ALIZY vs. BRK-B
Compare and contrast key facts about Allianz SE ADR (ALIZY) and Berkshire Hathaway Inc. (BRK-B).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ALIZY or BRK-B.
Correlation
The correlation between ALIZY and BRK-B is 0.40, 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
ALIZY vs. BRK-B - Performance Comparison
Key characteristics
ALIZY:
1.51
BRK-B:
1.24
ALIZY:
2.01
BRK-B:
1.83
ALIZY:
1.25
BRK-B:
1.23
ALIZY:
2.38
BRK-B:
2.20
ALIZY:
5.18
BRK-B:
5.18
ALIZY:
5.08%
BRK-B:
3.56%
ALIZY:
17.50%
BRK-B:
14.90%
ALIZY:
-86.70%
BRK-B:
-53.86%
ALIZY:
0.00%
BRK-B:
-2.35%
Fundamentals
ALIZY:
$128.36B
BRK-B:
$1.02T
ALIZY:
$2.50
BRK-B:
$49.48
ALIZY:
13.30
BRK-B:
9.55
ALIZY:
1.21
BRK-B:
10.06
ALIZY:
$95.72B
BRK-B:
$276.52B
ALIZY:
$107.50B
BRK-B:
$48.42B
ALIZY:
$7.31B
BRK-B:
$98.94B
Returns By Period
In the year-to-date period, ALIZY achieves a 8.81% return, which is significantly higher than BRK-B's 4.07% return. Both investments have delivered pretty close results over the past 10 years, with ALIZY having a 11.72% annualized return and BRK-B not far ahead at 12.30%.
ALIZY
8.81%
10.66%
16.60%
26.54%
10.53%
11.72%
BRK-B
4.07%
6.27%
7.59%
19.49%
15.84%
12.30%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
ALIZY vs. BRK-B — Risk-Adjusted Performance Rank
ALIZY
BRK-B
ALIZY vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allianz SE ADR (ALIZY) 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
ALIZY vs. BRK-B - Dividend Comparison
ALIZY's dividend yield for the trailing twelve months is around 4.51%, while BRK-B has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALIZY Allianz SE ADR | 4.51% | 4.91% | 4.69% | 5.43% | 4.87% | 4.22% | 4.20% | 4.90% | 3.50% | 4.88% | 4.36% | 4.42% |
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% |
Drawdowns
ALIZY vs. BRK-B - Drawdown Comparison
The maximum ALIZY drawdown since its inception was -86.70%, 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 ALIZY and BRK-B. For additional features, visit the drawdowns tool.
Volatility
ALIZY vs. BRK-B - Volatility Comparison
The current volatility for Allianz SE ADR (ALIZY) is 4.09%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.84%. This indicates that ALIZY 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.
Financials
ALIZY vs. BRK-B - Financials Comparison
This section allows you to compare key financial metrics between Allianz SE ADR 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