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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. Class A (BRK-A). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BRKC achieves a 2.25% return, which is significantly lower than BRK-A's 3.03% return.


BRKC

1D
0.21%
1M
1.42%
6M
1.97%
YTD
2.25%
1Y
6.90%
3Y*
5Y*
10Y*
ALL TIME*
2.59%

BRK-A

1D
0.44%
1M
2.73%
6M
2.61%
YTD
3.03%
1Y
11.94%
3Y*
13.38%
5Y*
12.57%
10Y*
13.56%
ALL TIME*
18.55%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$118.36M$115.77M$150.45M
$146.92K$194.11K$183.15K

BRKC vs. BRK-A - Yearly Performance Comparison


Correlation

The correlation between BRKC and BRK-A is 0.90, meaning they have usually moved in the same direction, including during past declines.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.90

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

0.88

The correlation between BRKC and BRK-A has been stable across timeframes, ranging from 0.88 to 0.90 - a consistent structural relationship.

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Return for Risk

BRKC vs. BRK-A — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BRKC
BRKC Risk / Return Rank: 2323
Overall Rank
BRKC Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
BRKC Sortino Ratio Rank: 2121
Sortino Ratio Rank
BRKC Omega Ratio Rank: 2222
Omega Ratio Rank
BRKC Calmar Ratio Rank: 2626
Calmar Ratio Rank
BRKC Martin Ratio Rank: 2222
Martin Ratio Rank

BRK-A
BRK-A Risk / Return Rank: 6767
Overall Rank
BRK-A Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
BRK-A Sortino Ratio Rank: 6464
Sortino Ratio Rank
BRK-A Omega Ratio Rank: 6363
Omega Ratio Rank
BRK-A Calmar Ratio Rank: 7070
Calmar Ratio Rank
BRK-A Martin Ratio Rank: 6868
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

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. Class A (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

-0.30

Sortino ratioReturn per unit of downside risk

-0.43

Omega ratioGain probability vs. loss probability

1.11

1.16

-0.05

Calmar ratioReturn relative to maximum drawdown

0.91

1.32

-0.40

Martin ratioReturn relative to average drawdown

1.90

2.71

-0.82

BRKC vs. BRK-A - Sharpe Ratio Comparison

The current BRKC Sharpe Ratio is 0.57, which is lower than the BRK-A Sharpe Ratio of 0.86. 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.


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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.


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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

0.00%

-3.91%

+3.91%

Average Drawdown

Average peak-to-trough decline

-3.07%

-9.51%

+6.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.64%

4.41%

-0.77%

Volatility

BRKC vs. BRK-A - Volatility Comparison

The current volatility for YieldMax BRK.B Option Income Strategy ETF (BRKC) is 3.09%, while Berkshire Hathaway Inc. Class A (BRK-A) has a volatility of 4.07%. 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.


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Volatility by Period


BRKCBRK-ADifference

Volatility (1M)

Calculated over the trailing 1-month period

3.09%

4.07%

-0.98%

Volatility (6M)

Calculated over the trailing 6-month period

9.62%

10.54%

-0.92%

Volatility (1Y)

Calculated over the trailing 1-year period

12.31%

13.91%

-1.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.28%

17.14%

-4.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.28%

18.95%

-6.67%

Dividends

BRKC vs. BRK-A - Dividend Comparison

BRKC's dividend yield for the trailing twelve months is around 21.89%, while BRK-A has not paid dividends to shareholders.


Frequently Asked Questions


With a correlation of 0.90, BRKC and BRK-A move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

BRK-A has higher volatility (4.07%) compared to BRKC (3.09%). In terms of maximum drawdown, BRKC dropped -7.59% vs BRK-A's -51.47%.

BRK-A currently has the higher Sharpe Ratio (0.86 vs 0.57), 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

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