AVDS vs. BRK-B

Last updated Apr 2, 2026

Compare and contrast key facts about Avantis International Small Cap Equity ETF (AVDS) and Berkshire Hathaway Inc. (BRK-B).

AVDS is an actively managed fund by Avantis. It was launched on Jul 18, 2023.

Performance

AVDS vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis International Small Cap Equity ETF (AVDS) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

AVDS vs. BRK-B - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
AVDS Avantis International Small Cap Equity ETF	5.27%	38.18%	3.20%	3.79%
BRK-B Berkshire Hathaway Inc.	-4.80%	10.89%	27.09%	2.90%

Returns By Period

In the year-to-date period, AVDS achieves a 5.27% return, which is significantly higher than BRK-B's -4.80% return.

AVDS

• 1D: 2.24%
• 1M: -6.13%
• YTD: 5.27%
• 6M: 10.11%
• 1Y: 38.72%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BRK-B

• 1D: -0.15%
• 1M: -0.35%
• YTD: -4.80%
• 6M: -3.95%
• 1Y: -10.22%
• 3Y*: 15.72%
• 5Y*: 13.13%
• 10Y*: 12.78%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

AVDS vs. BRK-B — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVDS

AVDS Risk / Return Rank: 92
AVDS Sharpe Ratio Rank: 93
AVDS Sortino Ratio Rank: 93
AVDS Omega Ratio Rank: 94
AVDS Calmar Ratio Rank: 90
AVDS Martin Ratio Rank: 90

BRK-B

BRK-B Risk / Return Rank: 17
BRK-B Sharpe Ratio Rank: 16
BRK-B Sortino Ratio Rank: 16
BRK-B Omega Ratio Rank: 16
BRK-B Calmar Ratio Rank: 17
BRK-B Martin Ratio Rank: 19

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AVDS vs. BRK-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis International Small Cap Equity ETF (AVDS) 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.

	AVDS	BRK-B	Difference
Sharpe ratio Return per unit of total volatility	2.25	-0.56	+2.82
Sortino ratio Return per unit of downside risk	2.92	-0.65	+3.56
Omega ratio Gain probability vs. loss probability	1.45	0.91	+0.54
Calmar ratio Return relative to maximum drawdown	3.12	-0.68	+3.80
Martin ratio Return relative to average drawdown	12.47	-1.16	+13.64
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AVDS vs. BRK-B - Sharpe Ratio Comparison

The current AVDS Sharpe Ratio is 2.25, which is higher than the BRK-B Sharpe Ratio of -0.56. The chart below compares the historical Sharpe Ratios of AVDS and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	AVDS	BRK-B	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.25	-0.56	+2.82
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.77	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.66	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.18	0.48	+0.70

Correlation

The correlation between AVDS and BRK-B is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

AVDS vs. BRK-B - Dividend Comparison

AVDS's dividend yield for the trailing twelve months is around 2.30%, while BRK-B has not paid dividends to shareholders.

	TTM	2025	2024	2023
AVDS Avantis International Small Cap Equity ETF	2.30%	2.37%	3.07%	0.72%
BRK-B Berkshire Hathaway Inc.	0.00%	0.00%	0.00%	0.00%

Drawdowns

AVDS vs. BRK-B - Drawdown Comparison

The maximum AVDS drawdown since its inception was -13.51%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for AVDS and BRK-B.

Drawdown Indicators

	AVDS	BRK-B	Difference
Max Drawdown Largest peak-to-trough decline	-13.51%	-53.86%	+40.35%
Max Drawdown (1Y) Largest decline over 1 year	-12.44%	-14.95%	+2.51%
Max Drawdown (5Y) Largest decline over 5 years	—	-26.58%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-29.57%	—
Current Drawdown Current decline from peak	-7.48%	-11.36%	+3.88%
Average Drawdown Average peak-to-trough decline	-2.85%	-11.07%	+8.22%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.11%	8.72%	-5.61%

Volatility

AVDS vs. BRK-B - Volatility Comparison

Avantis International Small Cap Equity ETF (AVDS) has a higher volatility of 7.26% compared to Berkshire Hathaway Inc. (BRK-B) at 4.33%. This indicates that AVDS'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.

Volatility by Period

	AVDS	BRK-B	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.26%	4.33%	+2.93%
Volatility (6M) Calculated over the trailing 6-month period	11.66%	11.14%	+0.52%
Volatility (1Y) Calculated over the trailing 1-year period	17.26%	18.30%	-1.04%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.22%	17.20%	-1.98%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.22%	19.45%	-4.23%