ADME vs. BRK-B
Compare and contrast key facts about Aptus Drawdown Managed Equity ETF (ADME) and Berkshire Hathaway Inc. (BRK-B).
ADME is a passively managed fund by Aptus Capital Advisors that tracks the performance of the Aptus Behavioral Momentum Index. It was launched on Jun 8, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ADME or BRK-B.
Correlation
The correlation between ADME and BRK-B is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ADME vs. BRK-B - Performance Comparison
Key characteristics
ADME:
1.83
BRK-B:
1.41
ADME:
2.55
BRK-B:
2.06
ADME:
1.33
BRK-B:
1.26
ADME:
3.13
BRK-B:
2.52
ADME:
11.52
BRK-B:
5.93
ADME:
1.76%
BRK-B:
3.56%
ADME:
11.07%
BRK-B:
14.95%
ADME:
-27.49%
BRK-B:
-53.86%
ADME:
-0.65%
BRK-B:
-0.05%
Returns By Period
In the year-to-date period, ADME achieves a 3.16% return, which is significantly lower than BRK-B's 6.52% return.
ADME
3.16%
1.18%
6.79%
20.09%
9.29%
N/A
BRK-B
6.52%
3.18%
7.69%
18.92%
16.24%
12.53%
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Risk-Adjusted Performance
ADME vs. BRK-B — Risk-Adjusted Performance Rank
ADME
BRK-B
ADME vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aptus Drawdown Managed Equity ETF (ADME) 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.
Dividends
ADME vs. BRK-B - Dividend Comparison
ADME's dividend yield for the trailing twelve months is around 0.38%, while BRK-B has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
ADME Aptus Drawdown Managed Equity ETF | 0.38% | 0.39% | 0.78% | 0.74% | 0.26% | 0.41% | 0.69% | 0.86% | 0.32% | 0.69% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ADME vs. BRK-B - Drawdown Comparison
The maximum ADME drawdown since its inception was -27.49%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for ADME and BRK-B. For additional features, visit the drawdowns tool.
Volatility
ADME vs. BRK-B - Volatility Comparison
The current volatility for Aptus Drawdown Managed Equity ETF (ADME) is 3.10%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.68%. This indicates that ADME 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.