I500.DE vs. BRYN.DE
I500.DE (iShares S&P 500 Swap UCITS ETF USD (Acc)) is S&P 500 fund tracking the S&P 500 Index, while BRYN.DE (Berkshire Hathaway Inc) is a stock. Over the past 5 years, I500.DE returned 15.00%/yr vs 12.22%/yr for BRYN.DE. A 0.50 correlation means they provide meaningful diversification when combined.
Performance
I500.DE vs. BRYN.DE - Performance Comparison
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Returns By Period
In the year-to-date period, I500.DE achieves a 11.45% return, which is significantly higher than BRYN.DE's -0.87% return.
I500.DE
- 1D
- -0.12%
- 1M
- 2.96%
- YTD
- 11.45%
- 6M
- 12.73%
- 1Y
- 26.34%
- 3Y*
- 19.08%
- 5Y*
- 15.00%
- 10Y*
- —
BRYN.DE
- 1D
- 0.86%
- 1M
- 2.29%
- YTD
- -0.87%
- 6M
- -0.48%
- 1Y
- 0.19%
- 3Y*
- 10.70%
- 5Y*
- 12.22%
- 10Y*
- 12.90%
I500.DE vs. BRYN.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
I500.DE iShares S&P 500 Swap UCITS ETF USD (Acc) | 11.45% | 4.94% | 32.50% | 22.82% | -14.07% | 41.05% | 6.32% |
BRYN.DE Berkshire Hathaway Inc | -0.87% | -2.32% | 34.74% | 12.14% | 8.56% | 41.95% | 1.49% |
Correlation
The correlation between I500.DE and BRYN.DE is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.33 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Sep 29, 2020 | 0.50 |
Over the past year, the correlation between I500.DE and BRYN.DE has dropped to 0.11 - well below their long-term average of 0.50, suggesting their price drivers have been diverging.
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Return for Risk
I500.DE vs. BRYN.DE — Risk / Return Rank
I500.DE
BRYN.DE
I500.DE vs. BRYN.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Swap UCITS ETF USD (Acc) (I500.DE) and Berkshire Hathaway Inc (BRYN.DE). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| I500.DE | BRYN.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.19 | ||
| Sortino ratioReturn per unit of downside risk | +2.87 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.01 | +0.40 |
| Calmar ratioReturn relative to maximum drawdown | 3.60 | 0.02 | +3.59 |
| Martin ratioReturn relative to average drawdown | 12.82 | 0.04 | +12.79 |
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Drawdowns
I500.DE vs. BRYN.DE - Drawdown Comparison
The maximum I500.DE drawdown since its inception was -23.24%, smaller than the maximum BRYN.DE drawdown of -98.01%. Use the drawdown chart below to compare losses from any high point for I500.DE and BRYN.DE.
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Drawdown Indicators
| I500.DE | BRYN.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.24% | -98.01% | +74.77% |
Max Drawdown (1Y)Largest decline over 1 year | -7.12% | -10.57% | +3.45% |
Max Drawdown (3Y)Largest decline over 3 years | -23.24% | -19.97% | -3.27% |
Max Drawdown (5Y)Largest decline over 5 years | -23.24% | -22.34% | -0.90% |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.72% | — |
Current DrawdownCurrent decline from peak | -0.46% | -82.31% | +81.85% |
Average DrawdownAverage peak-to-trough decline | -4.06% | -83.07% | +79.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 5.16% | -3.15% |
Volatility
I500.DE vs. BRYN.DE - Volatility Comparison
The current volatility for iShares S&P 500 Swap UCITS ETF USD (Acc) (I500.DE) is 2.65%, while Berkshire Hathaway Inc (BRYN.DE) has a volatility of 5.11%. This indicates that I500.DE experiences smaller price fluctuations and is considered to be less risky than BRYN.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| I500.DE | BRYN.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.65% | 5.11% | -2.46% |
Volatility (6M)Calculated over the trailing 6-month period | 7.60% | 11.10% | -3.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.65% | 15.27% | -3.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.19% | 17.29% | -2.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.13% | 18.71% | -3.58% |
Dividends
I500.DE vs. BRYN.DE - Dividend Comparison
Neither I500.DE nor BRYN.DE has paid dividends to shareholders.
Frequently Asked Questions
I500.DE and BRYN.DE have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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