PortfoliosLab logoPortfoliosLab logo
QUSA vs. BRK-B
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

QUSA vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VistaShares Target 15™ USA Quality Income ETF (QUSA) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, QUSA achieves a 8.00% return, which is significantly higher than BRK-B's -2.89% return.


QUSA

1D
-1.95%
1M
0.66%
YTD
8.00%
6M
8.29%
1Y
1.37%
3Y*
5Y*
10Y*

BRK-B

1D
1.98%
1M
3.90%
YTD
-2.89%
6M
-3.21%
1Y
-0.12%
3Y*
13.55%
5Y*
10.78%
10Y*
13.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

QUSA vs. BRK-B - Yearly Performance Comparison


Correlation

The correlation between QUSA and BRK-B is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.21

Correlation (All Time)
Calculated using the full available price history since May 7, 2025

0.23

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

QUSA vs. BRK-B — Risk / Return Rank

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

QUSA
QUSA Risk / Return Rank: 1111
Overall Rank
QUSA Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
QUSA Sortino Ratio Rank: 1010
Sortino Ratio Rank
QUSA Omega Ratio Rank: 1010
Omega Ratio Rank
QUSA Calmar Ratio Rank: 1111
Calmar Ratio Rank
QUSA Martin Ratio Rank: 1111
Martin Ratio Rank

BRK-B
BRK-B Risk / Return Rank: 3838
Overall Rank
BRK-B Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
BRK-B Sortino Ratio Rank: 3333
Sortino Ratio Rank
BRK-B Omega Ratio Rank: 3232
Omega Ratio Rank
BRK-B Calmar Ratio Rank: 4141
Calmar Ratio Rank
BRK-B Martin Ratio Rank: 4141
Martin Ratio Rank
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.

QUSA vs. BRK-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VistaShares Target 15™ USA Quality Income ETF (QUSA) 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.


QUSABRK-BDifference
Sharpe ratioReturn per unit of total volatility

+0.14

Sortino ratioReturn per unit of downside risk

+0.17

Omega ratioGain probability vs. loss probability

1.03

1.01

+0.02

Calmar ratioReturn relative to maximum drawdown

0.14

-0.01

+0.15

Martin ratioReturn relative to average drawdown

0.32

-0.03

+0.35

QUSA vs. BRK-B - Sharpe Ratio Comparison

The current QUSA Sharpe Ratio is 0.13, which is higher than the BRK-B Sharpe Ratio of -0.01. The chart below compares the historical Sharpe Ratios of QUSA 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.


Loading charts...

Sharpe Ratios by Period


QUSABRK-BDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.13

-0.01

+0.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.63

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.68

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

0.48

-0.08

Drawdowns

QUSA vs. BRK-B - Drawdown Comparison

The maximum QUSA drawdown since its inception was -10.64%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for QUSA and BRK-B.


Loading charts...

Drawdown Indicators


QUSABRK-BDifference

Max Drawdown

Largest peak-to-trough decline

-10.64%

-53.86%

+43.22%

Max Drawdown (1Y)

Largest decline over 1 year

-10.12%

-9.42%

-0.70%

Max Drawdown (3Y)

Largest decline over 3 years

-14.95%

Max Drawdown (5Y)

Largest decline over 5 years

-26.58%

Max Drawdown (10Y)

Largest decline over 10 years

-29.57%

Current Drawdown

Current decline from peak

-1.95%

-9.57%

+7.62%

Average Drawdown

Average peak-to-trough decline

-3.83%

-11.07%

+7.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.26%

4.47%

-0.21%

Volatility

QUSA vs. BRK-B - Volatility Comparison

The current volatility for VistaShares Target 15™ USA Quality Income ETF (QUSA) is 2.76%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.08%. This indicates that QUSA 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.


Loading charts...

Volatility by Period


QUSABRK-BDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.76%

4.08%

-1.32%

Volatility (6M)

Calculated over the trailing 6-month period

8.38%

10.87%

-2.49%

Volatility (1Y)

Calculated over the trailing 1-year period

10.54%

14.39%

-3.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.49%

17.13%

-6.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.49%

19.43%

-8.94%

Dividends

QUSA vs. BRK-B - Dividend Comparison

QUSA's dividend yield for the trailing twelve months is around 12.68%, while BRK-B has not paid dividends to shareholders.


Frequently Asked Questions


QUSA and BRK-B have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BRK-B has higher volatility (4.08%) compared to QUSA (2.76%). In terms of maximum drawdown, QUSA dropped -10.64% vs BRK-B's -53.86%.

QUSA currently has the higher Sharpe Ratio (0.13 vs -0.01), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for QUSA and BRK-B

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer