BREA.TO vs. WSHR.NEO
Compare and contrast key facts about Brompton Sustainable Real Assets Dividend ETF (BREA.TO) and Wealthsimple Shariah World Equity Index ETF (WSHR.NEO).
BREA.TO and WSHR.NEO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BREA.TO is an actively managed fund by Brompton Funds. It was launched on Apr 30, 2020. WSHR.NEO is a passively managed fund by Mackenzie that tracks the performance of the Dow Jones Islamic Market Developed Markets Quality and Low Volatility Index. It was launched on May 12, 2021.
Performance
BREA.TO vs. WSHR.NEO - Performance Comparison
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BREA.TO vs. WSHR.NEO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BREA.TO Brompton Sustainable Real Assets Dividend ETF | 8.27% | 21.56% | 23.40% | 6.31% | -2.35% | 10.81% |
WSHR.NEO Wealthsimple Shariah World Equity Index ETF | 1.81% | 5.34% | 12.31% | 11.88% | -10.32% | 16.05% |
Returns By Period
In the year-to-date period, BREA.TO achieves a 8.27% return, which is significantly higher than WSHR.NEO's 1.81% return.
BREA.TO
- 1D
- 2.13%
- 1M
- -6.40%
- YTD
- 8.27%
- 6M
- 6.94%
- 1Y
- 30.40%
- 3Y*
- 20.79%
- 5Y*
- 13.66%
- 10Y*
- —
WSHR.NEO
- 1D
- 2.20%
- 1M
- -4.57%
- YTD
- 1.81%
- 6M
- 1.00%
- 1Y
- 3.19%
- 3Y*
- 8.19%
- 5Y*
- —
- 10Y*
- —
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BREA.TO vs. WSHR.NEO - Expense Ratio Comparison
BREA.TO has a 0.96% expense ratio, which is higher than WSHR.NEO's 0.56% expense ratio.
Return for Risk
BREA.TO vs. WSHR.NEO — Risk / Return Rank
BREA.TO
WSHR.NEO
BREA.TO vs. WSHR.NEO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brompton Sustainable Real Assets Dividend ETF (BREA.TO) and Wealthsimple Shariah World Equity Index ETF (WSHR.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.
| BREA.TO | WSHR.NEO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.82 | 0.23 | +1.60 |
Sortino ratioReturn per unit of downside risk | 2.40 | 0.40 | +2.00 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.06 | +0.33 |
Calmar ratioReturn relative to maximum drawdown | 2.97 | 0.30 | +2.67 |
Martin ratioReturn relative to average drawdown | 10.84 | 0.99 | +9.85 |
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
| BREA.TO | WSHR.NEO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.82 | 0.23 | +1.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.64 | +0.27 |
Correlation
The correlation between BREA.TO and WSHR.NEO is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BREA.TO vs. WSHR.NEO - Dividend Comparison
BREA.TO's dividend yield for the trailing twelve months is around 4.91%, more than WSHR.NEO's 1.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BREA.TO Brompton Sustainable Real Assets Dividend ETF | 4.91% | 4.95% | 4.89% | 5.17% | 4.81% | 4.12% | 3.08% |
WSHR.NEO Wealthsimple Shariah World Equity Index ETF | 1.37% | 1.34% | 1.31% | 1.34% | 2.58% | 0.44% | 0.00% |
Drawdowns
BREA.TO vs. WSHR.NEO - Drawdown Comparison
The maximum BREA.TO drawdown since its inception was -19.15%, smaller than the maximum WSHR.NEO drawdown of -20.86%. Use the drawdown chart below to compare losses from any high point for BREA.TO and WSHR.NEO.
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Drawdown Indicators
| BREA.TO | WSHR.NEO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.15% | -20.86% | +1.71% |
Max Drawdown (1Y)Largest decline over 1 year | -9.67% | -9.72% | +0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -19.15% | — | — |
Current DrawdownCurrent decline from peak | -6.40% | -4.82% | -1.58% |
Average DrawdownAverage peak-to-trough decline | -4.47% | -4.87% | +0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 2.96% | -0.31% |
Volatility
BREA.TO vs. WSHR.NEO - Volatility Comparison
Brompton Sustainable Real Assets Dividend ETF (BREA.TO) has a higher volatility of 6.02% compared to Wealthsimple Shariah World Equity Index ETF (WSHR.NEO) at 4.92%. This indicates that BREA.TO's price experiences larger fluctuations and is considered to be riskier than WSHR.NEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BREA.TO | WSHR.NEO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.02% | 4.92% | +1.10% |
Volatility (6M)Calculated over the trailing 6-month period | 11.40% | 9.01% | +2.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.82% | 14.21% | +2.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.12% | 11.18% | +4.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.70% | 11.18% | +4.52% |