PSU-U.TO vs. YNVD.NEO
PSU-U.TO (Purpose US Cash Fund) and YNVD.NEO (NVIDIA (NVDA) Yield Shares Purpose ETF) are both exchange-traded funds - PSU-U.TO is a Money Market fund actively managed by Purpose Investments, while YNVD.NEO is a Derivative Income fund actively managed by Purpose Investments. Both are actively managed. Over the past year, PSU-U.TO returned 2.73% vs 66.58% for YNVD.NEO. At a correlation of -0.01, they often move in opposite directions. PSU-U.TO charges 0.17%/yr vs 1.94%/yr for YNVD.NEO.
Performance
PSU-U.TO vs. YNVD.NEO - Performance Comparison
Loading charts...
Different Trading Currencies
PSU-U.TO is traded in USD, while YNVD.NEO is traded in CAD. To make them comparable, the YNVD.NEO values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, PSU-U.TO achieves a 1.05% return, which is significantly lower than YNVD.NEO's 15.60% return.
PSU-U.TO
- 1D
- 0.01%
- 1M
- 0.22%
- YTD
- 1.05%
- 6M
- 1.22%
- 1Y
- 2.73%
- 3Y*
- 3.37%
- 5Y*
- 2.66%
- 10Y*
- —
YNVD.NEO
- 1D
- -4.60%
- 1M
- 7.46%
- YTD
- 15.60%
- 6M
- 28.10%
- 1Y
- 66.58%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PSU-U.TO vs. YNVD.NEO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
PSU-U.TO Purpose US Cash Fund | 1.05% | 2.97% | 3.46% |
YNVD.NEO NVIDIA (NVDA) Yield Shares Purpose ETF | 15.60% | 51.43% | 119.34% |
Correlation
The correlation between PSU-U.TO and YNVD.NEO is -0.06, 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 | -0.06 |
Correlation (All Time) Calculated using the full available price history since Jan 19, 2024 | -0.01 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
PSU-U.TO vs. YNVD.NEO — Risk / Return Rank
PSU-U.TO
YNVD.NEO
PSU-U.TO vs. YNVD.NEO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Purpose US Cash Fund (PSU-U.TO) 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.
| PSU-U.TO | YNVD.NEO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +5.96 | ||
| Sortino ratioReturn per unit of downside risk | +8.51 | ||
| Omega ratioGain probability vs. loss probability | 4.08 | 1.31 | +2.77 |
| Calmar ratioReturn relative to maximum drawdown | 24.96 | 3.78 | +21.18 |
| Martin ratioReturn relative to average drawdown | 105.69 | 11.31 | +94.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| PSU-U.TO | YNVD.NEO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 7.82 | 1.86 | +5.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 7.13 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 6.13 | 1.44 | +4.70 |
Drawdowns
PSU-U.TO vs. YNVD.NEO - Drawdown Comparison
The maximum PSU-U.TO drawdown since its inception was -0.12%, smaller than the maximum YNVD.NEO drawdown of -41.29%. Use the drawdown chart below to compare losses from any high point for PSU-U.TO and YNVD.NEO.
Loading charts...
Drawdown Indicators
| PSU-U.TO | YNVD.NEO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -0.12% | -41.29% | +41.17% |
Max Drawdown (1Y)Largest decline over 1 year | -0.11% | -17.71% | +17.60% |
Max Drawdown (3Y)Largest decline over 3 years | -0.12% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -0.12% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -5.51% | +5.51% |
Average DrawdownAverage peak-to-trough decline | -0.01% | -8.82% | +8.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.03% | 5.91% | -5.88% |
Volatility
PSU-U.TO vs. YNVD.NEO - Volatility Comparison
The current volatility for Purpose US Cash Fund (PSU-U.TO) is 0.10%, while NVIDIA (NVDA) Yield Shares Purpose ETF (YNVD.NEO) has a volatility of 13.15%. This indicates that PSU-U.TO 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.
Loading charts...
Volatility by Period
| PSU-U.TO | YNVD.NEO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.10% | 13.15% | -13.05% |
Volatility (6M)Calculated over the trailing 6-month period | 0.23% | 28.21% | -27.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.35% | 36.11% | -35.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.37% | 53.39% | -53.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.33% | 53.39% | -53.06% |
PSU-U.TO vs. YNVD.NEO - Expense Ratio Comparison
PSU-U.TO has a 0.17% expense ratio, which is lower than YNVD.NEO's 1.94% expense ratio.
Dividends
PSU-U.TO vs. YNVD.NEO - Dividend Comparison
PSU-U.TO's dividend yield for the trailing twelve months is around 2.70%, less than YNVD.NEO's 21.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
PSU-U.TO Purpose US Cash Fund | 2.70% | 2.90% | 3.65% | 3.87% | 1.45% | 0.29% | 0.41% | 1.70% | 1.20% |
YNVD.NEO NVIDIA (NVDA) Yield Shares Purpose ETF | 21.78% | 23.48% | 17.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
PSU-U.TO and YNVD.NEO have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, PSU-U.TO is cheaper at 0.17% per year. The better choice depends on whether you care most about return, fees, risk, or income.
PSU-U.TO is cheaper with a 0.17% expense ratio, compared with 1.94% for YNVD.NEO.
PSU-U.TO is categorized as Money Market, while YNVD.NEO is Derivative Income. Their fees differ too: 0.17% for PSU-U.TO and 1.94% for YNVD.NEO.
Find the right allocation for PSU-U.TO and YNVD.NEO
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer