YAVG.NEO vs. CRCY.TO

Last updated Jun 4, 2026

YAVG.NEO (Broadcom (AVGO) Yield Shares Purpose ETF) and CRCY.TO (Harvest Circle Enhanced High Income Shares ETF Class A Units) are both Derivative Income funds. Both are actively managed. At a 0.22 correlation, their price movements are largely independent.

Performance

YAVG.NEO vs. CRCY.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Broadcom (AVGO) Yield Shares Purpose ETF (YAVG.NEO) and Harvest Circle Enhanced High Income Shares ETF Class A Units (CRCY.TO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, YAVG.NEO achieves a 59.96% return, which is significantly higher than CRCY.TO's 3.77% return.

YAVG.NEO

• 1D: -0.50%
• 1M: 16.03%
• YTD: 59.96%
• 6M: 46.17%
• 1Y: 133.32%
• 3Y*: —
• 5Y*: —
• 10Y*: —

CRCY.TO

• 1D: -11.55%
• 1M: -21.98%
• YTD: 3.77%
• 6M: -5.48%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

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

	2026 (YTD)	2025
YAVG.NEO Broadcom (AVGO) Yield Shares Purpose ETF	59.96%	8.55%
CRCY.TO Harvest Circle Enhanced High Income Shares ETF Class A Units	3.77%	-45.43%

Correlation

The correlation between YAVG.NEO and CRCY.TO is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Oct 2, 2025	0.22

Return for Risk

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

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

YAVG.NEO

YAVG.NEO Risk / Return Rank: 84
YAVG.NEO Sharpe Ratio Rank: 86
YAVG.NEO Sortino Ratio Rank: 81
YAVG.NEO Omega Ratio Rank: 83
YAVG.NEO Calmar Ratio Rank: 88
YAVG.NEO Martin Ratio Rank: 79

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.

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

This table presents a comparison of risk-adjusted performance metrics for Broadcom (AVGO) Yield Shares Purpose ETF (YAVG.NEO) and Harvest Circle Enhanced High Income Shares ETF Class A Units (CRCY.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.

	YAVG.NEO	CRCY.TO	Difference
Sharpe ratio: Return per unit of total volatility	2.81	—	—
Sortino ratio: Return per unit of downside risk	3.62	—	—
Omega ratio: Gain probability vs. loss probability	1.50	—	—
Calmar ratio: Return relative to maximum drawdown	5.18	—	—
Martin ratio: Return relative to average drawdown	15.35	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	YAVG.NEO	CRCY.TO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.81	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.03	-0.52	+2.56

Drawdowns

YAVG.NEO vs. CRCY.TO - Drawdown Comparison

The maximum YAVG.NEO drawdown since its inception was -39.57%, smaller than the maximum CRCY.TO drawdown of -73.84%. Use the drawdown chart below to compare losses from any high point for YAVG.NEO and CRCY.TO.

Drawdown Indicators

	YAVG.NEO	CRCY.TO	Difference
Max Drawdown Largest peak-to-trough decline	-39.57%	-73.84%	+34.27%
Max Drawdown (1Y) Largest decline over 1 year	-25.90%	—	—
Current Drawdown Current decline from peak	-0.50%	-53.07%	+52.57%
Average Drawdown Average peak-to-trough decline	-8.26%	-45.97%	+37.71%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.72%	—	—

Volatility

Volatility by Period

	YAVG.NEO	CRCY.TO	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.15%	—	—
Volatility (6M) Calculated over the trailing 6-month period	37.61%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	47.84%	110.39%	-62.55%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	52.43%	110.39%	-57.96%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	52.43%	110.39%	-57.96%

Dividends

YAVG.NEO vs. CRCY.TO - Dividend Comparison

YAVG.NEO's dividend yield for the trailing twelve months is around 21.76%, less than CRCY.TO's 44.81% yield.

Position	TTM	2025
CRCY.TO Harvest Circle Enhanced High Income Shares ETF Class A Units	44.81%	17.09%
YAVG.NEO Broadcom (AVGO) Yield Shares Purpose ETF	21.76%	8.90%

Frequently Asked Questions

Can I hold both YAVG.NEO and CRCY.TO in my portfolio?

YAVG.NEO and CRCY.TO have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

What is the main difference between YAVG.NEO and CRCY.TO?

They also come from different issuers: Purpose Investments and Harvest.