NASD.L vs. BRK-B
Compare and contrast key facts about Lyxor Nasdaq-100 Ucits ETF Acc USD (NASD.L) and Berkshire Hathaway Inc. (BRK-B).
NASD.L is a passively managed fund by Amundi that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 17, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NASD.L or BRK-B.
Key characteristics
| NASD.L | BRK-B | |
|---|---|---|
| YTD Return | 16.06% | 28.04% |
| 1Y Return | 28.97% | 23.28% |
| 3Y Return (Ann) | 9.01% | 18.25% |
| 5Y Return (Ann) | 20.46% | 16.95% |
| Sharpe Ratio | 1.78 | 1.80 |
| Daily Std Dev | 16.88% | 13.42% |
| Max Drawdown | -35.01% | -53.86% |
| Current Drawdown | -4.90% | -4.57% |
Correlation
The correlation between NASD.L and BRK-B is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
NASD.L vs. BRK-B - Performance Comparison
In the year-to-date period, NASD.L achieves a 16.06% return, which is significantly lower than BRK-B's 28.04% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
NASD.L vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor Nasdaq-100 Ucits ETF Acc USD (NASD.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.
Dividends
NASD.L vs. BRK-B - Dividend Comparison
Neither NASD.L nor BRK-B has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
NASD.L Lyxor Nasdaq-100 Ucits ETF Acc USD | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.66% | 0.70% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
NASD.L vs. BRK-B - Drawdown Comparison
The maximum NASD.L drawdown since its inception was -35.01%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for NASD.L and BRK-B. For additional features, visit the drawdowns tool.
Volatility
NASD.L vs. BRK-B - Volatility Comparison
Lyxor Nasdaq-100 Ucits ETF Acc USD (NASD.L) has a higher volatility of 5.63% compared to Berkshire Hathaway Inc. (BRK-B) at 4.75%. This indicates that NASD.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.