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SC0Y.DE vs. BRK-B
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SC0Y.DE vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Invesco European Insurance Sector UCITS ETF Acc (SC0Y.DE) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

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SC0Y.DE vs. BRK-B - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SC0Y.DE
Invesco European Insurance Sector UCITS ETF Acc
-2.56%29.31%22.30%12.85%2.78%19.96%-10.11%29.63%-7.85%10.14%
BRK-B
Berkshire Hathaway Inc.
-3.34%-2.27%35.48%12.00%9.71%38.60%-6.07%13.44%7.84%6.68%
Different Trading Currencies

SC0Y.DE is traded in EUR, while BRK-B is traded in USD. To make them comparable, the BRK-B values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, SC0Y.DE achieves a -2.56% return, which is significantly higher than BRK-B's -3.15% return. Over the past 10 years, SC0Y.DE has underperformed BRK-B with an annualized return of 11.28%, while BRK-B has yielded a comparatively higher 12.63% annualized return.


SC0Y.DE

1D
1.86%
1M
-0.82%
YTD
-2.56%
6M
1.45%
1Y
7.19%
3Y*
19.82%
5Y*
13.79%
10Y*
11.28%

BRK-B

1D
0.00%
1M
0.89%
YTD
-3.15%
6M
-2.40%
1Y
-16.07%
3Y*
13.32%
5Y*
13.58%
10Y*
12.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

SC0Y.DE vs. BRK-B — Risk / Return Rank

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

SC0Y.DE
SC0Y.DE Risk / Return Rank: 2323
Overall Rank
SC0Y.DE Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
SC0Y.DE Sortino Ratio Rank: 2121
Sortino Ratio Rank
SC0Y.DE Omega Ratio Rank: 2222
Omega Ratio Rank
SC0Y.DE Calmar Ratio Rank: 2626
Calmar Ratio Rank
SC0Y.DE Martin Ratio Rank: 2525
Martin Ratio Rank

BRK-B
BRK-B Risk / Return Rank: 1717
Overall Rank
BRK-B Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
BRK-B Sortino Ratio Rank: 1616
Sortino Ratio Rank
BRK-B Omega Ratio Rank: 1616
Omega Ratio Rank
BRK-B Calmar Ratio Rank: 1717
Calmar Ratio Rank
BRK-B Martin Ratio Rank: 1919
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.

SC0Y.DE vs. BRK-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco European Insurance Sector UCITS ETF Acc (SC0Y.DE) 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.


SC0Y.DEBRK-BDifference

Sharpe ratio

Return per unit of total volatility

0.40

-0.82

+1.21

Sortino ratio

Return per unit of downside risk

0.63

-1.02

+1.65

Omega ratio

Gain probability vs. loss probability

1.09

0.86

+0.23

Calmar ratio

Return relative to maximum drawdown

0.64

-0.77

+1.41

Martin ratio

Return relative to average drawdown

2.01

-1.10

+3.11

SC0Y.DE vs. BRK-B - Sharpe Ratio Comparison

The current SC0Y.DE Sharpe Ratio is 0.40, which is higher than the BRK-B Sharpe Ratio of -0.82. The chart below compares the historical Sharpe Ratios of SC0Y.DE and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SC0Y.DEBRK-BDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.40

-0.82

+1.21

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.83

0.78

+0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.56

0.63

-0.07

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

0.51

+0.01

Correlation

The correlation between SC0Y.DE and BRK-B is 0.34, 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.


Dividends

SC0Y.DE vs. BRK-B - Dividend Comparison

Neither SC0Y.DE nor BRK-B has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

SC0Y.DE vs. BRK-B - Drawdown Comparison

The maximum SC0Y.DE drawdown since its inception was -46.88%, roughly equal to the maximum BRK-B drawdown of -45.91%. Use the drawdown chart below to compare losses from any high point for SC0Y.DE and BRK-B.


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Drawdown Indicators


SC0Y.DEBRK-BDifference

Max Drawdown

Largest peak-to-trough decline

-46.88%

-53.86%

+6.98%

Max Drawdown (1Y)

Largest decline over 1 year

-12.28%

-14.95%

+2.67%

Max Drawdown (5Y)

Largest decline over 5 years

-18.89%

-26.58%

+7.69%

Max Drawdown (10Y)

Largest decline over 10 years

-46.88%

-29.57%

-17.31%

Current Drawdown

Current decline from peak

-2.56%

-11.36%

+8.80%

Average Drawdown

Average peak-to-trough decline

-7.19%

-11.07%

+3.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.57%

8.72%

-5.15%

Volatility

SC0Y.DE vs. BRK-B - Volatility Comparison

Invesco European Insurance Sector UCITS ETF Acc (SC0Y.DE) has a higher volatility of 5.22% compared to Berkshire Hathaway Inc. (BRK-B) at 4.41%. This indicates that SC0Y.DE'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


SC0Y.DEBRK-BDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.22%

4.41%

+0.81%

Volatility (6M)

Calculated over the trailing 6-month period

10.60%

11.71%

-1.11%

Volatility (1Y)

Calculated over the trailing 1-year period

17.97%

19.78%

-1.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.52%

17.45%

-0.93%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.94%

20.14%

-0.20%