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FFSG vs. BRK-A
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FFSG and BRK-A is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.6

Performance

FFSG vs. BRK-A - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FormulaFolios Smart Growth ETF (FFSG) and Berkshire Hathaway Inc (BRK-A). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember20250
8.20%
FFSG
BRK-A

Key characteristics

Returns By Period


FFSG

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

BRK-A

YTD

4.56%

1M

3.96%

6M

8.20%

1Y

22.27%

5Y*

16.24%

10Y*

12.72%

*Annualized

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Risk-Adjusted Performance

FFSG vs. BRK-A — Risk-Adjusted Performance Rank

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

FFSG

BRK-A
The Risk-Adjusted Performance Rank of BRK-A is 8787
Overall Rank
The Sharpe Ratio Rank of BRK-A is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-A is 8585
Sortino Ratio Rank
The Omega Ratio Rank of BRK-A is 8282
Omega Ratio Rank
The Calmar Ratio Rank of BRK-A is 9494
Calmar Ratio Rank
The Martin Ratio Rank of BRK-A is 8787
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.

FFSG vs. BRK-A - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for FormulaFolios Smart Growth ETF (FFSG) and Berkshire Hathaway Inc (BRK-A). 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
No data
The chart of Calmar ratio for FFSG, currently valued at 0.00, compared to the broader market0.005.0010.0015.0020.000.002.93
FFSG
BRK-A


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00AugustSeptemberOctoberNovemberDecember2025
-1.00
1.60
FFSG
BRK-A

Dividends

FFSG vs. BRK-A - Dividend Comparison

Neither FFSG nor BRK-A has paid dividends to shareholders.


TTM20242023202220212020201920182017
FFSG
FormulaFolios Smart Growth ETF
0.00%0.00%1.89%0.97%1.60%1.16%1.52%1.71%0.62%
BRK-A
Berkshire Hathaway Inc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FFSG vs. BRK-A - Drawdown Comparison


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-10.46%
-1.66%
FFSG
BRK-A

Volatility

FFSG vs. BRK-A - Volatility Comparison

The current volatility for FormulaFolios Smart Growth ETF (FFSG) is 0.00%, while Berkshire Hathaway Inc (BRK-A) has a volatility of 5.17%. This indicates that FFSG experiences smaller price fluctuations and is considered to be less risky than BRK-A based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%7.00%AugustSeptemberOctoberNovemberDecember20250
5.17%
FFSG
BRK-A
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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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