SCHW vs. BRK-B
Compare and contrast key facts about The Charles Schwab Corporation (SCHW) and Berkshire Hathaway Inc. (BRK-B).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCHW or BRK-B.
Key characteristics
| SCHW | BRK-B | |
|---|---|---|
| YTD Return | 8.81% | 12.42% |
| 1Y Return | 45.27% | 22.04% |
| 3Y Return (Ann) | 3.28% | 13.46% |
| 5Y Return (Ann) | 12.00% | 13.13% |
| 10Y Return (Ann) | 12.15% | 12.12% |
| Sharpe Ratio | 1.55 | 1.87 |
| Daily Std Dev | 30.10% | 12.23% |
| Max Drawdown | -86.79% | -53.86% |
| Current Drawdown | -19.42% | -4.65% |
Fundamentals
| SCHW | BRK-B | |
|---|---|---|
| Market Cap | $137.00B | $869.26B |
| EPS | $2.39 | $44.27 |
| PE Ratio | 31.38 | 9.08 |
| PEG Ratio | 1.19 | 10.06 |
| Revenue (TTM) | $18.46B | $364.48B |
| Gross Profit (TTM) | $20.17B | -$28.09B |
| EBITDA (TTM) | $1.17B | $135.68B |
Correlation
The correlation between SCHW and BRK-B is 0.40, 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
SCHW vs. BRK-B - Performance Comparison
In the year-to-date period, SCHW achieves a 8.81% return, which is significantly lower than BRK-B's 12.42% return. Both investments have delivered pretty close results over the past 10 years, with SCHW having a 12.15% annualized return and BRK-B not far behind at 12.12%. 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
SCHW vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Charles Schwab Corporation (SCHW) 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
SCHW vs. BRK-B - Dividend Comparison
SCHW's dividend yield for the trailing twelve months is around 1.34%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHW The Charles Schwab Corporation | 1.34% | 1.45% | 1.01% | 0.86% | 1.36% | 1.43% | 1.11% | 0.62% | 0.68% | 0.73% | 0.79% | 0.92% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SCHW vs. BRK-B - Drawdown Comparison
The maximum SCHW drawdown since its inception was -86.79%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for SCHW and BRK-B. For additional features, visit the drawdowns tool.
Volatility
SCHW vs. BRK-B - Volatility Comparison
The Charles Schwab Corporation (SCHW) has a higher volatility of 4.62% compared to Berkshire Hathaway Inc. (BRK-B) at 3.23%. This indicates that SCHW'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.
Financials
SCHW vs. BRK-B - Financials Comparison
This section allows you to compare key financial metrics between The Charles Schwab Corporation and Berkshire Hathaway Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities