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YNVD.NEO vs. PSU-U.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

YNVD.NEO vs. PSU-U.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in NVIDIA (NVDA) Yield Shares Purpose ETF (YNVD.NEO) and Purpose US Cash Fund (PSU-U.TO). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

YNVD.NEO is traded in CAD, while PSU-U.TO is traded in USD. To make them comparable, the PSU-U.TO values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, YNVD.NEO achieves a 20.36% return, which is significantly higher than PSU-U.TO's 2.45% return.


YNVD.NEO

1D
2.83%
1M
14.32%
YTD
20.36%
6M
28.67%
1Y
72.69%
3Y*
5Y*
10Y*

PSU-U.TO

1D
0.11%
1M
2.35%
YTD
2.45%
6M
0.86%
1Y
4.47%
3Y*
4.54%
5Y*
5.62%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

YNVD.NEO vs. PSU-U.TO - Yearly Performance Comparison


2026 (YTD)20252024
YNVD.NEO
NVIDIA (NVDA) Yield Shares Purpose ETF
20.36%44.51%133.89%
PSU-U.TO
Purpose US Cash Fund
2.45%-1.75%10.32%

Correlation

The correlation between YNVD.NEO and PSU-U.TO is -0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.07

Correlation (All Time)
Calculated using the full available price history since Jan 19, 2024

-0.10

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Return for Risk

YNVD.NEO vs. PSU-U.TO — Risk / Return Rank

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

YNVD.NEO
YNVD.NEO Risk / Return Rank: 6565
Overall Rank
YNVD.NEO Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
YNVD.NEO Sortino Ratio Rank: 5757
Sortino Ratio Rank
YNVD.NEO Omega Ratio Rank: 5757
Omega Ratio Rank
YNVD.NEO Calmar Ratio Rank: 8484
Calmar Ratio Rank
YNVD.NEO Martin Ratio Rank: 6767
Martin Ratio Rank

PSU-U.TO
PSU-U.TO Risk / Return Rank: 9999
Overall Rank
PSU-U.TO Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
PSU-U.TO Sortino Ratio Rank: 9999
Sortino Ratio Rank
PSU-U.TO Omega Ratio Rank: 9999
Omega Ratio Rank
PSU-U.TO Calmar Ratio Rank: 9999
Calmar Ratio Rank
PSU-U.TO Martin Ratio Rank: 9999
Martin Ratio Rank
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.

YNVD.NEO vs. PSU-U.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for NVIDIA (NVDA) Yield Shares Purpose ETF (YNVD.NEO) and Purpose US Cash Fund (PSU-U.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.


YNVD.NEOPSU-U.TODifference
Sharpe ratioReturn per unit of total volatility

+1.08

Sortino ratioReturn per unit of downside risk

+1.32

Omega ratioGain probability vs. loss probability

1.34

1.18

+0.17

Calmar ratioReturn relative to maximum drawdown

4.45

1.10

+3.35

Martin ratioReturn relative to average drawdown

12.10

2.85

+9.25

YNVD.NEO vs. PSU-U.TO - Sharpe Ratio Comparison

The current YNVD.NEO Sharpe Ratio is 2.06, which is higher than the PSU-U.TO Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of YNVD.NEO and PSU-U.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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Sharpe Ratios by Period


YNVD.NEOPSU-U.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.06

0.98

+1.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.89

Sharpe Ratio (All Time)

Calculated using the full available price history

1.54

0.46

+1.08

Drawdowns

YNVD.NEO vs. PSU-U.TO - Drawdown Comparison

The maximum YNVD.NEO drawdown since its inception was -41.02%, which is greater than PSU-U.TO's maximum drawdown of -16.93%. Use the drawdown chart below to compare losses from any high point for YNVD.NEO and PSU-U.TO.


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Drawdown Indicators


YNVD.NEOPSU-U.TODifference

Max Drawdown

Largest peak-to-trough decline

-41.02%

-16.93%

-24.09%

Max Drawdown (1Y)

Largest decline over 1 year

-16.41%

-4.07%

-12.34%

Max Drawdown (3Y)

Largest decline over 3 years

-5.47%

Max Drawdown (5Y)

Largest decline over 5 years

-5.47%

Current Drawdown

Current decline from peak

-1.57%

-0.59%

-0.98%

Average Drawdown

Average peak-to-trough decline

-8.81%

-4.86%

-3.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.03%

1.57%

+4.46%

Volatility

YNVD.NEO vs. PSU-U.TO - Volatility Comparison

NVIDIA (NVDA) Yield Shares Purpose ETF (YNVD.NEO) has a higher volatility of 13.14% compared to Purpose US Cash Fund (PSU-U.TO) at 0.80%. This indicates that YNVD.NEO's price experiences larger fluctuations and is considered to be riskier than PSU-U.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


YNVD.NEOPSU-U.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

13.14%

0.80%

+12.34%

Volatility (6M)

Calculated over the trailing 6-month period

27.65%

3.43%

+24.22%

Volatility (1Y)

Calculated over the trailing 1-year period

35.48%

4.58%

+30.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

52.45%

6.32%

+46.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

52.45%

6.56%

+45.89%

YNVD.NEO vs. PSU-U.TO - Expense Ratio Comparison

YNVD.NEO has a 1.94% expense ratio, which is higher than PSU-U.TO's 0.17% expense ratio.


Dividends

YNVD.NEO vs. PSU-U.TO - Dividend Comparison

YNVD.NEO's dividend yield for the trailing twelve months is around 21.18%, more than PSU-U.TO's 2.70% yield.


PositionTTM20252024202320222021202020192018
PSU-U.TO
Purpose US Cash Fund
2.70%2.90%3.65%3.87%1.45%0.29%0.41%1.70%1.20%
YNVD.NEO
NVIDIA (NVDA) Yield Shares Purpose ETF
21.18%23.48%17.81%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


YNVD.NEO and PSU-U.TO have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, PSU-U.TO is cheaper at 0.17% per year. The better choice depends on whether you care most about return, fees, risk, or income.

PSU-U.TO is cheaper with a 0.17% expense ratio, compared with 1.94% for YNVD.NEO.

YNVD.NEO is categorized as Derivative Income, while PSU-U.TO is Money Market. Their fees differ too: 1.94% for YNVD.NEO and 0.17% for PSU-U.TO.

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