BRK-B vs. IS0E.DE
BRK-B (Berkshire Hathaway Inc.) is a stock, while IS0E.DE (iShares Gold Producers UCITS ETF) is Precious Metals fund tracking the S&P Commodity Producers Gold. Over the past 10 years, BRK-B returned 13.22%/yr vs 13.21%/yr for IS0E.DE. At a 0.04 correlation, their price movements are largely independent.
Performance
BRK-B vs. IS0E.DE - Performance Comparison
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Different Trading Currencies
BRK-B is traded in USD, while IS0E.DE is traded in EUR. To make them comparable, the IS0E.DE 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 higher than IS0E.DE's -8.46% return. Both investments have delivered pretty close results over the past 10 years, with BRK-B having a 13.22% annualized return and IS0E.DE not far behind at 13.21%.
BRK-B
- 1D
- 0.71%
- 1M
- 0.77%
- YTD
- -2.67%
- 6M
- -2.06%
- 1Y
- -0.22%
- 3Y*
- 13.30%
- 5Y*
- 11.27%
- 10Y*
- 13.22%
IS0E.DE
- 1D
- 5.69%
- 1M
- -16.63%
- YTD
- -8.46%
- 6M
- -5.28%
- 1Y
- 50.25%
- 3Y*
- 39.31%
- 5Y*
- 17.18%
- 10Y*
- 13.21%
BRK-B vs. IS0E.DE - 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% |
IS0E.DE iShares Gold Producers UCITS ETF | -8.46% | 159.19% | 11.97% | 9.61% | -9.04% | -10.72% | 24.60% | 41.03% | -8.93% | 7.27% |
Correlation
The correlation between BRK-B and IS0E.DE is 0.06, 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 | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.03 |
Correlation (All Time) Calculated using the full available price history since Sep 16, 2011 | 0.04 |
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Return for Risk
BRK-B vs. IS0E.DE — Risk / Return Rank
BRK-B
IS0E.DE
BRK-B vs. IS0E.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and iShares Gold Producers UCITS ETF (IS0E.DE). 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 | IS0E.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.15 | ||
| Sortino ratioReturn per unit of downside risk | -1.53 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.20 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | 1.45 | -1.48 |
| Martin ratioReturn relative to average drawdown | -0.05 | 4.06 | -4.11 |
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Drawdowns
BRK-B vs. IS0E.DE - Drawdown Comparison
The maximum BRK-B drawdown since its inception was -53.86%, smaller than the maximum IS0E.DE drawdown of -85.22%. Use the drawdown chart below to compare losses from any high point for BRK-B and IS0E.DE.
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Drawdown Indicators
| BRK-B | IS0E.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.86% | -85.22% | +31.36% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -34.40% | +24.98% |
Max Drawdown (3Y)Largest decline over 3 years | -14.95% | -34.40% | +19.45% |
Max Drawdown (5Y)Largest decline over 5 years | -26.58% | -45.17% | +18.59% |
Max Drawdown (10Y)Largest decline over 10 years | -29.57% | -51.29% | +21.72% |
Current DrawdownCurrent decline from peak | -9.36% | -29.82% | +20.46% |
Average DrawdownAverage peak-to-trough decline | -11.07% | -60.31% | +49.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.53% | 12.29% | -7.76% |
Volatility
BRK-B vs. IS0E.DE - Volatility Comparison
The current volatility for Berkshire Hathaway Inc. (BRK-B) is 3.95%, while iShares Gold Producers UCITS ETF (IS0E.DE) has a volatility of 15.08%. This indicates that BRK-B experiences smaller price fluctuations and is considered to be less risky than IS0E.DE 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 | IS0E.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 15.08% | -11.13% |
Volatility (6M)Calculated over the trailing 6-month period | 10.78% | 35.74% | -24.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 44.14% | -29.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.12% | 34.84% | -17.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.44% | 33.99% | -14.55% |
Dividends
BRK-B vs. IS0E.DE - Dividend Comparison
Neither BRK-B nor IS0E.DE has paid dividends to shareholders.
Frequently Asked Questions
BRK-B and IS0E.DE have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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