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YGOG.NEO vs. SYLD.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

YGOG.NEO vs. SYLD.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Alphabet (GOOGL) Yield Shares Purpose ETF (YGOG.NEO) and Purpose Strategic Yield Fund (SYLD.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, YGOG.NEO achieves a 11.15% return, which is significantly higher than SYLD.TO's 3.26% return.


YGOG.NEO

1D
7.13%
1M
-1.03%
6M
2.29%
YTD
11.15%
1Y
90.89%
3Y*
39.39%
5Y*
10Y*
ALL TIME*
47.15%

SYLD.TO

1D
-0.05%
1M
-0.17%
6M
2.30%
YTD
3.26%
1Y
9.15%
3Y*
10.18%
5Y*
4.98%
10Y*
ALL TIME*
6.21%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
CA$49.80KCA$53.52KCA$104.61K
CA$514.43KCA$426.69KCA$501.63K

YGOG.NEO vs. SYLD.TO - Yearly Performance Comparison


2026 (YTD)2025202420232022
YGOG.NEO
Alphabet (GOOGL) Yield Shares Purpose ETF
11.15%69.46%35.49%56.09%1.29%
SYLD.TO
Purpose Strategic Yield Fund
3.26%10.15%13.23%6.84%-0.84%

Correlation

The correlation between YGOG.NEO and SYLD.TO is 0.24, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.24

Correlation (3Y)
Balances recent behavior with more history.

0.19

Correlation (All Time)
Calculated using the full available price history since Dec 20, 2022

0.15

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Return for Risk

YGOG.NEO vs. SYLD.TO — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

YGOG.NEO
YGOG.NEO Risk / Return Rank: 9090
Overall Rank
YGOG.NEO Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
YGOG.NEO Sortino Ratio Rank: 9191
Sortino Ratio Rank
YGOG.NEO Omega Ratio Rank: 9090
Omega Ratio Rank
YGOG.NEO Calmar Ratio Rank: 9191
Calmar Ratio Rank
YGOG.NEO Martin Ratio Rank: 8383
Martin Ratio Rank

SYLD.TO
SYLD.TO Risk / Return Rank: 9595
Overall Rank
SYLD.TO Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
SYLD.TO Sortino Ratio Rank: 9696
Sortino Ratio Rank
SYLD.TO Omega Ratio Rank: 9595
Omega Ratio Rank
SYLD.TO Calmar Ratio Rank: 9696
Calmar Ratio Rank
SYLD.TO Martin Ratio Rank: 9696
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

YGOG.NEO vs. SYLD.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alphabet (GOOGL) Yield Shares Purpose ETF (YGOG.NEO) and Purpose Strategic Yield Fund (SYLD.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.


YGOG.NEOSYLD.TODifference
Sharpe ratioReturn per unit of total volatility

-0.09

Sortino ratioReturn per unit of downside risk

-1.07

Omega ratioGain probability vs. loss probability

1.42

1.54

-0.12

Calmar ratioReturn relative to maximum drawdown

4.03

6.22

-2.19

Martin ratioReturn relative to average drawdown

11.50

24.49

-12.99

YGOG.NEO vs. SYLD.TO - Sharpe Ratio Comparison

The current YGOG.NEO Sharpe Ratio is 2.53, which is comparable to the SYLD.TO Sharpe Ratio of 2.61. The chart below compares the historical Sharpe Ratios of YGOG.NEO and SYLD.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

YGOG.NEO vs. SYLD.TO - Drawdown Comparison

The maximum YGOG.NEO drawdown since its inception was -34.24%, which is greater than SYLD.TO's maximum drawdown of -32.17%. Use the drawdown chart below to compare losses from any high point for YGOG.NEO and SYLD.TO.


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Drawdown Indicators


YGOG.NEOSYLD.TODifference

Max Drawdown

Largest peak-to-trough decline

-34.24%

-32.17%

-2.07%

Max Drawdown (1Y)

Largest decline over 1 year

-22.09%

-1.39%

-20.70%

Max Drawdown (3Y)

Largest decline over 3 years

-34.24%

-3.40%

-30.84%

Max Drawdown (5Y)

Largest decline over 5 years

-9.48%

Current Drawdown

Current decline from peak

-11.55%

-0.37%

-11.18%

Average Drawdown

Average peak-to-trough decline

-7.76%

-2.56%

-5.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.74%

0.35%

+7.39%

Volatility

YGOG.NEO vs. SYLD.TO - Volatility Comparison

Alphabet (GOOGL) Yield Shares Purpose ETF (YGOG.NEO) has a higher volatility of 14.42% compared to Purpose Strategic Yield Fund (SYLD.TO) at 0.60%. This indicates that YGOG.NEO's price experiences larger fluctuations and is considered to be riskier than SYLD.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


YGOG.NEOSYLD.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

14.42%

0.60%

+13.82%

Volatility (6M)

Calculated over the trailing 6-month period

27.92%

1.95%

+25.97%

Volatility (1Y)

Calculated over the trailing 1-year period

35.37%

3.30%

+32.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.54%

4.48%

+29.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.54%

10.05%

+23.49%

YGOG.NEO vs. SYLD.TO - Expense Ratio Comparison

YGOG.NEO has a 0.40% expense ratio, which is lower than SYLD.TO's 0.95% expense ratio.


Dividends

YGOG.NEO vs. SYLD.TO - Dividend Comparison

YGOG.NEO's dividend yield for the trailing twelve months is around 9.59%, more than SYLD.TO's 5.86% yield.


PositionTTM20252024202320222021202020192018
SYLD.TO
Purpose Strategic Yield Fund
5.86%5.85%6.07%6.45%6.46%5.56%5.91%6.13%4.70%
YGOG.NEO
Alphabet (GOOGL) Yield Shares Purpose ETF
9.59%5.84%6.63%7.24%0.91%0.00%0.00%0.00%0.00%

Frequently Asked Questions


YGOG.NEO and SYLD.TO have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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

YGOG.NEO is cheaper with a 0.40% expense ratio, compared with 0.95% for SYLD.TO.

YGOG.NEO is categorized as Derivative Income, while SYLD.TO is High Yield Bonds. Their fees differ too: 0.40% for YGOG.NEO and 0.95% for SYLD.TO.

Portfolio Optimizer

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