BRK-B vs. UPRO

In the year-to-date period, BRK-B achieves a 17.64% return, which is significantly higher than UPRO's -23.71% return. Over the past 10 years, BRK-B has underperformed UPRO with an annualized return of 14.07%, while UPRO has yielded a comparatively higher 19.65% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and ProShares UltraPro S&P 500 (UPRO). 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.

The current BRK-B Sharpe Ratio is 1.73, which is higher than the UPRO Sharpe Ratio of 0.12. The chart below compares the historical Sharpe Ratios of BRK-B and UPRO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BRK-B has not paid dividends to shareholders, while UPRO's dividend yield for the trailing twelve months is around 1.31%.

The maximum BRK-B drawdown since its inception was -53.86%, smaller than the maximum UPRO drawdown of -76.82%. Use the drawdown chart below to compare losses from any high point for BRK-B and UPRO. For additional features, visit the drawdowns tool.

The current volatility for Berkshire Hathaway Inc. (BRK-B) is 10.83%, while ProShares UltraPro S&P 500 (UPRO) has a volatility of 41.13%. This indicates that BRK-B experiences smaller price fluctuations and is considered to be less risky than UPRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.