FUSR.DE vs. BRK-B
Compare and contrast key facts about Fidelity Sustainable Research Enhanced US Equity UCITS ETF Acc (FUSR.DE) and Berkshire Hathaway Inc. (BRK-B).
FUSR.DE is a passively managed fund by Fidelity International that tracks the performance of the Fidelity Sustainable Research Enhanced US Equity. It was launched on May 21, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FUSR.DE or BRK-B.
Key characteristics
| FUSR.DE | BRK-B | |
|---|---|---|
| YTD Return | 30.72% | 29.93% |
| 1Y Return | 38.53% | 33.09% |
| 3Y Return (Ann) | 12.06% | 17.46% |
| Sharpe Ratio | 3.03 | 2.35 |
| Sortino Ratio | 4.14 | 3.28 |
| Omega Ratio | 1.63 | 1.42 |
| Calmar Ratio | 4.43 | 4.46 |
| Martin Ratio | 19.73 | 11.72 |
| Ulcer Index | 1.87% | 2.88% |
| Daily Std Dev | 12.14% | 14.37% |
| Max Drawdown | -18.41% | -53.86% |
| Current Drawdown | 0.00% | -3.17% |
Correlation
The correlation between FUSR.DE and BRK-B is 0.43, 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.
Performance
FUSR.DE vs. BRK-B - Performance Comparison
The year-to-date returns for both stocks are quite close, with FUSR.DE having a 30.72% return and BRK-B slightly lower at 29.93%. 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
FUSR.DE vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Sustainable Research Enhanced US Equity UCITS ETF Acc (FUSR.DE) 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
FUSR.DE vs. BRK-B - Dividend Comparison
Neither FUSR.DE nor BRK-B has paid dividends to shareholders.
Drawdowns
FUSR.DE vs. BRK-B - Drawdown Comparison
The maximum FUSR.DE drawdown since its inception was -18.41%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for FUSR.DE and BRK-B. For additional features, visit the drawdowns tool.
Volatility
FUSR.DE vs. BRK-B - Volatility Comparison
The current volatility for Fidelity Sustainable Research Enhanced US Equity UCITS ETF Acc (FUSR.DE) is 3.61%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.68%. This indicates that FUSR.DE 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.