpose ETF (BRKY.NEO)

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The chart shows the growth of an initial investment of CA$10,000 in Berkshire Hathaway Yield Shares Purpose ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Berkshire Hathaway Yield Shares Purpose ETF (BRKY.NEO) has returned -6.15% so far this year and -13.98% over the past 12 months.

Based on dividend-adjusted daily data since Dec 19, 2022, BRKY.NEO's average daily return is +0.07%, while the average monthly return is +1.33%. At this rate, your investment would double in approximately 4.4 years.

Historically, 55% of months were positive and 45% were negative. The best month was Feb 2025 with a return of +10.6%, while the worst month was May 2025 at -6.3%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 4 months.

On a daily basis, BRKY.NEO closed higher 51% of trading days. The best single day was Apr 11, 2025 with a return of +8.3%, while the worst single day was Apr 4, 2025 at -8.0%.

Berkshire Hathaway Yield Shares Purpose ETF has an annualized alpha of 7.04%, beta of 0.44, and R² of 0.12 versus S&P 500 Index. Calculated based on daily prices since December 20, 2022.

• This ETF captured 34.28% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -44.31%) — a profile typical of hedging or uncorrelated assets.
• Beta of 0.44 may look defensive, but with R² of 0.12 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R² of 0.12 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

BRKY.NEO has an expense ratio of 0.40%, placing it in the medium range.

BRKY.NEO ranks 2 for risk / return — in the bottom 2% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Berkshire Hathaway Yield Shares Purpose ETF (BRKY.NEO) and compare them to a chosen benchmark (S&P 500 Index).

Berkshire Hathaway Yield Shares Purpose ETF provided a 6.90% dividend yield over the last twelve months, with an annual payout of CA$1.75 per share.

The table displays the monthly dividend distributions for Berkshire Hathaway Yield Shares Purpose ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Berkshire Hathaway Yield Shares Purpose ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Berkshire Hathaway Yield Shares Purpose ETF was 17.36%, occurring on Mar 27, 2026. The portfolio has not yet recovered.

The current Berkshire Hathaway Yield Shares Purpose ETF drawdown is 14.98%.

The chart below shows the rolling one-month volatility.