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IVOO vs. BRK-B
Performance
Return for Risk
Dividends
Drawdowns
Volatility

IVOO vs. BRK-B

Last updated Apr 2, 2026

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.

Performance

IVOO vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard S&P Mid-Cap 400 ETF (IVOO) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

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IVOO vs. BRK-B - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
IVOO
Vanguard S&P Mid-Cap 400 ETF		3.39%7.47%13.77%16.45%-13.17%24.61%13.61%26.18%-11.33%16.38%
BRK-B
Berkshire Hathaway Inc.		-4.80%10.89%27.09%15.46%3.31%28.95%2.37%10.93%3.01%21.62%

Returns By Period

In the year-to-date period, IVOO achieves a 3.39% return, which is significantly higher than BRK-B's -4.80% return. Over the past 10 years, IVOO has underperformed BRK-B with an annualized return of 10.53%, while BRK-B has yielded a comparatively higher 12.78% annualized return.

IVOO

1D
0.80%
1M
-5.35%
YTD
3.39%
6M
4.77%
1Y
17.69%
3Y*
12.35%
5Y*
6.72%
10Y*
10.53%

BRK-B

1D
-0.15%
1M
-0.35%
YTD
-4.80%
6M
-3.95%
1Y
-10.22%
3Y*
15.72%
5Y*
13.13%
10Y*
12.78%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Vanguard S&P Mid-Cap 400 ETF

Berkshire Hathaway Inc.

Often compared with IVOO:
IVOO vs. VOOIVOO vs. VOIVOO vs. IJHIVOO vs. VIOVIVOO vs. VOOGIVOO vs. VIOGIVOO vs. FZFLX
Often compared with BRK-B:
BRK-B vs. SPYBRK-B vs. VOOBRK-B vs. BRK-ABRK-B vs. QQQBRK-B vs. ^NDXBRK-B vs. VTIBRK-B vs. VGT

Return for Risk

IVOO vs. BRK-B — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IVOO
IVOO Risk / Return Rank: 4747
Overall Rank
IVOO Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
IVOO Sortino Ratio Rank: 4646
Sortino Ratio Rank
IVOO Omega Ratio Rank: 4444
Omega Ratio Rank
IVOO Calmar Ratio Rank: 4848
Calmar Ratio Rank
IVOO Martin Ratio Rank: 5555
Martin Ratio Rank
BRK-B
BRK-B Risk / Return Rank: 1717
Overall Rank
BRK-B Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
BRK-B Sortino Ratio Rank: 1616
Sortino Ratio Rank
BRK-B Omega Ratio Rank: 1616
Omega Ratio Rank
BRK-B Calmar Ratio Rank: 1717
Calmar Ratio Rank
BRK-B Martin Ratio Rank: 1919
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IVOO vs. BRK-B - Risk-Adjusted Trends 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.

IVOOBRK-BDifference

Sharpe ratio

Return per unit of total volatility

0.84

-0.56

+1.40

Sortino ratio

Return per unit of downside risk

1.32

-0.65

+1.97

Omega ratio

Gain probability vs. loss probability

1.18

0.91

+0.27

Calmar ratio

Return relative to maximum drawdown

1.30

-0.68

+1.98

Martin ratio

Return relative to average drawdown

5.58

-1.16

+6.74

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IVOO vs. BRK-B - Sharpe Ratio Comparison

The current IVOO Sharpe Ratio is 0.84, which is higher than the BRK-B Sharpe Ratio of -0.56. The chart below compares the historical Sharpe Ratios of IVOO and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

IVOOBRK-BDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.84

-0.56

+1.40

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.34

0.77

-0.42

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

0.66

-0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.59

0.48

+0.11

Correlation

The correlation between IVOO and BRK-B is 0.64, 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.

Dividends

IVOO vs. BRK-B - Dividend Comparison

IVOO's dividend yield for the trailing twelve months is around 1.31%, while BRK-B has not paid dividends to shareholders.

TTM20252024202320222021202020192018201720162015
IVOO
Vanguard S&P Mid-Cap 400 ETF		1.31%1.35%1.30%1.25%1.58%1.14%1.23%1.49%1.56%1.22%1.37%1.45%
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.

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Drawdown Indicators

IVOOBRK-BDifference

Max Drawdown

Largest peak-to-trough decline

-42.33%

-53.86%

+11.53%

Max Drawdown (1Y)

Largest decline over 1 year

-14.17%

-14.95%

+0.78%

Max Drawdown (5Y)

Largest decline over 5 years

-24.22%

-26.58%

+2.36%

Max Drawdown (10Y)

Largest decline over 10 years

-42.33%

-29.57%

-12.76%

Current Drawdown

Current decline from peak

-5.35%

-11.36%

+6.01%

Average Drawdown

Average peak-to-trough decline

-5.31%

-11.07%

+5.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.29%

8.72%

-5.43%

Volatility

IVOO vs. BRK-B - Volatility Comparison

Vanguard S&P Mid-Cap 400 ETF (IVOO) has a higher volatility of 6.46% compared to Berkshire Hathaway Inc. (BRK-B) at 4.33%. 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.

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Volatility by Period

IVOOBRK-BDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.46%

4.33%

+2.13%

Volatility (6M)

Calculated over the trailing 6-month period

11.93%

11.14%

+0.79%

Volatility (1Y)

Calculated over the trailing 1-year period

21.23%

18.30%

+2.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.73%

17.20%

+2.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.16%

19.45%

+1.71%