LOCK.L vs. BRK-B
LOCK.L (iShares Digital Security UCITS ETF USD Acc) is Technology Equities fund tracking the MSCI World/Information Tech NR USD, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 5 years, LOCK.L returned 10.04%/yr vs 10.35%/yr for BRK-B. At a 0.26 correlation, their price movements are largely independent.
Performance
LOCK.L vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, LOCK.L achieves a 19.50% return, which is significantly higher than BRK-B's -4.78% return.
LOCK.L
- 1D
- -1.95%
- 1M
- 10.02%
- YTD
- 19.50%
- 6M
- 21.22%
- 1Y
- 25.28%
- 3Y*
- 21.93%
- 5Y*
- 10.04%
- 10Y*
- —
BRK-B
- 1D
- 0.69%
- 1M
- 2.82%
- YTD
- -4.78%
- 6M
- -4.89%
- 1Y
- -2.52%
- 3Y*
- 13.36%
- 5Y*
- 10.35%
- 10Y*
- 12.93%
LOCK.L vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
LOCK.L iShares Digital Security UCITS ETF USD Acc | 19.50% | 11.36% | 16.83% | 33.97% | -29.10% | 16.48% | 26.98% | 28.45% | -12.58% |
BRK-B Berkshire Hathaway Inc. | -4.78% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | -4.85% |
Correlation
The correlation between LOCK.L and BRK-B is -0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Sep 13, 2018 | 0.26 |
The correlation between LOCK.L and BRK-B shifts across timeframes, from -0.05 (1 year) to 0.26 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
LOCK.L vs. BRK-B — Risk / Return Rank
LOCK.L
BRK-B
LOCK.L vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Digital Security UCITS ETF USD Acc (LOCK.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.
| LOCK.L | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.40 | ||
| Sortino ratioReturn per unit of downside risk | +1.96 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 0.98 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 2.16 | -0.27 | +2.43 |
| Martin ratioReturn relative to average drawdown | 5.16 | -0.57 | +5.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LOCK.L | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | -0.18 | +1.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.61 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.67 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.48 | +0.10 |
Drawdowns
LOCK.L vs. BRK-B - Drawdown Comparison
The maximum LOCK.L drawdown since its inception was -36.04%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for LOCK.L and BRK-B.
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Drawdown Indicators
| LOCK.L | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.04% | -53.86% | +17.82% |
Max Drawdown (1Y)Largest decline over 1 year | -11.65% | -9.42% | -2.23% |
Max Drawdown (3Y)Largest decline over 3 years | -22.32% | -14.95% | -7.37% |
Max Drawdown (5Y)Largest decline over 5 years | -36.04% | -26.58% | -9.46% |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.57% | — |
Current DrawdownCurrent decline from peak | -2.87% | -11.33% | +8.46% |
Average DrawdownAverage peak-to-trough decline | -9.60% | -11.07% | +1.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.88% | 4.46% | +0.42% |
Volatility
LOCK.L vs. BRK-B - Volatility Comparison
iShares Digital Security UCITS ETF USD Acc (LOCK.L) has a higher volatility of 8.23% compared to Berkshire Hathaway Inc. (BRK-B) at 3.72%. This indicates that LOCK.L'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
| LOCK.L | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.23% | 3.72% | +4.51% |
Volatility (6M)Calculated over the trailing 6-month period | 16.43% | 10.70% | +5.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.55% | 14.32% | +6.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.07% | 17.11% | +3.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.13% | 19.43% | +1.70% |
Dividends
LOCK.L vs. BRK-B - Dividend Comparison
Neither LOCK.L nor BRK-B has paid dividends to shareholders.
Frequently Asked Questions
LOCK.L and BRK-B have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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