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BRKY.NEO vs. XHU.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

BRKY.NEO vs. XHU.TO

Last updated Apr 2, 2026

Compare and contrast key facts about Berkshire Hathaway Yield Shares Purpose ETF (BRKY.NEO) and iShares U.S. High Dividend Equity Index ETF (XHU.TO).

BRKY.NEO and XHU.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. XHU.TO is a passively managed fund by iShares that tracks the performance of the Morningstar US Market TR CAD. It was launched on Feb 10, 2015.

Performance

BRKY.NEO vs. XHU.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Berkshire Hathaway Yield Shares Purpose ETF (BRKY.NEO) and iShares U.S. High Dividend Equity Index ETF (XHU.TO). The values are adjusted to include any dividend payments, if applicable.

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BRKY.NEO vs. XHU.TO - Yearly Performance Comparison

2026 (YTD)2025202420232022
BRKY.NEO
Berkshire Hathaway Yield Shares Purpose ETF		-6.22%9.35%33.86%15.68%2.15%
XHU.TO
iShares U.S. High Dividend Equity Index ETF		11.75%-0.28%16.64%-1.52%0.97%

Returns By Period

In the year-to-date period, BRKY.NEO achieves a -6.22% return, which is significantly lower than XHU.TO's 11.75% return.

BRKY.NEO

1D
-0.08%
1M
-0.50%
YTD
-6.22%
6M
-5.97%
1Y
-13.83%
3Y*
16.55%
5Y*
—
10Y*
—

XHU.TO

1D
-1.43%
1M
-2.24%
YTD
11.75%
6M
3.16%
1Y
3.71%
3Y*
9.28%
5Y*
9.54%
10Y*
7.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Berkshire Hathaway Yield Shares Purpose ETF

iShares U.S. High Dividend Equity Index ETF

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Often compared with XHU.TO:
XHU.TO vs. CUD.TOXHU.TO vs. SCHDXHU.TO vs. VDY.TOXHU.TO vs. XEI.TOXHU.TO vs. XEQT.TOXHU.TO vs. QQQXHU.TO vs. DGRO

BRKY.NEO vs. XHU.TO - Expense Ratio Comparison

BRKY.NEO has a 0.40% expense ratio, which is higher than XHU.TO's 0.34% expense ratio.

BRKY.NEO
Berkshire Hathaway Yield Shares Purpose ETF
XHU.TO
iShares U.S. High Dividend Equity Index ETF

Return for Risk

BRKY.NEO vs. XHU.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BRKY.NEO
BRKY.NEO Risk / Return Rank: 22
Overall Rank
BRKY.NEO Sharpe Ratio Rank: 22
Sharpe Ratio Rank
BRKY.NEO Sortino Ratio Rank: 22
Sortino Ratio Rank
BRKY.NEO Omega Ratio Rank: 22
Omega Ratio Rank
BRKY.NEO Calmar Ratio Rank: 11
Calmar Ratio Rank
BRKY.NEO Martin Ratio Rank: 22
Martin Ratio Rank
XHU.TO
XHU.TO Risk / Return Rank: 1717
Overall Rank
XHU.TO Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
XHU.TO Sortino Ratio Rank: 1616
Sortino Ratio Rank
XHU.TO Omega Ratio Rank: 1818
Omega Ratio Rank
XHU.TO Calmar Ratio Rank: 1717
Calmar Ratio Rank
XHU.TO Martin Ratio Rank: 1515
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BRKY.NEO vs. XHU.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 iShares U.S. High Dividend Equity Index ETF (XHU.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.NEOXHU.TODifference

Sharpe ratio

Return per unit of total volatility

-0.67

0.26

-0.93

Sortino ratio

Return per unit of downside risk

-0.83

0.41

-1.23

Omega ratio

Gain probability vs. loss probability

0.88

1.06

-0.18

Calmar ratio

Return relative to maximum drawdown

-0.81

0.24

-1.04

Martin ratio

Return relative to average drawdown

-1.29

0.54

-1.83

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BRKY.NEO vs. XHU.TO - Sharpe Ratio Comparison

The current BRKY.NEO Sharpe Ratio is -0.67, which is lower than the XHU.TO Sharpe Ratio of 0.26. The chart below compares the historical Sharpe Ratios of BRKY.NEO and XHU.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

BRKY.NEOXHU.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.67

0.26

-0.93

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.81

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.54

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.89

0.54

+0.34

Correlation

The correlation between BRKY.NEO and XHU.TO is 0.41, 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. XHU.TO - Dividend Comparison

BRKY.NEO's dividend yield for the trailing twelve months is around 6.90%, more than XHU.TO's 2.46% yield.

TTM20252024202320222021202020192018201720162015
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%
XHU.TO
iShares U.S. High Dividend Equity Index ETF		2.46%2.75%2.72%2.86%2.63%2.60%3.18%2.25%2.52%2.27%2.38%2.30%

Drawdowns

BRKY.NEO vs. XHU.TO - Drawdown Comparison

The maximum BRKY.NEO drawdown since its inception was -17.36%, smaller than the maximum XHU.TO drawdown of -29.94%. Use the drawdown chart below to compare losses from any high point for BRKY.NEO and XHU.TO.

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Drawdown Indicators

BRKY.NEOXHU.TODifference

Max Drawdown

Largest peak-to-trough decline

-17.36%

-29.94%

+12.58%

Max Drawdown (1Y)

Largest decline over 1 year

-17.36%

-10.50%

-6.86%

Max Drawdown (5Y)

Largest decline over 5 years

—

-12.53%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-29.94%

—

Current Drawdown

Current decline from peak

-15.05%

-2.24%

-12.81%

Average Drawdown

Average peak-to-trough decline

-5.13%

-3.75%

-1.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.91%

4.67%

+6.24%

Volatility

BRKY.NEO vs. XHU.TO - Volatility Comparison

Berkshire Hathaway Yield Shares Purpose ETF (BRKY.NEO) has a higher volatility of 5.05% compared to iShares U.S. High Dividend Equity Index ETF (XHU.TO) at 3.76%. This indicates that BRKY.NEO's price experiences larger fluctuations and is considered to be riskier than XHU.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.NEOXHU.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.05%

3.76%

+1.29%

Volatility (6M)

Calculated over the trailing 6-month period

12.07%

9.98%

+2.09%

Volatility (1Y)

Calculated over the trailing 1-year period

20.66%

14.55%

+6.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.01%

11.87%

+6.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.01%

14.36%

+3.65%