BRKW vs. BRK-B

Last updated Jun 3, 2026

BRKW (Roundhill BRKB WeeklyPay ETF) is Derivative Income fund actively managed by Roundhill, while BRK-B (Berkshire Hathaway Inc.) is a stock. With a 0.98 correlation, they move nearly in lockstep.

Performance

BRKW vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Roundhill BRKB WeeklyPay ETF (BRKW) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BRKW achieves a -8.59% return, which is significantly lower than BRK-B's -6.20% return.

BRKW

• 1D: 0.53%
• 1M: -0.64%
• YTD: -8.59%
• 6M: -9.81%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BRK-B

• 1D: 0.26%
• 1M: -0.32%
• YTD: -6.20%
• 6M: -6.94%
• 1Y: -6.23%
• 3Y*: 12.69%
• 5Y*: 10.06%
• 10Y*: 12.82%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BRKW vs. BRK-B - Yearly Performance Comparison

	2026 (YTD)	2025
BRKW Roundhill BRKB WeeklyPay ETF	-8.59%	2.09%
BRK-B Berkshire Hathaway Inc.	-6.20%	3.61%

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 (All Time) Calculated using the full available price history since Jun 20, 2025	0.98

Return for Risk

BRKW vs. BRK-B — Risk / Return Rank

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

BRK-B

BRK-B Risk / Return Rank: 17
BRK-B Sharpe Ratio Rank: 21
BRK-B Sortino Ratio Rank: 19
BRK-B Omega Ratio Rank: 19
BRK-B Calmar Ratio Rank: 15
BRK-B Martin Ratio Rank: 8

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.

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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BRKW	BRK-B	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	-0.44	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.59	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.66	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.41	0.48	-0.88

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.

Drawdown Indicators

	BRKW	BRK-B	Difference
Max Drawdown Largest peak-to-trough decline	-12.64%	-53.86%	+41.22%
Max Drawdown (1Y) Largest decline over 1 year	—	-9.42%	—
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 Drawdown Current decline from peak	-11.51%	-12.65%	+1.14%
Average Drawdown Average peak-to-trough decline	-5.32%	-11.07%	+5.75%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.73%	—

Volatility

Volatility by Period

	BRKW	BRK-B	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.79%	—
Volatility (6M) Calculated over the trailing 6-month period	—	10.68%	—
Volatility (1Y) Calculated over the trailing 1-year period	17.24%	14.31%	+2.93%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.24%	17.11%	+0.13%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.24%	19.43%	-2.19%

Dividends

BRKW vs. BRK-B - Dividend Comparison

BRKW's dividend yield for the trailing twelve months is around 25.42%, 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	25.42%	14.45%

Frequently Asked Questions

Can I hold both BRKW and BRK-B in my portfolio?

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.