FID vs. BRK-B
FID (First Trust S&P International Dividend Aristocrats ETF) is Foreign Large Cap Equities fund tracking the S&P International Dividend Aristocrats Index, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 5 years, FID returned 7.59%/yr vs 12.33%/yr for BRK-B. At a 0.48 correlation, their price movements are largely independent.
Performance
FID vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, FID achieves a 5.57% return, which is significantly higher than BRK-B's -1.96% return.
FID
- 1D
- -0.85%
- 1M
- -2.23%
- YTD
- 5.57%
- 6M
- 5.46%
- 1Y
- 18.04%
- 3Y*
- 17.19%
- 5Y*
- 7.59%
- 10Y*
- —
BRK-B
- 1D
- 0.84%
- 1M
- 1.32%
- YTD
- -1.96%
- 6M
- -1.54%
- 1Y
- 1.03%
- 3Y*
- 13.70%
- 5Y*
- 12.33%
- 10Y*
- 13.43%
FID vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FID First Trust S&P International Dividend Aristocrats ETF | 5.57% | 32.07% | 5.42% | 9.92% | -9.69% | 12.90% | -7.56% | 20.82% | -7.38% |
BRK-B Berkshire Hathaway Inc. | -1.96% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | -3.13% |
Correlation
The correlation between FID and BRK-B is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.33 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since Aug 29, 2018 | 0.48 |
Over the past year, the correlation between FID and BRK-B has dropped to 0.22 - well below their long-term average of 0.48, suggesting their price drivers have been diverging.
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Return for Risk
FID vs. BRK-B — Risk / Return Rank
FID
BRK-B
FID vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust S&P International Dividend Aristocrats ETF (FID) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FID | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.69 | ||
| Sortino ratioReturn per unit of downside risk | +2.28 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.02 | +0.29 |
| Calmar ratioReturn relative to maximum drawdown | 2.03 | 0.11 | +1.92 |
| Martin ratioReturn relative to average drawdown | 6.97 | 0.23 | +6.75 |
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Drawdowns
FID vs. BRK-B - Drawdown Comparison
The maximum FID drawdown since its inception was -39.79%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for FID and BRK-B.
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Drawdown Indicators
| FID | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.79% | -53.86% | +14.07% |
Max Drawdown (1Y)Largest decline over 1 year | -8.93% | -9.42% | +0.49% |
Max Drawdown (3Y)Largest decline over 3 years | -10.97% | -14.95% | +3.98% |
Max Drawdown (5Y)Largest decline over 5 years | -29.13% | -26.58% | -2.55% |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.57% | — |
Current DrawdownCurrent decline from peak | -3.84% | -8.71% | +4.87% |
Average DrawdownAverage peak-to-trough decline | -8.43% | -11.07% | +2.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 4.57% | -1.98% |
Volatility
FID vs. BRK-B - Volatility Comparison
The current volatility for First Trust S&P International Dividend Aristocrats ETF (FID) is 3.41%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 3.75%. This indicates that FID experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FID | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 3.75% | -0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 8.58% | 10.63% | -2.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.33% | 14.39% | -4.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.05% | 17.10% | -0.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.92% | 19.39% | -0.47% |
Dividends
FID vs. BRK-B - Dividend Comparison
FID's dividend yield for the trailing twelve months is around 4.14%, while BRK-B has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FID First Trust S&P International Dividend Aristocrats ETF | 4.14% | 4.30% | 4.31% | 4.19% | 4.22% | 3.76% | 3.91% | 3.70% | 1.74% |
Frequently Asked Questions
FID and BRK-B have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BRK-B has higher volatility (3.75%) compared to FID (3.41%). In terms of maximum drawdown, FID dropped -39.79% vs BRK-B's -53.86%.
FID currently has the higher Sharpe Ratio (1.76 vs 0.07), 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.
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