BRK-B vs. IE00BFPM9N11.EUFUND
BRK-B (Berkshire Hathaway Inc.) is a stock, while IE00BFPM9N11.EUFUND (Vanguard Global Stock Index Fund Institutional Plus EUR Acc) is Global Equities fund managed by Vanguard. Over the past 10 years, BRK-B returned 13.22%/yr vs 12.96%/yr for IE00BFPM9N11.EUFUND. A 0.57 correlation means they provide meaningful diversification when combined.
Performance
BRK-B vs. IE00BFPM9N11.EUFUND - Performance Comparison
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Different Trading Currencies
BRK-B is traded in USD, while IE00BFPM9N11.EUFUND is traded in EUR. To make them comparable, the IE00BFPM9N11.EUFUND values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, BRK-B achieves a -2.67% return, which is significantly lower than IE00BFPM9N11.EUFUND's 9.98% return. Both investments have delivered pretty close results over the past 10 years, with BRK-B having a 13.22% annualized return and IE00BFPM9N11.EUFUND not far behind at 12.96%.
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%
IE00BFPM9N11.EUFUND
- 1D
- -0.65%
- 1M
- 0.92%
- YTD
- 9.98%
- 6M
- 10.58%
- 1Y
- 25.51%
- 3Y*
- 20.71%
- 5Y*
- 11.67%
- 10Y*
- 12.96%
BRK-B vs. IE00BFPM9N11.EUFUND - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | -2.67% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
IE00BFPM9N11.EUFUND Vanguard Global Stock Index Fund Institutional Plus EUR Acc | 9.98% | 21.06% | 18.76% | 23.41% | -18.03% | 22.14% | 15.74% | 27.50% | -8.63% | 22.67% |
Correlation
The correlation between BRK-B and IE00BFPM9N11.EUFUND is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.33 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Dec 6, 2013 | 0.57 |
Over the past year, the correlation between BRK-B and IE00BFPM9N11.EUFUND has dropped to 0.11 - well below their long-term average of 0.57, suggesting their price drivers have been diverging.
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Return for Risk
BRK-B vs. IE00BFPM9N11.EUFUND — Risk / Return Rank
BRK-B
IE00BFPM9N11.EUFUND
BRK-B vs. IE00BFPM9N11.EUFUND - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and Vanguard Global Stock Index Fund Institutional Plus EUR Acc (IE00BFPM9N11.EUFUND). 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 | IE00BFPM9N11.EUFUND | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.28 | ||
| Sortino ratioReturn per unit of downside risk | -3.08 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.40 | -0.39 |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | 2.79 | -2.81 |
| Martin ratioReturn relative to average drawdown | -0.05 | 12.54 | -12.59 |
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Drawdowns
BRK-B vs. IE00BFPM9N11.EUFUND - Drawdown Comparison
The maximum BRK-B drawdown since its inception was -53.86%, which is greater than IE00BFPM9N11.EUFUND's maximum drawdown of -34.23%. Use the drawdown chart below to compare losses from any high point for BRK-B and IE00BFPM9N11.EUFUND.
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Drawdown Indicators
| BRK-B | IE00BFPM9N11.EUFUND | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.86% | -34.23% | -19.63% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -9.16% | -0.26% |
Max Drawdown (3Y)Largest decline over 3 years | -14.95% | -16.28% | +1.33% |
Max Drawdown (5Y)Largest decline over 5 years | -26.58% | -26.00% | -0.58% |
Max Drawdown (10Y)Largest decline over 10 years | -29.57% | -34.23% | +4.66% |
Current DrawdownCurrent decline from peak | -9.36% | -0.65% | -8.71% |
Average DrawdownAverage peak-to-trough decline | -11.07% | -4.56% | -6.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.53% | 2.06% | +2.47% |
Volatility
BRK-B vs. IE00BFPM9N11.EUFUND - Volatility Comparison
Berkshire Hathaway Inc. (BRK-B) has a higher volatility of 3.95% compared to Vanguard Global Stock Index Fund Institutional Plus EUR Acc (IE00BFPM9N11.EUFUND) at 2.94%. This indicates that BRK-B's price experiences larger fluctuations and is considered to be riskier than IE00BFPM9N11.EUFUND 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 | IE00BFPM9N11.EUFUND | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 2.94% | +1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 10.78% | 8.89% | +1.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 11.28% | +3.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.12% | 15.36% | +1.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.44% | 15.89% | +3.55% |
Dividends
BRK-B vs. IE00BFPM9N11.EUFUND - Dividend Comparison
Neither BRK-B nor IE00BFPM9N11.EUFUND has paid dividends to shareholders.
Frequently Asked Questions
BRK-B and IE00BFPM9N11.EUFUND have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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