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YAMZ.NEO vs. CNQE.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

YAMZ.NEO vs. CNQE.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Amazon (AMZN) Yield Shares Purpose ETF (YAMZ.NEO) and Harvest CNQ Enhanced High Income Shares ETF (CNQE.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, YAMZ.NEO achieves a 5.68% return, which is significantly lower than CNQE.TO's 38.88% return.


YAMZ.NEO

1D
2.01%
1M
-7.96%
YTD
5.68%
6M
10.29%
1Y
22.62%
3Y*
29.37%
5Y*
10Y*

CNQE.TO

1D
-0.34%
1M
1.72%
YTD
38.88%
6M
34.99%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

YAMZ.NEO vs. CNQE.TO - Yearly Performance Comparison


Correlation

The correlation between YAMZ.NEO and CNQE.TO is -0.18, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (All Time)
Calculated using the full available price history since Aug 22, 2025

-0.18

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Return for Risk

YAMZ.NEO vs. CNQE.TO — Risk / Return Rank

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

YAMZ.NEO
YAMZ.NEO Risk / Return Rank: 2222
Overall Rank
YAMZ.NEO Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
YAMZ.NEO Sortino Ratio Rank: 2222
Sortino Ratio Rank
YAMZ.NEO Omega Ratio Rank: 2323
Omega Ratio Rank
YAMZ.NEO Calmar Ratio Rank: 2323
Calmar Ratio Rank
YAMZ.NEO Martin Ratio Rank: 2222
Martin Ratio Rank

CNQE.TO
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.

YAMZ.NEO vs. CNQE.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amazon (AMZN) Yield Shares Purpose ETF (YAMZ.NEO) and Harvest CNQ Enhanced High Income Shares ETF (CNQE.TO). 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.


YAMZ.NEOCNQE.TODifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.15

Calmar ratioReturn relative to maximum drawdown

1.04

Martin ratioReturn relative to average drawdown

2.59

YAMZ.NEO vs. CNQE.TO - Sharpe Ratio Comparison


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Sharpe Ratios by Period


YAMZ.NEOCNQE.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.70

Sharpe Ratio (All Time)

Calculated using the full available price history

1.22

2.45

-1.23

Drawdowns

YAMZ.NEO vs. CNQE.TO - Drawdown Comparison

The maximum YAMZ.NEO drawdown since its inception was -34.37%, which is greater than CNQE.TO's maximum drawdown of -18.22%. Use the drawdown chart below to compare losses from any high point for YAMZ.NEO and CNQE.TO.


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Drawdown Indicators


YAMZ.NEOCNQE.TODifference

Max Drawdown

Largest peak-to-trough decline

-34.37%

-18.22%

-16.15%

Max Drawdown (1Y)

Largest decline over 1 year

-21.79%

Max Drawdown (3Y)

Largest decline over 3 years

-34.37%

Current Drawdown

Current decline from peak

-8.54%

-6.40%

-2.14%

Average Drawdown

Average peak-to-trough decline

-7.20%

-4.14%

-3.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.75%

Volatility

YAMZ.NEO vs. CNQE.TO - Volatility Comparison


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Volatility by Period


YAMZ.NEOCNQE.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

9.66%

Volatility (6M)

Calculated over the trailing 6-month period

22.71%

Volatility (1Y)

Calculated over the trailing 1-year period

32.46%

33.04%

-0.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.24%

33.04%

+1.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.24%

33.04%

+1.20%

YAMZ.NEO vs. CNQE.TO - Expense Ratio Comparison

YAMZ.NEO has a 1.72% expense ratio, which is higher than CNQE.TO's 0.40% expense ratio.


Dividends

YAMZ.NEO vs. CNQE.TO - Dividend Comparison

YAMZ.NEO's dividend yield for the trailing twelve months is around 14.64%, more than CNQE.TO's 9.43% yield.


PositionTTM2025202420232022
CNQE.TO
Harvest CNQ Enhanced High Income Shares ETF
9.43%4.42%0.00%0.00%0.00%
YAMZ.NEO
Amazon (AMZN) Yield Shares Purpose ETF
14.64%14.12%8.07%7.89%1.02%

Frequently Asked Questions


YAMZ.NEO and CNQE.TO have a correlation of -0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, CNQE.TO is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

CNQE.TO is cheaper with a 0.40% expense ratio, compared with 1.72% for YAMZ.NEO.

They also come from different issuers: Purpose Investments and Harvest. Their fees differ too: 1.72% for YAMZ.NEO and 0.40% for CNQE.TO.

Portfolio Optimizer

Find the right allocation for YAMZ.NEO and CNQE.TO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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