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HEAL.L vs. BRK-B
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

HEAL.L vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Healthcare Innovation UCITS ETF USD (Acc) (HEAL.L) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

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HEAL.L vs. BRK-B - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HEAL.L
iShares Healthcare Innovation UCITS ETF USD (Acc)
-2.88%18.42%0.96%3.11%-24.00%-6.52%54.05%12.43%-3.45%35.92%
BRK-B
Berkshire Hathaway Inc.
-5.03%10.89%27.09%15.46%3.31%28.95%2.37%10.93%3.01%21.62%

Returns By Period

In the year-to-date period, HEAL.L achieves a -2.88% return, which is significantly higher than BRK-B's -5.03% return.


HEAL.L

1D
-0.79%
1M
-1.16%
YTD
-2.88%
6M
4.23%
1Y
19.81%
3Y*
6.35%
5Y*
-2.52%
10Y*

BRK-B

1D
-0.24%
1M
-0.83%
YTD
-5.03%
6M
-3.74%
1Y
-11.23%
3Y*
15.44%
5Y*
13.08%
10Y*
12.79%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

HEAL.L vs. BRK-B — Risk / Return Rank

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

HEAL.L
HEAL.L Risk / Return Rank: 5252
Overall Rank
HEAL.L Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
HEAL.L Sortino Ratio Rank: 5353
Sortino Ratio Rank
HEAL.L Omega Ratio Rank: 4646
Omega Ratio Rank
HEAL.L Calmar Ratio Rank: 5858
Calmar Ratio Rank
HEAL.L Martin Ratio Rank: 4949
Martin Ratio Rank

BRK-B
BRK-B Risk / Return Rank: 1515
Overall Rank
BRK-B Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
BRK-B Sortino Ratio Rank: 1515
Sortino Ratio Rank
BRK-B Omega Ratio Rank: 1414
Omega Ratio Rank
BRK-B Calmar Ratio Rank: 1515
Calmar Ratio Rank
BRK-B Martin Ratio Rank: 1717
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.

HEAL.L vs. BRK-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Healthcare Innovation UCITS ETF USD (Acc) (HEAL.L) 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.


HEAL.LBRK-BDifference

Sharpe ratio

Return per unit of total volatility

1.02

-0.62

+1.64

Sortino ratio

Return per unit of downside risk

1.49

-0.73

+2.22

Omega ratio

Gain probability vs. loss probability

1.19

0.90

+0.29

Calmar ratio

Return relative to maximum drawdown

1.74

-0.70

+2.43

Martin ratio

Return relative to average drawdown

5.65

-1.19

+6.84

HEAL.L vs. BRK-B - Sharpe Ratio Comparison

The current HEAL.L Sharpe Ratio is 1.02, which is higher than the BRK-B Sharpe Ratio of -0.62. The chart below compares the historical Sharpe Ratios of HEAL.L 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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Sharpe Ratios by Period


HEAL.LBRK-BDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.02

-0.62

+1.64

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.13

0.76

-0.89

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

Sharpe Ratio (All Time)

Calculated using the full available price history

0.31

0.48

-0.17

Correlation

The correlation between HEAL.L and BRK-B is 0.26, 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

HEAL.L vs. BRK-B - Dividend Comparison

Neither HEAL.L nor BRK-B has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

HEAL.L vs. BRK-B - Drawdown Comparison

The maximum HEAL.L drawdown since its inception was -46.43%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for HEAL.L and BRK-B.


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Drawdown Indicators


HEAL.LBRK-BDifference

Max Drawdown

Largest peak-to-trough decline

-46.43%

-53.86%

+7.43%

Max Drawdown (1Y)

Largest decline over 1 year

-12.10%

-14.95%

+2.85%

Max Drawdown (5Y)

Largest decline over 5 years

-43.70%

-26.58%

-17.12%

Max Drawdown (10Y)

Largest decline over 10 years

-29.57%

Current Drawdown

Current decline from peak

-22.80%

-11.57%

-11.23%

Average Drawdown

Average peak-to-trough decline

-18.53%

-11.07%

-7.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.72%

8.75%

-5.03%

Volatility

HEAL.L vs. BRK-B - Volatility Comparison

iShares Healthcare Innovation UCITS ETF USD (Acc) (HEAL.L) has a higher volatility of 6.41% compared to Berkshire Hathaway Inc. (BRK-B) at 4.12%. This indicates that HEAL.L'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.


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Volatility by Period


HEAL.LBRK-BDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.41%

4.12%

+2.29%

Volatility (6M)

Calculated over the trailing 6-month period

12.09%

11.11%

+0.98%

Volatility (1Y)

Calculated over the trailing 1-year period

19.30%

18.30%

+1.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.88%

17.20%

+2.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.89%

19.44%

+0.45%