HULC.TO vs. BRKY.NEO
Compare and contrast key facts about Global X US Large Cap Index Corporate Class ETF (HULC.TO) and Berkshire Hathaway Yield Shares Purpose ETF (BRKY.NEO).
HULC.TO and BRKY.NEO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HULC.TO is a passively managed fund by Global X that tracks the performance of the Solactive US Large Cap Index (CA NTR). It was launched on Feb 5, 2020. BRKY.NEO is an actively managed fund by Purpose Investments. It was launched on Dec 19, 2022.
Performance
HULC.TO vs. BRKY.NEO - Performance Comparison
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HULC.TO vs. BRKY.NEO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
HULC.TO Global X US Large Cap Index Corporate Class ETF | -2.55% | 12.69% | 35.93% | 24.43% | -0.66% |
BRKY.NEO Berkshire Hathaway Yield Shares Purpose ETF | -6.22% | 9.35% | 33.86% | 15.68% | 2.15% |
Returns By Period
In the year-to-date period, HULC.TO achieves a -2.55% return, which is significantly higher than BRKY.NEO's -6.22% return.
HULC.TO
- 1D
- 0.49%
- 1M
- -2.82%
- YTD
- -2.55%
- 6M
- -1.89%
- 1Y
- 14.87%
- 3Y*
- 19.91%
- 5Y*
- 30.75%
- 10Y*
- —
BRKY.NEO
- 1D
- -0.08%
- 1M
- -0.50%
- YTD
- -6.22%
- 6M
- -5.97%
- 1Y
- -13.83%
- 3Y*
- 16.55%
- 5Y*
- —
- 10Y*
- —
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HULC.TO vs. BRKY.NEO - Expense Ratio Comparison
HULC.TO has a 0.08% expense ratio, which is lower than BRKY.NEO's 0.40% expense ratio.
Return for Risk
HULC.TO vs. BRKY.NEO — Risk / Return Rank
HULC.TO
BRKY.NEO
HULC.TO vs. BRKY.NEO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X US Large Cap Index Corporate Class ETF (HULC.TO) and Berkshire Hathaway Yield Shares Purpose ETF (BRKY.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.
| HULC.TO | BRKY.NEO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | -0.67 | +1.44 |
Sortino ratioReturn per unit of downside risk | 1.16 | -0.83 | +1.98 |
Omega ratioGain probability vs. loss probability | 1.18 | 0.88 | +0.30 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | -0.81 | +1.96 |
Martin ratioReturn relative to average drawdown | 4.25 | -1.29 | +5.54 |
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
| HULC.TO | BRKY.NEO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | -0.67 | +1.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.03 | 0.89 | -0.85 |
Correlation
The correlation between HULC.TO and BRKY.NEO is 0.31, 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
HULC.TO vs. BRKY.NEO - Dividend Comparison
HULC.TO has not paid dividends to shareholders, while BRKY.NEO's dividend yield for the trailing twelve months is around 6.90%.
| TTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
HULC.TO Global X US Large Cap Index Corporate Class ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BRKY.NEO Berkshire Hathaway Yield Shares Purpose ETF | 6.90% | 5.58% | 10.93% | 5.40% | 0.49% |
Drawdowns
HULC.TO vs. BRKY.NEO - Drawdown Comparison
The maximum HULC.TO drawdown since its inception was -81.67%, which is greater than BRKY.NEO's maximum drawdown of -17.36%. Use the drawdown chart below to compare losses from any high point for HULC.TO and BRKY.NEO.
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Drawdown Indicators
| HULC.TO | BRKY.NEO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.67% | -17.36% | -64.31% |
Max Drawdown (1Y)Largest decline over 1 year | -12.74% | -17.36% | +4.62% |
Max Drawdown (5Y)Largest decline over 5 years | -23.94% | — | — |
Current DrawdownCurrent decline from peak | -5.62% | -15.05% | +9.43% |
Average DrawdownAverage peak-to-trough decline | -33.58% | -5.13% | -28.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.44% | 10.91% | -7.47% |
Volatility
HULC.TO vs. BRKY.NEO - Volatility Comparison
Global X US Large Cap Index Corporate Class ETF (HULC.TO) has a higher volatility of 5.50% compared to Berkshire Hathaway Yield Shares Purpose ETF (BRKY.NEO) at 5.05%. This indicates that HULC.TO's price experiences larger fluctuations and is considered to be riskier than BRKY.NEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HULC.TO | BRKY.NEO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.50% | 5.05% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 10.49% | 12.07% | -1.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.33% | 20.66% | -1.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.01% | 18.01% | +29.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 53.97% | 18.01% | +35.96% |