PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
IBDU vs. BRYN.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IBDU vs. BRYN.DE

Last updated Jun 9, 2026

IBDU (iShares iBonds Dec 2029 Term Corporate ETF) is Corporate Bonds fund tracking the Bloomberg December 2029 Maturity Corporate Index, while BRYN.DE (Berkshire Hathaway Inc) is a stock. Over the past 5 years, IBDU returned 1.16%/yr vs 11.13%/yr for BRYN.DE. At a 0.05 correlation, their price movements are largely independent.

Performance

IBDU vs. BRYN.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) and Berkshire Hathaway Inc (BRYN.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

IBDU is traded in USD, while BRYN.DE is traded in EUR. To make them comparable, the BRYN.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, IBDU achieves a 0.41% return, which is significantly higher than BRYN.DE's -2.60% return.

IBDU

1D
0.04%
1M
-0.23%
YTD
0.41%
6M
1.01%
1Y
4.99%
3Y*
5.81%
5Y*
1.16%
10Y*
—

BRYN.DE

1D
0.00%
1M
2.03%
YTD
-2.60%
6M
-1.90%
1Y
-1.38%
3Y*
13.17%
5Y*
11.13%
10Y*
13.17%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBDU vs. BRYN.DE - Yearly Performance Comparison

2026 (YTD)2025202420232022202120202019
IBDU
iShares iBonds Dec 2029 Term Corporate ETF		0.41%7.59%3.62%8.67%-13.04%-2.05%10.38%2.35%
BRYN.DE
Berkshire Hathaway Inc		-2.60%10.28%27.03%15.68%2.58%30.76%1.39%8.63%

Correlation

The correlation between IBDU and BRYN.DE is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.02

Correlation (3Y)
Calculated over the trailing 3-year period

0.07

Correlation (5Y)
Calculated over the trailing 5-year period

0.08

Correlation (All Time)
Calculated using the full available price history since Sep 19, 2019

0.05

Compare stocks, funds, or ETFs

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

iShares iBonds Dec 2029 Term Corporate ETF

Berkshire Hathaway Inc

Often compared with IBDU:
IBDU vs. BSCTIBDU vs. IBDRIBDU vs. IBTJIBDU vs. ISTBIBDU vs. AGGIBDU vs. VWOBIBDU vs. TLT
Often compared with BRYN.DE:
BRYN.DE vs. BRK-BBRYN.DE vs. ^GSPCBRYN.DE vs. VOOBRYN.DE vs. VUAA.DEBRYN.DE vs. VTBRYN.DE vs. QDVE.DEBRYN.DE vs. EUNL.DE

Return for Risk

IBDU vs. BRYN.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IBDU
IBDU Risk / Return Rank: 7777
Overall Rank
IBDU Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
IBDU Sortino Ratio Rank: 8787
Sortino Ratio Rank
IBDU Omega Ratio Rank: 8282
Omega Ratio Rank
IBDU Calmar Ratio Rank: 7070
Calmar Ratio Rank
IBDU Martin Ratio Rank: 7070
Martin Ratio Rank
BRYN.DE
BRYN.DE Risk / Return Rank: 3333
Overall Rank
BRYN.DE Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
BRYN.DE Sortino Ratio Rank: 2929
Sortino Ratio Rank
BRYN.DE Omega Ratio Rank: 3030
Omega Ratio Rank
BRYN.DE Calmar Ratio Rank: 3636
Calmar Ratio Rank
BRYN.DE Martin Ratio Rank: 3535
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.

IBDU vs. BRYN.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2029 Term Corporate ETF (IBDU) 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.

IBDUBRYN.DEDifference
Sharpe ratioReturn per unit of total volatility
2.27
-0.07

+2.34

Sortino ratioReturn per unit of downside risk
3.57
0.01

+3.56

Omega ratioGain probability vs. loss probability

1.44

1.00

+0.44

Calmar ratioReturn relative to maximum drawdown

3.16

-0.11

+3.27

Martin ratioReturn relative to average drawdown

11.84

-0.23

+12.07

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IBDU vs. BRYN.DE - Sharpe Ratio Comparison

The current IBDU Sharpe Ratio is 2.27, which is higher than the BRYN.DE Sharpe Ratio of -0.07. The chart below compares the historical Sharpe Ratios of IBDU and BRYN.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Loading charts...

Sharpe Ratios by Period

IBDUBRYN.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.27

-0.07

+2.34

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.20

0.62

-0.42

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.70

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.01

+0.31

Drawdowns

IBDU vs. BRYN.DE - Drawdown Comparison

The maximum IBDU drawdown since its inception was -19.44%, smaller than the maximum BRYN.DE drawdown of -97.94%. Use the drawdown chart below to compare losses from any high point for IBDU and BRYN.DE.

Loading charts...

Drawdown Indicators

IBDUBRYN.DEDifference

Max Drawdown

Largest peak-to-trough decline

-19.44%

-97.94%

+78.50%

Max Drawdown (1Y)

Largest decline over 1 year

-1.59%

-9.74%

+8.15%

Max Drawdown (3Y)

Largest decline over 3 years

-4.14%

-14.17%

+10.03%

Max Drawdown (5Y)

Largest decline over 5 years

-19.44%

-26.57%

+7.13%

Max Drawdown (10Y)

Largest decline over 10 years

—

-29.89%

—

Current Drawdown

Current decline from peak

-0.67%

-84.53%

+83.86%

Average Drawdown

Average peak-to-trough decline

-5.40%

-84.29%

+78.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.42%

4.65%

-4.23%

Volatility

IBDU vs. BRYN.DE - Volatility Comparison

The current volatility for iShares iBonds Dec 2029 Term Corporate ETF (IBDU) is 0.58%, while Berkshire Hathaway Inc (BRYN.DE) has a volatility of 4.27%. This indicates that IBDU 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.

Loading charts...

Volatility by Period

IBDUBRYN.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.58%

4.27%

-3.69%

Volatility (6M)

Calculated over the trailing 6-month period

1.52%

11.00%

-9.48%

Volatility (1Y)

Calculated over the trailing 1-year period

2.21%

15.01%

-12.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.72%

17.62%

-11.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.31%

18.79%

-11.48%

Dividends

IBDU vs. BRYN.DE - Dividend Comparison

IBDU's dividend yield for the trailing twelve months is around 4.67%, while BRYN.DE has not paid dividends to shareholders.

PositionTTM2025202420232022202120202019
BRYN.DE
Berkshire Hathaway Inc		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IBDU
iShares iBonds Dec 2029 Term Corporate ETF		4.67%4.67%4.75%4.21%3.34%2.29%2.42%0.74%

Frequently Asked Questions

IBDU and BRYN.DE have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for IBDU and BRYN.DE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer