HSTC.L vs. BRK-B
Compare and contrast key facts about HSBC Hang Seng Tech UCITS ETF (HSTC.L) and Berkshire Hathaway Inc. (BRK-B).
HSTC.L is a passively managed fund by HSBC Investment Funds (Luxembourg) S.A. that tracks the performance of the MSCI World/Information Tech NR USD. It was launched on Dec 9, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HSTC.L or BRK-B.
Key characteristics
| HSTC.L | BRK-B | |
|---|---|---|
| YTD Return | 19.99% | 24.01% |
| 1Y Return | 9.83% | 25.72% |
| 3Y Return (Ann) | -8.34% | 15.48% |
| Sharpe Ratio | 0.23 | 2.01 |
| Sortino Ratio | 0.61 | 2.70 |
| Omega Ratio | 1.07 | 1.35 |
| Calmar Ratio | 0.12 | 3.53 |
| Martin Ratio | 0.48 | 9.42 |
| Ulcer Index | 17.28% | 2.84% |
| Daily Std Dev | 36.15% | 13.33% |
| Max Drawdown | -69.93% | -53.86% |
| Current Drawdown | -55.02% | -7.58% |
Correlation
The correlation between HSTC.L and BRK-B is 0.12, 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.
Performance
HSTC.L vs. BRK-B - Performance Comparison
In the year-to-date period, HSTC.L achieves a 19.99% return, which is significantly lower than BRK-B's 24.01% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
HSTC.L vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HSBC Hang Seng Tech UCITS ETF (HSTC.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.
Dividends
HSTC.L vs. BRK-B - Dividend Comparison
Neither HSTC.L nor BRK-B has paid dividends to shareholders.
Drawdowns
HSTC.L vs. BRK-B - Drawdown Comparison
The maximum HSTC.L drawdown since its inception was -69.93%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for HSTC.L and BRK-B. For additional features, visit the drawdowns tool.
Volatility
HSTC.L vs. BRK-B - Volatility Comparison
HSBC Hang Seng Tech UCITS ETF (HSTC.L) has a higher volatility of 15.38% compared to Berkshire Hathaway Inc. (BRK-B) at 3.81%. This indicates that HSTC.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.