SPG vs. BRK-B
Compare and contrast key facts about Simon Property Group, Inc. (SPG) and Berkshire Hathaway Inc. (BRK-B).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPG or BRK-B.
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.
Performance
SPG vs. BRK-B - Performance Comparison
Key characteristics
SPG:
1.21
BRK-B:
1.66
SPG:
1.75
BRK-B:
2.37
SPG:
1.22
BRK-B:
1.30
SPG:
2.35
BRK-B:
3.19
SPG:
6.99
BRK-B:
7.87
SPG:
3.65%
BRK-B:
3.07%
SPG:
21.17%
BRK-B:
14.59%
SPG:
-77.00%
BRK-B:
-53.86%
SPG:
-5.82%
BRK-B:
-6.98%
Fundamentals
SPG:
$67.57B
BRK-B:
$982.94B
SPG:
$7.51
BRK-B:
$49.48
SPG:
23.96
BRK-B:
9.21
SPG:
6.09
BRK-B:
10.06
SPG:
$5.91B
BRK-B:
$369.89B
SPG:
$4.32B
BRK-B:
$66.19B
SPG:
$4.66B
BRK-B:
$149.77B
Returns By Period
The year-to-date returns for both stocks are quite close, with SPG having a 26.41% return and BRK-B slightly lower at 25.99%. Over the past 10 years, SPG has underperformed BRK-B with an annualized return of 4.35%, while BRK-B has yielded a comparatively higher 11.48% annualized return.
SPG
26.41%
-4.07%
19.58%
24.21%
9.45%
4.35%
BRK-B
25.99%
-4.16%
9.82%
26.45%
14.74%
11.48%
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Risk-Adjusted Performance
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.
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.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPG Simon Property Group, Inc. | 4.72% | 5.22% | 5.87% | 3.66% | 7.04% | 5.57% | 4.70% | 4.16% | 3.66% | 3.11% | 2.74% | 3.06% |
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.
Volatility
SPG vs. BRK-B - Volatility Comparison
Simon Property Group, Inc. (SPG) has a higher volatility of 6.39% compared to Berkshire Hathaway Inc. (BRK-B) at 3.68%. 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.
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.
Total Revenue: Total amount of money received from sales and other business activities