PDIV.TO vs. BRKY.NEO
Compare and contrast key facts about Purpose Enhanced Dividend Fund ETF (PDIV.TO) and Berkshire Hathaway Yield Shares Purpose ETF (BRKY.NEO).
PDIV.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. PDIV.TO is an actively managed fund by Purpose Investments. It was launched on Jan 2, 2018. BRKY.NEO is an actively managed fund by Purpose Investments. It was launched on Dec 19, 2022.
Performance
PDIV.TO vs. BRKY.NEO - Performance Comparison
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PDIV.TO vs. BRKY.NEO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
PDIV.TO Purpose Enhanced Dividend Fund ETF | 1.52% | 15.82% | 10.71% | 4.64% | 0.89% |
BRKY.NEO Berkshire Hathaway Yield Shares Purpose ETF | -6.15% | 9.35% | 33.86% | 15.68% | 2.15% |
Returns By Period
In the year-to-date period, PDIV.TO achieves a 1.52% return, which is significantly higher than BRKY.NEO's -6.15% return.
PDIV.TO
- 1D
- 0.38%
- 1M
- -2.88%
- YTD
- 1.52%
- 6M
- 5.06%
- 1Y
- 14.35%
- 3Y*
- 9.91%
- 5Y*
- 7.92%
- 10Y*
- 8.95%
BRKY.NEO
- 1D
- 0.99%
- 1M
- -5.75%
- YTD
- -6.15%
- 6M
- -6.56%
- 1Y
- -13.98%
- 3Y*
- 16.58%
- 5Y*
- —
- 10Y*
- —
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PDIV.TO vs. BRKY.NEO - Expense Ratio Comparison
PDIV.TO has a 0.77% expense ratio, which is higher than BRKY.NEO's 0.40% expense ratio.
Return for Risk
PDIV.TO vs. BRKY.NEO — Risk / Return Rank
PDIV.TO
BRKY.NEO
PDIV.TO vs. BRKY.NEO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Purpose Enhanced Dividend Fund ETF (PDIV.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.
| PDIV.TO | BRKY.NEO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.51 | -0.68 | +2.19 |
Sortino ratioReturn per unit of downside risk | 2.07 | -0.84 | +2.90 |
Omega ratioGain probability vs. loss probability | 1.35 | 0.88 | +0.46 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | -0.71 | +2.41 |
Martin ratioReturn relative to average drawdown | 8.69 | -1.14 | +9.83 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PDIV.TO | BRKY.NEO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | -0.68 | +2.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.89 | -0.29 |
Correlation
The correlation between PDIV.TO and BRKY.NEO is 0.42, 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
PDIV.TO vs. BRKY.NEO - Dividend Comparison
PDIV.TO's dividend yield for the trailing twelve months is around 12.26%, more than BRKY.NEO's 6.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDIV.TO Purpose Enhanced Dividend Fund ETF | 12.26% | 12.24% | 12.35% | 11.84% | 6.38% | 5.59% | 6.33% | 5.85% | 6.80% | 25.71% | 5.38% | 8.10% |
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% |
Drawdowns
PDIV.TO vs. BRKY.NEO - Drawdown Comparison
The maximum PDIV.TO drawdown since its inception was -30.64%, 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 PDIV.TO and BRKY.NEO.
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Drawdown Indicators
| PDIV.TO | BRKY.NEO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.64% | -17.36% | -13.28% |
Max Drawdown (1Y)Largest decline over 1 year | -8.36% | -17.36% | +9.00% |
Max Drawdown (5Y)Largest decline over 5 years | -14.96% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -30.64% | — | — |
Current DrawdownCurrent decline from peak | -2.88% | -14.98% | +12.10% |
Average DrawdownAverage peak-to-trough decline | -4.40% | -5.11% | +0.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.64% | 10.86% | -9.22% |
Volatility
PDIV.TO vs. BRKY.NEO - Volatility Comparison
The current volatility for Purpose Enhanced Dividend Fund ETF (PDIV.TO) is 3.44%, while Berkshire Hathaway Yield Shares Purpose ETF (BRKY.NEO) has a volatility of 5.05%. This indicates that PDIV.TO experiences smaller price fluctuations and is considered to be less risky 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
| PDIV.TO | BRKY.NEO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.44% | 5.05% | -1.61% |
Volatility (6M)Calculated over the trailing 6-month period | 5.59% | 12.10% | -6.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.54% | 20.75% | -11.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.89% | 18.02% | -8.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.96% | 18.02% | -4.06% |