DSTL vs. BRK-B

Last updated Jun 5, 2026

DSTL (Distillate U.S. Fundamental Stability & Value ETF) is Large Cap Value Equities fund actively managed by Distillate Capital, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 5 years, DSTL returned 9.27%/yr vs 10.35%/yr for BRK-B. A 0.67 correlation means they provide meaningful diversification when combined.

Performance

DSTL vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Distillate U.S. Fundamental Stability & Value ETF (DSTL) 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, DSTL achieves a 3.62% return, which is significantly higher than BRK-B's -4.78% return.

DSTL

• 1D: 1.06%
• 1M: 1.94%
• YTD: 3.62%
• 6M: 4.05%
• 1Y: 13.97%
• 3Y*: 13.65%
• 5Y*: 9.27%
• 10Y*: —

BRK-B

• 1D: 0.69%
• 1M: 2.82%
• YTD: -4.78%
• 6M: -4.89%
• 1Y: -2.52%
• 3Y*: 13.36%
• 5Y*: 10.35%
• 10Y*: 12.93%

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

DSTL vs. BRK-B - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
DSTL Distillate U.S. Fundamental Stability & Value ETF	3.62%	8.71%	12.78%	22.71%	-10.64%	28.87%	19.31%	35.49%	-6.66%
BRK-B Berkshire Hathaway Inc.	-4.78%	10.89%	27.09%	15.46%	3.31%	28.95%	2.37%	10.93%	2.19%

Correlation

The correlation between DSTL and BRK-B is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.34
Correlation (3Y) Calculated over the trailing 3-year period	0.50
Correlation (5Y) Calculated over the trailing 5-year period	0.62
Correlation (All Time) Calculated using the full available price history since Oct 25, 2018	0.67

Over the past year, the correlation between DSTL and BRK-B has dropped to 0.34 - well below their long-term average of 0.67, suggesting their price drivers have been diverging.

Return for Risk

DSTL vs. BRK-B — Risk / Return Rank

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

DSTL

DSTL Risk / Return Rank: 34
DSTL Sharpe Ratio Rank: 34
DSTL Sortino Ratio Rank: 35
DSTL Omega Ratio Rank: 31
DSTL Calmar Ratio Rank: 35
DSTL Martin Ratio Rank: 34

BRK-B

BRK-B Risk / Return Rank: 31
BRK-B Sharpe Ratio Rank: 34
BRK-B Sortino Ratio Rank: 28
BRK-B Omega Ratio Rank: 27
BRK-B Calmar Ratio Rank: 33
BRK-B Martin Ratio Rank: 32

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.

DSTL vs. BRK-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Distillate U.S. Fundamental Stability & Value ETF (DSTL) 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.

	DSTL	BRK-B	Difference
Sharpe ratio: Return per unit of total volatility	1.18	-0.18	+1.36
Sortino ratio: Return per unit of downside risk	1.80	-0.15	+1.94
Omega ratio: Gain probability vs. loss probability	1.20	0.98	+0.22
Calmar ratio: Return relative to maximum drawdown	1.69	-0.27	+1.96
Martin ratio: Return relative to average drawdown	5.08	-0.57	+5.65
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

DSTL vs. BRK-B - Sharpe Ratio Comparison

The current DSTL Sharpe Ratio is 1.18, which is higher than the BRK-B Sharpe Ratio of -0.18. The chart below compares the historical Sharpe Ratios of DSTL and BRK-B, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	DSTL	BRK-B	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.18	-0.18	+1.36
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.59	0.61	-0.02
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.67	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.72	0.48	+0.25

Drawdowns

DSTL vs. BRK-B - Drawdown Comparison

The maximum DSTL drawdown since its inception was -33.09%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for DSTL and BRK-B.

Drawdown Indicators

	DSTL	BRK-B	Difference
Max Drawdown Largest peak-to-trough decline	-33.09%	-53.86%	+20.77%
Max Drawdown (1Y) Largest decline over 1 year	-8.30%	-9.42%	+1.12%
Max Drawdown (3Y) Largest decline over 3 years	-16.92%	-14.95%	-1.97%
Max Drawdown (5Y) Largest decline over 5 years	-20.10%	-26.58%	+6.48%
Max Drawdown (10Y) Largest decline over 10 years	—	-29.57%	—
Current Drawdown Current decline from peak	-1.57%	-11.33%	+9.76%
Average Drawdown Average peak-to-trough decline	-4.15%	-11.07%	+6.92%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.75%	4.46%	-1.71%

Volatility

DSTL vs. BRK-B - Volatility Comparison

The current volatility for Distillate U.S. Fundamental Stability & Value ETF (DSTL) is 3.52%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 3.72%. This indicates that DSTL 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.

Volatility by Period

	DSTL	BRK-B	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.52%	3.72%	-0.20%
Volatility (6M) Calculated over the trailing 6-month period	8.41%	10.70%	-2.29%
Volatility (1Y) Calculated over the trailing 1-year period	11.85%	14.32%	-2.47%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.76%	17.11%	-1.35%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.39%	19.43%	-0.04%

Dividends

DSTL vs. BRK-B - Dividend Comparison

DSTL's dividend yield for the trailing twelve months is around 1.23%, while BRK-B has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
BRK-B Berkshire Hathaway Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
DSTL Distillate U.S. Fundamental Stability & Value ETF	1.23%	1.31%	1.34%	1.30%	1.35%	1.01%	0.83%	0.97%

Frequently Asked Questions

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

DSTL and BRK-B have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, DSTL or BRK-B?

BRK-B has higher volatility (3.72%) compared to DSTL (3.52%). In terms of maximum drawdown, DSTL dropped -33.09% vs BRK-B's -53.86%.

Which has better risk-adjusted returns?

DSTL currently has the higher Sharpe Ratio (1.18 vs -0.18), 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.