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IBTE vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between IBTE 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.


-0.50.00.51.0-0.1

Performance

IBTE vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Dec 2024 Term Treasury ETF (IBTE) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025
1.77%
9.41%
IBTE
BRK-B

Key characteristics

Returns By Period


IBTE

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

BRK-B

YTD

3.40%

1M

3.40%

6M

9.41%

1Y

21.28%

5Y*

15.91%

10Y*

12.23%

*Annualized

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Risk-Adjusted Performance

IBTE vs. BRK-B — Risk-Adjusted Performance Rank

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

IBTE
The Risk-Adjusted Performance Rank of IBTE is 9494
Overall Rank
The Sharpe Ratio Rank of IBTE is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of IBTE is 9999
Sortino Ratio Rank
The Omega Ratio Rank of IBTE is 9999
Omega Ratio Rank
The Calmar Ratio Rank of IBTE is 7373
Calmar Ratio Rank
The Martin Ratio Rank of IBTE is 9999
Martin Ratio Rank

BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 8585
Overall Rank
The Sharpe Ratio Rank of BRK-B is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 8282
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 7979
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9393
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 8484
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

IBTE vs. BRK-B - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2024 Term Treasury ETF (IBTE) 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.


Sharpe ratio
The chart of Sharpe ratio for IBTE, currently valued at 7.91, compared to the broader market0.002.004.007.911.42
The chart of Sortino ratio for IBTE, currently valued at 18.97, compared to the broader market0.005.0010.0018.972.06
The chart of Omega ratio for IBTE, currently valued at 4.27, compared to the broader market0.501.001.502.002.503.004.271.26
The chart of Calmar ratio for IBTE, currently valued at 3.32, compared to the broader market0.005.0010.0015.003.322.52
The chart of Martin ratio for IBTE, currently valued at 201.77, compared to the broader market0.0020.0040.0060.0080.00100.00201.775.97
IBTE
BRK-B


Rolling 12-month Sharpe Ratio2.004.006.008.0010.00SeptemberOctoberNovemberDecember2025
7.91
1.42
IBTE
BRK-B

Dividends

IBTE vs. BRK-B - Dividend Comparison

Neither IBTE nor BRK-B has paid dividends to shareholders.


TTM20242023202220212020
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
4.22%4.60%4.23%2.00%0.47%0.54%
BRK-B
Berkshire Hathaway Inc.
0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

IBTE vs. BRK-B - Drawdown Comparison


-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025
-0.04%
-2.98%
IBTE
BRK-B

Volatility

IBTE vs. BRK-B - Volatility Comparison

The current volatility for iShares iBonds Dec 2024 Term Treasury ETF (IBTE) is 0.00%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 5.00%. This indicates that IBTE 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.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%7.00%SeptemberOctoberNovemberDecember20250
5.00%
IBTE
BRK-B
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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