IUSQ.DE vs. BRK-B
Compare and contrast key facts about iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE) and Berkshire Hathaway Inc. (BRK-B).
IUSQ.DE is a passively managed fund by iShares that tracks the performance of the MSCI All Country World (ACWI). It was launched on Oct 21, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IUSQ.DE or BRK-B.
Key characteristics
| IUSQ.DE | BRK-B | |
|---|---|---|
| YTD Return | 17.98% | 24.01% |
| 1Y Return | 25.71% | 25.72% |
| 3Y Return (Ann) | 7.13% | 15.48% |
| 5Y Return (Ann) | 11.08% | 14.83% |
| 10Y Return (Ann) | 10.35% | 11.94% |
| Sharpe Ratio | 2.50 | 2.01 |
| Sortino Ratio | 3.27 | 2.70 |
| Omega Ratio | 1.50 | 1.35 |
| Calmar Ratio | 3.13 | 3.53 |
| Martin Ratio | 15.15 | 9.42 |
| Ulcer Index | 1.69% | 2.84% |
| Daily Std Dev | 10.23% | 13.33% |
| Max Drawdown | -33.60% | -53.86% |
| Current Drawdown | -2.69% | -7.58% |
Correlation
The correlation between IUSQ.DE and BRK-B is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IUSQ.DE vs. BRK-B - Performance Comparison
In the year-to-date period, IUSQ.DE achieves a 17.98% return, which is significantly lower than BRK-B's 24.01% return. Over the past 10 years, IUSQ.DE has underperformed BRK-B with an annualized return of 10.35%, 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.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
IUSQ.DE vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.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
IUSQ.DE vs. BRK-B - Dividend Comparison
Neither IUSQ.DE nor BRK-B has paid dividends to shareholders.
Drawdowns
IUSQ.DE vs. BRK-B - Drawdown Comparison
The maximum IUSQ.DE drawdown since its inception was -33.60%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for IUSQ.DE and BRK-B. For additional features, visit the drawdowns tool.
Volatility
IUSQ.DE vs. BRK-B - Volatility Comparison
The current volatility for iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE) is 2.22%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 3.81%. This indicates that IUSQ.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.