IPRV.L vs. BRK-B
IPRV.L (iShares Listed Private Equity UCITS ETF USD (Dist)) is Financials Equities fund tracking the S&P Listed Private Equity Index, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 10 years, IPRV.L returned 12.65%/yr vs 13.69%/yr for BRK-B. At a 0.33 correlation, their price movements are largely independent.
Performance
IPRV.L vs. BRK-B - Performance Comparison
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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 -12.08% return, which is significantly lower than BRK-B's -5.08% return. Over the past 10 years, IPRV.L has underperformed BRK-B with an annualized return of 12.65%, while BRK-B has yielded a comparatively higher 13.69% annualized return.
IPRV.L
- 1D
- 2.62%
- 1M
- -2.90%
- YTD
- -12.08%
- 6M
- -10.54%
- 1Y
- -7.71%
- 3Y*
- 10.33%
- 5Y*
- 6.33%
- 10Y*
- 12.65%
BRK-B
- 1D
- 0.00%
- 1M
- 3.02%
- YTD
- -5.08%
- 6M
- -6.22%
- 1Y
- -2.28%
- 3Y*
- 10.25%
- 5Y*
- 11.38%
- 10Y*
- 13.69%
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) | -12.08% | -4.65% | 26.96% | 32.91% | -19.32% | 45.11% | 2.39% | 40.72% | -7.63% | 15.66% |
BRK-B Berkshire Hathaway Inc. | -4.39% | 2.99% | 29.31% | 9.69% | 15.59% | 30.17% | -0.64% | 6.71% | 9.11% | 11.10% |
Correlation
The correlation between IPRV.L and BRK-B is 0.04, 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 | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Jul 3, 2007 | 0.33 |
Over the past year, the correlation between IPRV.L and BRK-B has dropped to 0.04 - well below their long-term average of 0.33, suggesting their price drivers have been diverging.
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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 | -0.26 | ||
| Sortino ratioReturn per unit of downside risk | -0.35 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 0.99 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | -0.33 | -0.19 | -0.13 |
| Martin ratioReturn relative to average drawdown | -0.69 | -0.42 | -0.28 |
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 | -0.41 | -0.15 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.68 | -0.35 |
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 | 0.16 | 0.59 | -0.43 |
Drawdowns
IPRV.L vs. BRK-B - Drawdown Comparison
The maximum IPRV.L drawdown since its inception was -74.08%, 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 | -74.08% | -37.92% | -36.16% |
Max Drawdown (1Y)Largest decline over 1 year | -23.47% | -11.88% | -11.59% |
Max Drawdown (3Y)Largest decline over 3 years | -27.90% | -17.26% | -10.64% |
Max Drawdown (5Y)Largest decline over 5 years | -27.90% | -20.84% | -7.06% |
Max Drawdown (10Y)Largest decline over 10 years | -44.53% | -21.44% | -23.09% |
Current DrawdownCurrent decline from peak | -22.45% | -14.52% | -7.93% |
Average DrawdownAverage peak-to-trough decline | -11.64% | -7.39% | -4.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.08% | 5.50% | +5.58% |
Volatility
IPRV.L vs. BRK-B - Volatility Comparison
iShares Listed Private Equity UCITS ETF USD (Dist) (IPRV.L) has a higher volatility of 5.75% compared to Berkshire Hathaway Inc. (BRK-B) at 3.82%. 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 | 5.75% | 3.82% | +1.93% |
Volatility (6M)Calculated over the trailing 6-month period | 15.11% | 11.92% | +3.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.90% | 15.39% | +3.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.52% | 16.89% | +2.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.36% | 19.85% | +0.51% |
Dividends
IPRV.L vs. BRK-B - Dividend Comparison
IPRV.L's dividend yield for the trailing twelve months is around 5.23%, while BRK-B has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
IPRV.L iShares Listed Private Equity UCITS ETF USD (Dist) | 5.23% | 3.98% | 3.81% | 4.27% | 5.26% | 3.42% | 4.85% | 4.28% | 6.46% | 6.70% | 5.33% | 8.21% |
Frequently Asked Questions
IPRV.L and BRK-B have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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