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

Correlation

The correlation between GGRW and BRK-B is 0.36, 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.


-0.50.00.51.00.4

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.

0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
21.95%
10.55%
GGRW
BRK-B

Key characteristics

Sharpe Ratio

GGRW:

1.83

BRK-B:

1.49

Sortino Ratio

GGRW:

2.44

BRK-B:

2.15

Omega Ratio

GGRW:

1.32

BRK-B:

1.27

Calmar Ratio

GGRW:

1.93

BRK-B:

2.64

Martin Ratio

GGRW:

10.43

BRK-B:

6.24

Ulcer Index

GGRW:

3.43%

BRK-B:

3.55%

Daily Std Dev

GGRW:

19.62%

BRK-B:

14.88%

Max Drawdown

GGRW:

-50.28%

BRK-B:

-53.86%

Current Drawdown

GGRW:

-0.56%

BRK-B:

-1.21%

Returns By Period

In the year-to-date period, GGRW achieves a 7.33% return, which is significantly higher than BRK-B's 5.28% return.


GGRW

YTD

7.33%

1M

5.57%

6M

23.54%

1Y

33.72%

5Y*

N/A

10Y*

N/A

BRK-B

YTD

5.28%

1M

5.37%

6M

10.59%

1Y

20.01%

5Y*

16.04%

10Y*

12.37%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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 7272
Overall Rank
The Sharpe Ratio Rank of GGRW is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of GGRW is 7373
Sortino Ratio Rank
The Omega Ratio Rank of GGRW is 7373
Omega Ratio Rank
The Calmar Ratio Rank of GGRW is 6262
Calmar Ratio Rank
The Martin Ratio Rank of GGRW is 7676
Martin Ratio Rank

BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 8585
Overall Rank
The Sharpe Ratio Rank of BRK-B is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 8282
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8080
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9393
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 8484
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.


Sharpe ratio
The chart of Sharpe ratio for GGRW, currently valued at 1.83, compared to the broader market0.002.004.001.831.49
The chart of Sortino ratio for GGRW, currently valued at 2.44, compared to the broader market0.005.0010.002.442.15
The chart of Omega ratio for GGRW, currently valued at 1.32, compared to the broader market0.501.001.502.002.503.001.321.27
The chart of Calmar ratio for GGRW, currently valued at 1.93, compared to the broader market0.005.0010.0015.0020.001.932.64
The chart of Martin ratio for GGRW, currently valued at 10.43, compared to the broader market0.0020.0040.0060.0080.00100.00120.0010.436.24
GGRW
BRK-B

The current GGRW Sharpe Ratio is 1.83, which is comparable to the BRK-B Sharpe Ratio of 1.49. 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.


Rolling 12-month Sharpe Ratio1.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
1.83
1.49
GGRW
BRK-B

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. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-0.56%
-1.21%
GGRW
BRK-B

Volatility

GGRW vs. BRK-B - Volatility Comparison

Gabelli Growth Innovators ETF (GGRW) has a higher volatility of 6.93% compared to Berkshire Hathaway Inc. (BRK-B) at 5.18%. This indicates that GGRW's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
6.93%
5.18%
GGRW
BRK-B
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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