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BRK-B vs. QQQ
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

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.


-0.50.00.51.00.4

Performance

BRK-B vs. QQQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Berkshire Hathaway Inc. (BRK-B) and Invesco QQQ (QQQ). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
7.33%
8.50%
BRK-B
QQQ

Key characteristics

Sharpe Ratio

BRK-B:

2.06

QQQ:

1.58

Sortino Ratio

BRK-B:

2.87

QQQ:

2.13

Omega Ratio

BRK-B:

1.37

QQQ:

1.28

Calmar Ratio

BRK-B:

3.61

QQQ:

2.13

Martin Ratio

BRK-B:

8.71

QQQ:

7.44

Ulcer Index

BRK-B:

3.47%

QQQ:

3.88%

Daily Std Dev

BRK-B:

14.70%

QQQ:

18.24%

Max Drawdown

BRK-B:

-53.86%

QQQ:

-82.98%

Current Drawdown

BRK-B:

-3.13%

QQQ:

-2.90%

Returns By Period

In the year-to-date period, BRK-B achieves a 3.24% return, which is significantly higher than QQQ's 2.06% return. Over the past 10 years, BRK-B has underperformed QQQ with an annualized return of 12.29%, while QQQ has yielded a comparatively higher 18.75% annualized return.


BRK-B

YTD

3.24%

1M

4.14%

6M

7.71%

1Y

27.51%

5Y*

15.28%

10Y*

12.29%

QQQ

YTD

2.06%

1M

1.18%

6M

10.12%

1Y

27.08%

5Y*

19.30%

10Y*

18.75%

*Annualized

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

BRK-B vs. QQQ — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 9292
Overall Rank
The Sharpe Ratio Rank of BRK-B is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 9191
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8989
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9696
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 8989
Martin Ratio Rank

QQQ
The Risk-Adjusted Performance Rank of QQQ is 6262
Overall Rank
The Sharpe Ratio Rank of QQQ is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of QQQ is 6060
Sortino Ratio Rank
The Omega Ratio Rank of QQQ is 6262
Omega Ratio Rank
The Calmar Ratio Rank of QQQ is 6565
Calmar Ratio Rank
The Martin Ratio Rank of QQQ is 6161
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for BRK-B, currently valued at 2.06, compared to the broader market-2.000.002.004.002.061.58
The chart of Sortino ratio for BRK-B, currently valued at 2.87, compared to the broader market-4.00-2.000.002.004.002.872.13
The chart of Omega ratio for BRK-B, currently valued at 1.37, compared to the broader market0.501.001.502.001.371.28
The chart of Calmar ratio for BRK-B, currently valued at 3.61, compared to the broader market0.002.004.006.003.612.13
The chart of Martin ratio for BRK-B, currently valued at 8.71, compared to the broader market-10.000.0010.0020.0030.008.717.44
BRK-B
QQQ

The current BRK-B Sharpe Ratio is 2.06, which is comparable to the QQQ Sharpe Ratio of 1.58. 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.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00AugustSeptemberOctoberNovemberDecember2025
2.06
1.58
BRK-B
QQQ

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 0.55%.


TTM20242023202220212020201920182017201620152014
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
0.55%0.56%0.62%0.80%0.43%0.55%0.74%0.91%0.84%1.06%0.99%1.41%

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.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-3.13%
-2.90%
BRK-B
QQQ

Volatility

BRK-B vs. QQQ - Volatility Comparison

The current volatility for Berkshire Hathaway Inc. (BRK-B) is 4.55%, while Invesco QQQ (QQQ) has a volatility of 6.45%. 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.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%AugustSeptemberOctoberNovemberDecember2025
4.55%
6.45%
BRK-B
QQQ
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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