ENGW.L vs. BRK-B
Compare and contrast key facts about SPDR MSCI World Energy UCITS ETF (ENGW.L) and Berkshire Hathaway Inc. (BRK-B).
ENGW.L is a passively managed fund by State Street that tracks the performance of the MSCI World/Energy NR USD. It was launched on Apr 29, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ENGW.L or BRK-B.
Key characteristics
| ENGW.L | BRK-B | |
|---|---|---|
| YTD Return | 11.98% | 13.87% |
| 1Y Return | 19.39% | 24.53% |
| Sharpe Ratio | 1.13 | 2.10 |
| Daily Std Dev | 17.41% | 12.09% |
| Max Drawdown | -21.65% | -53.86% |
| Current Drawdown | -4.33% | -3.42% |
Correlation
The correlation between ENGW.L and BRK-B is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ENGW.L vs. BRK-B - Performance Comparison
In the year-to-date period, ENGW.L achieves a 11.98% return, which is significantly lower than BRK-B's 13.87% 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
ENGW.L vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR MSCI World Energy UCITS ETF (ENGW.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.
Dividends
ENGW.L vs. BRK-B - Dividend Comparison
Neither ENGW.L nor BRK-B has paid dividends to shareholders.
Drawdowns
ENGW.L vs. BRK-B - Drawdown Comparison
The maximum ENGW.L drawdown since its inception was -21.65%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for ENGW.L and BRK-B. For additional features, visit the drawdowns tool.
Volatility
ENGW.L vs. BRK-B - Volatility Comparison
SPDR MSCI World Energy UCITS ETF (ENGW.L) has a higher volatility of 6.09% compared to Berkshire Hathaway Inc. (BRK-B) at 3.37%. This indicates that ENGW.L'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.