ITDI vs. BRK-B
ITDI (Ishares Lifepath Target Date 2065 ETF) is Target Retirement Date fund actively managed by iShares, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past year, ITDI returned 29.13% vs -2.52% for BRK-B. At a 0.33 correlation, their price movements are largely independent.
Performance
ITDI vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, ITDI achieves a 12.54% return, which is significantly higher than BRK-B's -4.78% return.
ITDI
- 1D
- 0.36%
- 1M
- 4.09%
- YTD
- 12.54%
- 6M
- 13.37%
- 1Y
- 29.13%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BRK-B
- 1D
- 0.69%
- 1M
- 2.82%
- YTD
- -4.78%
- 6M
- -4.89%
- 1Y
- -2.52%
- 3Y*
- 13.36%
- 5Y*
- 10.35%
- 10Y*
- 12.93%
ITDI vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ITDI Ishares Lifepath Target Date 2065 ETF | 12.54% | 21.90% | 16.73% | 12.83% |
BRK-B Berkshire Hathaway Inc. | -4.78% | 10.89% | 27.09% | 5.32% |
Correlation
The correlation between ITDI and BRK-B is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Oct 20, 2023 | 0.33 |
The correlation between ITDI and BRK-B shifts across timeframes, from 0.13 (1 year) to 0.33 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
ITDI vs. BRK-B — Risk / Return Rank
ITDI
BRK-B
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 ratioReturn per unit of total volatility | +2.46 | ||
| Sortino ratioReturn per unit of downside risk | +3.33 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 0.98 | +0.43 |
| Calmar ratioReturn relative to maximum drawdown | 3.05 | -0.27 | +3.32 |
| Martin ratioReturn relative to average drawdown | 13.41 | -0.57 | +13.98 |
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
| ITDI | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.28 | -0.18 | +2.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.61 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.67 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.76 | 0.48 | +1.28 |
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.
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Drawdown Indicators
| ITDI | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.31% | -53.86% | +37.55% |
Max Drawdown (1Y)Largest decline over 1 year | -9.60% | -9.42% | -0.18% |
Max Drawdown (3Y)Largest decline over 3 years | — | -14.95% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.58% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.57% | — |
Current DrawdownCurrent decline from peak | -0.43% | -11.33% | +10.90% |
Average DrawdownAverage peak-to-trough decline | -1.57% | -11.07% | +9.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.18% | 4.46% | -2.28% |
Volatility
ITDI vs. BRK-B - Volatility Comparison
Ishares Lifepath Target Date 2065 ETF (ITDI) and Berkshire Hathaway Inc. (BRK-B) have volatilities of 3.82% and 3.72%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ITDI | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.82% | 3.72% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 10.30% | 10.70% | -0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.81% | 14.32% | -1.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.48% | 17.11% | -2.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.48% | 19.43% | -4.95% |
Dividends
ITDI vs. BRK-B - Dividend Comparison
ITDI's dividend yield for the trailing twelve months is around 1.45%, while BRK-B has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% |
ITDI Ishares Lifepath Target Date 2065 ETF | 1.45% | 1.63% | 1.68% | 0.84% |
Frequently Asked Questions
ITDI and BRK-B have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ITDI has higher volatility (3.82%) compared to BRK-B (3.72%). In terms of maximum drawdown, ITDI dropped -16.31% vs BRK-B's -53.86%.
ITDI currently has the higher Sharpe Ratio (2.28 vs -0.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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