BRK-B vs. AVDV
BRK-B (Berkshire Hathaway Inc.) is a stock, while AVDV (Avantis International Small Cap Value ETF) is Foreign Small & Mid Cap Equities fund actively managed by Avantis. Over the past 5 years, BRK-B returned 11.27%/yr vs 13.63%/yr for AVDV. A 0.52 correlation means they provide meaningful diversification when combined.
Performance
BRK-B vs. AVDV - Performance Comparison
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Returns By Period
In the year-to-date period, BRK-B achieves a -2.67% return, which is significantly lower than AVDV's 14.99% return.
BRK-B
- 1D
- 0.71%
- 1M
- 1.07%
- YTD
- -2.67%
- 6M
- -2.06%
- 1Y
- 0.35%
- 3Y*
- 13.30%
- 5Y*
- 11.27%
- 10Y*
- 13.22%
AVDV
- 1D
- 0.89%
- 1M
- -1.99%
- YTD
- 14.99%
- 6M
- 17.18%
- 1Y
- 41.91%
- 3Y*
- 26.72%
- 5Y*
- 13.63%
- 10Y*
- —
BRK-B vs. AVDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | -2.67% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 8.84% |
AVDV Avantis International Small Cap Value ETF | 14.99% | 49.37% | 8.67% | 16.85% | -11.47% | 15.80% | 5.01% | 11.78% |
Correlation
The correlation between BRK-B and AVDV is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since Sep 26, 2019 | 0.52 |
Over the past year, the correlation between BRK-B and AVDV has dropped to 0.18 - well below their long-term average of 0.52, suggesting their price drivers have been diverging.
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Return for Risk
BRK-B vs. AVDV — Risk / Return Rank
BRK-B
AVDV
BRK-B vs. AVDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and Avantis International Small Cap Value ETF (AVDV). 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.
| BRK-B | AVDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.55 | ||
| Sortino ratioReturn per unit of downside risk | -3.28 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.46 | -0.45 |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | 3.12 | -3.14 |
| Martin ratioReturn relative to average drawdown | -0.05 | 12.44 | -12.49 |
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Drawdowns
BRK-B vs. AVDV - Drawdown Comparison
The maximum BRK-B drawdown since its inception was -53.86%, which is greater than AVDV's maximum drawdown of -43.01%. Use the drawdown chart below to compare losses from any high point for BRK-B and AVDV.
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Drawdown Indicators
| BRK-B | AVDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.86% | -43.01% | -10.85% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -13.19% | +3.77% |
Max Drawdown (3Y)Largest decline over 3 years | -14.95% | -14.17% | -0.78% |
Max Drawdown (5Y)Largest decline over 5 years | -26.58% | -28.08% | +1.50% |
Max Drawdown (10Y)Largest decline over 10 years | -29.57% | — | — |
Current DrawdownCurrent decline from peak | -9.36% | -2.24% | -7.12% |
Average DrawdownAverage peak-to-trough decline | -11.07% | -6.76% | -4.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.53% | 3.30% | +1.23% |
Volatility
BRK-B vs. AVDV - Volatility Comparison
The current volatility for Berkshire Hathaway Inc. (BRK-B) is 3.95%, while Avantis International Small Cap Value ETF (AVDV) has a volatility of 6.26%. This indicates that BRK-B experiences smaller price fluctuations and is considered to be less risky than AVDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRK-B | AVDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 6.26% | -2.31% |
Volatility (6M)Calculated over the trailing 6-month period | 10.78% | 13.88% | -3.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 16.25% | -1.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.12% | 17.41% | -0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.44% | 19.77% | -0.33% |
Dividends
BRK-B vs. AVDV - Dividend Comparison
BRK-B has not paid dividends to shareholders, while AVDV's dividend yield for the trailing twelve months is around 4.11%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
AVDV Avantis International Small Cap Value ETF | 4.11% | 3.05% | 4.31% | 3.29% | 3.17% | 2.39% | 1.67% | 0.36% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BRK-B and AVDV have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVDV has higher volatility (6.26%) compared to BRK-B (3.95%). In terms of maximum drawdown, BRK-B dropped -53.86% vs AVDV's -43.01%.
AVDV currently has the higher Sharpe Ratio (2.53 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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