PortfoliosLab logoPortfoliosLab logo
USCL.TO vs. YAVG.NEO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

USCL.TO vs. YAVG.NEO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Global X Enhanced S&P 500 Covered Call ETF (USCL.TO) and Broadcom (AVGO) Yield Shares Purpose ETF (YAVG.NEO). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, USCL.TO achieves a 11.57% return, which is significantly lower than YAVG.NEO's 59.96% return.


USCL.TO

1D
-0.08%
1M
7.59%
YTD
11.57%
6M
9.93%
1Y
29.89%
3Y*
5Y*
10Y*

YAVG.NEO

1D
-0.50%
1M
16.03%
YTD
59.96%
6M
46.17%
1Y
133.32%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

USCL.TO vs. YAVG.NEO - Yearly Performance Comparison


Correlation

The correlation between USCL.TO and YAVG.NEO is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.37

Correlation (All Time)
Calculated using the full available price history since Feb 21, 2025

0.40

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

USCL.TO vs. YAVG.NEO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

USCL.TO
USCL.TO Risk / Return Rank: 7575
Overall Rank
USCL.TO Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
USCL.TO Sortino Ratio Rank: 7575
Sortino Ratio Rank
USCL.TO Omega Ratio Rank: 8080
Omega Ratio Rank
USCL.TO Calmar Ratio Rank: 7070
Calmar Ratio Rank
USCL.TO Martin Ratio Rank: 7575
Martin Ratio Rank

YAVG.NEO
YAVG.NEO Risk / Return Rank: 8484
Overall Rank
YAVG.NEO Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
YAVG.NEO Sortino Ratio Rank: 8181
Sortino Ratio Rank
YAVG.NEO Omega Ratio Rank: 8383
Omega Ratio Rank
YAVG.NEO Calmar Ratio Rank: 8888
Calmar Ratio Rank
YAVG.NEO Martin Ratio Rank: 7979
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

USCL.TO vs. YAVG.NEO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Enhanced S&P 500 Covered Call ETF (USCL.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.


USCL.TOYAVG.NEODifference
Sharpe ratioReturn per unit of total volatility

-0.26

Sortino ratioReturn per unit of downside risk

-0.19

Omega ratioGain probability vs. loss probability

1.49

1.50

-0.01

Calmar ratioReturn relative to maximum drawdown

3.51

5.18

-1.67

Martin ratioReturn relative to average drawdown

14.29

15.35

-1.05

USCL.TO vs. YAVG.NEO - Sharpe Ratio Comparison

The current USCL.TO Sharpe Ratio is 2.55, which is comparable to the YAVG.NEO Sharpe Ratio of 2.81. The chart below compares the historical Sharpe Ratios of USCL.TO and YAVG.NEO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


USCL.TOYAVG.NEODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.55

2.81

-0.26

Sharpe Ratio (All Time)

Calculated using the full available price history

1.42

2.03

-0.62

Drawdowns

USCL.TO vs. YAVG.NEO - Drawdown Comparison

The maximum USCL.TO drawdown since its inception was -21.85%, smaller than the maximum YAVG.NEO drawdown of -39.57%. Use the drawdown chart below to compare losses from any high point for USCL.TO and YAVG.NEO.


Loading charts...

Drawdown Indicators


USCL.TOYAVG.NEODifference

Max Drawdown

Largest peak-to-trough decline

-21.85%

-39.57%

+17.72%

Max Drawdown (1Y)

Largest decline over 1 year

-8.56%

-25.90%

+17.34%

Current Drawdown

Current decline from peak

-0.08%

-0.50%

+0.42%

Average Drawdown

Average peak-to-trough decline

-2.55%

-8.26%

+5.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.10%

8.72%

-6.62%

Volatility

USCL.TO vs. YAVG.NEO - Volatility Comparison

The current volatility for Global X Enhanced S&P 500 Covered Call ETF (USCL.TO) is 2.86%, while Broadcom (AVGO) Yield Shares Purpose ETF (YAVG.NEO) has a volatility of 11.15%. This indicates that USCL.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.


Loading charts...

Volatility by Period


USCL.TOYAVG.NEODifference

Volatility (1M)

Calculated over the trailing 1-month period

2.86%

11.15%

-8.29%

Volatility (6M)

Calculated over the trailing 6-month period

9.31%

37.61%

-28.30%

Volatility (1Y)

Calculated over the trailing 1-year period

11.79%

47.84%

-36.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.44%

52.43%

-36.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.44%

52.43%

-36.99%

Dividends

USCL.TO vs. YAVG.NEO - Dividend Comparison

USCL.TO's dividend yield for the trailing twelve months is around 11.95%, less than YAVG.NEO's 21.76% yield.


PositionTTM202520242023
USCL.TO
Global X Enhanced S&P 500 Covered Call ETF
11.95%12.94%11.57%7.08%
YAVG.NEO
Broadcom (AVGO) Yield Shares Purpose ETF
21.76%8.90%0.00%0.00%

Frequently Asked Questions


USCL.TO and YAVG.NEO have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

They also come from different issuers: Global X and Purpose Investments.

Portfolio Optimizer

Find the right allocation for USCL.TO and YAVG.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