BRK-B vs. IUSN.DE
BRK-B (Berkshire Hathaway Inc.) is a stock, while IUSN.DE (iShares MSCI World Small Cap UCITS ETF) is Global Equities fund tracking the MSCI World Small Cap. Over the past 5 years, BRK-B returned 11.03%/yr vs 7.06%/yr for IUSN.DE. At a 0.42 correlation, their price movements are largely independent.
Performance
BRK-B vs. IUSN.DE - Performance Comparison
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Different Trading Currencies
BRK-B is traded in USD, while IUSN.DE is traded in EUR. To make them comparable, the IUSN.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 -3.11% return, which is significantly lower than IUSN.DE's 13.48% 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%
IUSN.DE
- 1D
- 0.61%
- 1M
- 1.34%
- YTD
- 13.48%
- 6M
- 15.04%
- 1Y
- 31.54%
- 3Y*
- 18.08%
- 5Y*
- 7.06%
- 10Y*
- —
BRK-B vs. IUSN.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | -3.11% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.75% |
IUSN.DE iShares MSCI World Small Cap UCITS ETF | 13.48% | 21.72% | 6.70% | 16.68% | -18.57% | 15.40% | 15.62% | 26.33% | -13.70% |
Correlation
The correlation between BRK-B and IUSN.DE is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Apr 26, 2018 | 0.42 |
Over the past year, the correlation between BRK-B and IUSN.DE has dropped to 0.16 - well below their long-term average of 0.42, suggesting their price drivers have been diverging.
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Return for Risk
BRK-B vs. IUSN.DE — Risk / Return Rank
BRK-B
IUSN.DE
BRK-B vs. IUSN.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and iShares MSCI World Small Cap UCITS ETF (IUSN.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.
| BRK-B | IUSN.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.30 | ||
| Sortino ratioReturn per unit of downside risk | -3.25 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.38 | -0.38 |
| Calmar ratioReturn relative to maximum drawdown | -0.14 | 3.57 | -3.71 |
| Martin ratioReturn relative to average drawdown | -0.30 | 12.74 | -13.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BRK-B | IUSN.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.09 | 2.21 | -2.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.38 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.46 | +0.02 |
Drawdowns
BRK-B vs. IUSN.DE - Drawdown Comparison
The maximum BRK-B drawdown since its inception was -53.86%, which is greater than IUSN.DE's maximum drawdown of -41.14%. Use the drawdown chart below to compare losses from any high point for BRK-B and IUSN.DE.
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Drawdown Indicators
| BRK-B | IUSN.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.86% | -41.14% | -12.72% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -9.00% | -0.42% |
Max Drawdown (3Y)Largest decline over 3 years | -14.95% | -21.16% | +6.21% |
Max Drawdown (5Y)Largest decline over 5 years | -26.58% | -30.63% | +4.05% |
Max Drawdown (10Y)Largest decline over 10 years | -29.57% | — | — |
Current DrawdownCurrent decline from peak | -9.78% | 0.00% | -9.78% |
Average DrawdownAverage peak-to-trough decline | -11.07% | -8.92% | -2.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.49% | 2.53% | +1.96% |
Volatility
BRK-B vs. IUSN.DE - Volatility Comparison
Berkshire Hathaway Inc. (BRK-B) and iShares MSCI World Small Cap UCITS ETF (IUSN.DE) have volatilities of 3.98% and 4.03%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRK-B | IUSN.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 4.03% | -0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 10.87% | 10.62% | +0.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 14.56% | -0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.13% | 18.26% | -1.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.44% | 19.61% | -0.17% |
Dividends
BRK-B vs. IUSN.DE - Dividend Comparison
Neither BRK-B nor IUSN.DE has paid dividends to shareholders.
Frequently Asked Questions
BRK-B and IUSN.DE have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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