IUSA.DE vs. BRK-B
IUSA.DE (iShares Core S&P 500 UCITS ETF USD Dist) is S&P 500 fund tracking the S&P 500 Index, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 10 years, IUSA.DE returned 15.16%/yr vs 12.72%/yr for BRK-B. At a 0.43 correlation, their price movements are largely independent.
Performance
IUSA.DE vs. BRK-B - Performance Comparison
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Different Trading Currencies
IUSA.DE is traded in EUR, while BRK-B is traded in USD. To make them comparable, the BRK-B values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, IUSA.DE achieves a 11.42% return, which is significantly higher than BRK-B's -3.69% return. Over the past 10 years, IUSA.DE has outperformed BRK-B with an annualized return of 15.16%, while BRK-B has yielded a comparatively lower 12.72% annualized return.
IUSA.DE
- 1D
- -0.13%
- 1M
- 4.35%
- YTD
- 11.42%
- 6M
- 10.93%
- 1Y
- 25.71%
- 3Y*
- 19.00%
- 5Y*
- 14.90%
- 10Y*
- 15.16%
BRK-B
- 1D
- 0.00%
- 1M
- 3.05%
- YTD
- -3.69%
- 6M
- -4.88%
- 1Y
- -3.50%
- 3Y*
- 9.75%
- 5Y*
- 11.37%
- 10Y*
- 12.72%
IUSA.DE vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUSA.DE iShares Core S&P 500 UCITS ETF USD Dist | 11.42% | 4.84% | 32.50% | 22.60% | -14.19% | 41.00% | 7.02% | 34.79% | -0.83% | 7.30% |
BRK-B Berkshire Hathaway Inc. | -0.98% | -2.27% | 35.48% | 12.00% | 9.71% | 38.60% | -6.07% | 13.44% | 7.84% | 6.68% |
Correlation
The correlation between IUSA.DE 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 | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Aug 29, 2007 | 0.43 |
Over the past year, the correlation between IUSA.DE and BRK-B has dropped to 0.04 - well below their long-term average of 0.43, suggesting their price drivers have been diverging.
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Return for Risk
IUSA.DE vs. BRK-B — Risk / Return Rank
IUSA.DE
BRK-B
IUSA.DE vs. BRK-B - Risk-Adjusted Trends 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.
| IUSA.DE | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.47 | ||
| Sortino ratioReturn per unit of downside risk | +3.27 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 0.97 | +0.44 |
| Calmar ratioReturn relative to maximum drawdown | 3.63 | -0.32 | +3.95 |
| Martin ratioReturn relative to average drawdown | 12.88 | -0.66 | +13.54 |
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
| IUSA.DE | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.24 | -0.24 | +2.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.97 | 0.66 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.94 | 0.63 | +0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.49 | +0.17 |
Drawdowns
IUSA.DE vs. BRK-B - Drawdown Comparison
The maximum IUSA.DE drawdown since its inception was -50.54%, which is greater than BRK-B's maximum drawdown of -45.91%. Use the drawdown chart below to compare losses from any high point for IUSA.DE and BRK-B.
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Drawdown Indicators
| IUSA.DE | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.54% | -45.91% | -4.63% |
Max Drawdown (1Y)Largest decline over 1 year | -7.08% | -11.04% | +3.96% |
Max Drawdown (3Y)Largest decline over 3 years | -23.34% | -20.62% | -2.72% |
Max Drawdown (5Y)Largest decline over 5 years | -23.34% | -22.31% | -1.03% |
Max Drawdown (10Y)Largest decline over 10 years | -33.63% | -28.74% | -4.89% |
Current DrawdownCurrent decline from peak | -0.46% | -17.01% | +16.55% |
Average DrawdownAverage peak-to-trough decline | -7.19% | -9.73% | +2.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 5.31% | -3.31% |
Volatility
IUSA.DE vs. BRK-B - Volatility Comparison
The current volatility for iShares Core S&P 500 UCITS ETF USD Dist (IUSA.DE) is 2.67%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 3.71%. 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.
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Volatility by Period
| IUSA.DE | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.67% | 3.71% | -1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 7.57% | 11.20% | -3.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.48% | 14.94% | -3.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.17% | 17.37% | -2.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.06% | 20.09% | -4.03% |
Dividends
IUSA.DE vs. BRK-B - Dividend Comparison
IUSA.DE's dividend yield for the trailing twelve months is around 0.99%, 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% |
IUSA.DE iShares Core S&P 500 UCITS ETF USD Dist | 0.99% | 1.08% | 1.07% | 1.35% | 1.54% | 1.16% | 1.62% | 1.66% | 2.00% | 2.09% | 1.50% | 1.68% |
Frequently Asked Questions
IUSA.DE 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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