JURE.L vs. BRK-B

Last updated Apr 5, 2026

Compare and contrast key facts about JPMorgan US Research Enhanced Index Equity UCITS ETF - USD (acc) (JURE.L) and Berkshire Hathaway Inc. (BRK-B).

JURE.L is a passively managed fund by JPMorgan that tracks the performance of the Russell 1000 TR USD. It was launched on Oct 10, 2018.

Performance

JURE.L vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in JPMorgan US Research Enhanced Index Equity UCITS ETF - USD (acc) (JURE.L) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

JURE.L is traded in GBp, while BRK-B is traded in USD. To make them comparable, the BRK-B values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, JURE.L achieves a -2.80% return, which is significantly higher than BRK-B's -3.23% return.

JURE.L

• 1D: 0.32%
• 1M: -2.98%
• YTD: -2.80%
• 6M: 0.10%
• 1Y: 24.76%
• 3Y*: 15.68%
• 5Y*: 12.82%
• 10Y*: —

BRK-B

• 1D: 0.39%
• 1M: -3.63%
• YTD: -3.23%
• 6M: -2.45%
• 1Y: -5.71%
• 3Y*: 13.04%
• 5Y*: 14.10%
• 10Y*: 13.65%

*Multi-year figures are annualized to reflect compound growth (CAGR)

JURE.L vs. BRK-B - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
JURE.L JPMorgan US Research Enhanced Index Equity UCITS ETF - USD (acc)	-2.80%	8.38%	27.17%	21.34%	-9.44%	32.51%	15.58%	26.43%	-6.82%
BRK-B Berkshire Hathaway Inc.	-3.23%	2.99%	29.31%	9.69%	15.59%	30.17%	-0.64%	6.71%	0.57%

Correlation

The correlation between JURE.L and BRK-B is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners. Combining low-correlation assets is one of the most reliable ways to reduce portfolio risk without sacrificing expected returns.

Return for Risk

JURE.L vs. BRK-B — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JURE.L

JURE.L Risk / Return Rank: 61
JURE.L Sharpe Ratio Rank: 48
JURE.L Sortino Ratio Rank: 48
JURE.L Omega Ratio Rank: 50
JURE.L Calmar Ratio Rank: 82
JURE.L Martin Ratio Rank: 80

BRK-B

BRK-B Risk / Return Rank: 15
BRK-B Sharpe Ratio Rank: 14
BRK-B Sortino Ratio Rank: 15
BRK-B Omega Ratio Rank: 14
BRK-B Calmar Ratio Rank: 15
BRK-B Martin Ratio Rank: 16

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.

JURE.L vs. BRK-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan US Research Enhanced Index Equity UCITS ETF - USD (acc) (JURE.L) 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.

	JURE.L	BRK-B	Difference
Sharpe ratio Return per unit of total volatility	0.94	-0.67	+1.62
Sortino ratio Return per unit of downside risk	1.38	-0.82	+2.20
Omega ratio Gain probability vs. loss probability	1.20	0.89	+0.31
Calmar ratio Return relative to maximum drawdown	2.95	-0.73	+3.68
Martin ratio Return relative to average drawdown	10.75	-1.12	+11.87
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

JURE.L vs. BRK-B - Sharpe Ratio Comparison

The current JURE.L Sharpe Ratio is 0.94, which is higher than the BRK-B Sharpe Ratio of -0.67. The chart below compares the historical Sharpe Ratios of JURE.L and BRK-B, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	JURE.L	BRK-B	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.94	-0.67	+1.62
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.88	0.84	+0.05
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.69	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.85	0.59	+0.26

Drawdowns

JURE.L vs. BRK-B - Drawdown Comparison

The maximum JURE.L drawdown since its inception was -26.13%, smaller than the maximum BRK-B drawdown of -37.92%. Use the drawdown chart below to compare losses from any high point for JURE.L and BRK-B.

Drawdown Indicators

	JURE.L	BRK-B	Difference
Max Drawdown Largest peak-to-trough decline	-26.13%	-53.86%	+27.73%
Max Drawdown (1Y) Largest decline over 1 year	-7.00%	-14.95%	+7.95%
Max Drawdown (5Y) Largest decline over 5 years	-21.50%	-26.58%	+5.08%
Max Drawdown (10Y) Largest decline over 10 years	—	-29.57%	—
Current Drawdown Current decline from peak	-4.27%	-11.57%	+7.30%
Average Drawdown Average peak-to-trough decline	-3.73%	-11.07%	+7.34%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.92%	8.75%	-6.83%

Volatility

JURE.L vs. BRK-B - Volatility Comparison

The current volatility for JPMorgan US Research Enhanced Index Equity UCITS ETF - USD (acc) (JURE.L) is 3.59%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.59%. This indicates that JURE.L 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.

Volatility by Period

	JURE.L	BRK-B	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.59%	4.59%	-1.00%
Volatility (6M) Calculated over the trailing 6-month period	8.12%	12.26%	-4.14%
Volatility (1Y) Calculated over the trailing 1-year period	15.55%	18.96%	-3.41%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.51%	16.94%	-2.43%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.51%	19.84%	-3.33%

Dividends

JURE.L vs. BRK-B - Dividend Comparison

Neither JURE.L nor BRK-B has paid dividends to shareholders.

Tickers have no history of dividend payments