BRK-B vs. SCHW
Compare and contrast key facts about Berkshire Hathaway Inc. (BRK-B) and The Charles Schwab Corporation (SCHW).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRK-B or SCHW.
Correlation
The correlation between BRK-B and SCHW is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BRK-B vs. SCHW - Performance Comparison
Key characteristics
BRK-B:
1.49
SCHW:
0.39
BRK-B:
2.04
SCHW:
0.75
BRK-B:
1.30
SCHW:
1.11
BRK-B:
3.33
SCHW:
0.37
BRK-B:
8.46
SCHW:
1.09
BRK-B:
3.46%
SCHW:
11.04%
BRK-B:
19.68%
SCHW:
30.58%
BRK-B:
-53.86%
SCHW:
-86.79%
BRK-B:
-4.00%
SCHW:
-7.93%
Fundamentals
BRK-B:
$1.11T
SCHW:
$151.39B
BRK-B:
$37.54
SCHW:
$3.30
BRK-B:
13.64
SCHW:
25.26
BRK-B:
10.06
SCHW:
1.04
BRK-B:
2.98
SCHW:
7.37
BRK-B:
1.79
SCHW:
3.85
BRK-B:
$401.70B
SCHW:
$17.57B
BRK-B:
$317.24B
SCHW:
$15.63B
BRK-B:
$105.57B
SCHW:
$8.07B
Returns By Period
The year-to-date returns for both stocks are quite close, with BRK-B having a 14.33% return and SCHW slightly lower at 13.89%. Over the past 10 years, BRK-B has outperformed SCHW with an annualized return of 13.36%, while SCHW has yielded a comparatively lower 11.75% annualized return.
BRK-B
14.33%
5.68%
10.52%
27.60%
24.10%
13.36%
SCHW
13.89%
19.95%
11.65%
12.78%
19.78%
11.75%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
BRK-B vs. SCHW — Risk-Adjusted Performance Rank
BRK-B
SCHW
BRK-B vs. SCHW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and The Charles Schwab Corporation (SCHW). 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. SCHW - Dividend Comparison
BRK-B has not paid dividends to shareholders, while SCHW's dividend yield for the trailing twelve months is around 1.21%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SCHW The Charles Schwab Corporation | 1.21% | 1.35% | 1.45% | 1.01% | 0.86% | 1.36% | 1.43% | 1.11% | 0.62% | 0.68% | 0.73% | 0.79% |
Drawdowns
BRK-B vs. SCHW - Drawdown Comparison
The maximum BRK-B drawdown since its inception was -53.86%, smaller than the maximum SCHW drawdown of -86.79%. Use the drawdown chart below to compare losses from any high point for BRK-B and SCHW. For additional features, visit the drawdowns tool.
Volatility
BRK-B vs. SCHW - Volatility Comparison
Berkshire Hathaway Inc. (BRK-B) and The Charles Schwab Corporation (SCHW) have volatilities of 9.63% and 9.46%, 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.
Financials
BRK-B vs. SCHW - Financials Comparison
This section allows you to compare key financial metrics between Berkshire Hathaway Inc. and The Charles Schwab Corporation. 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
BRK-B vs. SCHW - Profitability Comparison
BRK-B - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Berkshire Hathaway Inc. reported a gross profit of 89.73B and revenue of 89.73B. Therefore, the gross margin over that period was 100.0%.
SCHW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Charles Schwab Corporation reported a gross profit of 765.00M and revenue of 2.71B. Therefore, the gross margin over that period was 28.3%.
BRK-B - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Berkshire Hathaway Inc. reported an operating income of 82.04B and revenue of 89.73B, resulting in an operating margin of 91.4%.
SCHW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Charles Schwab Corporation reported an operating income of -765.00M and revenue of 2.71B, resulting in an operating margin of -28.3%.
BRK-B - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Berkshire Hathaway Inc. reported a net income of 4.60B and revenue of 89.73B, resulting in a net margin of 5.1%.
SCHW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Charles Schwab Corporation reported a net income of 1.91B and revenue of 2.71B, resulting in a net margin of 70.6%.