BRKY.NEO vs. YNVD.NEO

Last updated Apr 2, 2026

Compare and contrast key facts about Berkshire Hathaway Yield Shares Purpose ETF (BRKY.NEO) and NVIDIA (NVDA) Yield Shares Purpose ETF (YNVD.NEO).

BRKY.NEO and YNVD.NEO 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. YNVD.NEO is an actively managed fund by Purpose Investments. It was launched on Jan 18, 2024.

Performance

BRKY.NEO vs. YNVD.NEO - 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 NVIDIA (NVDA) Yield Shares Purpose ETF (YNVD.NEO). The values are adjusted to include any dividend payments, if applicable.

BRKY.NEO vs. YNVD.NEO - Yearly Performance Comparison

	2026 (YTD)	2025	2024
BRKY.NEO Berkshire Hathaway Yield Shares Purpose ETF	-6.22%	9.35%	31.73%
YNVD.NEO NVIDIA (NVDA) Yield Shares Purpose ETF	-4.19%	44.51%	133.89%

Returns By Period

In the year-to-date period, BRKY.NEO achieves a -6.22% return, which is significantly lower than YNVD.NEO's -4.19% return.

BRKY.NEO

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

YNVD.NEO

• 1D: 7.20%
• 1M: -4.17%
• YTD: -4.19%
• 6M: 1.49%
• 1Y: 74.47%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BRKY.NEO vs. YNVD.NEO - Expense Ratio Comparison

BRKY.NEO has a 0.40% expense ratio, which is lower than YNVD.NEO's 1.94% expense ratio.

YNVD.NEO

NVIDIA (NVDA) Yield Shares Purpose ETF

BRKY.NEO

Berkshire Hathaway Yield Shares Purpose ETF

Return for Risk

BRKY.NEO vs. YNVD.NEO — 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: 2
BRKY.NEO Sharpe Ratio Rank: 2
BRKY.NEO Sortino Ratio Rank: 2
BRKY.NEO Omega Ratio Rank: 2
BRKY.NEO Calmar Ratio Rank: 1
BRKY.NEO Martin Ratio Rank: 2

YNVD.NEO

YNVD.NEO Risk / Return Rank: 87
YNVD.NEO Sharpe Ratio Rank: 84
YNVD.NEO Sortino Ratio Rank: 85
YNVD.NEO Omega Ratio Rank: 80
YNVD.NEO Calmar Ratio Rank: 96
YNVD.NEO Martin Ratio Rank: 90

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. YNVD.NEO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Yield Shares Purpose ETF (BRKY.NEO) and NVIDIA (NVDA) Yield Shares Purpose ETF (YNVD.NEO). 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	YNVD.NEO	Difference
Sharpe ratio Return per unit of total volatility	-0.67	1.73	-2.40
Sortino ratio Return per unit of downside risk	-0.83	2.39	-3.21
Omega ratio Gain probability vs. loss probability	0.88	1.33	-0.44
Calmar ratio Return relative to maximum drawdown	-0.81	4.56	-5.37
Martin ratio Return relative to average drawdown	-1.29	12.47	-13.76
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. YNVD.NEO - Sharpe Ratio Comparison

The current BRKY.NEO Sharpe Ratio is -0.67, which is lower than the YNVD.NEO Sharpe Ratio of 1.73. The chart below compares the historical Sharpe Ratios of BRKY.NEO and YNVD.NEO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BRKY.NEO	YNVD.NEO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.67	1.73	-2.40
Sharpe Ratio (All Time) Calculated using the full available price history	0.89	1.33	-0.44

Correlation

The correlation between BRKY.NEO and YNVD.NEO is -0.06. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Dividends

BRKY.NEO vs. YNVD.NEO - Dividend Comparison

BRKY.NEO's dividend yield for the trailing twelve months is around 6.90%, less than YNVD.NEO's 25.81% yield.

	TTM	2025	2024	2023	2022
BRKY.NEO Berkshire Hathaway Yield Shares Purpose ETF	6.90%	5.58%	10.93%	5.40%	0.49%
YNVD.NEO NVIDIA (NVDA) Yield Shares Purpose ETF	25.81%	23.48%	17.81%	0.00%	0.00%

Drawdowns

BRKY.NEO vs. YNVD.NEO - Drawdown Comparison

The maximum BRKY.NEO drawdown since its inception was -17.36%, smaller than the maximum YNVD.NEO drawdown of -41.02%. Use the drawdown chart below to compare losses from any high point for BRKY.NEO and YNVD.NEO.

Drawdown Indicators

	BRKY.NEO	YNVD.NEO	Difference
Max Drawdown Largest peak-to-trough decline	-17.36%	-41.02%	+23.66%
Max Drawdown (1Y) Largest decline over 1 year	-17.36%	-17.21%	-0.15%
Current Drawdown Current decline from peak	-15.05%	-10.22%	-4.83%
Average Drawdown Average peak-to-trough decline	-5.13%	-9.26%	+4.13%
Ulcer Index Depth and duration of drawdowns from previous peaks	10.91%	6.33%	+4.58%

Volatility

BRKY.NEO vs. YNVD.NEO - Volatility Comparison

The current volatility for Berkshire Hathaway Yield Shares Purpose ETF (BRKY.NEO) is 5.05%, while NVIDIA (NVDA) Yield Shares Purpose ETF (YNVD.NEO) has a volatility of 13.09%. This indicates that BRKY.NEO experiences smaller price fluctuations and is considered to be less risky than YNVD.NEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BRKY.NEO	YNVD.NEO	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.05%	13.09%	-8.04%
Volatility (6M) Calculated over the trailing 6-month period	12.07%	27.75%	-15.68%
Volatility (1Y) Calculated over the trailing 1-year period	20.66%	43.32%	-22.66%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.01%	53.42%	-35.41%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.01%	53.42%	-35.41%