YAVG.NEO vs. PDF.TO
YAVG.NEO (Broadcom (AVGO) Yield Shares Purpose ETF) and PDF.TO (Purpose Core Dividend Fund) are both exchange-traded funds - YAVG.NEO is a Derivative Income fund actively managed by Purpose, while PDF.TO is a Dividend fund actively managed by Purpose. Both are actively managed. Over the past year, YAVG.NEO returned 80.53% vs 36.18% for PDF.TO. Their 0.05 correlation means their historical movements had little consistent relationship. YAVG.NEO charges 1.19%/yr vs 0.66%/yr for PDF.TO.
Performance
YAVG.NEO vs. PDF.TO - Performance Comparison
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Returns By Period
In the year-to-date period, YAVG.NEO achieves a 44.89% return, which is significantly higher than PDF.TO's 21.03% return.
YAVG.NEO
- 1D
- 13.56%
- 1M
- 19.71%
- 6M
- 56.88%
- YTD
- 44.89%
- 1Y
- 80.53%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 75.79%
PDF.TO
- 1D
- 0.40%
- 1M
- 2.18%
- 6M
- 16.45%
- YTD
- 21.03%
- 1Y
- 36.18%
- 3Y*
- 19.60%
- 5Y*
- 12.34%
- 10Y*
- 9.69%
- ALL TIME*
- 10.50%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| CA$216.54K | CA$221.66K | CA$221.85K | |
| CA$129.79K | CA$111.65K | CA$131.34K |
YAVG.NEO vs. PDF.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
YAVG.NEO Broadcom (AVGO) Yield Shares Purpose ETF | 44.89% | 56.73% |
PDF.TO Purpose Core Dividend Fund | 21.03% | 17.73% |
Correlation
The correlation between YAVG.NEO and PDF.TO is 0.02, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.02 |
Correlation (All Time) Calculated using the full available price history since Feb 19, 2025 | 0.05 |
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Return for Risk
YAVG.NEO vs. PDF.TO — Risk / Return Rank
YAVG.NEO
PDF.TO
YAVG.NEO vs. PDF.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 Purpose Core Dividend Fund (PDF.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| YAVG.NEO | PDF.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.89 | ||
| Sortino ratioReturn per unit of downside risk | -3.97 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.81 | -0.50 |
| Calmar ratioReturn relative to maximum drawdown | 3.14 | 5.73 | -2.58 |
| Martin ratioReturn relative to average drawdown | 7.06 | 26.06 | -19.00 |
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Drawdowns
YAVG.NEO vs. PDF.TO - Drawdown Comparison
The maximum YAVG.NEO drawdown since its inception was -40.03%, which is greater than PDF.TO's maximum drawdown of -36.00%. Use the drawdown chart below to compare losses from any high point for YAVG.NEO and PDF.TO.
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Drawdown Indicators
| YAVG.NEO | PDF.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.03% | -36.00% | -4.03% |
Max Drawdown (1Y)Largest decline over 1 year | -25.90% | -6.35% | -19.55% |
Max Drawdown (3Y)Largest decline over 3 years | — | -9.28% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.81% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.00% | — |
Current DrawdownCurrent decline from peak | -9.87% | -0.36% | -9.51% |
Average DrawdownAverage peak-to-trough decline | -9.46% | -3.44% | -6.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.48% | 1.39% | +10.09% |
Volatility
YAVG.NEO vs. PDF.TO - Volatility Comparison
Broadcom (AVGO) Yield Shares Purpose ETF (YAVG.NEO) has a higher volatility of 16.60% compared to Purpose Core Dividend Fund (PDF.TO) at 2.76%. This indicates that YAVG.NEO's price experiences larger fluctuations and is considered to be riskier than PDF.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| YAVG.NEO | PDF.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.60% | 2.76% | +13.84% |
Volatility (6M)Calculated over the trailing 6-month period | 45.34% | 6.91% | +38.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 57.11% | 8.44% | +48.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 56.12% | 10.35% | +45.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 56.12% | 13.59% | +42.53% |
YAVG.NEO vs. PDF.TO - Expense Ratio Comparison
YAVG.NEO has a 1.19% expense ratio, which is higher than PDF.TO's 0.66% expense ratio.
Dividends
YAVG.NEO vs. PDF.TO - Dividend Comparison
YAVG.NEO's dividend yield for the trailing twelve months is around 27.31%, more than PDF.TO's 2.77% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDF.TO Purpose Core Dividend Fund | 2.77% | 3.49% | 3.82% | 4.17% | 3.77% | 3.19% | 3.84% | 3.65% | 4.33% | 3.50% | 3.38% | 3.40% |
YAVG.NEO Broadcom (AVGO) Yield Shares Purpose ETF | 27.31% | 8.90% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
YAVG.NEO and PDF.TO have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, PDF.TO is cheaper at 0.66% per year. The better choice depends on whether you care most about return, fees, risk, or income.
PDF.TO is cheaper with a 0.66% expense ratio, compared with 1.19% for YAVG.NEO.
YAVG.NEO is categorized as Derivative Income, while PDF.TO is Dividend. Their fees differ too: 1.19% for YAVG.NEO and 0.66% for PDF.TO.
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