BRKY.NEO vs. PSA.TO
Compare and contrast key facts about Berkshire Hathaway Yield Shares Purpose ETF (BRKY.NEO) and Purpose High Interest Savings Fund (PSA.TO).
BRKY.NEO and PSA.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. PSA.TO is an actively managed fund by Purpose Investments. It was launched on Oct 15, 2013.
Performance
BRKY.NEO vs. PSA.TO - Performance Comparison
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BRKY.NEO vs. PSA.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% |
PSA.TO Purpose High Interest Savings Fund | 0.51% | 2.64% | 4.56% | 5.12% | 0.19% |
Returns By Period
In the year-to-date period, BRKY.NEO achieves a -6.22% return, which is significantly lower than PSA.TO's 0.51% return.
BRKY.NEO
- 1D
- -0.08%
- 1M
- -0.50%
- YTD
- -6.22%
- 6M
- -5.97%
- 1Y
- -13.83%
- 3Y*
- 16.55%
- 5Y*
- —
- 10Y*
- —
PSA.TO
- 1D
- 0.01%
- 1M
- 0.18%
- YTD
- 0.51%
- 6M
- 1.10%
- 1Y
- 2.43%
- 3Y*
- 3.88%
- 5Y*
- 3.11%
- 10Y*
- 2.23%
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BRKY.NEO vs. PSA.TO - Expense Ratio Comparison
BRKY.NEO has a 0.40% expense ratio, which is higher than PSA.TO's 0.17% expense ratio.
Return for Risk
BRKY.NEO vs. PSA.TO — Risk / Return Rank
BRKY.NEO
PSA.TO
BRKY.NEO vs. PSA.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 High Interest Savings Fund (PSA.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 | PSA.TO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.67 | 10.29 | -10.97 |
Sortino ratioReturn per unit of downside risk | -0.83 | 28.35 | -29.18 |
Omega ratioGain probability vs. loss probability | 0.88 | 6.22 | -5.34 |
Calmar ratioReturn relative to maximum drawdown | -0.81 | 121.90 | -122.71 |
Martin ratioReturn relative to average drawdown | -1.29 | 422.60 | -423.88 |
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 | PSA.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.67 | 10.29 | -10.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 11.42 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 9.61 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.89 | 9.23 | -8.35 |
Correlation
The correlation between BRKY.NEO and PSA.TO is 0.05, 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
BRKY.NEO vs. PSA.TO - Dividend Comparison
BRKY.NEO's dividend yield for the trailing twelve months is around 6.90%, more than PSA.TO's 2.41% 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% |
PSA.TO Purpose High Interest Savings Fund | 2.41% | 2.61% | 4.47% | 5.05% | 2.26% | 0.59% | 0.94% | 2.18% | 1.66% | 1.07% | 0.99% | 1.07% |
Drawdowns
BRKY.NEO vs. PSA.TO - Drawdown Comparison
The maximum BRKY.NEO drawdown since its inception was -17.36%, which is greater than PSA.TO's maximum drawdown of -0.04%. Use the drawdown chart below to compare losses from any high point for BRKY.NEO and PSA.TO.
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Drawdown Indicators
| BRKY.NEO | PSA.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.36% | -0.04% | -17.32% |
Max Drawdown (1Y)Largest decline over 1 year | -17.36% | -0.02% | -17.34% |
Max Drawdown (5Y)Largest decline over 5 years | — | -0.04% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -0.04% | — |
Current DrawdownCurrent decline from peak | -15.05% | 0.00% | -15.05% |
Average DrawdownAverage peak-to-trough decline | -5.13% | 0.00% | -5.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.91% | 0.01% | +10.90% |
Volatility
BRKY.NEO vs. PSA.TO - Volatility Comparison
Berkshire Hathaway Yield Shares Purpose ETF (BRKY.NEO) has a higher volatility of 5.05% compared to Purpose High Interest Savings Fund (PSA.TO) at 0.06%. This indicates that BRKY.NEO's price experiences larger fluctuations and is considered to be riskier than PSA.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 | PSA.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.05% | 0.06% | +4.99% |
Volatility (6M)Calculated over the trailing 6-month period | 12.07% | 0.17% | +11.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.66% | 0.24% | +20.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.01% | 0.27% | +17.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.01% | 0.23% | +17.78% |