CUKX.L vs. BRK-B
CUKX.L (iShares FTSE 100 UCITS ETF) is fund fund tracking the FTSE 100 Index, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 10 years, CUKX.L returned 9.82%/yr vs 13.81%/yr for BRK-B. At a 0.36 correlation, their price movements are largely independent.
Performance
CUKX.L vs. BRK-B - Performance Comparison
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Different Trading Currencies
CUKX.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, CUKX.L achieves a 7.04% return, which is significantly higher than BRK-B's -2.17% return. Over the past 10 years, CUKX.L has underperformed BRK-B with an annualized return of 9.82%, while BRK-B has yielded a comparatively higher 13.81% annualized return.
CUKX.L
- 1D
- 1.55%
- 1M
- 1.52%
- YTD
- 7.04%
- 6M
- 10.02%
- 1Y
- 21.65%
- 3Y*
- 15.22%
- 5Y*
- 11.77%
- 10Y*
- 9.82%
BRK-B
- 1D
- 0.80%
- 1M
- 1.65%
- YTD
- -2.17%
- 6M
- -2.30%
- 1Y
- 1.36%
- 3Y*
- 11.02%
- 5Y*
- 12.42%
- 10Y*
- 13.81%
CUKX.L vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CUKX.L iShares FTSE 100 UCITS ETF | 7.04% | 25.78% | 9.30% | 7.72% | 4.97% | 17.48% | -11.28% | 17.23% | -9.05% | 12.45% |
BRK-B Berkshire Hathaway Inc. | -2.17% | 2.99% | 29.31% | 9.69% | 15.59% | 30.17% | -0.64% | 6.71% | 9.11% | 11.10% |
Correlation
The correlation between CUKX.L and BRK-B is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Sep 16, 2010 | 0.36 |
Over the past year, the correlation between CUKX.L and BRK-B has dropped to 0.14 - well below their long-term average of 0.36, suggesting their price drivers have been diverging.
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Return for Risk
CUKX.L vs. BRK-B — Risk / Return Rank
CUKX.L
BRK-B
CUKX.L vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares FTSE 100 UCITS ETF (CUKX.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.
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.
| CUKX.L | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.86 | ||
| Sortino ratioReturn per unit of downside risk | +2.50 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.03 | +0.34 |
| Calmar ratioReturn relative to maximum drawdown | 2.42 | 0.12 | +2.31 |
| Martin ratioReturn relative to average drawdown | 7.99 | 0.25 | +7.75 |
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Drawdowns
CUKX.L vs. BRK-B - Drawdown Comparison
The maximum CUKX.L drawdown since its inception was -34.50%, smaller than the maximum BRK-B drawdown of -37.92%. Use the drawdown chart below to compare losses from any high point for CUKX.L and BRK-B.
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Drawdown Indicators
| CUKX.L | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.50% | -37.92% | +3.42% |
Max Drawdown (1Y)Largest decline over 1 year | -8.89% | -11.88% | +2.99% |
Max Drawdown (3Y)Largest decline over 3 years | -12.88% | -17.26% | +4.38% |
Max Drawdown (5Y)Largest decline over 5 years | -12.88% | -20.84% | +7.96% |
Max Drawdown (10Y)Largest decline over 10 years | -34.50% | -21.44% | -13.06% |
Current DrawdownCurrent decline from peak | -3.09% | -11.90% | +8.81% |
Average DrawdownAverage peak-to-trough decline | -4.32% | -7.40% | +3.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 5.54% | -2.84% |
Volatility
CUKX.L vs. BRK-B - Volatility Comparison
The current volatility for iShares FTSE 100 UCITS ETF (CUKX.L) is 3.63%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.20%. This indicates that CUKX.L 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
| CUKX.L | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.63% | 4.20% | -0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 9.68% | 12.04% | -2.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.06% | 15.49% | -4.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.73% | 16.90% | -4.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.08% | 19.86% | -4.78% |
Dividends
CUKX.L vs. BRK-B - Dividend Comparison
Neither CUKX.L nor BRK-B has paid dividends to shareholders.
Frequently Asked Questions
CUKX.L and BRK-B have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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