BFOCX vs. IVV
Compare and contrast key facts about Berkshire Focus Fund (BFOCX) and iShares Core S&P 500 ETF (IVV).
BFOCX is managed by Berkshire. It was launched on Jun 30, 1997. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Performance
BFOCX vs. IVV - Performance Comparison
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BFOCX vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BFOCX Berkshire Focus Fund | -1.11% | 28.67% | 59.16% | 50.20% | -65.06% | -1.79% | 90.81% | 40.56% | 10.04% | 44.10% |
IVV iShares Core S&P 500 ETF | -3.67% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 31.07% | -4.49% | 21.75% |
Returns By Period
In the year-to-date period, BFOCX achieves a -1.11% return, which is significantly higher than IVV's -3.67% return. Over the past 10 years, BFOCX has outperformed IVV with an annualized return of 16.87%, while IVV has yielded a comparatively lower 14.11% annualized return.
BFOCX
- 1D
- 6.92%
- 1M
- -1.41%
- YTD
- -1.11%
- 6M
- -6.40%
- 1Y
- 56.04%
- 3Y*
- 35.46%
- 5Y*
- 1.76%
- 10Y*
- 16.87%
IVV
- 1D
- 0.74%
- 1M
- -4.30%
- YTD
- -3.67%
- 6M
- -1.44%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.92%
- 10Y*
- 14.11%
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BFOCX vs. IVV - Expense Ratio Comparison
BFOCX has a 1.94% expense ratio, which is higher than IVV's 0.03% expense ratio.
Return for Risk
BFOCX vs. IVV — Risk / Return Rank
BFOCX
IVV
BFOCX vs. IVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Focus Fund (BFOCX) and iShares Core S&P 500 ETF (IVV). 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.
| BFOCX | IVV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 1.00 | +0.41 |
Sortino ratioReturn per unit of downside risk | 1.96 | 1.52 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.23 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 3.21 | 1.54 | +1.67 |
Martin ratioReturn relative to average drawdown | 9.03 | 7.28 | +1.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BFOCX | IVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 1.00 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.71 | -0.71 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.02 | 0.78 | -0.76 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.42 | -0.41 |
Correlation
The correlation between BFOCX and IVV is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BFOCX vs. IVV - Dividend Comparison
BFOCX has not paid dividends to shareholders, while IVV's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFOCX Berkshire Focus Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 19.54% | 21.20% | 14.20% | 5.70% | 21.73% | 0.14% | 9.52% |
IVV iShares Core S&P 500 ETF | 1.22% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
Drawdowns
BFOCX vs. IVV - Drawdown Comparison
The maximum BFOCX drawdown since its inception was -97.42%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for BFOCX and IVV.
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Drawdown Indicators
| BFOCX | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.42% | -55.25% | -42.17% |
Max Drawdown (1Y)Largest decline over 1 year | -17.75% | -12.06% | -5.69% |
Max Drawdown (5Y)Largest decline over 5 years | -97.42% | -24.53% | -72.89% |
Max Drawdown (10Y)Largest decline over 10 years | -97.42% | -33.90% | -63.52% |
Current DrawdownCurrent decline from peak | -95.22% | -5.57% | -89.65% |
Average DrawdownAverage peak-to-trough decline | -61.72% | -10.84% | -50.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.30% | 2.55% | +3.75% |
Volatility
BFOCX vs. IVV - Volatility Comparison
Berkshire Focus Fund (BFOCX) has a higher volatility of 16.76% compared to iShares Core S&P 500 ETF (IVV) at 5.34%. This indicates that BFOCX's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BFOCX | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.76% | 5.34% | +11.42% |
Volatility (6M)Calculated over the trailing 6-month period | 29.67% | 9.47% | +20.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 42.19% | 18.31% | +23.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1,099.58% | 16.89% | +1,082.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 777.66% | 18.03% | +759.63% |