^BSE500 vs. BRK-B
Compare and contrast key facts about S&P BSE-500 (^BSE500) and Berkshire Hathaway Inc. (BRK-B).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ^BSE500 or BRK-B.
Correlation
The correlation between ^BSE500 and BRK-B is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
^BSE500 vs. BRK-B - Performance Comparison
Key characteristics
^BSE500:
0.22
BRK-B:
1.58
^BSE500:
0.40
BRK-B:
2.22
^BSE500:
1.06
BRK-B:
1.31
^BSE500:
0.19
BRK-B:
3.40
^BSE500:
0.43
BRK-B:
8.72
^BSE500:
8.56%
BRK-B:
3.43%
^BSE500:
16.39%
BRK-B:
18.92%
^BSE500:
-38.39%
BRK-B:
-53.86%
^BSE500:
-11.03%
BRK-B:
-1.26%
Returns By Period
In the year-to-date period, ^BSE500 achieves a -2.36% return, which is significantly lower than BRK-B's 17.14% return. Over the past 10 years, ^BSE500 has underperformed BRK-B with an annualized return of 12.51%, while BRK-B has yielded a comparatively higher 14.09% annualized return.
^BSE500
-2.36%
2.58%
-3.10%
4.34%
23.84%
12.51%
BRK-B
17.14%
-0.42%
16.95%
31.13%
23.33%
14.09%
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Risk-Adjusted Performance
^BSE500 vs. BRK-B — Risk-Adjusted Performance Rank
^BSE500
BRK-B
^BSE500 vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for S&P BSE-500 (^BSE500) and Berkshire Hathaway Inc. (BRK-B). 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.
Drawdowns
^BSE500 vs. BRK-B - Drawdown Comparison
The maximum ^BSE500 drawdown since its inception was -38.39%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for ^BSE500 and BRK-B. For additional features, visit the drawdowns tool.
Volatility
^BSE500 vs. BRK-B - Volatility Comparison
The current volatility for S&P BSE-500 (^BSE500) is 7.65%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 10.99%. This indicates that ^BSE500 experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.