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BRK-A vs. AAPL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BRK-A and AAPL is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.5

Performance

BRK-A vs. AAPL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Berkshire Hathaway Inc (BRK-A) and Apple Inc (AAPL). The values are adjusted to include any dividend payments, if applicable.

160,000.00%180,000.00%200,000.00%220,000.00%240,000.00%260,000.00%NovemberDecember2025FebruaryMarchApril
187,137.65%
211,936.47%
BRK-A
AAPL

Key characteristics

Sharpe Ratio

BRK-A:

1.54

AAPL:

0.80

Sortino Ratio

BRK-A:

2.16

AAPL:

1.30

Omega Ratio

BRK-A:

1.30

AAPL:

1.19

Calmar Ratio

BRK-A:

3.40

AAPL:

0.78

Martin Ratio

BRK-A:

8.60

AAPL:

2.94

Ulcer Index

BRK-A:

3.41%

AAPL:

8.85%

Daily Std Dev

BRK-A:

19.13%

AAPL:

32.69%

Max Drawdown

BRK-A:

-51.47%

AAPL:

-81.80%

Current Drawdown

BRK-A:

-1.35%

AAPL:

-19.11%

Fundamentals

Market Cap

BRK-A:

$1.15T

AAPL:

$3.13T

EPS

BRK-A:

$61.94K

AAPL:

$6.30

PE Ratio

BRK-A:

12.87

AAPL:

33.07

PEG Ratio

BRK-A:

9.68

AAPL:

2.01

PS Ratio

BRK-A:

3.09

AAPL:

7.91

PB Ratio

BRK-A:

1.77

AAPL:

46.04

Total Revenue (TTM)

BRK-A:

$281.56B

AAPL:

$305.01B

Gross Profit (TTM)

BRK-A:

$4.08B

AAPL:

$141.83B

EBITDA (TTM)

BRK-A:

$91.47B

AAPL:

$106.62B

Returns By Period

In the year-to-date period, BRK-A achieves a 16.87% return, which is significantly higher than AAPL's -16.34% return. Over the past 10 years, BRK-A has underperformed AAPL with an annualized return of 14.01%, while AAPL has yielded a comparatively higher 21.84% annualized return.


BRK-A

YTD

16.87%

1M

-0.40%

6M

16.68%

1Y

30.12%

5Y*

23.34%

10Y*

14.01%

AAPL

YTD

-16.34%

1M

-5.53%

6M

-9.36%

1Y

23.77%

5Y*

25.03%

10Y*

21.84%

*Annualized

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Risk-Adjusted Performance

BRK-A vs. AAPL — Risk-Adjusted Performance Rank

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

BRK-A
The Risk-Adjusted Performance Rank of BRK-A is 9292
Overall Rank
The Sharpe Ratio Rank of BRK-A is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-A is 8888
Sortino Ratio Rank
The Omega Ratio Rank of BRK-A is 8888
Omega Ratio Rank
The Calmar Ratio Rank of BRK-A is 9797
Calmar Ratio Rank
The Martin Ratio Rank of BRK-A is 9494
Martin Ratio Rank

AAPL
The Risk-Adjusted Performance Rank of AAPL is 7777
Overall Rank
The Sharpe Ratio Rank of AAPL is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of AAPL is 7474
Sortino Ratio Rank
The Omega Ratio Rank of AAPL is 7575
Omega Ratio Rank
The Calmar Ratio Rank of AAPL is 8080
Calmar Ratio Rank
The Martin Ratio Rank of AAPL is 7979
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BRK-A vs. AAPL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc (BRK-A) and Apple Inc (AAPL). 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.


The chart of Sharpe ratio for BRK-A, currently valued at 1.54, compared to the broader market-2.00-1.000.001.002.003.00
BRK-A: 1.54
AAPL: 0.80
The chart of Sortino ratio for BRK-A, currently valued at 2.16, compared to the broader market-6.00-4.00-2.000.002.004.00
BRK-A: 2.16
AAPL: 1.30
The chart of Omega ratio for BRK-A, currently valued at 1.30, compared to the broader market0.501.001.502.00
BRK-A: 1.30
AAPL: 1.19
The chart of Calmar ratio for BRK-A, currently valued at 3.40, compared to the broader market0.001.002.003.004.005.00
BRK-A: 3.40
AAPL: 0.78
The chart of Martin ratio for BRK-A, currently valued at 8.60, compared to the broader market-5.000.005.0010.0015.0020.00
BRK-A: 8.60
AAPL: 2.94

The current BRK-A Sharpe Ratio is 1.54, which is higher than the AAPL Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of BRK-A and AAPL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50NovemberDecember2025FebruaryMarchApril
1.54
0.80
BRK-A
AAPL

Dividends

BRK-A vs. AAPL - Dividend Comparison

BRK-A has not paid dividends to shareholders, while AAPL's dividend yield for the trailing twelve months is around 0.48%.


TTM20242023202220212020201920182017201620152014
BRK-A
Berkshire Hathaway Inc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AAPL
Apple Inc
0.48%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%1.67%

Drawdowns

BRK-A vs. AAPL - Drawdown Comparison

The maximum BRK-A drawdown since its inception was -51.47%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for BRK-A and AAPL. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-1.35%
-19.11%
BRK-A
AAPL

Volatility

BRK-A vs. AAPL - Volatility Comparison

The current volatility for Berkshire Hathaway Inc (BRK-A) is 10.42%, while Apple Inc (AAPL) has a volatility of 22.62%. This indicates that BRK-A experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
10.42%
22.62%
BRK-A
AAPL

Financials

BRK-A vs. AAPL - Financials Comparison

This section allows you to compare key financial metrics between Berkshire Hathaway Inc and Apple 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items