BRK-B vs. TIP
BRK-B (Berkshire Hathaway Inc.) is a stock, while TIP (iShares TIPS Bond ETF) is Inflation-Protected Bonds fund tracking the ICE U.S. Treasury Inflation Linked Bond Index. Over the past 10 years, BRK-B returned 13.22%/yr vs 2.53%/yr for TIP. At a correlation of -0.09, they often move in opposite directions.
Performance
BRK-B vs. TIP - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BRK-B achieves a -2.67% return, which is significantly lower than TIP's 1.40% return. Over the past 10 years, BRK-B has outperformed TIP with an annualized return of 13.22%, while TIP has yielded a comparatively lower 2.53% annualized return.
BRK-B
- 1D
- 0.71%
- 1M
- 0.77%
- YTD
- -2.67%
- 6M
- -2.06%
- 1Y
- -0.22%
- 3Y*
- 13.30%
- 5Y*
- 11.27%
- 10Y*
- 13.22%
TIP
- 1D
- 0.01%
- 1M
- -0.21%
- YTD
- 1.40%
- 6M
- 1.42%
- 1Y
- 4.61%
- 3Y*
- 4.00%
- 5Y*
- 0.91%
- 10Y*
- 2.53%
BRK-B vs. TIP - 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% |
TIP iShares TIPS Bond ETF | 1.40% | 6.77% | 1.65% | 3.80% | -12.26% | 5.68% | 10.84% | 8.35% | -1.42% | 2.92% |
Correlation
The correlation between BRK-B and TIP is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.04 |
Correlation (All Time) Calculated using the full available price history since Dec 5, 2003 | -0.09 |
The correlation between BRK-B and TIP shifts across timeframes, from -0.09 (all time) to 0.09 (5 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BRK-B vs. TIP — Risk / Return Rank
BRK-B
TIP
BRK-B vs. TIP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and iShares TIPS Bond ETF (TIP). 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 | TIP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.38 | ||
| Sortino ratioReturn per unit of downside risk | -2.03 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.24 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | 2.34 | -2.37 |
| Martin ratioReturn relative to average drawdown | -0.05 | 7.00 | -7.05 |
Loading charts...
Drawdowns
BRK-B vs. TIP - Drawdown Comparison
The maximum BRK-B drawdown since its inception was -53.86%, which is greater than TIP's maximum drawdown of -14.57%. Use the drawdown chart below to compare losses from any high point for BRK-B and TIP.
Loading charts...
Drawdown Indicators
| BRK-B | TIP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.86% | -14.57% | -39.29% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -1.98% | -7.44% |
Max Drawdown (3Y)Largest decline over 3 years | -14.95% | -4.54% | -10.41% |
Max Drawdown (5Y)Largest decline over 5 years | -26.58% | -14.51% | -12.07% |
Max Drawdown (10Y)Largest decline over 10 years | -29.57% | -14.51% | -15.06% |
Current DrawdownCurrent decline from peak | -9.36% | -0.46% | -8.90% |
Average DrawdownAverage peak-to-trough decline | -11.07% | -3.43% | -7.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.53% | 0.66% | +3.87% |
Volatility
BRK-B vs. TIP - Volatility Comparison
Berkshire Hathaway Inc. (BRK-B) has a higher volatility of 3.95% compared to iShares TIPS Bond ETF (TIP) at 1.03%. This indicates that BRK-B's price experiences larger fluctuations and is considered to be riskier than TIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BRK-B | TIP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 1.03% | +2.92% |
Volatility (6M)Calculated over the trailing 6-month period | 10.78% | 2.32% | +8.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 3.39% | +10.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.12% | 6.21% | +10.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.44% | 5.74% | +13.70% |
Dividends
BRK-B vs. TIP - Dividend Comparison
BRK-B has not paid dividends to shareholders, while TIP's dividend yield for the trailing twelve months is around 3.76%.
| 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% |
TIP iShares TIPS Bond ETF | 3.76% | 3.46% | 2.52% | 2.73% | 6.96% | 4.28% | 1.17% | 1.75% | 2.71% | 2.07% | 1.48% | 0.34% |
Frequently Asked Questions
BRK-B and TIP have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BRK-B has higher volatility (3.95%) compared to TIP (1.03%). In terms of maximum drawdown, BRK-B dropped -53.86% vs TIP's -14.57%.
TIP currently has the higher Sharpe Ratio (1.37 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.
Find the right allocation for BRK-B and TIP
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer