AVGY.TO vs. YPLT.NEO
AVGY.TO (Harvest Broadcom Enhanced High Income Shares ETF - Class A Units) and YPLT.NEO (Palantir (PLTR) Yield Shares Purpose ETF) are both Derivative Income funds. Both are actively managed. Over the past year, AVGY.TO returned 107.90% vs 20.85% for YPLT.NEO. At a 0.36 correlation, their price movements are largely independent. Both charge a 0.40% expense ratio.
Performance
AVGY.TO vs. YPLT.NEO - Performance Comparison
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Returns By Period
In the year-to-date period, AVGY.TO achieves a 42.92% return, which is significantly higher than YPLT.NEO's -12.66% return.
AVGY.TO
- 1D
- -0.45%
- 1M
- 19.17%
- YTD
- 42.92%
- 6M
- 27.21%
- 1Y
- 107.90%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
YPLT.NEO
- 1D
- -6.20%
- 1M
- -1.73%
- YTD
- -12.66%
- 6M
- -12.30%
- 1Y
- 20.85%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AVGY.TO vs. YPLT.NEO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AVGY.TO Harvest Broadcom Enhanced High Income Shares ETF - Class A Units | 42.92% | 83.42% |
YPLT.NEO Palantir (PLTR) Yield Shares Purpose ETF | -12.66% | 111.15% |
Correlation
The correlation between AVGY.TO and YPLT.NEO is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Mar 6, 2025 | 0.36 |
The correlation between AVGY.TO and YPLT.NEO shifts across timeframes, from 0.25 (1 year) to 0.36 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
AVGY.TO vs. YPLT.NEO — Risk / Return Rank
AVGY.TO
YPLT.NEO
AVGY.TO vs. YPLT.NEO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harvest Broadcom Enhanced High Income Shares ETF - Class A Units (AVGY.TO) and Palantir (PLTR) Yield Shares Purpose ETF (YPLT.NEO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AVGY.TO | YPLT.NEO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.04 | ||
| Sortino ratioReturn per unit of downside risk | +2.03 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.12 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 3.81 | 0.50 | +3.31 |
| Martin ratioReturn relative to average drawdown | 8.81 | 1.12 | +7.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AVGY.TO | YPLT.NEO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.39 | 0.35 | +2.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.30 | 0.46 | +1.84 |
Drawdowns
AVGY.TO vs. YPLT.NEO - Drawdown Comparison
The maximum AVGY.TO drawdown since its inception was -28.78%, smaller than the maximum YPLT.NEO drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for AVGY.TO and YPLT.NEO.
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Drawdown Indicators
| AVGY.TO | YPLT.NEO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.78% | -41.92% | +13.14% |
Max Drawdown (1Y)Largest decline over 1 year | -28.50% | -41.92% | +13.42% |
Current DrawdownCurrent decline from peak | -0.45% | -26.29% | +25.84% |
Average DrawdownAverage peak-to-trough decline | -8.43% | -15.38% | +6.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.29% | 18.75% | -6.46% |
Volatility
AVGY.TO vs. YPLT.NEO - Volatility Comparison
The current volatility for Harvest Broadcom Enhanced High Income Shares ETF - Class A Units (AVGY.TO) is 13.20%, while Palantir (PLTR) Yield Shares Purpose ETF (YPLT.NEO) has a volatility of 15.23%. This indicates that AVGY.TO experiences smaller price fluctuations and is considered to be less risky than YPLT.NEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVGY.TO | YPLT.NEO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.20% | 15.23% | -2.03% |
Volatility (6M)Calculated over the trailing 6-month period | 33.23% | 45.60% | -12.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 45.46% | 60.50% | -15.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 51.13% | 69.38% | -18.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 51.13% | 69.38% | -18.25% |
AVGY.TO vs. YPLT.NEO - Expense Ratio Comparison
Both AVGY.TO and YPLT.NEO have an expense ratio of 0.40%.
Dividends
AVGY.TO vs. YPLT.NEO - Dividend Comparison
AVGY.TO's dividend yield for the trailing twelve months is around 19.08%, less than YPLT.NEO's 47.71% yield.
| Position | TTM | 2025 |
|---|---|---|
AVGY.TO Harvest Broadcom Enhanced High Income Shares ETF - Class A Units | 19.08% | 14.82% |
YPLT.NEO Palantir (PLTR) Yield Shares Purpose ETF | 47.71% | 14.71% |
Frequently Asked Questions
AVGY.TO and YPLT.NEO have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.40% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
AVGY.TO and YPLT.NEO have the same expense ratio: 0.40% per year.
They also come from different issuers: Harvest and Purpose.
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