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.
Correlation
The correlation between FID 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
FID vs. BRK-B - Performance Comparison
Key characteristics
FID:
1.00
BRK-B:
1.34
FID:
1.42
BRK-B:
1.96
FID:
1.17
BRK-B:
1.24
FID:
0.79
BRK-B:
2.38
FID:
2.98
BRK-B:
5.59
FID:
3.72%
BRK-B:
3.56%
FID:
11.14%
BRK-B:
14.92%
FID:
-39.78%
BRK-B:
-53.86%
FID:
-5.50%
BRK-B:
0.00%
Returns By Period
In the year-to-date period, FID achieves a 1.66% return, which is significantly lower than BRK-B's 6.73% return. Over the past 10 years, FID has underperformed BRK-B with an annualized return of 2.88%, while BRK-B has yielded a comparatively higher 12.55% annualized return.
FID
1.66%
2.35%
0.66%
10.53%
2.36%
2.88%
BRK-B
6.73%
3.38%
8.32%
18.82%
16.17%
12.55%
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Risk-Adjusted Performance
FID vs. BRK-B — Risk-Adjusted Performance Rank
FID
BRK-B
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 4.24%, while BRK-B has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FID First Trust S&P International Dividend Aristocrats ETF | 4.24% | 4.31% | 4.19% | 4.22% | 3.76% | 3.91% | 3.70% | 5.46% | 4.84% | 4.82% | 4.20% | 5.08% |
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 2.63%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.58%. 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.