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

SPYV vs. BRK-B

Last updated Apr 2, 2026

Compare and contrast key facts about SPDR Portfolio S&P 500 Value ETF (SPYV) and Berkshire Hathaway Inc. (BRK-B).

SPYV is a passively managed fund by State Street that tracks the performance of the S&P 500 Value. It was launched on Sep 25, 2000.

Performance

SPYV vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR Portfolio S&P 500 Value ETF (SPYV) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

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SPYV vs. BRK-B - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
SPYV
SPDR Portfolio S&P 500 Value ETF		0.09%13.18%12.24%22.20%-5.28%24.91%1.38%31.70%-9.01%15.40%
BRK-B
Berkshire Hathaway Inc.		-4.80%10.89%27.09%15.46%3.31%28.95%2.37%10.93%3.01%21.62%

Returns By Period

In the year-to-date period, SPYV achieves a 0.09% return, which is significantly higher than BRK-B's -4.80% return. Over the past 10 years, SPYV has underperformed BRK-B with an annualized return of 11.42%, while BRK-B has yielded a comparatively higher 12.78% annualized return.

SPYV

1D
0.12%
1M
-4.32%
YTD
0.09%
6M
3.04%
1Y
13.08%
3Y*
13.89%
5Y*
10.49%
10Y*
11.42%

BRK-B

1D
-0.15%
1M
-0.35%
YTD
-4.80%
6M
-3.95%
1Y
-10.22%
3Y*
15.72%
5Y*
13.13%
10Y*
12.78%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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SPDR Portfolio S&P 500 Value ETF

Berkshire Hathaway Inc.

Often compared with SPYV:
SPYV vs. SPYGSPYV vs. VTVSPYV vs. SPYSPYV vs. SPHQSPYV vs. SCHDSPYV vs. SPYDSPYV vs. AVLV
Often compared with BRK-B:
BRK-B vs. SPYBRK-B vs. VOOBRK-B vs. BRK-ABRK-B vs. QQQBRK-B vs. ^NDXBRK-B vs. VTIBRK-B vs. VGT

Return for Risk

SPYV vs. BRK-B — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SPYV
SPYV Risk / Return Rank: 4545
Overall Rank
SPYV Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
SPYV Sortino Ratio Rank: 4444
Sortino Ratio Rank
SPYV Omega Ratio Rank: 4848
Omega Ratio Rank
SPYV Calmar Ratio Rank: 4040
Calmar Ratio Rank
SPYV Martin Ratio Rank: 5151
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.

SPYV vs. BRK-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Portfolio S&P 500 Value ETF (SPYV) 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.

SPYVBRK-BDifference

Sharpe ratio

Return per unit of total volatility

0.85

-0.56

+1.41

Sortino ratio

Return per unit of downside risk

1.27

-0.65

+1.92

Omega ratio

Gain probability vs. loss probability

1.19

0.91

+0.28

Calmar ratio

Return relative to maximum drawdown

1.08

-0.68

+1.76

Martin ratio

Return relative to average drawdown

5.09

-1.16

+6.26

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SPYV vs. BRK-B - Sharpe Ratio Comparison

The current SPYV Sharpe Ratio is 0.85, which is higher than the BRK-B Sharpe Ratio of -0.56. The chart below compares the historical Sharpe Ratios of SPYV 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

SPYVBRK-BDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.85

-0.56

+1.41

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.73

0.77

-0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.68

0.66

+0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

0.48

-0.07

Correlation

The correlation between SPYV and BRK-B is 0.58, 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.

Dividends

SPYV vs. BRK-B - Dividend Comparison

SPYV's dividend yield for the trailing twelve months is around 1.82%, while BRK-B has not paid dividends to shareholders.

TTM20252024202320222021202020192018201720162015
SPYV
SPDR Portfolio S&P 500 Value ETF		1.82%1.77%2.29%1.75%2.22%2.10%2.38%2.25%2.97%2.77%2.39%2.53%
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

SPYV vs. BRK-B - Drawdown Comparison

The maximum SPYV drawdown since its inception was -58.45%, 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 SPYV and BRK-B.

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Drawdown Indicators

SPYVBRK-BDifference

Max Drawdown

Largest peak-to-trough decline

-58.45%

-53.86%

-4.59%

Max Drawdown (1Y)

Largest decline over 1 year

-12.03%

-14.95%

+2.92%

Max Drawdown (5Y)

Largest decline over 5 years

-17.89%

-26.58%

+8.69%

Max Drawdown (10Y)

Largest decline over 10 years

-36.89%

-29.57%

-7.32%

Current Drawdown

Current decline from peak

-4.43%

-11.36%

+6.93%

Average Drawdown

Average peak-to-trough decline

-8.77%

-11.07%

+2.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.56%

8.72%

-6.16%

Volatility

SPYV vs. BRK-B - Volatility Comparison

The current volatility for SPDR Portfolio S&P 500 Value ETF (SPYV) is 3.79%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.33%. This indicates that SPYV experiences smaller price fluctuations and is considered to be less risky 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

SPYVBRK-BDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.79%

4.33%

-0.54%

Volatility (6M)

Calculated over the trailing 6-month period

7.76%

11.14%

-3.38%

Volatility (1Y)

Calculated over the trailing 1-year period

15.52%

18.30%

-2.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.43%

17.20%

-2.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.96%

19.45%

-2.49%