CSSPX.MI vs. BRK-B
CSSPX.MI (iShares Core S&P 500 UCITS ETF USD (Acc)) is S&P 500 fund tracking the S&P 500 Index, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 10 years, CSSPX.MI returned 15.03%/yr vs 12.56%/yr for BRK-B. At a 0.41 correlation, their price movements are largely independent.
Performance
CSSPX.MI vs. BRK-B - Performance Comparison
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Different Trading Currencies
CSSPX.MI is traded in EUR, while BRK-B is traded in USD. To make them comparable, the BRK-B values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, CSSPX.MI achieves a 11.49% return, which is significantly higher than BRK-B's -5.24% return. Over the past 10 years, CSSPX.MI has outperformed BRK-B with an annualized return of 15.03%, while BRK-B has yielded a comparatively lower 12.56% annualized return.
CSSPX.MI
- 1D
- -0.28%
- 1M
- 6.11%
- YTD
- 11.49%
- 6M
- 11.63%
- 1Y
- 25.71%
- 3Y*
- 19.09%
- 5Y*
- 14.80%
- 10Y*
- 15.03%
BRK-B
- 1D
- 0.00%
- 1M
- 1.18%
- YTD
- -5.24%
- 6M
- -6.02%
- 1Y
- -7.33%
- 3Y*
- 9.64%
- 5Y*
- 11.02%
- 10Y*
- 12.56%
CSSPX.MI vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSSPX.MI iShares Core S&P 500 UCITS ETF USD (Acc) | 11.49% | 4.27% | 33.76% | 22.03% | -14.58% | 40.89% | 7.57% | 34.27% | -1.05% | 6.71% |
BRK-B Berkshire Hathaway Inc. | -4.29% | -2.27% | 35.48% | 12.00% | 9.71% | 38.60% | -6.07% | 13.44% | 7.84% | 6.68% |
Correlation
The correlation between CSSPX.MI and BRK-B is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.40 |
Correlation (All Time) Calculated using the full available price history since May 28, 2010 | 0.41 |
Over the past year, the correlation between CSSPX.MI and BRK-B has dropped to 0.04 - well below their long-term average of 0.41, suggesting their price drivers have been diverging.
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Return for Risk
CSSPX.MI vs. BRK-B — Risk / Return Rank
CSSPX.MI
BRK-B
CSSPX.MI vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P 500 UCITS ETF USD (Acc) (CSSPX.MI) 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.
| CSSPX.MI | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.74 | ||
| Sortino ratioReturn per unit of downside risk | +3.63 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 0.93 | +0.49 |
| Calmar ratioReturn relative to maximum drawdown | 3.60 | -0.67 | +4.27 |
| Martin ratioReturn relative to average drawdown | 12.82 | -1.39 | +14.21 |
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
| CSSPX.MI | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.24 | -0.49 | +2.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.97 | 0.64 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.93 | 0.63 | +0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 0.49 | +0.44 |
Drawdowns
CSSPX.MI vs. BRK-B - Drawdown Comparison
The maximum CSSPX.MI drawdown since its inception was -33.56%, smaller than the maximum BRK-B drawdown of -45.91%. Use the drawdown chart below to compare losses from any high point for CSSPX.MI and BRK-B.
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Drawdown Indicators
| CSSPX.MI | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.56% | -45.91% | +12.35% |
Max Drawdown (1Y)Largest decline over 1 year | -7.14% | -11.04% | +3.90% |
Max Drawdown (3Y)Largest decline over 3 years | -23.26% | -20.62% | -2.64% |
Max Drawdown (5Y)Largest decline over 5 years | -23.26% | -22.31% | -0.95% |
Max Drawdown (10Y)Largest decline over 10 years | -33.56% | -28.74% | -4.82% |
Current DrawdownCurrent decline from peak | -0.28% | -18.33% | +18.05% |
Average DrawdownAverage peak-to-trough decline | -4.10% | -9.72% | +5.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 5.55% | -3.54% |
Volatility
CSSPX.MI vs. BRK-B - Volatility Comparison
The current volatility for iShares Core S&P 500 UCITS ETF USD (Acc) (CSSPX.MI) is 2.69%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 3.64%. This indicates that CSSPX.MI experiences smaller price fluctuations and is considered to be less risky 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
| CSSPX.MI | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.69% | 3.64% | -0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 7.54% | 11.18% | -3.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.56% | 14.99% | -3.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.18% | 17.37% | -2.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.09% | 20.09% | -4.00% |
Dividends
CSSPX.MI vs. BRK-B - Dividend Comparison
Neither CSSPX.MI nor BRK-B has paid dividends to shareholders.
Frequently Asked Questions
CSSPX.MI and BRK-B have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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