SBT.TO vs. YAVG.NEO
SBT.TO (Purpose Silver Bullion Fund) and YAVG.NEO (Broadcom (AVGO) Yield Shares Purpose ETF) are both exchange-traded funds - SBT.TO is a Silver fund tracking the LBMA Silver Price, while YAVG.NEO is a Derivative Income fund actively managed by Purpose Investments. SBT.TO is passively managed, while YAVG.NEO is actively managed. Over the past year, SBT.TO returned 105.34% vs 133.32% for YAVG.NEO. At a 0.15 correlation, their price movements are largely independent.
Performance
SBT.TO vs. YAVG.NEO - Performance Comparison
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Returns By Period
In the year-to-date period, SBT.TO achieves a 2.24% return, which is significantly lower than YAVG.NEO's 59.96% return.
SBT.TO
- 1D
- -2.53%
- 1M
- 0.38%
- YTD
- 2.24%
- 6M
- 24.07%
- 1Y
- 105.34%
- 3Y*
- 42.09%
- 5Y*
- 18.84%
- 10Y*
- 13.84%
YAVG.NEO
- 1D
- -0.50%
- 1M
- 16.03%
- YTD
- 59.96%
- 6M
- 46.17%
- 1Y
- 133.32%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SBT.TO vs. YAVG.NEO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SBT.TO Purpose Silver Bullion Fund | 2.24% | 107.73% |
YAVG.NEO Broadcom (AVGO) Yield Shares Purpose ETF | 59.96% | 57.91% |
Correlation
The correlation between SBT.TO and YAVG.NEO is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Feb 21, 2025 | 0.15 |
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Return for Risk
SBT.TO vs. YAVG.NEO — Risk / Return Rank
SBT.TO
YAVG.NEO
SBT.TO vs. YAVG.NEO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Purpose Silver Bullion Fund (SBT.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.
| SBT.TO | YAVG.NEO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.01 | ||
| Sortino ratioReturn per unit of downside risk | -1.59 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.50 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.48 | 5.18 | -2.70 |
| Martin ratioReturn relative to average drawdown | 5.33 | 15.35 | -10.02 |
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
| SBT.TO | YAVG.NEO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.80 | 2.81 | -1.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 2.03 | -1.83 |
Drawdowns
SBT.TO vs. YAVG.NEO - Drawdown Comparison
The maximum SBT.TO drawdown since its inception was -47.82%, which is greater than YAVG.NEO's maximum drawdown of -39.57%. Use the drawdown chart below to compare losses from any high point for SBT.TO and YAVG.NEO.
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Drawdown Indicators
| SBT.TO | YAVG.NEO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.82% | -39.57% | -8.25% |
Max Drawdown (1Y)Largest decline over 1 year | -42.69% | -25.90% | -16.79% |
Max Drawdown (3Y)Largest decline over 3 years | -42.69% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -42.69% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -47.82% | — | — |
Current DrawdownCurrent decline from peak | -37.47% | -0.50% | -36.97% |
Average DrawdownAverage peak-to-trough decline | -16.92% | -8.26% | -8.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.84% | 8.72% | +11.12% |
Volatility
SBT.TO vs. YAVG.NEO - Volatility Comparison
Purpose Silver Bullion Fund (SBT.TO) has a higher volatility of 17.19% compared to Broadcom (AVGO) Yield Shares Purpose ETF (YAVG.NEO) at 11.15%. This indicates that SBT.TO's price experiences larger fluctuations and is considered to be riskier 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
| SBT.TO | YAVG.NEO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.19% | 11.15% | +6.04% |
Volatility (6M)Calculated over the trailing 6-month period | 57.92% | 37.61% | +20.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 59.01% | 47.84% | +11.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.64% | 52.43% | -15.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 66.58% | 52.43% | +14.15% |
Dividends
SBT.TO vs. YAVG.NEO - Dividend Comparison
SBT.TO has not paid dividends to shareholders, while YAVG.NEO's dividend yield for the trailing twelve months is around 21.76%.
| Position | TTM | 2025 |
|---|---|---|
SBT.TO Purpose Silver Bullion Fund | 0.00% | 0.00% |
YAVG.NEO Broadcom (AVGO) Yield Shares Purpose ETF | 21.76% | 8.90% |
Frequently Asked Questions
SBT.TO and YAVG.NEO have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SBT.TO is categorized as Silver, while YAVG.NEO is Derivative Income.
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