XUSF vs. BRKY ETF Comparison

Comparison of Ishares SP US Financials Index ETF (XUSF) to Berkshire Hathaway (BRK) Yield Shares Purpose ETF (BRKY)

XUSF

Ishares SP US Financials Index ETF

XUSF Description

iShares S&P U.S. Financials Index ETF is an exchange traded fund launched and managed by BlackRock Asset Management Canada Limited. It is co-managed by BlackRock Institutional Trust Company, N.A. It invests in public equity markets of the United States. The fund invests directly and through other funds in stocks of companies operating across financials sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the S&P Financial Select Sector Index, by using full replication technique. iShares S&P U.S. Financials Index ETF was formed on September 6, 2023 and is domiciled in Canada.

Grade (RS Rating)

Last Trade

$75.86

Average Daily Volume

550

Number of Holdings ^*

2

* may have additional holdings in another (foreign) market

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

$28.54

Average Daily Volume

7,326

Number of Holdings ^*

1

* may have additional holdings in another (foreign) market

Performance

Period	XUSF	BRKY
30 Days	7.01%	2.20%
60 Days	13.60%	3.62%
90 Days	17.76%	3.24%
12 Months		24.23%

1 Overlapping Holdings

	Symbol	Grade	Weight in XUSF	Weight in BRKY	Overlap
	BRK	B	13.37%	124.76%	13.37%

XUSF Overweight 1 Positions Relative to BRKY

	Symbol	Grade	Weight
	BOFA	A	4.25%

XUSF Underweight 0 Positions Relative to BRKY

	Symbol	Grade	Weight

XUSF: Top Represented Industries & Keywords

Industries: Banks - Diversified Insurance - Diversified

Keywords: Financial Services Aerospace Alliance Bank Malaysia Asset Management Services Bank Banking Berkshire Hathaway Chemicals Derivative Products Economic History Of Italy Electricity Electronics Fastener Financial Products Health Insurance Investment Banks Investment Management Logistics Services Mizuho Americas Natural Gas

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