IPRV.L vs. BRK-B
Compare and contrast key facts about iShares Listed Private Equity UCITS ETF USD (Dist) (IPRV.L) and Berkshire Hathaway Inc. (BRK-B).
IPRV.L is a passively managed fund by iShares that tracks the performance of the S&P Listed Private Equity Index. It was launched on Mar 16, 2007.
Performance
IPRV.L vs. BRK-B - Performance Comparison
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IPRV.L vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IPRV.L iShares Listed Private Equity UCITS ETF USD (Dist) | -14.78% | -4.65% | 26.96% | 32.91% | -19.32% | 45.11% | 2.39% | 40.72% | -7.63% | 15.66% |
BRK-B Berkshire Hathaway Inc. | -3.23% | 2.99% | 29.31% | 9.69% | 15.59% | 30.17% | -0.64% | 6.71% | 9.11% | 11.10% |
Different Trading Currencies
IPRV.L is traded in GBp, while BRK-B is traded in USD. To make them comparable, the BRK-B values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, IPRV.L achieves a -14.78% return, which is significantly lower than BRK-B's -3.23% return. Over the past 10 years, IPRV.L has underperformed BRK-B with an annualized return of 12.56%, while BRK-B has yielded a comparatively higher 13.58% annualized return.
IPRV.L
- 1D
- 0.86%
- 1M
- -2.75%
- YTD
- -14.78%
- 6M
- -15.06%
- 1Y
- -11.78%
- 3Y*
- 10.28%
- 5Y*
- 7.61%
- 10Y*
- 12.56%
BRK-B
- 1D
- -0.38%
- 1M
- 0.78%
- YTD
- -3.23%
- 6M
- -2.33%
- 1Y
- -12.48%
- 3Y*
- 12.98%
- 5Y*
- 14.10%
- 10Y*
- 13.58%
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Return for Risk
IPRV.L vs. BRK-B — Risk / Return Rank
IPRV.L
BRK-B
IPRV.L vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Listed Private Equity UCITS ETF USD (Dist) (IPRV.L) 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.
| IPRV.L | BRK-B | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.53 | -0.66 | +0.13 |
Sortino ratioReturn per unit of downside risk | -0.61 | -0.80 | +0.19 |
Omega ratioGain probability vs. loss probability | 0.92 | 0.90 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | -0.52 | -0.73 | +0.20 |
Martin ratioReturn relative to average drawdown | -1.39 | -1.11 | -0.27 |
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
| IPRV.L | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.53 | -0.66 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.84 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.69 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.58 | -0.30 |
Correlation
The correlation between IPRV.L and BRK-B is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
IPRV.L vs. BRK-B - Dividend Comparison
IPRV.L's dividend yield for the trailing twelve months is around 4.67%, while BRK-B has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IPRV.L iShares Listed Private Equity UCITS ETF USD (Dist) | 4.67% | 3.98% | 3.81% | 4.27% | 5.26% | 3.42% | 4.85% | 4.28% | 6.46% | 6.70% | 5.33% | 8.21% |
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
IPRV.L vs. BRK-B - Drawdown Comparison
The maximum IPRV.L drawdown since its inception was -76.57%, which is greater than BRK-B's maximum drawdown of -37.92%. Use the drawdown chart below to compare losses from any high point for IPRV.L and BRK-B.
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Drawdown Indicators
| IPRV.L | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.57% | -53.86% | -22.71% |
Max Drawdown (1Y)Largest decline over 1 year | -23.47% | -14.95% | -8.52% |
Max Drawdown (5Y)Largest decline over 5 years | -27.90% | -26.58% | -1.32% |
Max Drawdown (10Y)Largest decline over 10 years | -44.53% | -29.57% | -14.96% |
Current DrawdownCurrent decline from peak | -24.83% | -11.36% | -13.47% |
Average DrawdownAverage peak-to-trough decline | -13.00% | -11.07% | -1.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.86% | 8.72% | +0.14% |
Volatility
IPRV.L vs. BRK-B - Volatility Comparison
iShares Listed Private Equity UCITS ETF USD (Dist) (IPRV.L) has a higher volatility of 6.85% compared to Berkshire Hathaway Inc. (BRK-B) at 4.68%. This indicates that IPRV.L'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
| IPRV.L | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.85% | 4.68% | +2.17% |
Volatility (6M)Calculated over the trailing 6-month period | 14.28% | 12.29% | +1.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.13% | 18.95% | +3.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.36% | 16.95% | +2.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.24% | 19.84% | +0.40% |