BRK-B vs. IJR
BRK-B (Berkshire Hathaway Inc.) is a stock, while IJR (iShares Core S&P Small-Cap ETF) is Small Cap Blend Equities fund tracking the S&P SmallCap 600 Index. Over the past 10 years, BRK-B returned 13.01%/yr vs 10.70%/yr for IJR. At a 0.49 correlation, their price movements are largely independent.
Performance
BRK-B vs. IJR - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BRK-B achieves a -2.27% return, which is significantly lower than IJR's 21.29% return. Over the past 10 years, BRK-B has outperformed IJR with an annualized return of 13.01%, while IJR has yielded a comparatively lower 10.70% annualized return.
BRK-B
- 1D
- 0.07%
- 1M
- 0.37%
- 6M
- -0.41%
- YTD
- -2.27%
- 1Y
- 3.68%
- 3Y*
- 12.42%
- 5Y*
- 11.91%
- 10Y*
- 13.01%
- ALL TIME*
- 10.58%
IJR
- 1D
- -0.63%
- 1M
- 1.32%
- 6M
- 13.33%
- YTD
- 21.29%
- 1Y
- 31.40%
- 3Y*
- 13.88%
- 5Y*
- 7.47%
- 10Y*
- 10.70%
- ALL TIME*
- 10.14%
BRK-B vs. IJR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | -2.27% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
IJR iShares Core S&P Small-Cap ETF | 21.29% | 5.89% | 8.63% | 16.06% | -16.20% | 26.58% | 11.28% | 22.82% | -8.51% | 13.15% |
Correlation
The correlation between BRK-B and IJR is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.52 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since May 26, 2000 | 0.49 |
Over the past year, the correlation between BRK-B and IJR has dropped to 0.20 - well below their long-term average of 0.49, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BRK-B vs. IJR — Risk / Return Rank
BRK-B
IJR
BRK-B vs. IJR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and iShares Core S&P Small-Cap ETF (IJR). 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 | IJR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.56 | ||
| Sortino ratioReturn per unit of downside risk | -2.24 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.32 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 0.39 | 3.63 | -3.24 |
| Martin ratioReturn relative to average drawdown | 0.82 | 12.15 | -11.33 |
Loading charts...
Drawdowns
BRK-B vs. IJR - Drawdown Comparison
The maximum BRK-B drawdown since its inception was -53.86%, smaller than the maximum IJR drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for BRK-B and IJR.
Loading charts...
Drawdown Indicators
| BRK-B | IJR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.86% | -58.15% | +4.29% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -8.68% | -0.74% |
Max Drawdown (3Y)Largest decline over 3 years | -14.95% | -28.02% | +13.07% |
Max Drawdown (5Y)Largest decline over 5 years | -26.58% | -28.02% | +1.44% |
Max Drawdown (10Y)Largest decline over 10 years | -29.57% | -44.36% | +14.79% |
Current DrawdownCurrent decline from peak | -8.99% | -2.16% | -6.83% |
Average DrawdownAverage peak-to-trough decline | -11.06% | -9.24% | -1.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.50% | 2.59% | +1.91% |
Volatility
BRK-B vs. IJR - Volatility Comparison
Berkshire Hathaway Inc. (BRK-B) has a higher volatility of 4.42% compared to iShares Core S&P Small-Cap ETF (IJR) at 3.76%. This indicates that BRK-B's price experiences larger fluctuations and is considered to be riskier than IJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BRK-B | IJR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.42% | 3.76% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 11.07% | 11.98% | -0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.57% | 17.41% | -2.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.09% | 21.28% | -4.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.40% | 22.85% | -3.45% |
Dividends
BRK-B vs. IJR - Dividend Comparison
BRK-B has not paid dividends to shareholders, while IJR's dividend yield for the trailing twelve months is around 1.13%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
IJR iShares Core S&P Small-Cap ETF | 1.13% | 1.44% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.22% | 1.48% |
Frequently Asked Questions
BRK-B and IJR have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BRK-B has higher volatility (4.42%) compared to IJR (3.76%). In terms of maximum drawdown, BRK-B dropped -53.86% vs IJR's -58.15%.
IJR currently has the higher Sharpe Ratio (1.82 vs 0.25), 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.
Find the right allocation for BRK-B and IJR
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer