BRKY vs. CUDV ETF Comparison

Comparison of Berkshire Hathaway (BRK) Yield Shares Purpose ETF (BRKY) to CI U.S. Minimum Downside Volatility Index ETF (CUDV)

BRKY

Berkshire Hathaway (BRK) Yield Shares Purpose ETF

BRKY Description

Berkshire Hathaway (BRK) Yield Shares Purpose ETF is an exchange traded fund launched and managed by Purpose Investments Inc. It invests in public equity markets. The fund invests directly and through derivatives in stocks of companies operating across diversified sectors. It uses derivatives such as options to create its portfolio. The fund invests in growth and value stocks of companies across diversified market capitalization. Berkshire Hathaway (BRK) Yield Shares Purpose ETF is domiciled in Canada.

Grade (RS Rating)

Last Trade

$27.60

Average Daily Volume

3,377

Number of Holdings ^*

* may have additional holdings in another (foreign) market

CUDV

CI U.S. Minimum Downside Volatility Index ETF

CUDV Description

Grade (RS Rating)

Last Trade

$23.52

Average Daily Volume

2,000

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	BRKY	CUDV
30 Days	2.00%	2.80%
60 Days	4.86%	5.95%
90 Days	11.29%	11.97%
12 Months	17.15%	18.72%

1 Overlapping Holdings

	Symbol	Grade	Weight in BRKY	Weight in CUDV	Overlap
	BRK	B	121.9%	5.0%	5.0%

BRKY Overweight 0 Positions Relative to CUDV

	Symbol	Grade	Weight

BRKY Underweight 0 Positions Relative to CUDV

	Symbol	Grade	Weight

BRKY: Top Represented Industries & Keywords

Industries: Insurance - Diversified

Keywords: Aerospace Berkshire Hathaway Chemicals Electricity Electronics Fastener Financial Services Health Insurance Logistics Services Natural Gas Natural Gas Distribution Power Generation Applications Reinsurance Companies

CUDV: Top Represented Industries & Keywords

Industries: Insurance - Diversified