BRKY.NEO vs. PDIV.TO
Compare and contrast key facts about Berkshire Hathaway Yield Shares Purpose ETF (BRKY.NEO) and Purpose Enhanced Dividend Fund ETF (PDIV.TO).
BRKY.NEO and PDIV.TO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BRKY.NEO is an actively managed fund by Purpose Investments. It was launched on Dec 19, 2022. PDIV.TO is an actively managed fund by Purpose Investments. It was launched on Jan 2, 2018.
Performance
BRKY.NEO vs. PDIV.TO - Performance Comparison
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BRKY.NEO vs. PDIV.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
BRKY.NEO Berkshire Hathaway Yield Shares Purpose ETF | -6.22% | 9.35% | 33.86% | 15.68% | 2.15% |
PDIV.TO Purpose Enhanced Dividend Fund ETF | 1.52% | 15.82% | 10.71% | 4.64% | 0.89% |
Returns By Period
In the year-to-date period, BRKY.NEO achieves a -6.22% return, which is significantly lower than PDIV.TO's 1.52% return.
BRKY.NEO
- 1D
- -0.08%
- 1M
- -0.50%
- YTD
- -6.22%
- 6M
- -5.97%
- 1Y
- -13.83%
- 3Y*
- 16.55%
- 5Y*
- —
- 10Y*
- —
PDIV.TO
- 1D
- 0.38%
- 1M
- -2.88%
- YTD
- 1.52%
- 6M
- 5.06%
- 1Y
- 14.35%
- 3Y*
- 9.91%
- 5Y*
- 7.92%
- 10Y*
- 8.95%
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BRKY.NEO vs. PDIV.TO - Expense Ratio Comparison
BRKY.NEO has a 0.40% expense ratio, which is lower than PDIV.TO's 0.77% expense ratio.
Return for Risk
BRKY.NEO vs. PDIV.TO — Risk / Return Rank
BRKY.NEO
PDIV.TO
BRKY.NEO vs. PDIV.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 Purpose Enhanced Dividend Fund ETF (PDIV.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 | PDIV.TO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.67 | 1.51 | -2.18 |
Sortino ratioReturn per unit of downside risk | -0.83 | 2.07 | -2.89 |
Omega ratioGain probability vs. loss probability | 0.88 | 1.35 | -0.46 |
Calmar ratioReturn relative to maximum drawdown | -0.81 | 1.70 | -2.51 |
Martin ratioReturn relative to average drawdown | -1.29 | 8.69 | -9.98 |
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 | PDIV.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.67 | 1.51 | -2.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.81 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.64 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.89 | 0.60 | +0.29 |
Correlation
The correlation between BRKY.NEO and PDIV.TO is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BRKY.NEO vs. PDIV.TO - Dividend Comparison
BRKY.NEO's dividend yield for the trailing twelve months is around 6.90%, less than PDIV.TO's 12.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRKY.NEO Berkshire Hathaway Yield Shares Purpose ETF | 6.90% | 5.58% | 10.93% | 5.40% | 0.49% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PDIV.TO Purpose Enhanced Dividend Fund ETF | 12.26% | 12.24% | 12.35% | 11.84% | 6.38% | 5.59% | 6.33% | 5.85% | 6.80% | 25.71% | 5.38% | 8.10% |
Drawdowns
BRKY.NEO vs. PDIV.TO - Drawdown Comparison
The maximum BRKY.NEO drawdown since its inception was -17.36%, smaller than the maximum PDIV.TO drawdown of -30.64%. Use the drawdown chart below to compare losses from any high point for BRKY.NEO and PDIV.TO.
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Drawdown Indicators
| BRKY.NEO | PDIV.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.36% | -30.64% | +13.28% |
Max Drawdown (1Y)Largest decline over 1 year | -17.36% | -8.36% | -9.00% |
Max Drawdown (5Y)Largest decline over 5 years | — | -14.96% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.64% | — |
Current DrawdownCurrent decline from peak | -15.05% | -2.88% | -12.17% |
Average DrawdownAverage peak-to-trough decline | -5.13% | -4.40% | -0.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.91% | 1.64% | +9.27% |
Volatility
BRKY.NEO vs. PDIV.TO - Volatility Comparison
Berkshire Hathaway Yield Shares Purpose ETF (BRKY.NEO) has a higher volatility of 5.05% compared to Purpose Enhanced Dividend Fund ETF (PDIV.TO) at 3.44%. This indicates that BRKY.NEO's price experiences larger fluctuations and is considered to be riskier than PDIV.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 | PDIV.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.05% | 3.44% | +1.61% |
Volatility (6M)Calculated over the trailing 6-month period | 12.07% | 5.59% | +6.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.66% | 9.54% | +11.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.01% | 9.89% | +8.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.01% | 13.96% | +4.05% |