IQQA.DE vs. BRK-B
Compare and contrast key facts about iShares Euro Dividend UCITS ETF (IQQA.DE) and Berkshire Hathaway Inc. (BRK-B).
IQQA.DE is a passively managed fund by iShares that tracks the performance of the EURO STOXX® Select Dividend 30. It was launched on Nov 28, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IQQA.DE or BRK-B.
Key characteristics
| IQQA.DE | BRK-B | |
|---|---|---|
| YTD Return | 9.91% | 24.01% |
| 1Y Return | 18.12% | 25.72% |
| 3Y Return (Ann) | -0.05% | 15.48% |
| 5Y Return (Ann) | 0.30% | 14.83% |
| 10Y Return (Ann) | 4.31% | 11.94% |
| Sharpe Ratio | 1.77 | 2.01 |
| Sortino Ratio | 2.39 | 2.70 |
| Omega Ratio | 1.31 | 1.35 |
| Calmar Ratio | 1.00 | 3.53 |
| Martin Ratio | 7.62 | 9.42 |
| Ulcer Index | 2.47% | 2.84% |
| Daily Std Dev | 10.59% | 13.33% |
| Max Drawdown | -71.62% | -53.86% |
| Current Drawdown | -3.54% | -7.58% |
Correlation
The correlation between IQQA.DE and BRK-B is 0.38, 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.
Performance
IQQA.DE vs. BRK-B - Performance Comparison
In the year-to-date period, IQQA.DE achieves a 9.91% return, which is significantly lower than BRK-B's 24.01% return. Over the past 10 years, IQQA.DE has underperformed BRK-B with an annualized return of 4.31%, while BRK-B has yielded a comparatively higher 11.94% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
IQQA.DE vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Euro Dividend UCITS ETF (IQQA.DE) 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
IQQA.DE vs. BRK-B - Dividend Comparison
IQQA.DE's dividend yield for the trailing twelve months is around 5.69%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQQA.DE iShares Euro Dividend UCITS ETF | 5.69% | 5.83% | 5.26% | 3.68% | 3.54% | 4.81% | 4.81% | 3.90% | 3.96% | 3.98% | 3.82% | 4.25% |
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
IQQA.DE vs. BRK-B - Drawdown Comparison
The maximum IQQA.DE drawdown since its inception was -71.62%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for IQQA.DE and BRK-B. For additional features, visit the drawdowns tool.
Volatility
IQQA.DE vs. BRK-B - Volatility Comparison
The current volatility for iShares Euro Dividend UCITS ETF (IQQA.DE) is 2.37%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 3.81%. This indicates that IQQA.DE 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.