IBDQ vs. BRK-B
Compare and contrast key facts about iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) and Berkshire Hathaway Inc. (BRK-B).
IBDQ is a passively managed fund by iShares that tracks the performance of the Bloomberg December 2025 Maturity Corporate. It was launched on Mar 12, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBDQ or BRK-B.
Key characteristics
| IBDQ | BRK-B | |
|---|---|---|
| YTD Return | 4.41% | 30.74% |
| 1Y Return | 6.55% | 33.22% |
| 3Y Return (Ann) | 1.05% | 17.77% |
| 5Y Return (Ann) | 2.13% | 16.33% |
| Sharpe Ratio | 5.48 | 2.30 |
| Sortino Ratio | 9.72 | 3.22 |
| Omega Ratio | 2.70 | 1.41 |
| Calmar Ratio | 1.49 | 4.35 |
| Martin Ratio | 86.99 | 11.41 |
| Ulcer Index | 0.08% | 2.89% |
| Daily Std Dev | 1.21% | 14.38% |
| Max Drawdown | -15.19% | -53.86% |
| Current Drawdown | 0.00% | -2.57% |
Correlation
The correlation between IBDQ and BRK-B is -0.07. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
IBDQ vs. BRK-B - Performance Comparison
In the year-to-date period, IBDQ achieves a 4.41% return, which is significantly lower than BRK-B's 30.74% 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
IBDQ vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) 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
IBDQ vs. BRK-B - Dividend Comparison
IBDQ's dividend yield for the trailing twelve months is around 3.76%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | 3.76% | 3.27% | 2.24% | 2.06% | 2.51% | 3.21% | 3.52% | 3.28% | 3.39% | 2.64% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IBDQ vs. BRK-B - Drawdown Comparison
The maximum IBDQ drawdown since its inception was -15.19%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for IBDQ and BRK-B. For additional features, visit the drawdowns tool.
Volatility
IBDQ vs. BRK-B - Volatility Comparison
The current volatility for iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) is 0.11%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.64%. This indicates that IBDQ 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.