BRK-B vs. VTI
Compare and contrast key facts about Berkshire Hathaway Inc. (BRK-B) and Vanguard Total Stock Market ETF (VTI).
VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRK-B or VTI.
Key characteristics
| BRK-B | VTI | |
|---|---|---|
| YTD Return | 27.47% | 22.25% |
| 1Y Return | 34.74% | 41.75% |
| 3Y Return (Ann) | 16.64% | 8.28% |
| 5Y Return (Ann) | 16.48% | 15.07% |
| 10Y Return (Ann) | 12.52% | 12.66% |
| Sharpe Ratio | 2.78 | 3.50 |
| Sortino Ratio | 3.68 | 4.60 |
| Omega Ratio | 1.48 | 1.65 |
| Calmar Ratio | 4.15 | 3.32 |
| Martin Ratio | 13.56 | 22.61 |
| Ulcer Index | 2.73% | 1.92% |
| Daily Std Dev | 13.31% | 12.41% |
| Max Drawdown | -53.86% | -55.45% |
| Current Drawdown | -5.00% | -0.63% |
Correlation
The correlation between BRK-B and VTI is 0.55, 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. VTI - Performance Comparison
In the year-to-date period, BRK-B achieves a 27.47% return, which is significantly higher than VTI's 22.25% return. Both investments have delivered pretty close results over the past 10 years, with BRK-B having a 12.52% annualized return and VTI not far ahead at 12.66%. 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. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and Vanguard Total Stock Market ETF (VTI). 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. VTI - Dividend Comparison
BRK-B has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.30%.
| 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% |
VTI Vanguard Total Stock Market ETF | 1.30% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
BRK-B vs. VTI - Drawdown Comparison
The maximum BRK-B drawdown since its inception was -53.86%, roughly equal to the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for BRK-B and VTI. For additional features, visit the drawdowns tool.
Volatility
BRK-B vs. VTI - Volatility Comparison
Berkshire Hathaway Inc. (BRK-B) has a higher volatility of 3.82% compared to Vanguard Total Stock Market ETF (VTI) at 2.73%. This indicates that BRK-B's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.