PSA.TO vs. YAVG.NEO
PSA.TO (Purpose High Interest Savings Fund) and YAVG.NEO (Broadcom (AVGO) Yield Shares Purpose ETF) are both exchange-traded funds - PSA.TO is a Money Market fund actively managed by Purpose Investments, while YAVG.NEO is a Derivative Income fund actively managed by Purpose Investments. Both are actively managed. Over the past year, PSA.TO returned 2.34% vs 84.97% for YAVG.NEO. At a 0.01 correlation, their price movements are largely independent.
Performance
PSA.TO vs. YAVG.NEO - Performance Comparison
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Returns By Period
In the year-to-date period, PSA.TO achieves a 1.01% return, which is significantly lower than YAVG.NEO's 28.52% return.
PSA.TO
- 1D
- 0.00%
- 1M
- 0.15%
- YTD
- 1.01%
- 6M
- 1.06%
- 1Y
- 2.34%
- 3Y*
- 3.66%
- 5Y*
- 3.19%
- 10Y*
- 2.26%
YAVG.NEO
- 1D
- -3.37%
- 1M
- -6.59%
- YTD
- 28.52%
- 6M
- 28.43%
- 1Y
- 84.97%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PSA.TO vs. YAVG.NEO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
PSA.TO Purpose High Interest Savings Fund | 1.01% | 2.24% |
YAVG.NEO Broadcom (AVGO) Yield Shares Purpose ETF | 28.52% | 56.73% |
Correlation
The correlation between PSA.TO and YAVG.NEO is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.02 |
Correlation (All Time) Calculated using the full available price history since Feb 19, 2025 | 0.01 |
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Return for Risk
PSA.TO vs. YAVG.NEO — Risk / Return Rank
PSA.TO
YAVG.NEO
PSA.TO vs. YAVG.NEO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Purpose High Interest Savings Fund (PSA.TO) and Broadcom (AVGO) Yield Shares Purpose ETF (YAVG.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.
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.
| PSA.TO | YAVG.NEO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +7.93 | ||
| Sortino ratioReturn per unit of downside risk | +21.29 | ||
| Omega ratioGain probability vs. loss probability | 5.81 | 1.33 | +4.48 |
| Calmar ratioReturn relative to maximum drawdown | 117.26 | 3.32 | +113.95 |
| Martin ratioReturn relative to average drawdown | 357.78 | 8.96 | +348.81 |
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Drawdowns
PSA.TO vs. YAVG.NEO - Drawdown Comparison
The maximum PSA.TO drawdown since its inception was -0.04%, smaller than the maximum YAVG.NEO drawdown of -40.03%. Use the drawdown chart below to compare losses from any high point for PSA.TO and YAVG.NEO.
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Drawdown Indicators
| PSA.TO | YAVG.NEO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -0.04% | -40.03% | +39.99% |
Max Drawdown (1Y)Largest decline over 1 year | -0.02% | -25.90% | +25.88% |
Max Drawdown (3Y)Largest decline over 3 years | -0.02% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -0.04% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -0.04% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -20.05% | +20.05% |
Average DrawdownAverage peak-to-trough decline | -0.00% | -8.67% | +8.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.01% | 9.55% | -9.54% |
Volatility
PSA.TO vs. YAVG.NEO - Volatility Comparison
The current volatility for Purpose High Interest Savings Fund (PSA.TO) is 0.05%, while Broadcom (AVGO) Yield Shares Purpose ETF (YAVG.NEO) has a volatility of 28.33%. This indicates that PSA.TO experiences smaller price fluctuations and is considered to be less risky than YAVG.NEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSA.TO | YAVG.NEO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.05% | 28.33% | -28.28% |
Volatility (6M)Calculated over the trailing 6-month period | 0.17% | 43.01% | -42.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.25% | 54.43% | -54.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.29% | 56.14% | -55.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.25% | 56.14% | -55.89% |
Dividends
PSA.TO vs. YAVG.NEO - Dividend Comparison
PSA.TO's dividend yield for the trailing twelve months is around 2.33%, less than YAVG.NEO's 27.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSA.TO Purpose High Interest Savings Fund | 2.33% | 2.61% | 4.46% | 5.05% | 2.26% | 0.59% | 0.94% | 2.18% | 1.66% | 1.07% | 0.99% | 1.07% |
YAVG.NEO Broadcom (AVGO) Yield Shares Purpose ETF | 27.08% | 8.90% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
PSA.TO and YAVG.NEO have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PSA.TO is categorized as Money Market, while YAVG.NEO is Derivative Income.
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