DXYZ vs. BRK-B

Last updated Jun 9, 2026

DXYZ (Destiny Tech100 Inc) and BRK-B (Berkshire Hathaway Inc.) are both stocks. Both are in the Financial Services sector — DXYZ in Asset Management, BRK-B in Insurance - Diversified. Over the past year, DXYZ returned -1.28% vs -1.32% for BRK-B. At a 0.11 correlation, their price movements are largely independent.

Performance

DXYZ vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Destiny Tech100 Inc (DXYZ) 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, DXYZ achieves a 28.08% return, which is significantly higher than BRK-B's -3.11% return.

DXYZ

• 1D: -6.13%
• 1M: -28.15%
• YTD: 28.08%
• 6M: 42.86%
• 1Y: -1.28%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BRK-B

• 1D: -0.23%
• 1M: 2.32%
• YTD: -3.11%
• 6M: -2.06%
• 1Y: -1.32%
• 3Y*: 13.25%
• 5Y*: 11.03%
• 10Y*: 13.14%

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

DXYZ vs. BRK-B - Yearly Performance Comparison

	2026 (YTD)	2025	2024
DXYZ Destiny Tech100 Inc	28.08%	-47.96%	554.00%
BRK-B Berkshire Hathaway Inc.	-3.11%	10.89%	10.13%

Correlation

The correlation between DXYZ and BRK-B is -0.01, 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	-0.01
Correlation (All Time) Calculated using the full available price history since Mar 27, 2024	0.11

The correlation between DXYZ and BRK-B shifts across timeframes, from -0.01 (1 year) to 0.11 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap DXYZ : $500.17M BRK-B : $1.05T
EPS DXYZ : $5.22 BRK-B : $33.62
PE Ratio DXYZ : 7.52 BRK-B : 14.49
PEG Ratio DXYZ : 0.06 BRK-B : 0.56
PB Ratio DXYZ : 1.14 BRK-B : 1.44
Total Revenue (TTM) DXYZ : -$927.36K BRK-B : $375.39B
Gross Profit (TTM) DXYZ : -$1.55M BRK-B : $94.36B
EBITDA (TTM) DXYZ : $61.66M BRK-B : $71.92B

Return for Risk

DXYZ vs. BRK-B — Risk / Return Rank

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

DXYZ

DXYZ Risk / Return Rank: 45
DXYZ Sharpe Ratio Rank: 41
DXYZ Sortino Ratio Rank: 50
DXYZ Omega Ratio Rank: 48
DXYZ Calmar Ratio Rank: 41
DXYZ Martin Ratio Rank: 41

BRK-B

BRK-B Risk / Return Rank: 35
BRK-B Sharpe Ratio Rank: 38
BRK-B Sortino Ratio Rank: 30
BRK-B Omega Ratio Rank: 30
BRK-B Calmar Ratio Rank: 38
BRK-B Martin Ratio Rank: 37

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.

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

This table presents a comparison of risk-adjusted performance metrics for Destiny Tech100 Inc (DXYZ) 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.

	DXYZ	BRK-B	Difference
Sharpe ratio: Return per unit of total volatility	-0.01	-0.09	+0.08
Sortino ratio: Return per unit of downside risk	0.78	-0.03	+0.81
Omega ratio: Gain probability vs. loss probability	1.09	1.00	+0.10
Calmar ratio: Return relative to maximum drawdown	-0.03	-0.14	+0.12
Martin ratio: Return relative to average drawdown	-0.04	-0.30	+0.26
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

DXYZ vs. BRK-B - Sharpe Ratio Comparison

The current DXYZ Sharpe Ratio is -0.01, which is higher than the BRK-B Sharpe Ratio of -0.09. The chart below compares the historical Sharpe Ratios of DXYZ 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

	DXYZ	BRK-B	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.01	-0.09	+0.08
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.65	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.68	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.58	0.48	+0.10

Drawdowns

DXYZ vs. BRK-B - Drawdown Comparison

The maximum DXYZ drawdown since its inception was -90.35%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for DXYZ and BRK-B.

Drawdown Indicators

	DXYZ	BRK-B	Difference
Max Drawdown Largest peak-to-trough decline	-90.35%	-53.86%	-36.49%
Max Drawdown (1Y) Largest decline over 1 year	-51.30%	-9.42%	-41.88%
Max Drawdown (3Y) Largest decline over 3 years	—	-14.95%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-26.58%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-29.57%	—
Current Drawdown Current decline from peak	-60.69%	-9.78%	-50.91%
Average Drawdown Average peak-to-trough decline	-68.51%	-11.07%	-57.44%
Ulcer Index Depth and duration of drawdowns from previous peaks	32.50%	4.49%	+28.01%

Volatility

DXYZ vs. BRK-B - Volatility Comparison

Destiny Tech100 Inc (DXYZ) has a higher volatility of 61.59% compared to Berkshire Hathaway Inc. (BRK-B) at 3.98%. This indicates that DXYZ'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.

Volatility by Period

	DXYZ	BRK-B	Difference
Volatility (1M) Calculated over the trailing 1-month period	61.59%	3.98%	+57.61%
Volatility (6M) Calculated over the trailing 6-month period	80.50%	10.87%	+69.63%
Volatility (1Y) Calculated over the trailing 1-year period	97.95%	14.38%	+83.57%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	164.89%	17.13%	+147.76%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	164.89%	19.44%	+145.45%

Dividends

DXYZ vs. BRK-B - Dividend Comparison

Neither DXYZ nor BRK-B has paid dividends to shareholders.

Tickers have no history of dividend payments

Financials

Frequently Asked Questions

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

DXYZ and BRK-B have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, DXYZ or BRK-B?

DXYZ has higher volatility (61.59%) compared to BRK-B (3.98%). In terms of maximum drawdown, DXYZ dropped -90.35% vs BRK-B's -53.86%.

Which has better risk-adjusted returns?

DXYZ currently has the higher Sharpe Ratio (-0.01 vs -0.09), 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.