YNVD.NEO vs. BRKY.NEO
Compare and contrast key facts about NVIDIA (NVDA) Yield Shares Purpose ETF (YNVD.NEO) and Berkshire Hathaway Yield Shares Purpose ETF (BRKY.NEO).
YNVD.NEO 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. YNVD.NEO is an actively managed fund by Purpose Investments. It was launched on Jan 18, 2024. BRKY.NEO is an actively managed fund by Purpose Investments. It was launched on Dec 19, 2022.
Performance
YNVD.NEO vs. BRKY.NEO - Performance Comparison
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YNVD.NEO vs. BRKY.NEO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
YNVD.NEO NVIDIA (NVDA) Yield Shares Purpose ETF | -4.19% | 44.51% | 133.89% |
BRKY.NEO Berkshire Hathaway Yield Shares Purpose ETF | -6.22% | 9.35% | 31.73% |
Returns By Period
In the year-to-date period, YNVD.NEO achieves a -4.19% return, which is significantly higher than BRKY.NEO's -6.22% return.
YNVD.NEO
- 1D
- 7.20%
- 1M
- -4.17%
- YTD
- -4.19%
- 6M
- 1.49%
- 1Y
- 74.47%
- 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*
- —
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YNVD.NEO vs. BRKY.NEO - Expense Ratio Comparison
YNVD.NEO has a 1.94% expense ratio, which is higher than BRKY.NEO's 0.40% expense ratio.
Return for Risk
YNVD.NEO vs. BRKY.NEO — Risk / Return Rank
YNVD.NEO
BRKY.NEO
YNVD.NEO vs. BRKY.NEO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NVIDIA (NVDA) Yield Shares Purpose ETF (YNVD.NEO) 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.
| YNVD.NEO | BRKY.NEO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.73 | -0.67 | +2.40 |
Sortino ratioReturn per unit of downside risk | 2.39 | -0.83 | +3.21 |
Omega ratioGain probability vs. loss probability | 1.33 | 0.88 | +0.44 |
Calmar ratioReturn relative to maximum drawdown | 4.56 | -0.81 | +5.37 |
Martin ratioReturn relative to average drawdown | 12.47 | -1.29 | +13.76 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| YNVD.NEO | BRKY.NEO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.73 | -0.67 | +2.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.33 | 0.89 | +0.44 |
Correlation
The correlation between YNVD.NEO and BRKY.NEO is -0.06. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
YNVD.NEO vs. BRKY.NEO - Dividend Comparison
YNVD.NEO's dividend yield for the trailing twelve months is around 25.81%, more than BRKY.NEO's 6.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
YNVD.NEO NVIDIA (NVDA) Yield Shares Purpose ETF | 25.81% | 23.48% | 17.81% | 0.00% | 0.00% |
BRKY.NEO Berkshire Hathaway Yield Shares Purpose ETF | 6.90% | 5.58% | 10.93% | 5.40% | 0.49% |
Drawdowns
YNVD.NEO vs. BRKY.NEO - Drawdown Comparison
The maximum YNVD.NEO drawdown since its inception was -41.02%, which is greater than BRKY.NEO's maximum drawdown of -17.36%. Use the drawdown chart below to compare losses from any high point for YNVD.NEO and BRKY.NEO.
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Drawdown Indicators
| YNVD.NEO | BRKY.NEO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.02% | -17.36% | -23.66% |
Max Drawdown (1Y)Largest decline over 1 year | -17.21% | -17.36% | +0.15% |
Current DrawdownCurrent decline from peak | -10.22% | -15.05% | +4.83% |
Average DrawdownAverage peak-to-trough decline | -9.26% | -5.13% | -4.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.33% | 10.91% | -4.58% |
Volatility
YNVD.NEO vs. BRKY.NEO - Volatility Comparison
NVIDIA (NVDA) Yield Shares Purpose ETF (YNVD.NEO) has a higher volatility of 13.09% compared to Berkshire Hathaway Yield Shares Purpose ETF (BRKY.NEO) at 5.05%. This indicates that YNVD.NEO's price experiences larger fluctuations and is considered to be riskier than BRKY.NEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| YNVD.NEO | BRKY.NEO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.09% | 5.05% | +8.04% |
Volatility (6M)Calculated over the trailing 6-month period | 27.75% | 12.07% | +15.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 43.32% | 20.66% | +22.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 53.42% | 18.01% | +35.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 53.42% | 18.01% | +35.41% |