PBI.TO Alternatives & Similar ETFs

Purpose Best Ideas Fund (PBI.TO) belongs to the Large Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with PBI.TO. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to PBI.TO

PBI.TO charges 0.82% annually. There are 27 ETFs in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.05%.

Symbol	Name	Expense Ratio	AUM	Inception
ZEQL.TO	BMO MSCI USA Equal Weight Index ETF (CAD Units)	0.05%	—	Feb 2026	PBI.TO vs ZEQL.TO
TPU.TO	TD U.S. Equity Index ETF	0.06%	6.05B	Mar 2016	PBI.TO vs TPU.TO
XUU.TO	iShares Core S&P U.S. Total Market Index ETF	0.07%	4.61B	Feb 2015	PBI.TO vs XUU.TO
QUU.TO	Mackenzie US Large Cap Equity Index ETF	0.07%	6.19B	Jan 2018	PBI.TO vs QUU.TO
XTOT.TO	iShares Core S&P Total U.S. Stock Market Index ETF	0.07%	—	May 2025	PBI.TO vs XTOT.TO

Best Risk-Adjusted Alternatives to PBI.TO

PBI.TO has a PortfoliosLab risk / return rank of 24. There are 30 ETFs in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 87.

Symbol	Name	Risk / Return Rank	AUM	Inception
DRFU.TO	Desjardins RI USA Multifactor - Net-Zero Emissions...	87	232.05M	Sep 2018	PBI.TO vs DRFU.TO
VGG.TO	Vanguard U.S. Dividend Appreciation Index ETF	80	2.57B	Aug 2013	PBI.TO vs VGG.TO
XUSC.TO	iShares S&P 500 3% Capped Index ETF (CAD Units)	76	—	Jul 2024	PBI.TO vs XUSC.TO
VUN.TO	Vanguard U.S. Total Market Index ETF	74	18.99B	Aug 2013	PBI.TO vs VUN.TO
RUD.TO	RBC Quant U.S. Dividend Leaders ETF (CAD)	73	980.77M	Jan 2014	PBI.TO vs RUD.TO

Top Performing PBI.TO Alternatives (YTD)

PBI.TO is at 3.12% YTD. There are 30 ETFs in the Large Cap Blend Equities category with higher YTD returns, going as high as 25.34%.

Symbol	Name	YTD Return	AUM	Inception
XMTM.TO	iShares MSCI USA Momentum Factor Index ETF	25.34%	39.75M	Sep 2019	PBI.TO vs XMTM.TO
ZDY.TO	BMO US Dividend ETF (CAD)	18.85%	878.42M	Mar 2013	PBI.TO vs ZDY.TO
COW.TO	iShares Global Agriculture Index ETF	18.83%	282.14M	Dec 2007	PBI.TO vs COW.TO
XHD.TO	iShares U.S. High Dividend Equity Index ETF (CAD-H...	18.11%	227.18M	Aug 2012	PBI.TO vs XHD.TO
XHU.TO	iShares U.S. High Dividend Equity Index ETF	15.02%	205.39M	Feb 2015	PBI.TO vs XHU.TO

Lowest Volatility Alternatives to PBI.TO

PBI.TO has 15.88% 1-year volatility. There are 30 ETFs in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 7.47%.

Symbol	Name	Volatility 1Y	AUM	Inception
PHE.TO	Purpose Tactical Hedged Equity Fund	7.47%	18.20M	Sep 2013	PBI.TO vs PHE.TO
VGG.TO	Vanguard U.S. Dividend Appreciation Index ETF	10.36%	2.57B	Aug 2013	PBI.TO vs VGG.TO
SMVP.TO	HAMILTON CHAMPIONS U.S. Dividend Index ETF (CAD He...	10.52%	—	Jan 2025	PBI.TO vs SMVP.TO
MULC.TO	Manulife Multifactor U.S. Large Cap Index ETF Hedg...	12.15%	11.82M	Apr 2017	PBI.TO vs MULC.TO
XUSC.TO	iShares S&P 500 3% Capped Index ETF (CAD Units)	12.21%	—	Jul 2024	PBI.TO vs XUSC.TO

Lowest Drawdown Alternatives to PBI.TO

PBI.TO has a 1-year max drawdown of -16.18%. There are 32 ETFs in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.44%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SMVP.TO	HAMILTON CHAMPIONS U.S. Dividend Index ETF (CAD He...	-6.44%	—	Jan 2025	PBI.TO vs SMVP.TO
PHE.TO	Purpose Tactical Hedged Equity Fund	-6.54%	18.20M	Sep 2013	PBI.TO vs PHE.TO
RUD.TO	RBC Quant U.S. Dividend Leaders ETF (CAD)	-6.65%	980.77M	Jan 2014	PBI.TO vs RUD.TO
DRFU.TO	Desjardins RI USA Multifactor - Net-Zero Emissions...	-6.89%	232.05M	Sep 2018	PBI.TO vs DRFU.TO
VGG.TO	Vanguard U.S. Dividend Appreciation Index ETF	-7.07%	2.57B	Aug 2013	PBI.TO vs VGG.TO

Other ETFs from Purpose Investments Inc.

The 10 most viewed Purpose Investments Inc. ETFs shown here include BND.TO, SYLD.TO, PDF.TO and span 17 categories. AUM among these funds goes as high as $3B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BND.TO	Purpose Global Bond Fund	Global Bonds	41	0.04%	2.50B	Oct 2015	PBI.TO vs BND.TO
SYLD.TO	Purpose Strategic Yield Fund	High Yield Bonds, Corporate Bonds	96	3.38%	526.10M	Apr 2018	PBI.TO vs SYLD.TO
PDF.TO	Purpose Core Dividend Fund	Dividend, Canada Equities, Actively Managed	97	20.07%	473.40M	Sep 2013	PBI.TO vs PDF.TO
BTCY.TO	Purpose Bitcoin Yield ETF	Cryptocurrency, Derivative Income	2	-31.07%	121.00M	Dec 2021	PBI.TO vs BTCY.TO
PAYF.TO	Purpose Enhanced Premium Yield Fund	Derivative Income, Options Trading, Actively Managed	30	3.05%	85.20M	Apr 2019	PBI.TO vs PAYF.TO
CROP.TO	Purpose Credit Opportunities Fund	Nontraditional Bonds, Multisector Bonds	96	3.58%	—	Sep 2021	PBI.TO vs CROP.TO
PINC.TO	Purpose Multi-Asset Income Fund	Derivative Income, Dividend, Tactical Allocation, Diversified Portfolio	97	18.40%	109.90M	Apr 2018	PBI.TO vs PINC.TO
PRA.TO	Purpose Diversified Real Asset Fund	Diversified Portfolio, Global Allocation, Natural Resources, Actively Managed	95	26.15%	331.30M	Sep 2013	PBI.TO vs PRA.TO
PID.TO	Purpose International Dividend Fund	Foreign Large Cap Equities, Dividend, Actively Managed	81	14.90%	312.20M	Apr 2015	PBI.TO vs PID.TO
IGB.TO	Purpose Global Bond Class	Global Bonds, Investment Grade Bonds, Actively Managed	25	-0.32%	1.20B	Dec 2013	PBI.TO vs IGB.TO

Compare PBI.TO with Any Fund or Stock

Compare PBI.TO with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Pair PBI.TO with funds that move differently

Purpose Best Ideas Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PBI.TO.

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Purpose Best Ideas Fund (PBI.TO) Alternatives