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 5.95% vs 8.52% for BRK-B. Their 0.98 correlation means they have historically moved very closely together.
Performance
BRKW vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, BRKW achieves a 0.16% return, which is significantly lower than BRK-B's 2.09% return.
BRKW
- 1D
- 0.41%
- 1M
- 0.93%
- 6M
- 4.17%
- YTD
- 0.16%
- 1Y
- 5.95%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 1.79%
BRK-B
- 1D
- 0.31%
- 1M
- 1.06%
- 6M
- 5.30%
- YTD
- 2.09%
- 1Y
- 8.52%
- 3Y*
- 13.60%
- 5Y*
- 12.98%
- 10Y*
- 13.42%
- ALL TIME*
- 10.72%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.09B | $2.04B | $2.40B | |
| $143.27K | $155.39K | $128.47K |
BRKW vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BRKW Roundhill BRKB WeeklyPay ETF | 0.16% | 1.85% |
BRK-B Berkshire Hathaway Inc. | 2.09% | 3.97% |
Correlation
The correlation between BRKW and BRK-B is 0.98 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 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 | -0.24 | ||
| Sortino ratioReturn per unit of downside risk | -0.31 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.11 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 0.47 | 0.91 | -0.44 |
| Martin ratioReturn relative to average drawdown | 0.93 | 1.91 | -0.98 |
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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 | -3.03% | -4.94% | +1.91% |
Average DrawdownAverage peak-to-trough decline | -5.51% | -11.06% | +5.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.41% | 4.49% | +1.92% |
Volatility
BRKW vs. BRK-B - Volatility Comparison
Roundhill BRKB WeeklyPay ETF (BRKW) has a higher volatility of 5.10% compared to Berkshire Hathaway Inc. (BRK-B) at 4.32%. 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 | 5.10% | 4.32% | +0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 13.30% | 11.11% | +2.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.58% | 14.79% | +2.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.30% | 17.12% | +0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.30% | 19.43% | -2.13% |
Dividends
BRKW vs. BRK-B - Dividend Comparison
BRKW's dividend yield for the trailing twelve months is around 23.21%, 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 | 23.21% | 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 (5.10%) compared to BRK-B (4.32%). In terms of maximum drawdown, BRKW dropped -12.64% vs BRK-B's -53.86%.
BRK-B currently has the higher Sharpe Ratio (0.58 vs 0.34), 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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