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FDG vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FDG and BRK-B is 0.35, 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.


-0.50.00.51.00.4

Performance

FDG vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Focused Dynamic Growth ETF (FDG) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

120.00%140.00%160.00%180.00%SeptemberOctoberNovemberDecember2025February
157.48%
185.89%
FDG
BRK-B

Key characteristics

Sharpe Ratio

FDG:

1.17

BRK-B:

1.65

Sortino Ratio

FDG:

1.64

BRK-B:

2.47

Omega Ratio

FDG:

1.21

BRK-B:

1.30

Calmar Ratio

FDG:

1.72

BRK-B:

3.07

Martin Ratio

FDG:

6.42

BRK-B:

7.30

Ulcer Index

FDG:

3.86%

BRK-B:

3.51%

Daily Std Dev

FDG:

21.24%

BRK-B:

15.55%

Max Drawdown

FDG:

-43.69%

BRK-B:

-53.86%

Current Drawdown

FDG:

-10.02%

BRK-B:

0.00%

Returns By Period

In the year-to-date period, FDG achieves a -4.74% return, which is significantly lower than BRK-B's 13.36% return.


FDG

YTD

-4.74%

1M

-8.01%

6M

10.97%

1Y

21.73%

5Y*

N/A

10Y*

N/A

BRK-B

YTD

13.36%

1M

8.78%

6M

7.97%

1Y

26.21%

5Y*

18.81%

10Y*

13.53%

*Annualized

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

FDG vs. BRK-B — Risk-Adjusted Performance Rank

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

FDG
The Risk-Adjusted Performance Rank of FDG is 6060
Overall Rank
The Sharpe Ratio Rank of FDG is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of FDG is 5555
Sortino Ratio Rank
The Omega Ratio Rank of FDG is 5757
Omega Ratio Rank
The Calmar Ratio Rank of FDG is 6666
Calmar Ratio Rank
The Martin Ratio Rank of FDG is 6565
Martin Ratio Rank

BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 8989
Overall Rank
The Sharpe Ratio Rank of BRK-B is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 8888
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8585
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9595
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 8888
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FDG vs. BRK-B - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Focused Dynamic Growth ETF (FDG) 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.


Sharpe ratio
The chart of Sharpe ratio for FDG, currently valued at 1.17, compared to the broader market0.002.004.001.171.65
The chart of Sortino ratio for FDG, currently valued at 1.64, compared to the broader market-2.000.002.004.006.008.0010.0012.001.642.47
The chart of Omega ratio for FDG, currently valued at 1.21, compared to the broader market0.501.001.502.002.503.001.211.30
The chart of Calmar ratio for FDG, currently valued at 1.72, compared to the broader market0.005.0010.0015.0020.001.723.07
The chart of Martin ratio for FDG, currently valued at 6.42, compared to the broader market0.0020.0040.0060.0080.00100.006.427.30
FDG
BRK-B

The current FDG Sharpe Ratio is 1.17, which is comparable to the BRK-B Sharpe Ratio of 1.65. The chart below compares the historical Sharpe Ratios of FDG and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
1.17
1.65
FDG
BRK-B

Dividends

FDG vs. BRK-B - Dividend Comparison

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


TTM20242023202220212020
FDG
American Century Focused Dynamic Growth ETF
0.00%0.00%0.00%0.00%0.00%0.01%
BRK-B
Berkshire Hathaway Inc.
0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FDG vs. BRK-B - Drawdown Comparison

The maximum FDG drawdown since its inception was -43.69%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for FDG and BRK-B. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-10.02%
0
FDG
BRK-B

Volatility

FDG vs. BRK-B - Volatility Comparison

American Century Focused Dynamic Growth ETF (FDG) has a higher volatility of 6.14% compared to Berkshire Hathaway Inc. (BRK-B) at 5.80%. This indicates that FDG'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.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%SeptemberOctoberNovemberDecember2025February
6.14%
5.80%
FDG
BRK-B
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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