AVUV vs. BRK-B
AVUV (Avantis US Small Cap Value ETF) is Small Cap Value Equities fund actively managed by Avantis, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 5 years, AVUV returned 11.57%/yr vs 11.27%/yr for BRK-B. A 0.61 correlation means they provide meaningful diversification when combined.
Performance
AVUV vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, AVUV achieves a 22.73% return, which is significantly higher than BRK-B's -2.67% return.
AVUV
- 1D
- 0.96%
- 1M
- 5.96%
- YTD
- 22.73%
- 6M
- 19.51%
- 1Y
- 40.08%
- 3Y*
- 19.24%
- 5Y*
- 11.57%
- 10Y*
- —
BRK-B
- 1D
- 0.71%
- 1M
- 0.77%
- YTD
- -2.67%
- 6M
- -2.06%
- 1Y
- -0.22%
- 3Y*
- 13.30%
- 5Y*
- 11.27%
- 10Y*
- 13.22%
AVUV vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AVUV Avantis US Small Cap Value ETF | 22.73% | 7.44% | 9.28% | 22.82% | -4.91% | 42.20% | 6.43% | 8.54% |
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 AVUV and BRK-B is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Sep 26, 2019 | 0.61 |
Over the past year, the correlation between AVUV and BRK-B has dropped to 0.27 - well below their long-term average of 0.61, suggesting their price drivers have been diverging.
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Return for Risk
AVUV vs. BRK-B — Risk / Return Rank
AVUV
BRK-B
AVUV vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis US Small Cap Value ETF (AVUV) 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.
| AVUV | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.30 | ||
| Sortino ratioReturn per unit of downside risk | +3.17 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.01 | +0.38 |
| Calmar ratioReturn relative to maximum drawdown | 5.06 | -0.02 | +5.09 |
| Martin ratioReturn relative to average drawdown | 15.09 | -0.05 | +15.14 |
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Drawdowns
AVUV vs. BRK-B - Drawdown Comparison
The maximum AVUV drawdown since its inception was -49.42%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for AVUV and BRK-B.
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Drawdown Indicators
| AVUV | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.42% | -53.86% | +4.44% |
Max Drawdown (1Y)Largest decline over 1 year | -7.95% | -9.42% | +1.47% |
Max Drawdown (3Y)Largest decline over 3 years | -28.79% | -14.95% | -13.84% |
Max Drawdown (5Y)Largest decline over 5 years | -28.79% | -26.58% | -2.21% |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.57% | — |
Current DrawdownCurrent decline from peak | 0.00% | -9.36% | +9.36% |
Average DrawdownAverage peak-to-trough decline | -7.91% | -11.07% | +3.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | 4.53% | -1.86% |
Volatility
AVUV vs. BRK-B - Volatility Comparison
Avantis US Small Cap Value ETF (AVUV) has a higher volatility of 4.53% compared to Berkshire Hathaway Inc. (BRK-B) at 3.95%. This indicates that AVUV'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
| AVUV | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.53% | 3.95% | +0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 11.34% | 10.78% | +0.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.63% | 14.38% | +3.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.75% | 17.12% | +5.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.26% | 19.44% | +8.82% |
Dividends
AVUV vs. BRK-B - Dividend Comparison
AVUV's dividend yield for the trailing twelve months is around 1.61%, while BRK-B has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
AVUV Avantis US Small Cap Value ETF | 1.61% | 1.58% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AVUV and BRK-B have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVUV has higher volatility (4.53%) compared to BRK-B (3.95%). In terms of maximum drawdown, AVUV dropped -49.42% vs BRK-B's -53.86%.
AVUV currently has the higher Sharpe Ratio (2.28 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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