BRK-B vs. QQQ

In the year-to-date period, BRK-B achieves a 16.11% return, which is significantly higher than QQQ's -8.14% return. Over the past 10 years, BRK-B has underperformed QQQ with an annualized return of 13.85%, while QQQ has yielded a comparatively higher 17.03% annualized return.

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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.

The current BRK-B Sharpe Ratio is 1.73, which is higher than the QQQ Sharpe Ratio of 0.33. The chart below compares the historical Sharpe Ratios of BRK-B and QQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BRK-B has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.64%.

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.

The current volatility for Berkshire Hathaway Inc. (BRK-B) is 5.52%, while Invesco QQQ (QQQ) has a volatility of 8.12%. This indicates that BRK-B experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.