XTOT.TO vs. BRKY.NEO

Last updated Apr 2, 2026

Compare and contrast key facts about iShares Core S&P Total U.S. Stock Market Index ETF (XTOT.TO) and Berkshire Hathaway Yield Shares Purpose ETF (BRKY.NEO).

XTOT.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. XTOT.TO is a passively managed fund by iShares that tracks the performance of the S&P Total Market Index. It was launched on May 28, 2025. BRKY.NEO is an actively managed fund by Purpose Investments. It was launched on Dec 19, 2022.

Performance

XTOT.TO vs. BRKY.NEO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares Core S&P Total U.S. Stock Market Index ETF (XTOT.TO) and Berkshire Hathaway Yield Shares Purpose ETF (BRKY.NEO). The values are adjusted to include any dividend payments, if applicable.

XTOT.TO vs. BRKY.NEO - Yearly Performance Comparison

	2026 (YTD)	2025
XTOT.TO iShares Core S&P Total U.S. Stock Market Index ETF	-2.34%	15.99%
BRKY.NEO Berkshire Hathaway Yield Shares Purpose ETF	-6.22%	-1.90%

Returns By Period

In the year-to-date period, XTOT.TO achieves a -2.34% return, which is significantly higher than BRKY.NEO's -6.22% return.

XTOT.TO

• 1D: 0.36%
• 1M: -2.93%
• YTD: -2.34%
• 6M: -1.05%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BRKY.NEO

• 1D: -0.08%
• 1M: -0.50%
• YTD: -6.22%
• 6M: -5.97%
• 1Y: -13.83%
• 3Y*: 16.55%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

XTOT.TO vs. BRKY.NEO - Expense Ratio Comparison

XTOT.TO has a 0.07% expense ratio, which is lower than BRKY.NEO's 0.40% expense ratio.

BRKY.NEO

Berkshire Hathaway Yield Shares Purpose ETF

XTOT.TO

iShares Core S&P Total U.S. Stock Market Index ETF

Return for Risk

XTOT.TO vs. BRKY.NEO — Risk / Return Rank

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

BRKY.NEO

BRKY.NEO Risk / Return Rank: 2
BRKY.NEO Sharpe Ratio Rank: 2
BRKY.NEO Sortino Ratio Rank: 2
BRKY.NEO Omega Ratio Rank: 2
BRKY.NEO Calmar Ratio Rank: 1
BRKY.NEO Martin Ratio Rank: 2

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.

XTOT.TO vs. BRKY.NEO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P Total U.S. Stock Market Index ETF (XTOT.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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	XTOT.TO	BRKY.NEO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	-0.67	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.22	0.89	+0.33

Correlation

The correlation between XTOT.TO and BRKY.NEO is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

XTOT.TO vs. BRKY.NEO - Dividend Comparison

XTOT.TO's dividend yield for the trailing twelve months is around 0.70%, less than BRKY.NEO's 6.90% yield.

	TTM	2025	2024	2023	2022
XTOT.TO iShares Core S&P Total U.S. Stock Market Index ETF	0.70%	0.54%	0.00%	0.00%	0.00%
BRKY.NEO Berkshire Hathaway Yield Shares Purpose ETF	6.90%	5.58%	10.93%	5.40%	0.49%

Drawdowns

XTOT.TO vs. BRKY.NEO - Drawdown Comparison

The maximum XTOT.TO drawdown since its inception was -9.64%, smaller than the maximum BRKY.NEO drawdown of -17.36%. Use the drawdown chart below to compare losses from any high point for XTOT.TO and BRKY.NEO.

Drawdown Indicators

	XTOT.TO	BRKY.NEO	Difference
Max Drawdown Largest peak-to-trough decline	-9.64%	-17.36%	+7.72%
Max Drawdown (1Y) Largest decline over 1 year	—	-17.36%	—
Current Drawdown Current decline from peak	-6.40%	-15.05%	+8.65%
Average Drawdown Average peak-to-trough decline	-1.97%	-5.13%	+3.16%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	10.91%	—

Volatility

Volatility by Period

	XTOT.TO	BRKY.NEO	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.05%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.07%	—
Volatility (1Y) Calculated over the trailing 1-year period	13.15%	20.66%	-7.51%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.15%	18.01%	-4.86%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.15%	18.01%	-4.86%