BRK-B vs. RSP

Last updated Jun 13, 2026

BRK-B (Berkshire Hathaway Inc.) is a stock, while RSP (Invesco S&P 500 Equal Weight ETF) is S&P 500 fund tracking the S&P 500 Equal Weight Index. Over the past 10 years, BRK-B returned 13.22%/yr vs 12.15%/yr for RSP. A 0.60 correlation means they provide meaningful diversification when combined.

Performance

BRK-B vs. RSP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Berkshire Hathaway Inc. (BRK-B) and Invesco S&P 500 Equal Weight ETF (RSP). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BRK-B achieves a -2.67% return, which is significantly lower than RSP's 10.96% return. Over the past 10 years, BRK-B has outperformed RSP with an annualized return of 13.22%, while RSP has yielded a comparatively lower 12.15% annualized return.

BRK-B

• 1D: 0.71%
• 1M: 1.07%
• YTD: -2.67%
• 6M: -2.06%
• 1Y: 0.35%
• 3Y*: 13.30%
• 5Y*: 11.27%
• 10Y*: 13.22%

RSP

• 1D: 0.91%
• 1M: 3.92%
• YTD: 10.96%
• 6M: 10.34%
• 1Y: 21.34%
• 3Y*: 14.66%
• 5Y*: 8.59%
• 10Y*: 12.15%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BRK-B vs. RSP - 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%
RSP Invesco S&P 500 Equal Weight ETF	10.96%	11.21%	12.79%	13.70%	-11.62%	29.41%	12.66%	28.91%	-7.84%	18.52%

Correlation

The correlation between BRK-B and RSP is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.33
Correlation (3Y) Calculated over the trailing 3-year period	0.51
Correlation (5Y) Calculated over the trailing 5-year period	0.63
Correlation (10Y) Calculated over the trailing 10-year period	0.68
Correlation (All Time) Calculated using the full available price history since Apr 30, 2003	0.60

Over the past year, the correlation between BRK-B and RSP has dropped to 0.33 - well below their long-term average of 0.60, suggesting their price drivers have been diverging.

Return for Risk

BRK-B vs. RSP — Risk / Return Rank

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

BRK-B

BRK-B Risk / Return Rank: 39
BRK-B Sharpe Ratio Rank: 42
BRK-B Sortino Ratio Rank: 34
BRK-B Omega Ratio Rank: 33
BRK-B Calmar Ratio Rank: 42
BRK-B Martin Ratio Rank: 42

RSP

RSP Risk / Return Rank: 58
RSP Sharpe Ratio Rank: 57
RSP Sortino Ratio Rank: 59
RSP Omega Ratio Rank: 54
RSP Calmar Ratio Rank: 59
RSP Martin Ratio Rank: 62

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BRK-B vs. RSP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and Invesco S&P 500 Equal Weight ETF (RSP). 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	RSP	Difference
Sharpe ratio: Return per unit of total volatility	-0.02	1.69	-1.70
Sortino ratio: Return per unit of downside risk	0.08	2.44	-2.37
Omega ratio: Gain probability vs. loss probability	1.01	1.29	-0.28
Calmar ratio: Return relative to maximum drawdown	-0.02	2.54	-2.57
Martin ratio: Return relative to average drawdown	-0.05	9.63	-9.68

BRK-B vs. RSP - Sharpe Ratio Comparison

The current BRK-B Sharpe Ratio is -0.02, which is lower than the RSP Sharpe Ratio of 1.69. The chart below compares the historical Sharpe Ratios of BRK-B and RSP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BRK-B vs. RSP - Drawdown Comparison

The maximum BRK-B drawdown since its inception was -53.86%, smaller than the maximum RSP drawdown of -59.92%. Use the drawdown chart below to compare losses from any high point for BRK-B and RSP.

Drawdown Indicators

	BRK-B	RSP	Difference
Max Drawdown Largest peak-to-trough decline	-53.86%	-59.92%	+6.06%
Max Drawdown (1Y) Largest decline over 1 year	-9.42%	-7.85%	-1.57%
Max Drawdown (3Y) Largest decline over 3 years	-14.95%	-17.81%	+2.86%
Max Drawdown (5Y) Largest decline over 5 years	-26.58%	-21.38%	-5.20%
Max Drawdown (10Y) Largest decline over 10 years	-29.57%	-39.04%	+9.47%
Current Drawdown Current decline from peak	-9.36%	0.00%	-9.36%
Average Drawdown Average peak-to-trough decline	-11.07%	-6.64%	-4.43%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.53%	2.07%	+2.46%

Volatility

BRK-B vs. RSP - Volatility Comparison

Berkshire Hathaway Inc. (BRK-B) has a higher volatility of 3.95% compared to Invesco S&P 500 Equal Weight ETF (RSP) at 3.57%. This indicates that BRK-B's price experiences larger fluctuations and is considered to be riskier than RSP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BRK-B	RSP	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.95%	3.57%	+0.38%
Volatility (6M) Calculated over the trailing 6-month period	10.78%	8.59%	+2.19%
Volatility (1Y) Calculated over the trailing 1-year period	14.38%	11.83%	+2.55%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.12%	16.22%	+0.90%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.44%	18.36%	+1.08%

Dividends

BRK-B vs. RSP - Dividend Comparison

BRK-B has not paid dividends to shareholders, while RSP's dividend yield for the trailing twelve months is around 1.47%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
RSP Invesco S&P 500 Equal Weight ETF	1.47%	1.64%	1.52%	1.64%	1.82%	1.28%	1.64%	1.69%	2.02%	1.52%	1.20%	1.70%

Frequently Asked Questions

Can I hold both BRK-B and RSP in my portfolio?

BRK-B and RSP have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BRK-B or RSP?

BRK-B has higher volatility (3.95%) compared to RSP (3.57%). In terms of maximum drawdown, BRK-B dropped -53.86% vs RSP's -59.92%.

Which has better risk-adjusted returns?

RSP currently has the higher Sharpe Ratio (1.69 vs -0.02), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.