BRK-B vs. CSPX.L
Compare and contrast key facts about Berkshire Hathaway Inc. (BRK-B) and iShares Core S&P 500 UCITS ETF USD (Acc) (CSPX.L).
CSPX.L is a passively managed fund by Blackrock Financial Management that tracks the performance of the S&P 500 Index. It was launched on May 18, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRK-B or CSPX.L.
Key characteristics
| BRK-B | CSPX.L | |
|---|---|---|
| YTD Return | 28.04% | 19.17% |
| 1Y Return | 23.28% | 28.33% |
| 3Y Return (Ann) | 18.25% | 9.82% |
| 5Y Return (Ann) | 16.95% | 14.89% |
| 10Y Return (Ann) | 12.54% | 12.55% |
| Sharpe Ratio | 1.80 | 2.40 |
| Daily Std Dev | 13.42% | 12.19% |
| Max Drawdown | -53.86% | -33.90% |
| Current Drawdown | -4.57% | 0.00% |
Correlation
The correlation between BRK-B and CSPX.L is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BRK-B vs. CSPX.L - Performance Comparison
In the year-to-date period, BRK-B achieves a 28.04% return, which is significantly higher than CSPX.L's 19.17% return. Both investments have delivered pretty close results over the past 10 years, with BRK-B having a 12.54% annualized return and CSPX.L not far ahead at 12.55%. 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-B vs. CSPX.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and iShares Core S&P 500 UCITS ETF USD (Acc) (CSPX.L). 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-B vs. CSPX.L - Dividend Comparison
Neither BRK-B nor CSPX.L has paid dividends to shareholders.
Drawdowns
BRK-B vs. CSPX.L - Drawdown Comparison
The maximum BRK-B drawdown since its inception was -53.86%, which is greater than CSPX.L's maximum drawdown of -33.90%. Use the drawdown chart below to compare losses from any high point for BRK-B and CSPX.L. For additional features, visit the drawdowns tool.
Volatility
BRK-B vs. CSPX.L - Volatility Comparison
Berkshire Hathaway Inc. (BRK-B) has a higher volatility of 4.75% compared to iShares Core S&P 500 UCITS ETF USD (Acc) (CSPX.L) at 3.92%. This indicates that BRK-B's price experiences larger fluctuations and is considered to be riskier than CSPX.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.