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SPG vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between SPG and BRK-B is 0.33, 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.


-0.50.00.51.00.3

Performance

SPG vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Simon Property Group, Inc. (SPG) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%20.00%AugustSeptemberOctoberNovemberDecember2025
14.90%
3.78%
SPG
BRK-B

Key characteristics

Sharpe Ratio

SPG:

1.09

BRK-B:

1.78

Sortino Ratio

SPG:

1.60

BRK-B:

2.52

Omega Ratio

SPG:

1.20

BRK-B:

1.32

Calmar Ratio

SPG:

2.13

BRK-B:

3.12

Martin Ratio

SPG:

6.05

BRK-B:

7.55

Ulcer Index

SPG:

3.83%

BRK-B:

3.46%

Daily Std Dev

SPG:

21.19%

BRK-B:

14.68%

Max Drawdown

SPG:

-77.00%

BRK-B:

-53.86%

Current Drawdown

SPG:

-5.69%

BRK-B:

-5.09%

Fundamentals

Market Cap

SPG:

$64.49B

BRK-B:

$989.14B

EPS

SPG:

$7.52

BRK-B:

$49.47

PE Ratio

SPG:

22.84

BRK-B:

9.27

PEG Ratio

SPG:

5.88

BRK-B:

10.06

Total Revenue (TTM)

SPG:

$4.38B

BRK-B:

$276.52B

Gross Profit (TTM)

SPG:

$3.02B

BRK-B:

$48.42B

EBITDA (TTM)

SPG:

$3.19B

BRK-B:

$98.94B

Returns By Period

In the year-to-date period, SPG achieves a -0.27% return, which is significantly lower than BRK-B's 1.15% return. Over the past 10 years, SPG has underperformed BRK-B with an annualized return of 3.43%, while BRK-B has yielded a comparatively higher 11.91% annualized return.


SPG

YTD

-0.27%

1M

-5.60%

6M

13.57%

1Y

24.07%

5Y*

9.15%

10Y*

3.43%

BRK-B

YTD

1.15%

1M

0.73%

6M

2.89%

1Y

26.98%

5Y*

14.84%

10Y*

11.91%

*Annualized

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Risk-Adjusted Performance

SPG vs. BRK-B — Risk-Adjusted Performance Rank

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

SPG
The Risk-Adjusted Performance Rank of SPG is 8181
Overall Rank
The Sharpe Ratio Rank of SPG is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of SPG is 7575
Sortino Ratio Rank
The Omega Ratio Rank of SPG is 7373
Omega Ratio Rank
The Calmar Ratio Rank of SPG is 9191
Calmar Ratio Rank
The Martin Ratio Rank of SPG is 8585
Martin Ratio Rank

BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 9090
Overall Rank
The Sharpe Ratio Rank of BRK-B is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 8888
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8787
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9595
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 8989
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

SPG vs. BRK-B - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Simon Property Group, Inc. (SPG) 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.


Sharpe ratio
The chart of Sharpe ratio for SPG, currently valued at 1.09, compared to the broader market-2.000.002.001.091.78
The chart of Sortino ratio for SPG, currently valued at 1.60, compared to the broader market-4.00-2.000.002.004.001.602.52
The chart of Omega ratio for SPG, currently valued at 1.20, compared to the broader market0.501.001.502.001.201.32
The chart of Calmar ratio for SPG, currently valued at 2.13, compared to the broader market0.002.004.006.002.133.12
The chart of Martin ratio for SPG, currently valued at 6.05, compared to the broader market-30.00-20.00-10.000.0010.0020.006.057.55
SPG
BRK-B

The current SPG Sharpe Ratio is 1.09, which is lower than the BRK-B Sharpe Ratio of 1.78. The chart below compares the historical Sharpe Ratios of SPG 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.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00AugustSeptemberOctoberNovemberDecember2025
1.09
1.78
SPG
BRK-B

Dividends

SPG vs. BRK-B - Dividend Comparison

SPG's dividend yield for the trailing twelve months is around 4.72%, while BRK-B has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
SPG
Simon Property Group, Inc.
4.72%4.70%5.22%5.87%3.66%7.04%5.57%4.70%4.16%3.66%3.11%2.74%
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

SPG vs. BRK-B - Drawdown Comparison

The maximum SPG drawdown since its inception was -77.00%, 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 SPG and BRK-B. For additional features, visit the drawdowns tool.


-8.00%-6.00%-4.00%-2.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-5.69%
-5.09%
SPG
BRK-B

Volatility

SPG vs. BRK-B - Volatility Comparison

Simon Property Group, Inc. (SPG) has a higher volatility of 6.90% compared to Berkshire Hathaway Inc. (BRK-B) at 4.39%. This indicates that SPG'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.


2.00%4.00%6.00%8.00%10.00%AugustSeptemberOctoberNovemberDecember2025
6.90%
4.39%
SPG
BRK-B

Financials

SPG vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between Simon Property Group, Inc. 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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