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^SIXU vs. BRK-A
Performance
Return for Risk
Drawdowns
Volatility

^SIXU vs. BRK-A

Last updated Jun 5, 2026

^SIXU (Utilities Select Sector Index) is an index, while BRK-A (Berkshire Hathaway Inc.) is a stock. Over the past 10 years, ^SIXU returned 5.83%/yr vs 12.93%/yr for BRK-A. At a 0.39 correlation, their price movements are largely independent.

Performance

^SIXU vs. BRK-A - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Utilities Select Sector Index (^SIXU) and Berkshire Hathaway Inc. (BRK-A). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ^SIXU achieves a 2.52% return, which is significantly higher than BRK-A's -4.82% return. Over the past 10 years, ^SIXU has underperformed BRK-A with an annualized return of 5.83%, while BRK-A has yielded a comparatively higher 12.93% annualized return.

^SIXU

1D
0.61%
1M
-5.60%
YTD
2.52%
6M
0.67%
1Y
8.71%
3Y*
10.44%
5Y*
6.12%
10Y*
5.83%

BRK-A

1D
0.66%
1M
2.64%
YTD
-4.82%
6M
-4.81%
1Y
-2.63%
3Y*
12.92%
5Y*
10.35%
10Y*
12.93%
*Multi-year figures are annualized to reflect compound growth (CAGR)

^SIXU vs. BRK-A - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
^SIXU
Utilities Select Sector Index		2.52%12.69%19.58%-10.20%-1.12%13.62%-2.80%22.24%0.48%8.32%
BRK-A
Berkshire Hathaway Inc.		-4.82%10.85%25.49%15.77%4.00%29.57%2.42%10.98%2.82%21.91%

Correlation

The correlation between ^SIXU and BRK-A is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.

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

0.21

Correlation (3Y)
Calculated over the trailing 3-year period

0.33

Correlation (5Y)
Calculated over the trailing 5-year period

0.39

Correlation (10Y)
Calculated over the trailing 10-year period

0.33

Correlation (All Time)
Calculated using the full available price history since Jan 5, 2009

0.39

The correlation between ^SIXU and BRK-A shifts across timeframes, from 0.21 (1 year) to 0.39 (5 years), reflecting how their relationship changes across market environments.

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Utilities Select Sector Index

Berkshire Hathaway Inc.

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Often compared with BRK-A:
BRK-A vs. BRK-BBRK-A vs. SPYBRK-A vs. AAPLBRK-A vs. VOOBRK-A vs. MSFTBRK-A vs. VWRL.ASBRK-A vs. QQQ

Return for Risk

^SIXU vs. BRK-A — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
^SIXU
^SIXU Risk / Return Rank: 3333
Overall Rank
^SIXU Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
^SIXU Sortino Ratio Rank: 3232
Sortino Ratio Rank
^SIXU Omega Ratio Rank: 3232
Omega Ratio Rank
^SIXU Calmar Ratio Rank: 3535
Calmar Ratio Rank
^SIXU Martin Ratio Rank: 3232
Martin Ratio Rank
BRK-A
BRK-A Risk / Return Rank: 3030
Overall Rank
BRK-A Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
BRK-A Sortino Ratio Rank: 2727
Sortino Ratio Rank
BRK-A Omega Ratio Rank: 2727
Omega Ratio Rank
BRK-A Calmar Ratio Rank: 3232
Calmar Ratio Rank
BRK-A Martin Ratio Rank: 3131
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.

^SIXU vs. BRK-A - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Utilities Select Sector Index (^SIXU) and Berkshire Hathaway Inc. (BRK-A). 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.

^SIXUBRK-ADifference
Sharpe ratioReturn per unit of total volatility
0.60
-0.19

+0.79

Sortino ratioReturn per unit of downside risk
0.90
-0.17

+1.07

Omega ratioGain probability vs. loss probability

1.11

0.98

+0.13

Calmar ratioReturn relative to maximum drawdown

0.89

-0.29

+1.18

Martin ratioReturn relative to average drawdown

1.97

-0.60

+2.57

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

^SIXU vs. BRK-A - Sharpe Ratio Comparison

The current ^SIXU Sharpe Ratio is 0.60, which is higher than the BRK-A Sharpe Ratio of -0.19. The chart below compares the historical Sharpe Ratios of ^SIXU and BRK-A, 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

^SIXUBRK-ADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.60

-0.19

+0.79

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.36

0.61

-0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.30

0.68

-0.38

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

0.82

-0.46

Drawdowns

^SIXU vs. BRK-A - Drawdown Comparison

The maximum ^SIXU drawdown since its inception was -36.56%, smaller than the maximum BRK-A drawdown of -51.47%. Use the drawdown chart below to compare losses from any high point for ^SIXU and BRK-A.

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Drawdown Indicators

^SIXUBRK-ADifference

Max Drawdown

Largest peak-to-trough decline

-36.56%

-51.47%

+14.91%

Max Drawdown (1Y)

Largest decline over 1 year

-9.82%

-9.12%

-0.70%

Max Drawdown (3Y)

Largest decline over 3 years

-18.03%

-14.43%

-3.60%

Max Drawdown (5Y)

Largest decline over 5 years

-27.79%

-25.98%

-1.81%

Max Drawdown (10Y)

Largest decline over 10 years

-36.56%

-30.43%

-6.13%

Current Drawdown

Current decline from peak

-7.90%

-11.23%

+3.33%

Average Drawdown

Average peak-to-trough decline

-6.71%

-9.52%

+2.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.43%

4.39%

+0.04%

Volatility

^SIXU vs. BRK-A - Volatility Comparison

Utilities Select Sector Index (^SIXU) has a higher volatility of 5.65% compared to Berkshire Hathaway Inc. (BRK-A) at 3.58%. This indicates that ^SIXU's price experiences larger fluctuations and is considered to be riskier than BRK-A based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

^SIXUBRK-ADifference

Volatility (1M)

Calculated over the trailing 1-month period

5.65%

3.58%

+2.07%

Volatility (6M)

Calculated over the trailing 6-month period

11.68%

10.42%

+1.26%

Volatility (1Y)

Calculated over the trailing 1-year period

14.71%

13.84%

+0.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.34%

17.15%

+0.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.41%

18.97%

+0.44%

Frequently Asked Questions

^SIXU and BRK-A have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

^SIXU has higher volatility (5.65%) compared to BRK-A (3.58%). In terms of maximum drawdown, ^SIXU dropped -36.56% vs BRK-A's -51.47%.

^SIXU currently has the higher Sharpe Ratio (0.60 vs -0.19), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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