BRKW vs. BRK-B
BRKW (Roundhill BRKB WeeklyPay ETF) is Derivative Income fund actively managed by Roundhill, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past year, BRKW returned -2.44% vs 1.03% for BRK-B. With a 0.98 correlation, they move nearly in lockstep.
Performance
BRKW vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, BRKW achieves a -3.91% return, which is significantly lower than BRK-B's -1.96% return.
BRKW
- 1D
- 1.29%
- 1M
- 1.43%
- YTD
- -3.91%
- 6M
- -3.53%
- 1Y
- -2.44%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BRK-B
- 1D
- 0.84%
- 1M
- 1.32%
- YTD
- -1.96%
- 6M
- -1.54%
- 1Y
- 1.03%
- 3Y*
- 13.70%
- 5Y*
- 12.33%
- 10Y*
- 13.43%
BRKW vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BRKW Roundhill BRKB WeeklyPay ETF | -3.91% | 1.85% |
BRK-B Berkshire Hathaway Inc. | -1.96% | 3.97% |
Correlation
The correlation between BRKW and BRK-B is 0.98 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.98 |
Correlation (All Time) Calculated using the full available price history since Jun 18, 2025 | 0.98 |
The correlation between BRKW and BRK-B has been stable across timeframes, ranging from 0.98 to 0.98 - a consistent structural relationship.
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Return for Risk
BRKW vs. BRK-B — Risk / Return Rank
BRKW
BRK-B
BRKW vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Roundhill BRKB WeeklyPay ETF (BRKW) and Berkshire Hathaway Inc. (BRK-B). 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.
| BRKW | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.21 | ||
| Sortino ratioReturn per unit of downside risk | -0.28 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.02 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | -0.19 | 0.11 | -0.30 |
| Martin ratioReturn relative to average drawdown | -0.39 | 0.23 | -0.61 |
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Drawdowns
BRKW vs. BRK-B - Drawdown Comparison
The maximum BRKW drawdown since its inception was -12.64%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for BRKW and BRK-B.
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Drawdown Indicators
| BRKW | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.64% | -53.86% | +41.22% |
Max Drawdown (1Y)Largest decline over 1 year | -12.64% | -9.42% | -3.22% |
Max Drawdown (3Y)Largest decline over 3 years | — | -14.95% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.58% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.57% | — |
Current DrawdownCurrent decline from peak | -6.97% | -8.71% | +1.74% |
Average DrawdownAverage peak-to-trough decline | -5.45% | -11.07% | +5.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.35% | 4.57% | +1.78% |
Volatility
BRKW vs. BRK-B - Volatility Comparison
Roundhill BRKB WeeklyPay ETF (BRKW) has a higher volatility of 4.52% compared to Berkshire Hathaway Inc. (BRK-B) at 3.75%. This indicates that BRKW's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRKW | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.52% | 3.75% | +0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 12.76% | 10.63% | +2.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.21% | 14.39% | +2.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.14% | 17.10% | +0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.14% | 19.39% | -2.25% |
Dividends
BRKW vs. BRK-B - Dividend Comparison
BRKW's dividend yield for the trailing twelve months is around 25.43%, while BRK-B has not paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% |
BRKW Roundhill BRKB WeeklyPay ETF | 25.43% | 14.45% |
Frequently Asked Questions
With a correlation of 0.98, BRKW and BRK-B 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.
BRKW has higher volatility (4.52%) compared to BRK-B (3.75%). In terms of maximum drawdown, BRKW dropped -12.64% vs BRK-B's -53.86%.
BRK-B currently has the higher Sharpe Ratio (0.07 vs -0.14), 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.
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