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GGRW vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between GGRW and BRK-B is 0.60, 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

GGRW vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Gabelli Growth Innovators ETF (GGRW) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

GGRW:

0.83

BRK-B:

1.19

Sortino Ratio

GGRW:

1.14

BRK-B:

1.77

Omega Ratio

GGRW:

1.15

BRK-B:

1.25

Calmar Ratio

GGRW:

0.87

BRK-B:

2.81

Martin Ratio

GGRW:

2.80

BRK-B:

6.66

Ulcer Index

GGRW:

6.37%

BRK-B:

3.72%

Daily Std Dev

GGRW:

24.38%

BRK-B:

19.76%

Max Drawdown

GGRW:

-50.28%

BRK-B:

-53.86%

Current Drawdown

GGRW:

-2.05%

BRK-B:

-6.64%

Returns By Period

In the year-to-date period, GGRW achieves a 5.73% return, which is significantly lower than BRK-B's 11.18% return.


GGRW

YTD

5.73%

1M

8.51%

6M

4.03%

1Y

20.05%

3Y*

21.56%

5Y*

N/A

10Y*

N/A

BRK-B

YTD

11.18%

1M

-5.49%

6M

4.34%

1Y

23.34%

3Y*

16.84%

5Y*

22.12%

10Y*

13.42%

*Annualized

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Gabelli Growth Innovators ETF

Berkshire Hathaway Inc.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

GGRW vs. BRK-B — Risk-Adjusted Performance Rank

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

GGRW
The Risk-Adjusted Performance Rank of GGRW is 6868
Overall Rank
The Sharpe Ratio Rank of GGRW is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of GGRW is 6666
Sortino Ratio Rank
The Omega Ratio Rank of GGRW is 6464
Omega Ratio Rank
The Calmar Ratio Rank of GGRW is 7575
Calmar Ratio Rank
The Martin Ratio Rank of GGRW is 6767
Martin Ratio Rank

BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 8787
Overall Rank
The Sharpe Ratio Rank of BRK-B is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 8282
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8383
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9696
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 9090
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

GGRW vs. BRK-B - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Gabelli Growth Innovators ETF (GGRW) 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.


The current GGRW Sharpe Ratio is 0.83, which is lower than the BRK-B Sharpe Ratio of 1.19. The chart below compares the historical Sharpe Ratios of GGRW 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.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

GGRW vs. BRK-B - Dividend Comparison

Neither GGRW nor BRK-B has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

GGRW vs. BRK-B - Drawdown Comparison

The maximum GGRW drawdown since its inception was -50.28%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for GGRW and BRK-B.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

GGRW vs. BRK-B - Volatility Comparison

The current volatility for Gabelli Growth Innovators ETF (GGRW) is 4.44%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.63%. This indicates that GGRW 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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