PGRO vs. BRK-B
Compare and contrast key facts about Putnam Focused Large Cap Growth ETF (PGRO) and Berkshire Hathaway Inc. (BRK-B).
PGRO is an actively managed fund by Power Corporation of Canada. It was launched on May 25, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PGRO or BRK-B.
Key characteristics
PGRO | BRK-B | |
---|---|---|
YTD Return | 8.45% | 12.32% |
1Y Return | 36.40% | 23.94% |
Sharpe Ratio | 2.22 | 1.88 |
Daily Std Dev | 16.02% | 12.18% |
Max Drawdown | -34.73% | -53.86% |
Current Drawdown | -4.98% | -4.74% |
Correlation
The correlation between PGRO and BRK-B is 0.50, 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
PGRO vs. BRK-B - Performance Comparison
In the year-to-date period, PGRO achieves a 8.45% return, which is significantly lower than BRK-B's 12.32% 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
PGRO vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Focused Large Cap Growth ETF (PGRO) 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
PGRO vs. BRK-B - Dividend Comparison
PGRO's dividend yield for the trailing twelve months is around 0.17%, while BRK-B has not paid dividends to shareholders.
TTM | 2023 | 2022 | |
---|---|---|---|
Putnam Focused Large Cap Growth ETF | 0.17% | 0.19% | 0.12% |
Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% |
Drawdowns
PGRO vs. BRK-B - Drawdown Comparison
The maximum PGRO drawdown since its inception was -34.73%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for PGRO and BRK-B. For additional features, visit the drawdowns tool.
Volatility
PGRO vs. BRK-B - Volatility Comparison
Putnam Focused Large Cap Growth ETF (PGRO) has a higher volatility of 5.60% compared to Berkshire Hathaway Inc. (BRK-B) at 3.45%. This indicates that PGRO'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.