BRKY.NEO vs. EQCC.TO
BRKY.NEO (Berkshire Hathaway Yield Shares Purpose ETF) and EQCC.TO (Global X All-Equity Asset Allocation Covered Call ETF) are both exchange-traded funds - BRKY.NEO is a Large Cap Blend Equities fund actively managed by Purpose Investments, while EQCC.TO is a Derivative Income fund actively managed by Global X. Both are actively managed. Over the past year, BRKY.NEO returned -4.97% vs 25.64% for EQCC.TO. At a 0.13 correlation, their price movements are largely independent. BRKY.NEO charges 0.40%/yr vs 0.65%/yr for EQCC.TO.
Performance
BRKY.NEO vs. EQCC.TO - Performance Comparison
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Returns By Period
In the year-to-date period, BRKY.NEO achieves a -6.22% return, which is significantly lower than EQCC.TO's 10.59% return.
BRKY.NEO
- 1D
- 0.68%
- 1M
- 1.77%
- YTD
- -6.22%
- 6M
- -6.18%
- 1Y
- -4.97%
- 3Y*
- 14.17%
- 5Y*
- —
- 10Y*
- —
EQCC.TO
- 1D
- 0.09%
- 1M
- 4.66%
- YTD
- 10.59%
- 6M
- 10.26%
- 1Y
- 25.64%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BRKY.NEO vs. EQCC.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BRKY.NEO Berkshire Hathaway Yield Shares Purpose ETF | -6.22% | 9.35% | 18.50% |
EQCC.TO Global X All-Equity Asset Allocation Covered Call ETF | 10.59% | 13.50% | 11.68% |
Correlation
The correlation between BRKY.NEO and EQCC.TO is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since May 31, 2024 | 0.13 |
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Return for Risk
BRKY.NEO vs. EQCC.TO — Risk / Return Rank
BRKY.NEO
EQCC.TO
BRKY.NEO vs. EQCC.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Yield Shares Purpose ETF (BRKY.NEO) and Global X All-Equity Asset Allocation Covered Call ETF (EQCC.TO). 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.
| BRKY.NEO | EQCC.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.57 | ||
| Sortino ratioReturn per unit of downside risk | -3.49 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.51 | -0.56 |
| Calmar ratioReturn relative to maximum drawdown | -0.51 | 3.55 | -4.06 |
| Martin ratioReturn relative to average drawdown | -1.07 | 13.98 | -15.04 |
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
| BRKY.NEO | EQCC.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.35 | 2.21 | -2.57 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 1.31 | -0.46 |
Drawdowns
BRKY.NEO vs. EQCC.TO - Drawdown Comparison
The maximum BRKY.NEO drawdown since its inception was -17.43%, which is greater than EQCC.TO's maximum drawdown of -15.94%. Use the drawdown chart below to compare losses from any high point for BRKY.NEO and EQCC.TO.
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Drawdown Indicators
| BRKY.NEO | EQCC.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.43% | -15.94% | -1.49% |
Max Drawdown (1Y)Largest decline over 1 year | -10.55% | -7.32% | -3.23% |
Max Drawdown (3Y)Largest decline over 3 years | -17.43% | — | — |
Current DrawdownCurrent decline from peak | -15.05% | -2.00% | -13.05% |
Average DrawdownAverage peak-to-trough decline | -5.63% | -1.73% | -3.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.00% | 1.86% | +3.14% |
Volatility
BRKY.NEO vs. EQCC.TO - Volatility Comparison
The current volatility for Berkshire Hathaway Yield Shares Purpose ETF (BRKY.NEO) is 3.54%, while Global X All-Equity Asset Allocation Covered Call ETF (EQCC.TO) has a volatility of 6.55%. This indicates that BRKY.NEO experiences smaller price fluctuations and is considered to be less risky than EQCC.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRKY.NEO | EQCC.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 6.55% | -3.01% |
Volatility (6M)Calculated over the trailing 6-month period | 11.60% | 9.52% | +2.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.23% | 11.76% | +3.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.77% | 13.99% | +3.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.77% | 13.99% | +3.78% |
BRKY.NEO vs. EQCC.TO - Expense Ratio Comparison
BRKY.NEO has a 0.40% expense ratio, which is lower than EQCC.TO's 0.65% expense ratio.
Dividends
BRKY.NEO vs. EQCC.TO - Dividend Comparison
BRKY.NEO's dividend yield for the trailing twelve months is around 7.55%, less than EQCC.TO's 8.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
BRKY.NEO Berkshire Hathaway Yield Shares Purpose ETF | 7.55% | 5.58% | 11.30% | 5.40% | 0.49% |
EQCC.TO Global X All-Equity Asset Allocation Covered Call ETF | 8.86% | 9.43% | 5.38% | 0.00% | 0.00% |
Frequently Asked Questions
BRKY.NEO and EQCC.TO have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BRKY.NEO is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BRKY.NEO is cheaper with a 0.40% expense ratio, compared with 0.65% for EQCC.TO.
BRKY.NEO is categorized as Large Cap Blend Equities, while EQCC.TO is Derivative Income. They also come from different issuers: Purpose Investments and Global X. Their fees differ too: 0.40% for BRKY.NEO and 0.65% for EQCC.TO.
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