AIA vs. BRK-B
AIA (iShares Asia 50 ETF) is Asia Pacific Equities fund tracking the S&P Asia 50, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 10 years, AIA returned 15.05%/yr vs 13.22%/yr for BRK-B. At a 0.42 correlation, their price movements are largely independent.
Performance
AIA vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, AIA achieves a 44.56% return, which is significantly higher than BRK-B's -2.67% return. Over the past 10 years, AIA has outperformed BRK-B with an annualized return of 15.05%, while BRK-B has yielded a comparatively lower 13.22% annualized return.
AIA
- 1D
- 0.54%
- 1M
- 6.70%
- YTD
- 44.56%
- 6M
- 50.54%
- 1Y
- 83.79%
- 3Y*
- 34.57%
- 5Y*
- 11.52%
- 10Y*
- 15.05%
BRK-B
- 1D
- 0.71%
- 1M
- 1.36%
- YTD
- -2.67%
- 6M
- -2.06%
- 1Y
- 0.35%
- 3Y*
- 13.30%
- 5Y*
- 11.27%
- 10Y*
- 13.22%
AIA vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AIA iShares Asia 50 ETF | 44.56% | 47.79% | 20.26% | 4.32% | -24.08% | -10.91% | 33.73% | 22.21% | -14.22% | 45.00% |
BRK-B Berkshire Hathaway Inc. | -2.67% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Correlation
The correlation between AIA and BRK-B is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2007 | 0.42 |
The correlation between AIA and BRK-B shifts across timeframes, from -0.12 (1 year) to 0.42 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
AIA vs. BRK-B — Risk / Return Rank
AIA
BRK-B
AIA vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Asia 50 ETF (AIA) 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.
| AIA | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.90 | ||
| Sortino ratioReturn per unit of downside risk | +3.33 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 1.01 | +0.48 |
| Calmar ratioReturn relative to maximum drawdown | 5.70 | -0.02 | +5.72 |
| Martin ratioReturn relative to average drawdown | 19.76 | -0.05 | +19.81 |
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Drawdowns
AIA vs. BRK-B - Drawdown Comparison
The maximum AIA drawdown since its inception was -60.89%, 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 AIA and BRK-B.
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Drawdown Indicators
| AIA | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.89% | -53.86% | -7.03% |
Max Drawdown (1Y)Largest decline over 1 year | -14.15% | -9.42% | -4.73% |
Max Drawdown (3Y)Largest decline over 3 years | -21.64% | -14.95% | -6.69% |
Max Drawdown (5Y)Largest decline over 5 years | -50.11% | -26.58% | -23.53% |
Max Drawdown (10Y)Largest decline over 10 years | -54.64% | -29.57% | -25.07% |
Current DrawdownCurrent decline from peak | -6.44% | -9.36% | +2.92% |
Average DrawdownAverage peak-to-trough decline | -16.66% | -11.07% | -5.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.08% | 4.53% | -0.45% |
Volatility
AIA vs. BRK-B - Volatility Comparison
iShares Asia 50 ETF (AIA) has a higher volatility of 14.34% compared to Berkshire Hathaway Inc. (BRK-B) at 3.95%. This indicates that AIA'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
| AIA | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.34% | 3.95% | +10.39% |
Volatility (6M)Calculated over the trailing 6-month period | 24.49% | 10.78% | +13.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.93% | 14.38% | +13.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.96% | 17.12% | +8.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.78% | 19.44% | +4.34% |
Dividends
AIA vs. BRK-B - Dividend Comparison
AIA's dividend yield for the trailing twelve months is around 1.73%, while BRK-B has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIA iShares Asia 50 ETF | 1.73% | 2.50% | 2.78% | 2.07% | 2.59% | 1.54% | 1.11% | 2.24% | 2.49% | 1.45% | 2.29% | 2.88% |
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% |
Frequently Asked Questions
AIA and BRK-B have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AIA has higher volatility (14.34%) compared to BRK-B (3.95%). In terms of maximum drawdown, AIA dropped -60.89% vs BRK-B's -53.86%.
AIA currently has the higher Sharpe Ratio (2.89 vs -0.02), 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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