AEG vs. BRK-B
AEG (Aegon N.V.) and BRK-B (Berkshire Hathaway Inc.) are both stocks. Both operate in the Insurance - Diversified industry within the Financial Services sector. Over the past 10 years, AEG returned 12.99%/yr vs 13.43%/yr for BRK-B. At a 0.38 correlation, their price movements are largely independent.
Performance
AEG vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, AEG achieves a 14.15% return, which is significantly higher than BRK-B's -1.96% return. Both investments have delivered pretty close results over the past 10 years, with AEG having a 12.99% annualized return and BRK-B not far ahead at 13.43%.
AEG
- 1D
- 0.12%
- 1M
- 2.22%
- YTD
- 14.15%
- 6M
- 14.89%
- 1Y
- 34.00%
- 3Y*
- 28.08%
- 5Y*
- 21.44%
- 10Y*
- 12.99%
BRK-B
- 1D
- 0.84%
- 1M
- 1.32%
- YTD
- -1.96%
- 6M
- -1.54%
- 1Y
- 1.03%
- 3Y*
- 13.70%
- 5Y*
- 12.33%
- 10Y*
- 13.43%
AEG vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AEG Aegon N.V. | 14.15% | 39.08% | 8.38% | 21.19% | 6.45% | 29.44% | -10.42% | 5.37% | -22.29% | 20.46% |
BRK-B Berkshire Hathaway Inc. | -1.96% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Correlation
The correlation between AEG and BRK-B is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.49 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.52 |
Correlation (All Time) Calculated using the full available price history since May 9, 1996 | 0.38 |
The correlation between AEG and BRK-B shifts across timeframes, from 0.32 (1 year) to 0.52 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
AEG:
$12.93B
BRK-B:
$1.06T
AEG:
€1.07
BRK-B:
$33.62
AEG:
7.00
BRK-B:
14.66
AEG:
0.20
BRK-B:
0.57
AEG:
0.26
BRK-B:
2.83
AEG:
1.51
BRK-B:
1.46
AEG:
€45.17B
BRK-B:
$375.39B
AEG:
€45.17B
BRK-B:
$94.36B
AEG:
€1.06B
BRK-B:
$71.92B
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Return for Risk
AEG vs. BRK-B — Risk / Return Rank
AEG
BRK-B
AEG vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aegon N.V. (AEG) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AEG | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.27 | ||
| Sortino ratioReturn per unit of downside risk | +1.64 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.02 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 2.18 | 0.11 | +2.07 |
| Martin ratioReturn relative to average drawdown | 6.29 | 0.23 | +6.06 |
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Drawdowns
AEG vs. BRK-B - Drawdown Comparison
The maximum AEG drawdown since its inception was -94.91%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for AEG and BRK-B.
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Drawdown Indicators
| AEG | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.91% | -53.86% | -41.05% |
Max Drawdown (1Y)Largest decline over 1 year | -15.65% | -9.42% | -6.23% |
Max Drawdown (3Y)Largest decline over 3 years | -18.37% | -14.95% | -3.42% |
Max Drawdown (5Y)Largest decline over 5 years | -36.56% | -26.58% | -9.98% |
Max Drawdown (10Y)Largest decline over 10 years | -71.11% | -29.57% | -41.54% |
Current DrawdownCurrent decline from peak | -60.98% | -8.71% | -52.27% |
Average DrawdownAverage peak-to-trough decline | -52.67% | -11.07% | -41.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.42% | 4.57% | +0.85% |
Volatility
AEG vs. BRK-B - Volatility Comparison
Aegon N.V. (AEG) has a higher volatility of 6.09% compared to Berkshire Hathaway Inc. (BRK-B) at 3.75%. This indicates that AEG's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AEG | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.09% | 3.75% | +2.34% |
Volatility (6M)Calculated over the trailing 6-month period | 18.14% | 10.63% | +7.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.46% | 14.39% | +11.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.72% | 17.10% | +13.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.29% | 19.39% | +15.90% |
Dividends
AEG vs. BRK-B - Dividend Comparison
AEG's dividend yield for the trailing twelve months is around 5.48%, while BRK-B has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEG Aegon N.V. | 5.48% | 5.72% | 5.93% | 4.89% | 4.08% | 3.37% | 1.80% | 7.37% | 7.02% | 4.74% | 5.30% | 4.72% |
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% | 0.00% | 0.00% |
Financials
AEG vs. BRK-B - Financials Comparison
This section allows you to compare key financial metrics between Aegon N.V. and Berkshire Hathaway Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AEG vs. BRK-B - Profitability Comparison
AEG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Aegon N.V. reported a gross profit of 19.00B and revenue of 19.00B. Therefore, the gross margin over that period was 100.0%.
BRK-B - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Berkshire Hathaway Inc. reported a gross profit of 26.98B and revenue of 93.68B. Therefore, the gross margin over that period was 28.8%.
AEG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Aegon N.V. reported an operating income of 365.28M and revenue of 19.00B, resulting in an operating margin of 1.9%.
BRK-B - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Berkshire Hathaway Inc. reported an operating income of 15.05B and revenue of 93.68B, resulting in an operating margin of 16.1%.
AEG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Aegon N.V. reported a net income of 389.10M and revenue of 19.00B, resulting in a net margin of 2.1%.
BRK-B - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Berkshire Hathaway Inc. reported a net income of 10.18B and revenue of 93.68B, resulting in a net margin of 10.9%.
Frequently Asked Questions
AEG and BRK-B have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AEG has higher volatility (6.09%) compared to BRK-B (3.75%). In terms of maximum drawdown, AEG dropped -94.91% vs BRK-B's -53.86%.
AEG currently has the higher Sharpe Ratio (1.34 vs 0.07), 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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