^SIXU vs. BRK-A

Last updated Apr 2, 2026

Compare and contrast key facts about Utilities Select Sector Index (^SIXU) and Berkshire Hathaway Inc (BRK-A).

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.

^SIXU vs. BRK-A - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
^SIXU Utilities Select Sector Index	8.00%	12.69%	19.58%	-10.20%	-1.12%	13.62%	-2.80%	22.24%	0.48%	8.32%
BRK-A Berkshire Hathaway Inc	-5.11%	10.85%	25.49%	15.77%	4.00%	29.57%	2.42%	10.98%	2.82%	21.91%

Returns By Period

In the year-to-date period, ^SIXU achieves a 8.00% return, which is significantly higher than BRK-A's -5.11% return. Over the past 10 years, ^SIXU has underperformed BRK-A with an annualized return of 6.37%, while BRK-A has yielded a comparatively higher 12.75% annualized return.

^SIXU

• 1D: 0.45%
• 1M: -2.22%
• YTD: 8.00%
• 6M: 4.75%
• 1Y: 16.54%
• 3Y*: 10.85%
• 5Y*: 7.58%
• 10Y*: 6.37%

BRK-A

• 1D: -0.26%
• 1M: -0.52%
• YTD: -5.11%
• 6M: -3.97%
• 1Y: -10.50%
• 3Y*: 15.44%
• 5Y*: 12.91%
• 10Y*: 12.75%

*Multi-year figures are annualized to reflect compound growth (CAGR)

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: 62
^SIXU Sharpe Ratio Rank: 71
^SIXU Sortino Ratio Rank: 65
^SIXU Omega Ratio Rank: 57
^SIXU Calmar Ratio Rank: 70
^SIXU Martin Ratio Rank: 46

BRK-A

BRK-A Risk / Return Rank: 16
BRK-A Sharpe Ratio Rank: 15
BRK-A Sortino Ratio Rank: 15
BRK-A Omega Ratio Rank: 15
BRK-A Calmar Ratio Rank: 16
BRK-A Martin Ratio Rank: 18

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.

	^SIXU	BRK-A	Difference
Sharpe ratio Return per unit of total volatility	1.05	-0.60	+1.65
Sortino ratio Return per unit of downside risk	1.45	-0.70	+2.15
Omega ratio Gain probability vs. loss probability	1.20	0.90	+0.29
Calmar ratio Return relative to maximum drawdown	1.72	-0.71	+2.43
Martin ratio Return relative to average drawdown	4.11	-1.19	+5.30
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 1.05, which is higher than the BRK-A Sharpe Ratio of -0.60. The chart below compares the historical Sharpe Ratios of ^SIXU and BRK-A, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	^SIXU	BRK-A	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.05	-0.60	+1.65
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.44	0.75	-0.31
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.33	0.67	-0.34
Sharpe Ratio (All Time) Calculated using the full available price history	0.38	0.82	-0.44

Correlation

The correlation between ^SIXU and BRK-A is 0.39, 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.

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.

Drawdown Indicators

	^SIXU	BRK-A	Difference
Max Drawdown Largest peak-to-trough decline	-36.56%	-51.47%	+14.91%
Max Drawdown (1Y) Largest decline over 1 year	-9.82%	-14.43%	+4.61%
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	-2.98%	-11.50%	+8.52%
Average Drawdown Average peak-to-trough decline	-6.73%	-9.51%	+2.78%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.11%	8.66%	-4.55%

Volatility

^SIXU vs. BRK-A - Volatility Comparison

Utilities Select Sector Index (^SIXU) has a higher volatility of 5.12% compared to Berkshire Hathaway Inc (BRK-A) at 4.28%. 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.

Volatility by Period

	^SIXU	BRK-A	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.12%	4.28%	+0.84%
Volatility (6M) Calculated over the trailing 6-month period	10.43%	11.04%	-0.61%
Volatility (1Y) Calculated over the trailing 1-year period	15.86%	17.63%	-1.77%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.18%	17.26%	-0.08%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.36%	18.99%	+0.37%