IVOO vs. BRK-B
Compare and contrast key facts about Vanguard S&P Mid-Cap 400 ETF (IVOO) and Berkshire Hathaway Inc. (BRK-B).
IVOO is a passively managed fund by Vanguard that tracks the performance of the S&P MidCap 400 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVOO or BRK-B.
Key characteristics
| IVOO | BRK-B | |
|---|---|---|
| YTD Return | 3.38% | 11.75% |
| 1Y Return | 18.57% | 22.32% |
| 3Y Return (Ann) | 3.20% | 13.19% |
| 5Y Return (Ann) | 9.30% | 12.80% |
| 10Y Return (Ann) | 9.35% | 12.04% |
| Sharpe Ratio | 1.05 | 1.69 |
| Daily Std Dev | 16.08% | 12.26% |
| Max Drawdown | -42.33% | -53.86% |
| Current Drawdown | -5.90% | -5.22% |
Correlation
The correlation between IVOO and BRK-B is 0.67, 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
IVOO vs. BRK-B - Performance Comparison
In the year-to-date period, IVOO achieves a 3.38% return, which is significantly lower than BRK-B's 11.75% return. Over the past 10 years, IVOO has underperformed BRK-B with an annualized return of 9.35%, while BRK-B has yielded a comparatively higher 12.04% 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
IVOO vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P Mid-Cap 400 ETF (IVOO) 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
IVOO vs. BRK-B - Dividend Comparison
IVOO's dividend yield for the trailing twelve months is around 1.24%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVOO Vanguard S&P Mid-Cap 400 ETF | 1.24% | 1.25% | 1.58% | 1.14% | 1.23% | 1.49% | 1.56% | 1.22% | 1.37% | 1.45% | 1.26% | 0.92% |
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
IVOO vs. BRK-B - Drawdown Comparison
The maximum IVOO drawdown since its inception was -42.33%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for IVOO and BRK-B. For additional features, visit the drawdowns tool.
Volatility
IVOO vs. BRK-B - Volatility Comparison
Vanguard S&P Mid-Cap 400 ETF (IVOO) has a higher volatility of 4.26% compared to Berkshire Hathaway Inc. (BRK-B) at 3.41%. This indicates that IVOO'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.