BRK-B vs. VTV

Last updated Jun 9, 2026

BRK-B (Berkshire Hathaway Inc.) is a stock, while VTV (Vanguard Value ETF) is Large Cap Value Equities fund tracking the CRSP US Large Cap Value Index. Over the past 10 years, BRK-B returned 13.14%/yr vs 12.42%/yr for VTV. A 0.65 correlation means they provide meaningful diversification when combined.

Performance

BRK-B vs. VTV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Berkshire Hathaway Inc. (BRK-B) and Vanguard Value ETF (VTV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BRK-B achieves a -3.11% return, which is significantly lower than VTV's 11.91% return. Over the past 10 years, BRK-B has outperformed VTV with an annualized return of 13.14%, while VTV has yielded a comparatively lower 12.42% annualized return.

BRK-B

• 1D: -0.23%
• 1M: 2.32%
• YTD: -3.11%
• 6M: -2.06%
• 1Y: -1.32%
• 3Y*: 13.25%
• 5Y*: 11.03%
• 10Y*: 13.14%

VTV

• 1D: 0.25%
• 1M: 2.67%
• YTD: 11.91%
• 6M: 13.41%
• 1Y: 25.49%
• 3Y*: 17.72%
• 5Y*: 11.30%
• 10Y*: 12.42%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BRK-B vs. VTV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BRK-B Berkshire Hathaway Inc.	-3.11%	10.89%	27.09%	15.46%	3.31%	28.95%	2.37%	10.93%	3.01%	21.62%
VTV Vanguard Value ETF	11.91%	15.27%	15.95%	9.32%	-2.09%	26.53%	2.33%	25.66%	-5.47%	17.15%

Correlation

The correlation between BRK-B and VTV is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.42
Correlation (3Y) Calculated over the trailing 3-year period	0.59
Correlation (5Y) Calculated over the trailing 5-year period	0.71
Correlation (10Y) Calculated over the trailing 10-year period	0.76
Correlation (All Time) Calculated using the full available price history since Jan 30, 2004	0.65

Over the past year, the correlation between BRK-B and VTV has dropped to 0.42 - well below their long-term average of 0.65, suggesting their price drivers have been diverging.

Return for Risk

BRK-B vs. VTV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BRK-B

BRK-B Risk / Return Rank: 35
BRK-B Sharpe Ratio Rank: 38
BRK-B Sortino Ratio Rank: 30
BRK-B Omega Ratio Rank: 30
BRK-B Calmar Ratio Rank: 38
BRK-B Martin Ratio Rank: 37

VTV

VTV Risk / Return Rank: 84
VTV Sharpe Ratio Rank: 85
VTV Sortino Ratio Rank: 87
VTV Omega Ratio Rank: 83
VTV Calmar Ratio Rank: 83
VTV Martin Ratio Rank: 83

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BRK-B vs. VTV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and Vanguard Value ETF (VTV). 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.

	BRK-B	VTV	Difference
Sharpe ratio: Return per unit of total volatility	-0.09	2.52	-2.61
Sortino ratio: Return per unit of downside risk	-0.03	3.58	-3.61
Omega ratio: Gain probability vs. loss probability	1.00	1.45	-0.45
Calmar ratio: Return relative to maximum drawdown	-0.14	4.03	-4.17
Martin ratio: Return relative to average drawdown	-0.30	15.20	-15.50
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BRK-B vs. VTV - Sharpe Ratio Comparison

The current BRK-B Sharpe Ratio is -0.09, which is lower than the VTV Sharpe Ratio of 2.52. The chart below compares the historical Sharpe Ratios of BRK-B and VTV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BRK-B	VTV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.09	2.52	-2.61
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.65	0.82	-0.17
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.68	0.75	-0.07
Sharpe Ratio (All Time) Calculated using the full available price history	0.48	0.51	-0.03

Drawdowns

BRK-B vs. VTV - Drawdown Comparison

The maximum BRK-B drawdown since its inception was -53.86%, smaller than the maximum VTV drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for BRK-B and VTV.

Drawdown Indicators

	BRK-B	VTV	Difference
Max Drawdown Largest peak-to-trough decline	-53.86%	-59.27%	+5.41%
Max Drawdown (1Y) Largest decline over 1 year	-9.42%	-6.35%	-3.07%
Max Drawdown (3Y) Largest decline over 3 years	-14.95%	-14.52%	-0.43%
Max Drawdown (5Y) Largest decline over 5 years	-26.58%	-17.04%	-9.54%
Max Drawdown (10Y) Largest decline over 10 years	-29.57%	-36.78%	+7.21%
Current Drawdown Current decline from peak	-9.78%	-1.11%	-8.67%
Average Drawdown Average peak-to-trough decline	-11.07%	-7.87%	-3.20%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.49%	1.68%	+2.81%

Volatility

BRK-B vs. VTV - Volatility Comparison

Berkshire Hathaway Inc. (BRK-B) has a higher volatility of 3.98% compared to Vanguard Value ETF (VTV) at 2.65%. This indicates that BRK-B's price experiences larger fluctuations and is considered to be riskier than VTV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BRK-B	VTV	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.98%	2.65%	+1.33%
Volatility (6M) Calculated over the trailing 6-month period	10.87%	7.67%	+3.20%
Volatility (1Y) Calculated over the trailing 1-year period	14.38%	10.18%	+4.20%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.13%	13.89%	+3.24%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.44%	16.68%	+2.76%

Dividends

BRK-B vs. VTV - Dividend Comparison

BRK-B has not paid dividends to shareholders, while VTV's dividend yield for the trailing twelve months is around 1.87%.

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%
VTV Vanguard Value ETF	1.87%	2.05%	2.31%	2.46%	2.52%	2.15%	2.56%	2.50%	2.73%	2.29%	2.44%	2.60%

Frequently Asked Questions

Can I hold both BRK-B and VTV in my portfolio?

BRK-B and VTV have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BRK-B or VTV?

BRK-B has higher volatility (3.98%) compared to VTV (2.65%). In terms of maximum drawdown, BRK-B dropped -53.86% vs VTV's -59.27%.

Which has better risk-adjusted returns?

VTV currently has the higher Sharpe Ratio (2.52 vs -0.09), 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.