IBTE vs. BRK-B
Compare and contrast key facts about iShares iBonds Dec 2024 Term Treasury ETF (IBTE) and Berkshire Hathaway Inc. (BRK-B).
IBTE is a passively managed fund by iShares that tracks the performance of the ICE 2024 Maturity US Treasury Index. It was launched on Feb 25, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBTE or BRK-B.
Performance
IBTE vs. BRK-B - Performance Comparison
Returns By Period
In the year-to-date period, IBTE achieves a 4.51% return, which is significantly lower than BRK-B's 33.62% return.
IBTE
4.51%
0.38%
2.52%
5.25%
N/A
N/A
BRK-B
33.62%
3.46%
16.98%
31.72%
16.97%
12.45%
Key characteristics
| IBTE | BRK-B | |
|---|---|---|
| Sharpe Ratio | 9.15 | 2.21 |
| Sortino Ratio | 22.16 | 3.10 |
| Omega Ratio | 4.75 | 1.40 |
| Calmar Ratio | 2.23 | 4.18 |
| Martin Ratio | 319.51 | 10.90 |
| Ulcer Index | 0.02% | 2.91% |
| Daily Std Dev | 0.57% | 14.36% |
| Max Drawdown | -6.78% | -53.86% |
| Current Drawdown | 0.00% | -0.42% |
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Correlation
The correlation between IBTE and BRK-B is -0.08. 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.
Risk-Adjusted Performance
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.
Dividends
IBTE vs. BRK-B - Dividend Comparison
IBTE's dividend yield for the trailing twelve months is around 4.73%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
IBTE iShares iBonds Dec 2024 Term Treasury ETF | 4.73% | 4.22% | 2.00% | 0.46% | 0.73% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IBTE vs. BRK-B - Drawdown Comparison
The maximum IBTE drawdown since its inception was -6.78%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for IBTE and BRK-B. For additional features, visit the drawdowns tool.
Volatility
IBTE vs. BRK-B - Volatility Comparison
The current volatility for iShares iBonds Dec 2024 Term Treasury ETF (IBTE) is 0.17%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.66%. 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.