BRK-B vs. VOO
Compare and contrast key facts about Berkshire Hathaway Inc. (BRK-B) and Vanguard S&P 500 ETF (VOO).
VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRK-B or VOO.
Key characteristics
BRK-B | VOO | |
---|---|---|
YTD Return | 12.74% | 7.31% |
1Y Return | 23.26% | 25.21% |
3Y Return (Ann) | 13.71% | 8.45% |
5Y Return (Ann) | 13.43% | 13.50% |
10Y Return (Ann) | 12.11% | 12.57% |
Sharpe Ratio | 2.06 | 2.36 |
Daily Std Dev | 12.33% | 11.75% |
Max Drawdown | -53.86% | -33.99% |
Current Drawdown | -4.38% | -2.94% |
Correlation
The correlation between BRK-B and VOO is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BRK-B vs. VOO - Performance Comparison
In the year-to-date period, BRK-B achieves a 12.74% return, which is significantly higher than VOO's 7.31% return. Both investments have delivered pretty close results over the past 10 years, with BRK-B having a 12.11% annualized return and VOO not far ahead at 12.57%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BRK-B vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
BRK-B has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.37%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
Vanguard S&P 500 ETF | 1.37% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
BRK-B vs. VOO - Drawdown Comparison
The maximum BRK-B drawdown since its inception was -53.86%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BRK-B and VOO. For additional features, visit the drawdowns tool.
Volatility
BRK-B vs. VOO - Volatility Comparison
The current volatility for Berkshire Hathaway Inc. (BRK-B) is 3.41%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.60%. This indicates that BRK-B experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.