IUSA.DE vs. BRK-B
Compare and contrast key facts about iShares Core S&P 500 UCITS ETF USD (Dist) (IUSA.DE) and Berkshire Hathaway Inc. (BRK-B).
IUSA.DE is a passively managed fund by iShares that tracks the performance of the Russell 1000 TR USD. It was launched on Mar 15, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IUSA.DE or BRK-B.
Key characteristics
| IUSA.DE | BRK-B | |
|---|---|---|
| YTD Return | 31.76% | 31.04% |
| 1Y Return | 39.45% | 33.32% |
| 3Y Return (Ann) | 12.68% | 17.89% |
| 5Y Return (Ann) | 16.48% | 16.34% |
| 10Y Return (Ann) | 15.03% | 12.41% |
| Sharpe Ratio | 3.13 | 2.38 |
| Sortino Ratio | 4.25 | 3.32 |
| Omega Ratio | 1.65 | 1.43 |
| Calmar Ratio | 4.55 | 4.52 |
| Martin Ratio | 20.19 | 11.85 |
| Ulcer Index | 1.86% | 2.89% |
| Daily Std Dev | 11.93% | 14.40% |
| Max Drawdown | -50.54% | -53.86% |
| Current Drawdown | 0.00% | -2.34% |
Correlation
The correlation between IUSA.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
IUSA.DE vs. BRK-B - Performance Comparison
The year-to-date returns for both stocks are quite close, with IUSA.DE having a 31.76% return and BRK-B slightly lower at 31.04%. Over the past 10 years, IUSA.DE has outperformed BRK-B with an annualized return of 15.03%, while BRK-B has yielded a comparatively lower 12.41% 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
IUSA.DE vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P 500 UCITS ETF USD (Dist) (IUSA.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
IUSA.DE vs. BRK-B - Dividend Comparison
IUSA.DE's dividend yield for the trailing twelve months is around 0.97%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSA.DE iShares Core S&P 500 UCITS ETF USD (Dist) | 0.97% | 1.25% | 1.46% | 0.99% | 1.40% | 1.48% | 1.71% | 1.84% | 1.36% | 1.85% | 1.67% | 1.43% |
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
IUSA.DE vs. BRK-B - Drawdown Comparison
The maximum IUSA.DE drawdown since its inception was -50.54%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for IUSA.DE and BRK-B. For additional features, visit the drawdowns tool.
Volatility
IUSA.DE vs. BRK-B - Volatility Comparison
The current volatility for iShares Core S&P 500 UCITS ETF USD (Dist) (IUSA.DE) is 3.55%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.64%. This indicates that IUSA.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.