DSTL vs. BRK-B
Compare and contrast key facts about Distillate US Fundamental Stability & Value ETF (DSTL) and Berkshire Hathaway Inc. (BRK-B).
DSTL is a passively managed fund by Distillate Capital that tracks the performance of the Distillate U.S. Fundamental Stability & Value Index. It was launched on Oct 24, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DSTL or BRK-B.
Key characteristics
| DSTL | BRK-B | |
|---|---|---|
| YTD Return | 3.50% | 11.23% |
| 1Y Return | 19.46% | 20.16% |
| 3Y Return (Ann) | 9.00% | 13.04% |
| 5Y Return (Ann) | 14.95% | 12.97% |
| Sharpe Ratio | 1.76 | 1.69 |
| Daily Std Dev | 11.21% | 12.26% |
| Max Drawdown | -33.10% | -53.86% |
| Current Drawdown | -5.49% | -5.66% |
Correlation
The correlation between DSTL and BRK-B is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DSTL vs. BRK-B - Performance Comparison
In the year-to-date period, DSTL achieves a 3.50% return, which is significantly lower than BRK-B's 11.23% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
DSTL vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Distillate US 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.
Dividends
DSTL vs. BRK-B - Dividend Comparison
DSTL's dividend yield for the trailing twelve months is around 1.30%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
DSTL Distillate US Fundamental Stability & Value ETF | 1.30% | 1.30% | 1.35% | 1.01% | 0.83% | 0.97% | 0.45% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DSTL vs. BRK-B - Drawdown Comparison
The maximum DSTL drawdown since its inception was -33.10%, 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. For additional features, visit the drawdowns tool.
Volatility
DSTL vs. BRK-B - Volatility Comparison
Distillate US Fundamental Stability & Value ETF (DSTL) and Berkshire Hathaway Inc. (BRK-B) have volatilities of 3.24% and 3.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.