BRK-B vs. XDAX.L
BRK-B (Berkshire Hathaway Inc.) is a stock, while XDAX.L (Xtrackers DAX UCITS ETF 1C) is Europe Equities fund tracking the FSE DAX TR EUR. Over the past 10 years, BRK-B returned 13.22%/yr vs 7.31%/yr for XDAX.L. At a 0.39 correlation, their price movements are largely independent.
Performance
BRK-B vs. XDAX.L - Performance Comparison
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Different Trading Currencies
BRK-B is traded in USD, while XDAX.L is traded in GBp. To make them comparable, the XDAX.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, BRK-B achieves a -2.67% return, which is significantly lower than XDAX.L's -1.51% return. Over the past 10 years, BRK-B has outperformed XDAX.L with an annualized return of 13.22%, while XDAX.L has yielded a comparatively lower 7.31% annualized return.
BRK-B
- 1D
- 0.71%
- 1M
- 1.07%
- YTD
- -2.67%
- 6M
- -2.06%
- 1Y
- 0.35%
- 3Y*
- 13.30%
- 5Y*
- 11.27%
- 10Y*
- 13.22%
XDAX.L
- 1D
- 1.54%
- 1M
- 0.69%
- YTD
- -1.51%
- 6M
- -0.17%
- 1Y
- 2.94%
- 3Y*
- 17.06%
- 5Y*
- 7.92%
- 10Y*
- 7.31%
BRK-B vs. XDAX.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | -2.67% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
XDAX.L Xtrackers DAX UCITS ETF 1C | -1.51% | 38.53% | 11.26% | 23.38% | -17.46% | 6.89% | 12.73% | 21.15% | -21.83% | 8.92% |
Correlation
The correlation between BRK-B and XDAX.L is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2008 | 0.39 |
Over the past year, the correlation between BRK-B and XDAX.L has dropped to 0.11 - well below their long-term average of 0.39, suggesting their price drivers have been diverging.
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Return for Risk
BRK-B vs. XDAX.L — Risk / Return Rank
BRK-B
XDAX.L
BRK-B vs. XDAX.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and Xtrackers DAX UCITS ETF 1C (XDAX.L). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BRK-B | XDAX.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.19 | ||
| Sortino ratioReturn per unit of downside risk | -0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.04 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | 0.20 | -0.23 |
| Martin ratioReturn relative to average drawdown | -0.05 | 0.64 | -0.69 |
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Drawdowns
BRK-B vs. XDAX.L - Drawdown Comparison
The maximum BRK-B drawdown since its inception was -53.86%, smaller than the maximum XDAX.L drawdown of -67.75%. Use the drawdown chart below to compare losses from any high point for BRK-B and XDAX.L.
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Drawdown Indicators
| BRK-B | XDAX.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.86% | -67.75% | +13.89% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -14.45% | +5.03% |
Max Drawdown (3Y)Largest decline over 3 years | -14.95% | -15.87% | +0.92% |
Max Drawdown (5Y)Largest decline over 5 years | -26.58% | -39.23% | +12.65% |
Max Drawdown (10Y)Largest decline over 10 years | -29.57% | -49.16% | +19.59% |
Current DrawdownCurrent decline from peak | -9.36% | -5.27% | -4.09% |
Average DrawdownAverage peak-to-trough decline | -11.07% | -20.63% | +9.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.53% | 4.61% | -0.08% |
Volatility
BRK-B vs. XDAX.L - Volatility Comparison
The current volatility for Berkshire Hathaway Inc. (BRK-B) is 3.95%, while Xtrackers DAX UCITS ETF 1C (XDAX.L) has a volatility of 4.96%. This indicates that BRK-B experiences smaller price fluctuations and is considered to be less risky than XDAX.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRK-B | XDAX.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 4.96% | -1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 10.78% | 14.12% | -3.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 17.19% | -2.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.12% | 21.93% | -4.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.44% | 22.27% | -2.83% |
Dividends
BRK-B vs. XDAX.L - Dividend Comparison
Neither BRK-B nor XDAX.L has paid dividends to shareholders.
Frequently Asked Questions
BRK-B and XDAX.L have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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