FDG vs. BRK-B
Compare and contrast key facts about American Century Focused Dynamic Growth ETF (FDG) and Berkshire Hathaway Inc. (BRK-B).
FDG is an actively managed fund by American Century Investments. It was launched on Mar 31, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDG or BRK-B.
Key characteristics
| FDG | BRK-B | |
|---|---|---|
| YTD Return | 12.12% | 12.74% |
| 1Y Return | 38.47% | 23.26% |
| 3Y Return (Ann) | -0.06% | 13.71% |
| Sharpe Ratio | 2.42 | 2.06 |
| Daily Std Dev | 17.06% | 12.33% |
| Max Drawdown | -43.69% | -53.86% |
| Current Drawdown | -10.50% | -4.38% |
Correlation
The correlation between FDG and BRK-B is 0.40, 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
FDG vs. BRK-B - Performance Comparison
In the year-to-date period, FDG achieves a 12.12% return, which is significantly lower than BRK-B's 12.74% 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
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.
Dividends
FDG vs. BRK-B - Dividend Comparison
Neither FDG nor BRK-B has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
FDG American Century Focused Dynamic Growth ETF | 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% |
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.
Volatility
FDG vs. BRK-B - Volatility Comparison
American Century Focused Dynamic Growth ETF (FDG) has a higher volatility of 5.97% compared to Berkshire Hathaway Inc. (BRK-B) at 3.41%. 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.