BRK-B vs. SCHN.SW
BRK-B (Berkshire Hathaway Inc.) and SCHN.SW (Schindler Holding AG) are both stocks. BRK-B operates in Insurance - Diversified (Financial Services), while SCHN.SW operates in Specialty Industrial Machinery (Industrials). Over the past 10 years, BRK-B returned 13.14%/yr vs 7.14%/yr for SCHN.SW. At a 0.23 correlation, their price movements are largely independent.
Performance
BRK-B vs. SCHN.SW - Performance Comparison
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Different Trading Currencies
BRK-B is traded in USD, while SCHN.SW is traded in CHF. To make them comparable, the SCHN.SW 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 higher than SCHN.SW's -6.72% return. Over the past 10 years, BRK-B has outperformed SCHN.SW with an annualized return of 13.14%, while SCHN.SW has yielded a comparatively lower 7.14% annualized 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%
SCHN.SW
- 1D
- 1.55%
- 1M
- -2.01%
- YTD
- -6.72%
- 6M
- -2.71%
- 1Y
- -5.65%
- 3Y*
- 18.09%
- 5Y*
- 3.92%
- 10Y*
- 7.14%
BRK-B vs. SCHN.SW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | -3.11% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
SCHN.SW Schindler Holding AG | -6.72% | 32.71% | 16.00% | 34.18% | -31.22% | 0.41% | 12.81% | 29.00% | -12.73% | 30.96% |
Correlation
The correlation between BRK-B and SCHN.SW is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Sep 3, 2007 | 0.23 |
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Return for Risk
BRK-B vs. SCHN.SW — Risk / Return Rank
BRK-B
SCHN.SW
BRK-B vs. SCHN.SW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and Schindler Holding AG (SCHN.SW). 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 | SCHN.SW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.16 | ||
| Sortino ratioReturn per unit of downside risk | +0.17 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 0.97 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | -0.14 | -0.28 | +0.14 |
| Martin ratioReturn relative to average drawdown | -0.30 | -0.60 | +0.30 |
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 | SCHN.SW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.09 | -0.25 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.16 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.32 | +0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.44 | +0.05 |
Drawdowns
BRK-B vs. SCHN.SW - Drawdown Comparison
The maximum BRK-B drawdown since its inception was -53.86%, roughly equal to the maximum SCHN.SW drawdown of -55.78%. Use the drawdown chart below to compare losses from any high point for BRK-B and SCHN.SW.
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Drawdown Indicators
| BRK-B | SCHN.SW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.86% | -55.78% | +1.92% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -18.32% | +8.90% |
Max Drawdown (3Y)Largest decline over 3 years | -14.95% | -21.02% | +6.07% |
Max Drawdown (5Y)Largest decline over 5 years | -26.58% | -53.18% | +26.60% |
Max Drawdown (10Y)Largest decline over 10 years | -29.57% | -53.18% | +23.61% |
Current DrawdownCurrent decline from peak | -9.78% | -14.16% | +4.38% |
Average DrawdownAverage peak-to-trough decline | -11.07% | -11.76% | +0.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.49% | 8.57% | -4.08% |
Volatility
BRK-B vs. SCHN.SW - Volatility Comparison
The current volatility for Berkshire Hathaway Inc. (BRK-B) is 3.98%, while Schindler Holding AG (SCHN.SW) has a volatility of 5.36%. This indicates that BRK-B experiences smaller price fluctuations and is considered to be less risky than SCHN.SW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRK-B | SCHN.SW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 5.36% | -1.38% |
Volatility (6M)Calculated over the trailing 6-month period | 10.87% | 17.12% | -6.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 20.45% | -6.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.13% | 24.29% | -7.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.44% | 22.75% | -3.31% |
Dividends
BRK-B vs. SCHN.SW - Dividend Comparison
BRK-B has not paid dividends to shareholders, while SCHN.SW's dividend yield for the trailing twelve months is around 2.35%.
| 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% |
SCHN.SW Schindler Holding AG | 2.35% | 2.13% | 0.40% | 2.01% | 2.40% | 1.64% | 1.68% | 1.69% | 2.10% | 0.91% | 1.52% | 1.30% |
Financials
BRK-B vs. SCHN.SW - Financials Comparison
This section allows you to compare key financial metrics between Berkshire Hathaway Inc. and Schindler Holding AG. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
BRK-B and SCHN.SW have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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