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BRK-B vs. CQQQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BRK-B vs. CQQQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Berkshire Hathaway Inc. (BRK-B) and Invesco China Technology ETF (CQQQ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BRK-B achieves a -3.11% return, which is significantly lower than CQQQ's -2.77% return. Over the past 10 years, BRK-B has outperformed CQQQ with an annualized return of 13.14%, while CQQQ has yielded a comparatively lower 5.12% annualized return.


BRK-B

1D
-0.23%
1M
2.32%
YTD
-3.11%
6M
-2.06%
1Y
-1.32%
3Y*
13.25%
5Y*
11.03%
10Y*
13.14%

CQQQ

1D
-1.08%
1M
-5.74%
YTD
-2.77%
6M
-3.14%
1Y
20.91%
3Y*
8.58%
5Y*
-8.26%
10Y*
5.12%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BRK-B vs. CQQQ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BRK-B
Berkshire Hathaway Inc.
-3.11%10.89%27.09%15.46%3.31%28.95%2.37%10.93%3.01%21.62%
CQQQ
Invesco China Technology ETF
-2.77%34.96%9.84%-16.71%-30.09%-24.54%57.33%33.57%-34.77%74.31%

Correlation

The correlation between BRK-B and CQQQ is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.01

Correlation (3Y)
Calculated over the trailing 3-year period

0.10

Correlation (5Y)
Calculated over the trailing 5-year period

0.14

Correlation (10Y)
Calculated over the trailing 10-year period

0.25

Correlation (All Time)
Calculated using the full available price history since Dec 9, 2009

0.33

The correlation between BRK-B and CQQQ shifts across timeframes, from -0.01 (1 year) to 0.33 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

BRK-B vs. CQQQ — Risk / Return Rank

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

BRK-B
BRK-B Risk / Return Rank: 3535
Overall Rank
BRK-B Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
BRK-B Sortino Ratio Rank: 3030
Sortino Ratio Rank
BRK-B Omega Ratio Rank: 3030
Omega Ratio Rank
BRK-B Calmar Ratio Rank: 3838
Calmar Ratio Rank
BRK-B Martin Ratio Rank: 3737
Martin Ratio Rank

CQQQ
CQQQ Risk / Return Rank: 2222
Overall Rank
CQQQ Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
CQQQ Sortino Ratio Rank: 2323
Sortino Ratio Rank
CQQQ Omega Ratio Rank: 2323
Omega Ratio Rank
CQQQ Calmar Ratio Rank: 2121
Calmar Ratio Rank
CQQQ Martin Ratio Rank: 1919
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BRK-B vs. CQQQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and Invesco China Technology ETF (CQQQ). 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.


BRK-BCQQQDifference
Sharpe ratioReturn per unit of total volatility

-0.79

Sortino ratioReturn per unit of downside risk

-1.20

Omega ratioGain probability vs. loss probability

1.00

1.14

-0.14

Calmar ratioReturn relative to maximum drawdown

-0.14

0.86

-1.00

Martin ratioReturn relative to average drawdown

-0.30

2.00

-2.30

BRK-B vs. CQQQ - Sharpe Ratio Comparison

The current BRK-B Sharpe Ratio is -0.09, which is lower than the CQQQ Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of BRK-B and CQQQ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BRK-BCQQQDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.09

0.70

-0.79

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.65

-0.22

+0.87

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.68

0.15

+0.52

Sharpe Ratio (All Time)

Calculated using the full available price history

0.48

0.18

+0.31

Drawdowns

BRK-B vs. CQQQ - Drawdown Comparison

The maximum BRK-B drawdown since its inception was -53.86%, smaller than the maximum CQQQ drawdown of -73.99%. Use the drawdown chart below to compare losses from any high point for BRK-B and CQQQ.


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Drawdown Indicators


BRK-BCQQQDifference

Max Drawdown

Largest peak-to-trough decline

-53.86%

-73.99%

+20.13%

Max Drawdown (1Y)

Largest decline over 1 year

-9.42%

-24.41%

+14.99%

Max Drawdown (3Y)

Largest decline over 3 years

-14.95%

-35.93%

+20.98%

Max Drawdown (5Y)

Largest decline over 5 years

-26.58%

-66.96%

+40.38%

Max Drawdown (10Y)

Largest decline over 10 years

-29.57%

-73.99%

+44.42%

Current Drawdown

Current decline from peak

-9.78%

-51.77%

+41.99%

Average Drawdown

Average peak-to-trough decline

-11.07%

-28.31%

+17.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.49%

10.48%

-5.99%

Volatility

BRK-B vs. CQQQ - Volatility Comparison

The current volatility for Berkshire Hathaway Inc. (BRK-B) is 3.98%, while Invesco China Technology ETF (CQQQ) has a volatility of 11.83%. This indicates that BRK-B experiences smaller price fluctuations and is considered to be less risky than CQQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BRK-BCQQQDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.98%

11.83%

-7.85%

Volatility (6M)

Calculated over the trailing 6-month period

10.87%

22.45%

-11.58%

Volatility (1Y)

Calculated over the trailing 1-year period

14.38%

30.22%

-15.84%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.13%

38.08%

-20.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.44%

33.34%

-13.90%

Dividends

BRK-B vs. CQQQ - Dividend Comparison

BRK-B has not paid dividends to shareholders, while CQQQ's dividend yield for the trailing twelve months is around 2.23%.


PositionTTM20252024202320222021202020192018201720162015
BRK-B
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%
CQQQ
Invesco China Technology ETF
2.23%2.17%0.28%0.55%0.08%0.00%0.47%0.01%0.43%1.41%1.69%1.77%

Frequently Asked Questions


BRK-B and CQQQ have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CQQQ has higher volatility (11.83%) compared to BRK-B (3.98%). In terms of maximum drawdown, BRK-B dropped -53.86% vs CQQQ's -73.99%.

CQQQ currently has the higher Sharpe Ratio (0.70 vs -0.09), 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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