ITDI vs. BRK-B

Last updated Apr 2, 2026

Compare and contrast key facts about Ishares Lifepath Target Date 2065 ETF (ITDI) and Berkshire Hathaway Inc. (BRK-B).

ITDI is an actively managed fund by iShares. It was launched on Oct 17, 2023.

Performance

ITDI vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ishares Lifepath Target Date 2065 ETF (ITDI) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

ITDI vs. BRK-B - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
ITDI Ishares Lifepath Target Date 2065 ETF	-0.60%	21.90%	16.73%	12.83%
BRK-B Berkshire Hathaway Inc.	-4.80%	10.89%	27.09%	5.32%

Returns By Period

In the year-to-date period, ITDI achieves a -0.60% return, which is significantly higher than BRK-B's -4.80% return.

ITDI

• 1D: 1.00%
• 1M: -4.82%
• YTD: -0.60%
• 6M: 2.06%
• 1Y: 22.11%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

ITDI vs. BRK-B — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ITDI

ITDI Risk / Return Rank: 72
ITDI Sharpe Ratio Rank: 71
ITDI Sortino Ratio Rank: 72
ITDI Omega Ratio Rank: 72
ITDI Calmar Ratio Rank: 70
ITDI Martin Ratio Rank: 76

BRK-B

BRK-B Risk / Return Rank: 17
BRK-B Sharpe Ratio Rank: 16
BRK-B Sortino Ratio Rank: 16
BRK-B Omega Ratio Rank: 16
BRK-B Calmar Ratio Rank: 17
BRK-B Martin Ratio Rank: 19

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ITDI vs. BRK-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ishares Lifepath Target Date 2065 ETF (ITDI) 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.

	ITDI	BRK-B	Difference
Sharpe ratio Return per unit of total volatility	1.30	-0.56	+1.86
Sortino ratio Return per unit of downside risk	1.90	-0.65	+2.55
Omega ratio Gain probability vs. loss probability	1.28	0.91	+0.37
Calmar ratio Return relative to maximum drawdown	1.91	-0.68	+2.59
Martin ratio Return relative to average drawdown	8.66	-1.16	+9.83
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ITDI vs. BRK-B - Sharpe Ratio Comparison

The current ITDI Sharpe Ratio is 1.30, which is higher than the BRK-B Sharpe Ratio of -0.56. The chart below compares the historical Sharpe Ratios of ITDI and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	ITDI	BRK-B	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.30	-0.56	+1.86
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.77	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.66	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.46	0.48	+0.98

Correlation

The correlation between ITDI 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

ITDI vs. BRK-B - Dividend Comparison

ITDI's dividend yield for the trailing twelve months is around 1.64%, while BRK-B has not paid dividends to shareholders.

	TTM	2025	2024	2023
ITDI Ishares Lifepath Target Date 2065 ETF	1.64%	1.63%	1.68%	0.84%
BRK-B Berkshire Hathaway Inc.	0.00%	0.00%	0.00%	0.00%

Drawdowns

ITDI vs. BRK-B - Drawdown Comparison

The maximum ITDI drawdown since its inception was -16.31%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for ITDI and BRK-B.

Drawdown Indicators

	ITDI	BRK-B	Difference
Max Drawdown Largest peak-to-trough decline	-16.31%	-53.86%	+37.55%
Max Drawdown (1Y) Largest decline over 1 year	-11.73%	-14.95%	+3.22%
Max Drawdown (5Y) Largest decline over 5 years	—	-26.58%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-29.57%	—
Current Drawdown Current decline from peak	-5.98%	-11.36%	+5.38%
Average Drawdown Average peak-to-trough decline	-1.61%	-11.07%	+9.46%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.59%	8.72%	-6.13%

Volatility

ITDI vs. BRK-B - Volatility Comparison

Ishares Lifepath Target Date 2065 ETF (ITDI) has a higher volatility of 6.17% compared to Berkshire Hathaway Inc. (BRK-B) at 4.33%. This indicates that ITDI'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.

Volatility by Period

	ITDI	BRK-B	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.17%	4.33%	+1.84%
Volatility (6M) Calculated over the trailing 6-month period	10.03%	11.14%	-1.11%
Volatility (1Y) Calculated over the trailing 1-year period	17.06%	18.30%	-1.24%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.48%	17.20%	-2.72%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.48%	19.45%	-4.97%