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.
Performance
BRK-B vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, BRK-B achieves a 31.45% return, which is significantly higher than VOO's 25.52% return. Over the past 10 years, BRK-B has underperformed VOO with an annualized return of 12.35%, while VOO has yielded a comparatively higher 13.15% annualized return.
BRK-B
31.45%
1.01%
13.25%
29.87%
16.61%
12.35%
VOO
25.52%
1.19%
12.21%
32.23%
15.58%
13.15%
Key characteristics
| BRK-B | VOO | |
|---|---|---|
| Sharpe Ratio | 2.08 | 2.62 |
| Sortino Ratio | 2.94 | 3.50 |
| Omega Ratio | 1.38 | 1.49 |
| Calmar Ratio | 3.92 | 3.78 |
| Martin Ratio | 10.23 | 17.12 |
| Ulcer Index | 2.91% | 1.86% |
| Daily Std Dev | 14.32% | 12.19% |
| Max Drawdown | -53.86% | -33.99% |
| Current Drawdown | -2.04% | -1.36% |
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Correlation
The correlation between BRK-B and VOO is 0.73, 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.
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 1.25%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VOO Vanguard S&P 500 ETF | 1.25% | 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
Berkshire Hathaway Inc. (BRK-B) has a higher volatility of 6.64% compared to Vanguard S&P 500 ETF (VOO) at 4.10%. This indicates that BRK-B's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.