AVDV vs. BRK-B
AVDV (Avantis International Small Cap Value ETF) is Foreign Small & Mid Cap Equities fund actively managed by Avantis, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 5 years, AVDV returned 13.63%/yr vs 11.27%/yr for BRK-B. A 0.52 correlation means they provide meaningful diversification when combined.
Performance
AVDV vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, AVDV achieves a 14.99% return, which is significantly higher than BRK-B's -2.67% return.
AVDV
- 1D
- 0.89%
- 1M
- -1.99%
- YTD
- 14.99%
- 6M
- 17.18%
- 1Y
- 41.91%
- 3Y*
- 26.72%
- 5Y*
- 13.63%
- 10Y*
- —
BRK-B
- 1D
- 0.71%
- 1M
- 1.07%
- YTD
- -2.67%
- 6M
- -2.06%
- 1Y
- 0.35%
- 3Y*
- 13.30%
- 5Y*
- 11.27%
- 10Y*
- 13.22%
AVDV vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AVDV Avantis International Small Cap Value ETF | 14.99% | 49.37% | 8.67% | 16.85% | -11.47% | 15.80% | 5.01% | 11.78% |
BRK-B Berkshire Hathaway Inc. | -2.67% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 8.84% |
Correlation
The correlation between AVDV and BRK-B is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since Sep 26, 2019 | 0.52 |
Over the past year, the correlation between AVDV and BRK-B has dropped to 0.18 - well below their long-term average of 0.52, suggesting their price drivers have been diverging.
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Return for Risk
AVDV vs. BRK-B — Risk / Return Rank
AVDV
BRK-B
AVDV vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis International Small Cap Value ETF (AVDV) 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.
| AVDV | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.55 | ||
| Sortino ratioReturn per unit of downside risk | +3.28 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.01 | +0.45 |
| Calmar ratioReturn relative to maximum drawdown | 3.12 | -0.02 | +3.14 |
| Martin ratioReturn relative to average drawdown | 12.44 | -0.05 | +12.49 |
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Drawdowns
AVDV vs. BRK-B - Drawdown Comparison
The maximum AVDV drawdown since its inception was -43.01%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for AVDV and BRK-B.
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Drawdown Indicators
| AVDV | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.01% | -53.86% | +10.85% |
Max Drawdown (1Y)Largest decline over 1 year | -13.19% | -9.42% | -3.77% |
Max Drawdown (3Y)Largest decline over 3 years | -14.17% | -14.95% | +0.78% |
Max Drawdown (5Y)Largest decline over 5 years | -28.08% | -26.58% | -1.50% |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.57% | — |
Current DrawdownCurrent decline from peak | -2.24% | -9.36% | +7.12% |
Average DrawdownAverage peak-to-trough decline | -6.76% | -11.07% | +4.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 4.53% | -1.23% |
Volatility
AVDV vs. BRK-B - Volatility Comparison
Avantis International Small Cap Value ETF (AVDV) has a higher volatility of 6.26% compared to Berkshire Hathaway Inc. (BRK-B) at 3.95%. This indicates that AVDV'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
| AVDV | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.26% | 3.95% | +2.31% |
Volatility (6M)Calculated over the trailing 6-month period | 13.88% | 10.78% | +3.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.25% | 14.38% | +1.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.41% | 17.12% | +0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.77% | 19.44% | +0.33% |
Dividends
AVDV vs. BRK-B - Dividend Comparison
AVDV's dividend yield for the trailing twelve months is around 4.11%, while BRK-B has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
AVDV Avantis International Small Cap Value ETF | 4.11% | 3.05% | 4.31% | 3.29% | 3.17% | 2.39% | 1.67% | 0.36% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AVDV and BRK-B have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVDV has higher volatility (6.26%) compared to BRK-B (3.95%). In terms of maximum drawdown, AVDV dropped -43.01% vs BRK-B's -53.86%.
AVDV currently has the higher Sharpe Ratio (2.53 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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