GERD.DE vs. BRK-B

Last updated Apr 3, 2026

Compare and contrast key facts about L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc (GERD.DE) and Berkshire Hathaway Inc. (BRK-B).

GERD.DE is a passively managed fund by LGIM Managers (Europe) Limited that tracks the performance of the Solactive Gerd Kommer Multifactor Equity. It was launched on Jun 14, 2023.

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.

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

	2026 (YTD)	2025	2024	2023
GERD.DE L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc	1.53%	10.26%	18.54%	7.85%
BRK-B Berkshire Hathaway Inc.	-3.31%	-2.27%	35.48%	4.84%

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 1.53% return, which is significantly higher than BRK-B's -3.34% return.

GERD.DE

• 1D: 0.11%
• 1M: -1.83%
• YTD: 1.53%
• 6M: 3.82%
• 1Y: 13.78%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BRK-B

• 1D: 0.00%
• 1M: -0.21%
• YTD: -3.34%
• 6M: -2.25%
• 1Y: -16.70%
• 3Y*: 13.26%
• 5Y*: 13.54%
• 10Y*: 12.65%

*Multi-year figures are annualized to reflect compound growth (CAGR)

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: 59
GERD.DE Sharpe Ratio Rank: 45
GERD.DE Sortino Ratio Rank: 41
GERD.DE Omega Ratio Rank: 42
GERD.DE Calmar Ratio Rank: 83
GERD.DE Martin Ratio Rank: 83

BRK-B

BRK-B Risk / Return Rank: 15
BRK-B Sharpe Ratio Rank: 14
BRK-B Sortino Ratio Rank: 15
BRK-B Omega Ratio Rank: 14
BRK-B Calmar Ratio Rank: 15
BRK-B Martin Ratio Rank: 17

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.

	GERD.DE	BRK-B	Difference
Sharpe ratio Return per unit of total volatility	0.90	-0.85	+1.75
Sortino ratio Return per unit of downside risk	1.24	-1.07	+2.31
Omega ratio Gain probability vs. loss probability	1.18	0.86	+0.32
Calmar ratio Return relative to maximum drawdown	2.81	-0.79	+3.59
Martin ratio Return relative to average drawdown	10.86	-1.12	+11.98
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

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

The current GERD.DE Sharpe Ratio is 0.90, which is higher than the BRK-B Sharpe Ratio of -0.85. The chart below compares the historical Sharpe Ratios of GERD.DE and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	GERD.DE	BRK-B	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.90	-0.85	+1.75
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.78	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.63	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.05	0.51	+0.54

Correlation

The correlation between GERD.DE and BRK-B is 0.20, 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.

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

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.

Drawdown Indicators

	GERD.DE	BRK-B	Difference
Max Drawdown Largest peak-to-trough decline	-19.22%	-53.86%	+34.64%
Max Drawdown (1Y) Largest decline over 1 year	-8.95%	-14.95%	+6.00%
Max Drawdown (5Y) Largest decline over 5 years	—	-26.58%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-29.57%	—
Current Drawdown Current decline from peak	-4.18%	-11.57%	+7.39%
Average Drawdown Average peak-to-trough decline	-2.33%	-11.07%	+8.74%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.71%	8.75%	-7.04%

Volatility

GERD.DE vs. BRK-B - Volatility Comparison

L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc (GERD.DE) and Berkshire Hathaway Inc. (BRK-B) have volatilities of 4.46% and 4.28%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	GERD.DE	BRK-B	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.46%	4.28%	+0.18%
Volatility (6M) Calculated over the trailing 6-month period	8.42%	11.68%	-3.26%
Volatility (1Y) Calculated over the trailing 1-year period	15.28%	19.78%	-4.50%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.97%	17.44%	-4.47%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.97%	20.14%	-7.17%