BRK-A vs. MOAT
Compare and contrast key facts about Berkshire Hathaway Inc (BRK-A) and VanEck Vectors Morningstar Wide Moat ETF (MOAT).
MOAT is a passively managed fund by VanEck that tracks the performance of the Morningstar Wide Moat Focus Index. It was launched on Apr 24, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRK-A or MOAT.
Correlation
The correlation between BRK-A and MOAT is 0.64, 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.
Performance
BRK-A vs. MOAT - Performance Comparison
Key characteristics
BRK-A:
1.71
MOAT:
1.17
BRK-A:
2.45
MOAT:
1.63
BRK-A:
1.31
MOAT:
1.21
BRK-A:
3.34
MOAT:
2.10
BRK-A:
8.36
MOAT:
5.91
BRK-A:
3.05%
MOAT:
2.35%
BRK-A:
14.92%
MOAT:
11.87%
BRK-A:
-51.47%
MOAT:
-33.31%
BRK-A:
-5.74%
MOAT:
-3.92%
Returns By Period
In the year-to-date period, BRK-A achieves a 25.78% return, which is significantly higher than MOAT's 11.77% return. Over the past 10 years, BRK-A has underperformed MOAT with an annualized return of 11.63%, while MOAT has yielded a comparatively higher 13.07% annualized return.
BRK-A
25.78%
-2.96%
10.98%
26.16%
14.99%
11.63%
MOAT
11.77%
-0.51%
9.00%
12.43%
12.61%
13.07%
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Risk-Adjusted Performance
BRK-A vs. MOAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc (BRK-A) and VanEck Vectors Morningstar Wide Moat ETF (MOAT). 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.
Dividends
BRK-A vs. MOAT - Dividend Comparison
Neither BRK-A nor MOAT has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
MOAT VanEck Vectors Morningstar Wide Moat ETF | 0.00% | 0.86% | 1.25% | 1.08% | 1.45% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% | 1.34% | 0.79% |
Drawdowns
BRK-A vs. MOAT - Drawdown Comparison
The maximum BRK-A drawdown since its inception was -51.47%, which is greater than MOAT's maximum drawdown of -33.31%. Use the drawdown chart below to compare losses from any high point for BRK-A and MOAT. For additional features, visit the drawdowns tool.
Volatility
BRK-A vs. MOAT - Volatility Comparison
The current volatility for Berkshire Hathaway Inc (BRK-A) is 3.80%, while VanEck Vectors Morningstar Wide Moat ETF (MOAT) has a volatility of 4.17%. This indicates that BRK-A experiences smaller price fluctuations and is considered to be less risky than MOAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.