PortfoliosLab logoPortfoliosLab logo
BRKC vs. BRK-A
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BRKC vs. BRK-A - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, BRKC achieves a -1.60% return, which is significantly higher than BRK-A's -2.16% return.


BRKC

1D
0.71%
1M
-0.45%
6M
-0.20%
YTD
-1.60%
1Y
1.21%
3Y*
5Y*
10Y*

BRK-A

1D
0.73%
1M
-0.52%
6M
-0.03%
YTD
-2.16%
1Y
4.35%
3Y*
12.15%
5Y*
12.08%
10Y*
12.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BRKC vs. BRK-A - Yearly Performance Comparison


2026 (YTD)2025
BRKC
YieldMax BRK.B Option Income Strategy ETF
-1.60%0.76%
BRK-A
Berkshire Hathaway Inc.
-2.16%2.30%

Correlation

The correlation between BRKC and BRK-A is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.89

Correlation (All Time)
Calculated using the full available price history since Jun 5, 2025

0.89

The correlation between BRKC and BRK-A has been stable across timeframes, ranging from 0.89 to 0.89 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

BRKC vs. BRK-A — Risk / Return Rank

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

BRKC
BRKC Risk / Return Rank: 1111
Overall Rank
BRKC Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
BRKC Sortino Ratio Rank: 1010
Sortino Ratio Rank
BRKC Omega Ratio Rank: 1010
Omega Ratio Rank
BRKC Calmar Ratio Rank: 1111
Calmar Ratio Rank
BRKC Martin Ratio Rank: 1111
Martin Ratio Rank

BRK-A
BRK-A Risk / Return Rank: 5353
Overall Rank
BRK-A Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
BRK-A Sortino Ratio Rank: 4747
Sortino Ratio Rank
BRK-A Omega Ratio Rank: 4646
Omega Ratio Rank
BRK-A Calmar Ratio Rank: 5757
Calmar Ratio Rank
BRK-A Martin Ratio Rank: 5656
Martin Ratio Rank
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.

BRKC vs. BRK-A - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for YieldMax BRK.B Option Income Strategy ETF (BRKC) and Berkshire Hathaway Inc. (BRK-A). 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.


BRKCBRK-ADifference
Sharpe ratioReturn per unit of total volatility

-0.22

Sortino ratioReturn per unit of downside risk

-0.31

Omega ratioGain probability vs. loss probability

1.03

1.07

-0.04

Calmar ratioReturn relative to maximum drawdown

0.16

0.48

-0.32

Martin ratioReturn relative to average drawdown

0.33

0.99

-0.66

BRKC vs. BRK-A - Sharpe Ratio Comparison

The current BRKC Sharpe Ratio is 0.10, which is lower than the BRK-A Sharpe Ratio of 0.31. The chart below compares the historical Sharpe Ratios of BRKC and BRK-A, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

BRKC vs. BRK-A - Drawdown Comparison

The maximum BRKC drawdown since its inception was -7.59%, smaller than the maximum BRK-A drawdown of -51.47%. Use the drawdown chart below to compare losses from any high point for BRKC and BRK-A.


Loading charts...

Drawdown Indicators


BRKCBRK-ADifference

Max Drawdown

Largest peak-to-trough decline

-7.59%

-51.47%

+43.88%

Max Drawdown (1Y)

Largest decline over 1 year

-7.59%

-9.12%

+1.53%

Max Drawdown (3Y)

Largest decline over 3 years

-14.43%

Max Drawdown (5Y)

Largest decline over 5 years

-25.98%

Max Drawdown (10Y)

Largest decline over 10 years

-30.43%

Current Drawdown

Current decline from peak

-3.58%

-8.75%

+5.17%

Average Drawdown

Average peak-to-trough decline

-3.12%

-9.51%

+6.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.65%

4.41%

-0.76%

Volatility

BRKC vs. BRK-A - Volatility Comparison

The current volatility for YieldMax BRK.B Option Income Strategy ETF (BRKC) is 3.07%, while Berkshire Hathaway Inc. (BRK-A) has a volatility of 3.69%. This indicates that BRKC experiences smaller price fluctuations and is considered to be less risky than BRK-A based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


BRKCBRK-ADifference

Volatility (1M)

Calculated over the trailing 1-month period

3.07%

3.69%

-0.62%

Volatility (6M)

Calculated over the trailing 6-month period

9.90%

10.65%

-0.75%

Volatility (1Y)

Calculated over the trailing 1-year period

12.50%

13.96%

-1.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.42%

17.13%

-4.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.42%

18.93%

-6.51%

Dividends

BRKC vs. BRK-A - Dividend Comparison

BRKC's dividend yield for the trailing twelve months is around 21.87%, while BRK-A has not paid dividends to shareholders.


PositionTTM2025
BRK-A
Berkshire Hathaway Inc.
0.00%0.00%
BRKC
YieldMax BRK.B Option Income Strategy ETF
21.87%10.81%

Frequently Asked Questions


BRKC and BRK-A have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BRK-A has higher volatility (3.69%) compared to BRKC (3.07%). In terms of maximum drawdown, BRKC dropped -7.59% vs BRK-A's -51.47%.

BRK-A currently has the higher Sharpe Ratio (0.31 vs 0.10), 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.

Portfolio Optimizer

Find the right allocation for BRKC and BRK-A

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer