FID vs. BRK-B
Compare and contrast key facts about First Trust S&P International Dividend Aristocrats ETF (FID) and Berkshire Hathaway Inc. (BRK-B).
FID is a passively managed fund by First Trust that tracks the performance of the S&P International Dividend Aristocrats Index. It was launched on Aug 23, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FID or BRK-B.
Key characteristics
| FID | BRK-B | |
|---|---|---|
| YTD Return | 7.40% | 30.74% |
| 1Y Return | 18.89% | 33.22% |
| 3Y Return (Ann) | 2.20% | 17.77% |
| 5Y Return (Ann) | 3.17% | 16.33% |
| 10Y Return (Ann) | 2.47% | 12.38% |
| Sharpe Ratio | 1.65 | 2.30 |
| Sortino Ratio | 2.37 | 3.22 |
| Omega Ratio | 1.29 | 1.41 |
| Calmar Ratio | 1.09 | 4.35 |
| Martin Ratio | 8.95 | 11.41 |
| Ulcer Index | 2.19% | 2.89% |
| Daily Std Dev | 11.89% | 14.38% |
| Max Drawdown | -39.78% | -53.86% |
| Current Drawdown | -5.30% | -2.57% |
Correlation
The correlation between FID and BRK-B is 0.39, 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
FID vs. BRK-B - Performance Comparison
In the year-to-date period, FID achieves a 7.40% return, which is significantly lower than BRK-B's 30.74% return. Over the past 10 years, FID has underperformed BRK-B with an annualized return of 2.47%, while BRK-B has yielded a comparatively higher 12.38% annualized 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
FID vs. BRK-B - Risk-Adjusted Performance 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.
Dividends
FID vs. BRK-B - Dividend Comparison
FID's dividend yield for the trailing twelve months is around 4.11%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FID First Trust S&P International Dividend Aristocrats ETF | 4.11% | 4.19% | 4.22% | 3.76% | 3.91% | 3.70% | 5.46% | 4.84% | 4.82% | 4.20% | 5.08% | 5.13% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FID vs. BRK-B - Drawdown Comparison
The maximum FID drawdown since its inception was -39.78%, 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. For additional features, visit the drawdowns tool.
Volatility
FID vs. BRK-B - Volatility Comparison
The current volatility for First Trust S&P International Dividend Aristocrats ETF (FID) is 3.80%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.64%. 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.