IJK vs. BRK-B
Compare and contrast key facts about iShares S&P MidCap 400 Growth ETF (IJK) and Berkshire Hathaway Inc. (BRK-B).
IJK is a passively managed fund by iShares that tracks the performance of the S&P MidCap 400/Citigroup Growth Index. It was launched on Jul 24, 2000.
Performance
IJK vs. BRK-B - Performance Comparison
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IJK vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IJK iShares S&P MidCap 400 Growth ETF | 5.12% | 7.28% | 15.68% | 17.41% | -19.03% | 18.68% | 22.45% | 25.96% | -10.53% | 19.64% |
BRK-B Berkshire Hathaway Inc. | -4.80% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Returns By Period
In the year-to-date period, IJK achieves a 5.12% return, which is significantly higher than BRK-B's -4.80% return. Over the past 10 years, IJK has underperformed BRK-B with an annualized return of 10.57%, while BRK-B has yielded a comparatively higher 12.78% annualized return.
IJK
- 1D
- 1.11%
- 1M
- -5.74%
- YTD
- 5.12%
- 6M
- 6.22%
- 1Y
- 22.12%
- 3Y*
- 13.42%
- 5Y*
- 5.91%
- 10Y*
- 10.57%
BRK-B
- 1D
- -0.15%
- 1M
- -0.35%
- YTD
- -4.80%
- 6M
- -3.95%
- 1Y
- -10.22%
- 3Y*
- 15.72%
- 5Y*
- 13.13%
- 10Y*
- 12.78%
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Return for Risk
IJK vs. BRK-B — Risk / Return Rank
IJK
BRK-B
IJK vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P MidCap 400 Growth ETF (IJK) 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.
| IJK | BRK-B | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | -0.56 | +1.55 |
Sortino ratioReturn per unit of downside risk | 1.53 | -0.65 | +2.18 |
Omega ratioGain probability vs. loss probability | 1.21 | 0.91 | +0.30 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | -0.68 | +2.35 |
Martin ratioReturn relative to average drawdown | 7.18 | -1.16 | +8.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IJK | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | -0.56 | +1.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.77 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.66 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.48 | -0.13 |
Correlation
The correlation between IJK and BRK-B is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IJK vs. BRK-B - Dividend Comparison
IJK's dividend yield for the trailing twelve months is around 0.61%, while BRK-B has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IJK iShares S&P MidCap 400 Growth ETF | 0.61% | 0.66% | 0.79% | 1.13% | 1.08% | 0.50% | 0.70% | 1.09% | 1.13% | 0.93% | 1.15% | 1.12% |
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% | 0.00% | 0.00% |
Drawdowns
IJK vs. BRK-B - Drawdown Comparison
The maximum IJK drawdown since its inception was -54.47%, roughly equal to the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for IJK and BRK-B.
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Drawdown Indicators
| IJK | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.47% | -53.86% | -0.61% |
Max Drawdown (1Y)Largest decline over 1 year | -13.71% | -14.95% | +1.24% |
Max Drawdown (5Y)Largest decline over 5 years | -29.24% | -26.58% | -2.66% |
Max Drawdown (10Y)Largest decline over 10 years | -39.25% | -29.57% | -9.68% |
Current DrawdownCurrent decline from peak | -5.74% | -11.36% | +5.62% |
Average DrawdownAverage peak-to-trough decline | -10.86% | -11.07% | +0.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.20% | 8.72% | -5.52% |
Volatility
IJK vs. BRK-B - Volatility Comparison
iShares S&P MidCap 400 Growth ETF (IJK) has a higher volatility of 7.86% compared to Berkshire Hathaway Inc. (BRK-B) at 4.33%. This indicates that IJK's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IJK | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.86% | 4.33% | +3.53% |
Volatility (6M)Calculated over the trailing 6-month period | 13.37% | 11.14% | +2.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.39% | 18.30% | +4.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.63% | 17.20% | +3.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.00% | 19.45% | +1.55% |