BRKY.NEO vs. XUSC.TO
BRKY.NEO (Berkshire Hathaway Yield Shares Purpose ETF) and XUSC.TO (iShares S&P 500 3% Capped Index ETF (CAD Units)) are both Large Cap Blend Equities funds. BRKY.NEO is actively managed, while XUSC.TO is passively managed. Over the past year, BRKY.NEO returned 1.75% vs 24.54% for XUSC.TO. At a 0.26 correlation, their price movements are largely independent. BRKY.NEO charges 0.40%/yr vs 0.12%/yr for XUSC.TO.
Performance
BRKY.NEO vs. XUSC.TO - Performance Comparison
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Returns By Period
In the year-to-date period, BRKY.NEO achieves a -3.97% return, which is significantly lower than XUSC.TO's 13.99% return.
BRKY.NEO
- 1D
- -0.90%
- 1M
- -1.04%
- 6M
- -2.05%
- YTD
- -3.97%
- 1Y
- 1.75%
- 3Y*
- 13.62%
- 5Y*
- —
- 10Y*
- —
XUSC.TO
- 1D
- -0.27%
- 1M
- 0.10%
- 6M
- 10.82%
- YTD
- 13.99%
- 1Y
- 24.54%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BRKY.NEO vs. XUSC.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BRKY.NEO Berkshire Hathaway Yield Shares Purpose ETF | -3.97% | 9.36% | 7.94% |
XUSC.TO iShares S&P 500 3% Capped Index ETF (CAD Units) | 13.99% | 11.40% | 10.66% |
Correlation
The correlation between BRKY.NEO and XUSC.TO is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Jul 18, 2024 | 0.26 |
The correlation between BRKY.NEO and XUSC.TO shifts across timeframes, from 0.14 (1 year) to 0.26 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BRKY.NEO vs. XUSC.TO — Risk / Return Rank
BRKY.NEO
XUSC.TO
BRKY.NEO vs. XUSC.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 S&P 500 3% Capped Index ETF (CAD Units) (XUSC.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BRKY.NEO | XUSC.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.92 | ||
| Sortino ratioReturn per unit of downside risk | -2.60 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.37 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | 0.17 | 3.24 | -3.08 |
| Martin ratioReturn relative to average drawdown | 0.35 | 11.73 | -11.38 |
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Drawdowns
BRKY.NEO vs. XUSC.TO - Drawdown Comparison
The maximum BRKY.NEO drawdown since its inception was -17.42%, roughly equal to the maximum XUSC.TO drawdown of -18.31%. Use the drawdown chart below to compare losses from any high point for BRKY.NEO and XUSC.TO.
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Drawdown Indicators
| BRKY.NEO | XUSC.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.42% | -18.31% | +0.89% |
Max Drawdown (1Y)Largest decline over 1 year | -10.55% | -7.60% | -2.95% |
Max Drawdown (3Y)Largest decline over 3 years | -17.42% | — | — |
Current DrawdownCurrent decline from peak | -13.01% | -1.59% | -11.42% |
Average DrawdownAverage peak-to-trough decline | -5.85% | -2.59% | -3.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.01% | 2.10% | +2.91% |
Volatility
BRKY.NEO vs. XUSC.TO - Volatility Comparison
Berkshire Hathaway Yield Shares Purpose ETF (BRKY.NEO) has a higher volatility of 4.06% compared to iShares S&P 500 3% Capped Index ETF (CAD Units) (XUSC.TO) at 3.44%. This indicates that BRKY.NEO's price experiences larger fluctuations and is considered to be riskier than XUSC.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 | XUSC.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.06% | 3.44% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 11.51% | 9.40% | +2.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.14% | 12.09% | +3.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.02% | 15.65% | +2.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.02% | 15.65% | +2.37% |
BRKY.NEO vs. XUSC.TO - Expense Ratio Comparison
BRKY.NEO has a 0.40% expense ratio, which is higher than XUSC.TO's 0.12% expense ratio.
Dividends
BRKY.NEO vs. XUSC.TO - Dividend Comparison
BRKY.NEO's dividend yield for the trailing twelve months is around 7.70%, more than XUSC.TO's 0.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
BRKY.NEO Berkshire Hathaway Yield Shares Purpose ETF | 7.70% | 5.58% | 10.93% | 5.41% | 0.49% |
XUSC.TO iShares S&P 500 3% Capped Index ETF (CAD Units) | 0.94% | 0.94% | 0.24% | 0.00% | 0.00% |
Frequently Asked Questions
BRKY.NEO and XUSC.TO have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XUSC.TO is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XUSC.TO is cheaper with a 0.12% expense ratio, compared with 0.40% for BRKY.NEO.
They also come from different issuers: Purpose Investments and iShares. Their fees differ too: 0.40% for BRKY.NEO and 0.12% for XUSC.TO.
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