SXRT.DE vs. BRK-B

Last updated Apr 3, 2026

Compare and contrast key facts about iShares Core EURO STOXX 50 UCITS ETF EUR (Acc) (SXRT.DE) and Berkshire Hathaway Inc. (BRK-B).

SXRT.DE is a passively managed fund by iShares that tracks the performance of the EURO STOXX® 50. It was launched on Jan 26, 2010.

Performance

SXRT.DE vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Core EURO STOXX 50 UCITS ETF EUR (Acc) (SXRT.DE) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

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

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SXRT.DE iShares Core EURO STOXX 50 UCITS ETF EUR (Acc)	-1.38%	22.21%	11.08%	22.49%	-8.80%	23.52%	-2.93%	30.14%	-12.14%	10.21%
BRK-B Berkshire Hathaway Inc.	-3.31%	-2.27%	35.48%	12.00%	9.71%	38.60%	-6.07%	13.44%	7.84%	6.68%

Different Trading Currencies

SXRT.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, SXRT.DE achieves a -1.38% return, which is significantly higher than BRK-B's -3.34% return. Over the past 10 years, SXRT.DE has underperformed BRK-B with an annualized return of 9.98%, while BRK-B has yielded a comparatively higher 12.65% annualized return.

SXRT.DE

• 1D: -0.61%
• 1M: -1.09%
• YTD: -1.38%
• 6M: 1.49%
• 1Y: 10.56%
• 3Y*: 13.00%
• 5Y*: 10.73%
• 10Y*: 9.98%

BRK-B

• 1D: 0.00%
• 1M: -0.21%
• YTD: -3.34%
• 6M: -2.25%
• 1Y: -16.70%
• 3Y*: 13.26%
• 5Y*: 13.54%
• 10Y*: 12.65%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

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

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

SXRT.DE

SXRT.DE Risk / Return Rank: 35
SXRT.DE Sharpe Ratio Rank: 30
SXRT.DE Sortino Ratio Rank: 29
SXRT.DE Omega Ratio Rank: 29
SXRT.DE Calmar Ratio Rank: 43
SXRT.DE Martin Ratio Rank: 44

BRK-B

BRK-B Risk / Return Rank: 15
BRK-B Sharpe Ratio Rank: 14
BRK-B Sortino Ratio Rank: 15
BRK-B Omega Ratio Rank: 14
BRK-B Calmar Ratio Rank: 15
BRK-B Martin Ratio Rank: 17

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.

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

This table presents a comparison of risk-adjusted performance metrics for iShares Core EURO STOXX 50 UCITS ETF EUR (Acc) (SXRT.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.

	SXRT.DE	BRK-B	Difference
Sharpe ratio Return per unit of total volatility	0.61	-0.85	+1.45
Sortino ratio Return per unit of downside risk	0.92	-1.07	+1.98
Omega ratio Gain probability vs. loss probability	1.13	0.86	+0.27
Calmar ratio Return relative to maximum drawdown	1.35	-0.79	+2.13
Martin ratio Return relative to average drawdown	4.96	-1.12	+6.08
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

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

The current SXRT.DE Sharpe Ratio is 0.61, which is higher than the BRK-B Sharpe Ratio of -0.85. The chart below compares the historical Sharpe Ratios of SXRT.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.

Sharpe Ratios by Period

	SXRT.DE	BRK-B	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.61	-0.85	+1.45
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.61	0.78	-0.17
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.55	0.63	-0.08
Sharpe Ratio (All Time) Calculated using the full available price history	0.38	0.51	-0.13

Correlation

The correlation between SXRT.DE 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.

Dividends

SXRT.DE vs. BRK-B - Dividend Comparison

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

Tickers have no history of dividend payments

Drawdowns

SXRT.DE vs. BRK-B - Drawdown Comparison

The maximum SXRT.DE drawdown since its inception was -38.41%, smaller than the maximum BRK-B drawdown of -45.91%. Use the drawdown chart below to compare losses from any high point for SXRT.DE and BRK-B.

Drawdown Indicators

	SXRT.DE	BRK-B	Difference
Max Drawdown Largest peak-to-trough decline	-38.41%	-53.86%	+15.45%
Max Drawdown (1Y) Largest decline over 1 year	-10.93%	-14.95%	+4.02%
Max Drawdown (5Y) Largest decline over 5 years	-23.36%	-26.58%	+3.22%
Max Drawdown (10Y) Largest decline over 10 years	-38.41%	-29.57%	-8.84%
Current Drawdown Current decline from peak	-7.56%	-11.57%	+4.01%
Average Drawdown Average peak-to-trough decline	-7.29%	-11.07%	+3.78%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.97%	8.75%	-5.78%

Volatility

SXRT.DE vs. BRK-B - Volatility Comparison

iShares Core EURO STOXX 50 UCITS ETF EUR (Acc) (SXRT.DE) has a higher volatility of 6.34% compared to Berkshire Hathaway Inc. (BRK-B) at 4.28%. This indicates that SXRT.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.

Volatility by Period

	SXRT.DE	BRK-B	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.34%	4.28%	+2.06%
Volatility (6M) Calculated over the trailing 6-month period	10.95%	11.68%	-0.73%
Volatility (1Y) Calculated over the trailing 1-year period	17.34%	19.78%	-2.44%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.28%	17.44%	-0.16%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.17%	20.14%	-1.97%