ANZGY vs. BRK-B
ANZGY (ANZ Group Holdings Limited) and BRK-B (Berkshire Hathaway Inc.) are both stocks. Both are in the Financial Services sector — ANZGY in Banks - Diversified, BRK-B in Insurance - Diversified. Over the past 3 years, ANZGY returned 23.39%/yr vs 13.44%/yr for BRK-B. At a 0.24 correlation, their price movements are largely independent.
Performance
ANZGY vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, ANZGY achieves a 1.86% return, which is significantly higher than BRK-B's -2.95% return.
ANZGY
- 1D
- -1.51%
- 1M
- -6.11%
- YTD
- 1.86%
- 6M
- 0.81%
- 1Y
- 33.67%
- 3Y*
- 23.39%
- 5Y*
- —
- 10Y*
- —
BRK-B
- 1D
- -1.41%
- 1M
- 0.87%
- YTD
- -2.95%
- 6M
- -2.70%
- 1Y
- 0.33%
- 3Y*
- 13.44%
- 5Y*
- 11.87%
- 10Y*
- 13.42%
ANZGY vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ANZGY ANZ Group Holdings Limited | 1.86% | 44.80% | 5.39% | 18.29% |
BRK-B Berkshire Hathaway Inc. | -2.95% | 10.89% | 27.09% | 15.46% |
Correlation
The correlation between ANZGY and BRK-B is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2023 | 0.24 |
Over the past year, the correlation between ANZGY and BRK-B has dropped to 0.03 - well below their long-term average of 0.24, suggesting their price drivers have been diverging.
Fundamentals
ANZGY:
$76.38B
BRK-B:
$1.05T
ANZGY:
A$3.41
BRK-B:
$33.62
ANZGY:
10.26
BRK-B:
14.51
ANZGY:
1.29
BRK-B:
2.80
ANZGY:
1.57
BRK-B:
1.45
ANZGY:
A$83.36B
BRK-B:
$375.39B
ANZGY:
A$41.49B
BRK-B:
$94.36B
ANZGY:
A$9.81B
BRK-B:
$71.92B
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Return for Risk
ANZGY vs. BRK-B — Risk / Return Rank
ANZGY
BRK-B
ANZGY vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ANZ Group Holdings Limited (ANZGY) 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.
| ANZGY | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.41 | ||
| Sortino ratioReturn per unit of downside risk | +1.88 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.02 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 2.02 | 0.04 | +1.99 |
| Martin ratioReturn relative to average drawdown | 5.08 | 0.07 | +5.01 |
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Drawdowns
ANZGY vs. BRK-B - Drawdown Comparison
The maximum ANZGY drawdown since its inception was -25.20%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for ANZGY and BRK-B.
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Drawdown Indicators
| ANZGY | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.20% | -53.86% | +28.66% |
Max Drawdown (1Y)Largest decline over 1 year | -16.71% | -9.42% | -7.29% |
Max Drawdown (3Y)Largest decline over 3 years | -25.20% | -14.95% | -10.25% |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.58% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.57% | — |
Current DrawdownCurrent decline from peak | -15.05% | -9.63% | -5.42% |
Average DrawdownAverage peak-to-trough decline | -6.07% | -11.07% | +5.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.64% | 4.51% | +2.13% |
Volatility
ANZGY vs. BRK-B - Volatility Comparison
ANZ Group Holdings Limited (ANZGY) has a higher volatility of 6.22% compared to Berkshire Hathaway Inc. (BRK-B) at 3.80%. This indicates that ANZGY'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
| ANZGY | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.22% | 3.80% | +2.42% |
Volatility (6M)Calculated over the trailing 6-month period | 19.18% | 10.53% | +8.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.70% | 14.40% | +9.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.44% | 17.10% | +6.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.44% | 19.39% | +4.05% |
Dividends
ANZGY vs. BRK-B - Dividend Comparison
ANZGY's dividend yield for the trailing twelve months is around 4.72%, while BRK-B has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
ANZGY ANZ Group Holdings Limited | 4.72% | 4.36% | 6.22% | 6.51% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
ANZGY vs. BRK-B - Financials Comparison
This section allows you to compare key financial metrics between ANZ Group Holdings Limited 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
ANZGY vs. BRK-B - Profitability Comparison
ANZGY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, ANZ Group Holdings Limited reported a gross profit of 11.00B and revenue of 30.93B. Therefore, the gross margin over that period was 35.6%.
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%.
ANZGY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, ANZ Group Holdings Limited reported an operating income of 5.11B and revenue of 30.93B, resulting in an operating margin of 16.5%.
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%.
ANZGY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, ANZ Group Holdings Limited reported a net income of 3.58B and revenue of 30.93B, resulting in a net margin of 11.6%.
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
ANZGY and BRK-B have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ANZGY has higher volatility (6.22%) compared to BRK-B (3.80%). In terms of maximum drawdown, ANZGY dropped -25.20% vs BRK-B's -53.86%.
ANZGY currently has the higher Sharpe Ratio (1.43 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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