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 7.58%/yr vs 11.87%/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 9.56% return, which is significantly higher than BRK-B's -2.95% return.
LOCK.L
- 1D
- -1.07%
- 1M
- -5.76%
- YTD
- 9.56%
- 6M
- 8.70%
- 1Y
- 14.29%
- 3Y*
- 19.11%
- 5Y*
- 7.58%
- 10Y*
- —
BRK-B
- 1D
- -1.41%
- 1M
- 0.87%
- YTD
- -2.95%
- 6M
- -2.70%
- 1Y
- 0.33%
- 3Y*
- 13.44%
- 5Y*
- 11.87%
- 10Y*
- 13.42%
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 | 9.56% | 11.29% | 16.92% | 33.93% | -29.10% | 16.48% | 26.98% | 28.45% | -12.65% |
BRK-B Berkshire Hathaway Inc. | -2.95% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | -4.09% |
Correlation
The correlation between LOCK.L and BRK-B is -0.04, 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 | -0.04 |
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 7, 2018 | 0.26 |
The correlation between LOCK.L and BRK-B shifts across timeframes, from -0.04 (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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LOCK.L | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.64 | ||
| Sortino ratioReturn per unit of downside risk | +0.94 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.02 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.22 | 0.04 | +1.19 |
| Martin ratioReturn relative to average drawdown | 2.65 | 0.07 | +2.58 |
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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 | -22.28% | -14.95% | -7.33% |
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 | -10.97% | -9.63% | -1.34% |
Average DrawdownAverage peak-to-trough decline | -9.56% | -11.07% | +1.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.37% | 4.51% | +0.86% |
Volatility
LOCK.L vs. BRK-B - Volatility Comparison
iShares Digital Security UCITS ETF USD Acc (LOCK.L) has a higher volatility of 8.98% compared to Berkshire Hathaway Inc. (BRK-B) at 3.80%. 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 | 8.98% | 3.80% | +5.18% |
Volatility (6M)Calculated over the trailing 6-month period | 17.53% | 10.53% | +7.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.36% | 14.40% | +6.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.24% | 17.10% | +4.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.15% | 19.39% | +1.76% |
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 -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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