BRK-A vs. VWRL.AS
Compare and contrast key facts about Berkshire Hathaway Inc (BRK-A) and Vanguard FTSE All-World UCITS ETF (VWRL.AS).
VWRL.AS is a passively managed fund by Vanguard that tracks the performance of the MSCI ACWI NR USD. It was launched on May 22, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRK-A or VWRL.AS.
Key characteristics
| BRK-A | VWRL.AS | |
|---|---|---|
| YTD Return | 14.86% | 12.63% |
| 1Y Return | 22.89% | 22.72% |
| 3Y Return (Ann) | 13.01% | 9.91% |
| 5Y Return (Ann) | 15.46% | 11.69% |
| 10Y Return (Ann) | 12.63% | 10.94% |
| Sharpe Ratio | 1.85 | 2.64 |
| Daily Std Dev | 12.74% | 9.32% |
| Max Drawdown | -51.47% | -33.27% |
| Current Drawdown | -1.76% | 0.00% |
Correlation
The correlation between BRK-A and VWRL.AS is 0.43, 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. VWRL.AS - Performance Comparison
In the year-to-date period, BRK-A achieves a 14.86% return, which is significantly higher than VWRL.AS's 12.63% return. Over the past 10 years, BRK-A has outperformed VWRL.AS with an annualized return of 12.63%, while VWRL.AS has yielded a comparatively lower 10.94% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BRK-A vs. VWRL.AS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc (BRK-A) and Vanguard FTSE All-World UCITS ETF (VWRL.AS). 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. VWRL.AS - Dividend Comparison
BRK-A has not paid dividends to shareholders, while VWRL.AS's dividend yield for the trailing twelve months is around 1.52%.
| 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% |
VWRL.AS Vanguard FTSE All-World UCITS ETF | 1.52% | 1.74% | 2.10% | 1.43% | 1.56% | 1.89% | 2.24% | 1.93% | 1.95% | 2.03% | 2.06% | 1.57% |
Drawdowns
BRK-A vs. VWRL.AS - Drawdown Comparison
The maximum BRK-A drawdown since its inception was -51.47%, which is greater than VWRL.AS's maximum drawdown of -33.27%. Use the drawdown chart below to compare losses from any high point for BRK-A and VWRL.AS. For additional features, visit the drawdowns tool.
Volatility
BRK-A vs. VWRL.AS - Volatility Comparison
Berkshire Hathaway Inc (BRK-A) has a higher volatility of 2.93% compared to Vanguard FTSE All-World UCITS ETF (VWRL.AS) at 2.77%. This indicates that BRK-A's price experiences larger fluctuations and is considered to be riskier than VWRL.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.