BRK-B vs. QQQ
Compare and contrast key facts about Berkshire Hathaway Inc. (BRK-B) and Invesco QQQ (QQQ).
QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRK-B or QQQ.
Key characteristics
| BRK-B | QQQ | |
|---|---|---|
| YTD Return | 27.47% | 22.66% |
| 1Y Return | 34.74% | 44.21% |
| 3Y Return (Ann) | 16.64% | 9.77% |
| 5Y Return (Ann) | 16.48% | 21.34% |
| 10Y Return (Ann) | 12.52% | 18.30% |
| Sharpe Ratio | 2.78 | 2.67 |
| Sortino Ratio | 3.68 | 3.42 |
| Omega Ratio | 1.48 | 1.47 |
| Calmar Ratio | 4.15 | 3.38 |
| Martin Ratio | 13.56 | 12.40 |
| Ulcer Index | 2.73% | 3.70% |
| Daily Std Dev | 13.31% | 17.17% |
| Max Drawdown | -53.86% | -82.98% |
| Current Drawdown | -5.00% | -0.42% |
Correlation
The correlation between BRK-B and QQQ is 0.40, 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. QQQ - Performance Comparison
In the year-to-date period, BRK-B achieves a 27.47% return, which is significantly higher than QQQ's 22.66% return. Over the past 10 years, BRK-B has underperformed QQQ with an annualized return of 12.52%, while QQQ has yielded a comparatively higher 18.30% annualized return. 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. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and Invesco QQQ (QQQ). 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. QQQ - Dividend Comparison
BRK-B has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.61%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
QQQ Invesco QQQ | 0.61% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.01% |
Drawdowns
BRK-B vs. QQQ - Drawdown Comparison
The maximum BRK-B drawdown since its inception was -53.86%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for BRK-B and QQQ. For additional features, visit the drawdowns tool.
Volatility
BRK-B vs. QQQ - Volatility Comparison
Berkshire Hathaway Inc. (BRK-B) and Invesco QQQ (QQQ) have volatilities of 3.82% and 3.89%, 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.