REIT vs. BRK-B
REIT (ALPS Active REIT ETF) is REIT fund actively managed by ALPS, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 5 years, REIT returned 4.64%/yr vs 11.27%/yr for BRK-B. At a 0.48 correlation, their price movements are largely independent.
Performance
REIT vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, REIT achieves a 17.44% return, which is significantly higher than BRK-B's -2.67% return.
REIT
- 1D
- 0.97%
- 1M
- 4.83%
- YTD
- 17.44%
- 6M
- 17.70%
- 1Y
- 18.15%
- 3Y*
- 11.38%
- 5Y*
- 4.64%
- 10Y*
- —
BRK-B
- 1D
- 0.71%
- 1M
- 1.36%
- YTD
- -2.67%
- 6M
- -2.06%
- 1Y
- 0.35%
- 3Y*
- 13.30%
- 5Y*
- 11.27%
- 10Y*
- 13.22%
REIT vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
REIT ALPS Active REIT ETF | 17.44% | -0.55% | 7.11% | 13.74% | -21.23% | 33.02% |
BRK-B Berkshire Hathaway Inc. | -2.67% | 10.89% | 27.09% | 15.46% | 3.31% | 22.70% |
Correlation
The correlation between REIT and BRK-B is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Feb 26, 2021 | 0.48 |
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Return for Risk
REIT vs. BRK-B — Risk / Return Rank
REIT
BRK-B
REIT vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS Active REIT ETF (REIT) 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.
| REIT | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.34 | ||
| Sortino ratioReturn per unit of downside risk | +1.72 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.01 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 2.35 | -0.02 | +2.37 |
| Martin ratioReturn relative to average drawdown | 6.81 | -0.05 | +6.86 |
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Drawdowns
REIT vs. BRK-B - Drawdown Comparison
The maximum REIT drawdown since its inception was -29.30%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for REIT and BRK-B.
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Drawdown Indicators
| REIT | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.30% | -53.86% | +24.56% |
Max Drawdown (1Y)Largest decline over 1 year | -7.35% | -9.42% | +2.07% |
Max Drawdown (3Y)Largest decline over 3 years | -18.19% | -14.95% | -3.24% |
Max Drawdown (5Y)Largest decline over 5 years | -29.30% | -26.58% | -2.72% |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.57% | — |
Current DrawdownCurrent decline from peak | 0.00% | -9.36% | +9.36% |
Average DrawdownAverage peak-to-trough decline | -10.32% | -11.07% | +0.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 4.53% | -2.00% |
Volatility
REIT vs. BRK-B - Volatility Comparison
ALPS Active REIT ETF (REIT) has a higher volatility of 4.60% compared to Berkshire Hathaway Inc. (BRK-B) at 3.95%. This indicates that REIT'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
| REIT | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.60% | 3.95% | +0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 9.43% | 10.78% | -1.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.07% | 14.38% | -1.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.48% | 17.12% | +1.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.37% | 19.44% | -1.07% |
Dividends
REIT vs. BRK-B - Dividend Comparison
REIT's dividend yield for the trailing twelve months is around 2.69%, while BRK-B has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
REIT ALPS Active REIT ETF | 2.69% | 3.20% | 3.06% | 3.13% | 2.81% | 4.71% |
Frequently Asked Questions
REIT and BRK-B have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
REIT has higher volatility (4.60%) compared to BRK-B (3.95%). In terms of maximum drawdown, REIT dropped -29.30% vs BRK-B's -53.86%.
REIT currently has the higher Sharpe Ratio (1.32 vs -0.02), 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.
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