IWML vs. BRK-B
Compare and contrast key facts about ETRACS 2x Leveraged US Size Factor TR ETN (IWML) and Berkshire Hathaway Inc. (BRK-B).
IWML is a passively managed fund by UBS that tracks the performance of the Russell 2000 Index. It was launched on Feb 4, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IWML or BRK-B.
Correlation
The correlation between IWML and BRK-B is 0.54, 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
IWML vs. BRK-B - Performance Comparison
Key characteristics
IWML:
0.57
BRK-B:
1.64
IWML:
1.05
BRK-B:
2.33
IWML:
1.13
BRK-B:
1.30
IWML:
0.51
BRK-B:
2.85
IWML:
2.80
BRK-B:
6.93
IWML:
8.31%
BRK-B:
3.44%
IWML:
41.16%
BRK-B:
14.60%
IWML:
-60.06%
BRK-B:
-53.86%
IWML:
-30.35%
BRK-B:
-6.84%
Returns By Period
In the year-to-date period, IWML achieves a -0.89% return, which is significantly lower than BRK-B's -0.72% return.
IWML
-0.89%
-10.37%
-5.86%
23.05%
N/A
N/A
BRK-B
-0.72%
-1.72%
2.54%
23.76%
14.46%
11.71%
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Risk-Adjusted Performance
IWML vs. BRK-B — Risk-Adjusted Performance Rank
IWML
BRK-B
IWML vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ETRACS 2x Leveraged US Size Factor TR ETN (IWML) 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
IWML vs. BRK-B - Dividend Comparison
Neither IWML nor BRK-B has paid dividends to shareholders.
Drawdowns
IWML vs. BRK-B - Drawdown Comparison
The maximum IWML drawdown since its inception was -60.06%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for IWML and BRK-B. For additional features, visit the drawdowns tool.
Volatility
IWML vs. BRK-B - Volatility Comparison
ETRACS 2x Leveraged US Size Factor TR ETN (IWML) has a higher volatility of 13.52% compared to Berkshire Hathaway Inc. (BRK-B) at 3.96%. This indicates that IWML'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.