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GERD.DE vs. BRK-B
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GERD.DE vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc (GERD.DE) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

GERD.DE is traded in EUR, while BRK-B is traded in USD. To make them comparable, the BRK-B values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, GERD.DE achieves a 14.37% return, which is significantly higher than BRK-B's 0.29% return.


GERD.DE

1D
0.00%
1M
-1.30%
6M
10.18%
YTD
14.37%
1Y
22.84%
3Y*
16.66%
5Y*
10Y*

BRK-B

1D
-0.41%
1M
0.48%
6M
0.91%
YTD
0.29%
1Y
5.11%
3Y*
11.75%
5Y*
12.76%
10Y*
12.40%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GERD.DE vs. BRK-B - Yearly Performance Comparison


2026 (YTD)202520242023
GERD.DE
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc
14.37%10.26%18.54%-1.73%
BRK-B
Berkshire Hathaway Inc.
0.29%-2.27%35.48%3.66%

Correlation

The correlation between GERD.DE and BRK-B is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.01

Correlation (3Y)
Calculated over the trailing 3-year period

0.17

Correlation (All Time)
Calculated using the full available price history since Jun 14, 2023

0.17

The correlation between GERD.DE and BRK-B shifts across timeframes, from -0.01 (1 year) to 0.17 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

GERD.DE vs. BRK-B — Risk / Return Rank

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

GERD.DE
GERD.DE Risk / Return Rank: 7777
Overall Rank
GERD.DE Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
GERD.DE Sortino Ratio Rank: 7171
Sortino Ratio Rank
GERD.DE Omega Ratio Rank: 7272
Omega Ratio Rank
GERD.DE Calmar Ratio Rank: 8282
Calmar Ratio Rank
GERD.DE Martin Ratio Rank: 8585
Martin Ratio Rank

BRK-B
BRK-B Risk / Return Rank: 5050
Overall Rank
BRK-B Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
BRK-B Sortino Ratio Rank: 4545
Sortino Ratio Rank
BRK-B Omega Ratio Rank: 4444
Omega Ratio Rank
BRK-B Calmar Ratio Rank: 5555
Calmar Ratio Rank
BRK-B Martin Ratio Rank: 5555
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GERD.DE vs. BRK-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc (GERD.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.

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.


GERD.DEBRK-BDifference
Sharpe ratioReturn per unit of total volatility

+1.54

Sortino ratioReturn per unit of downside risk

+1.99

Omega ratioGain probability vs. loss probability

1.34

1.07

+0.27

Calmar ratioReturn relative to maximum drawdown

3.47

0.47

+3.00

Martin ratioReturn relative to average drawdown

13.32

1.04

+12.28

GERD.DE vs. BRK-B - Sharpe Ratio Comparison

The current GERD.DE Sharpe Ratio is 1.87, which is higher than the BRK-B Sharpe Ratio of 0.33. The chart below compares the historical Sharpe Ratios of GERD.DE and BRK-B, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

GERD.DE vs. BRK-B - Drawdown Comparison

The maximum GERD.DE drawdown since its inception was -19.22%, smaller than the maximum BRK-B drawdown of -45.91%. Use the drawdown chart below to compare losses from any high point for GERD.DE and BRK-B.


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Drawdown Indicators


GERD.DEBRK-BDifference

Max Drawdown

Largest peak-to-trough decline

-19.22%

-45.91%

+26.69%

Max Drawdown (1Y)

Largest decline over 1 year

-6.61%

-11.04%

+4.43%

Max Drawdown (3Y)

Largest decline over 3 years

-19.22%

-20.62%

+1.40%

Max Drawdown (5Y)

Largest decline over 5 years

-22.31%

Max Drawdown (10Y)

Largest decline over 10 years

-28.74%

Current Drawdown

Current decline from peak

-2.49%

-13.57%

+11.08%

Average Drawdown

Average peak-to-trough decline

-3.17%

-9.80%

+6.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.72%

4.91%

-3.19%

Volatility

GERD.DE vs. BRK-B - Volatility Comparison

The current volatility for L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc (GERD.DE) is 3.75%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.70%. This indicates that GERD.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.


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Volatility by Period


GERD.DEBRK-BDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.75%

4.70%

-0.95%

Volatility (6M)

Calculated over the trailing 6-month period

9.36%

11.88%

-2.52%

Volatility (1Y)

Calculated over the trailing 1-year period

12.50%

15.40%

-2.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.89%

17.40%

-3.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.89%

20.11%

-6.22%

Dividends

GERD.DE vs. BRK-B - Dividend Comparison

Neither GERD.DE nor BRK-B has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


GERD.DE and BRK-B have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for GERD.DE and BRK-B

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