CACX.L vs. BRK-B
Compare and contrast key facts about Lyxor CAC 40 (DR) UCITS ETF - Dist (CACX.L) and Berkshire Hathaway Inc. (BRK-B).
CACX.L is a passively managed fund by Amundi that tracks the performance of the Euronext Paris CAC 40 NR EUR. It was launched on Dec 13, 2018.
Performance
CACX.L vs. BRK-B - Performance Comparison
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CACX.L vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CACX.L Lyxor CAC 40 (DR) UCITS ETF - Dist | -1.78% | 19.60% | -4.39% | 16.83% | -0.56% | 22.14% | 0.79% | 23.85% | -7.71% | 17.11% |
BRK-B Berkshire Hathaway Inc. | -3.23% | 2.99% | 29.31% | 9.69% | 15.59% | 30.17% | -0.64% | 6.71% | 9.11% | 11.10% |
Different Trading Currencies
CACX.L is traded in GBp, while BRK-B is traded in USD. To make them comparable, the BRK-B values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, CACX.L achieves a -1.78% return, which is significantly higher than BRK-B's -3.23% return. Over the past 10 years, CACX.L has underperformed BRK-B with an annualized return of 10.31%, while BRK-B has yielded a comparatively higher 13.58% annualized return.
CACX.L
- 1D
- 2.03%
- 1M
- -4.93%
- YTD
- -1.78%
- 6M
- 0.60%
- 1Y
- 9.02%
- 3Y*
- 5.68%
- 5Y*
- 8.98%
- 10Y*
- 10.31%
BRK-B
- 1D
- -0.38%
- 1M
- 0.78%
- YTD
- -3.23%
- 6M
- -2.33%
- 1Y
- -12.48%
- 3Y*
- 12.98%
- 5Y*
- 14.10%
- 10Y*
- 13.58%
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Return for Risk
CACX.L vs. BRK-B — Risk / Return Rank
CACX.L
BRK-B
CACX.L vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor CAC 40 (DR) UCITS ETF - Dist (CACX.L) 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.
| CACX.L | BRK-B | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | -0.66 | +1.24 |
Sortino ratioReturn per unit of downside risk | 0.85 | -0.80 | +1.65 |
Omega ratioGain probability vs. loss probability | 1.12 | 0.90 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.78 | -0.73 | +1.50 |
Martin ratioReturn relative to average drawdown | 2.72 | -1.11 | +3.83 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CACX.L | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | -0.66 | +1.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.84 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.69 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.58 | -0.08 |
Correlation
The correlation between CACX.L and BRK-B is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CACX.L vs. BRK-B - Dividend Comparison
CACX.L's dividend yield for the trailing twelve months is around 2.96%, while BRK-B has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CACX.L Lyxor CAC 40 (DR) UCITS ETF - Dist | 2.96% | 2.90% | 3.00% | 2.78% | 2.54% | 1.95% | 1.66% | 3.03% | 3.70% | 2.94% | 3.49% | 3.46% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CACX.L vs. BRK-B - Drawdown Comparison
The maximum CACX.L drawdown since its inception was -32.83%, smaller than the maximum BRK-B drawdown of -37.92%. Use the drawdown chart below to compare losses from any high point for CACX.L and BRK-B.
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Drawdown Indicators
| CACX.L | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.83% | -53.86% | +21.03% |
Max Drawdown (1Y)Largest decline over 1 year | -11.81% | -14.95% | +3.14% |
Max Drawdown (5Y)Largest decline over 5 years | -19.36% | -26.58% | +7.22% |
Max Drawdown (10Y)Largest decline over 10 years | -32.83% | -29.57% | -3.26% |
Current DrawdownCurrent decline from peak | -7.66% | -11.36% | +3.70% |
Average DrawdownAverage peak-to-trough decline | -5.30% | -11.07% | +5.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.37% | 8.72% | -5.35% |
Volatility
CACX.L vs. BRK-B - Volatility Comparison
Lyxor CAC 40 (DR) UCITS ETF - Dist (CACX.L) has a higher volatility of 5.24% compared to Berkshire Hathaway Inc. (BRK-B) at 4.68%. This indicates that CACX.L'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
| CACX.L | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.24% | 4.68% | +0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 10.00% | 12.29% | -2.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.42% | 18.95% | -3.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.56% | 16.95% | -0.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.56% | 19.84% | -2.28% |