SXRT.DE vs. BRK-B
SXRT.DE (iShares Core EURO STOXX 50 UCITS ETF EUR (Acc)) is Europe Equities fund tracking the EURO STOXX® 50, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 10 years, SXRT.DE returned 10.49%/yr vs 12.72%/yr for BRK-B. At a 0.33 correlation, their price movements are largely independent.
Performance
SXRT.DE vs. BRK-B - Performance Comparison
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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 7.19% return, which is significantly higher than BRK-B's -3.69% return. Over the past 10 years, SXRT.DE has underperformed BRK-B with an annualized return of 10.49%, while BRK-B has yielded a comparatively higher 12.72% annualized return.
SXRT.DE
- 1D
- 0.76%
- 1M
- 1.89%
- YTD
- 7.19%
- 6M
- 8.54%
- 1Y
- 15.60%
- 3Y*
- 15.64%
- 5Y*
- 11.51%
- 10Y*
- 10.49%
BRK-B
- 1D
- 0.00%
- 1M
- 3.05%
- YTD
- -3.69%
- 6M
- -4.88%
- 1Y
- -3.50%
- 3Y*
- 9.75%
- 5Y*
- 11.37%
- 10Y*
- 12.72%
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) | 7.19% | 22.21% | 11.08% | 22.49% | -8.80% | 23.52% | -2.93% | 30.14% | -12.14% | 10.21% |
BRK-B Berkshire Hathaway Inc. | -0.98% | -2.27% | 35.48% | 12.00% | 9.71% | 38.60% | -6.07% | 13.44% | 7.84% | 6.68% |
Correlation
The correlation between SXRT.DE and BRK-B is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Mar 12, 2010 | 0.33 |
Over the past year, the correlation between SXRT.DE and BRK-B has dropped to 0.02 - well below their long-term average of 0.33, suggesting their price drivers have been diverging.
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Return for Risk
SXRT.DE vs. BRK-B — Risk / Return Rank
SXRT.DE
BRK-B
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 ratioReturn per unit of total volatility | +1.22 | ||
| Sortino ratioReturn per unit of downside risk | +1.76 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 0.97 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.43 | -0.32 | +1.75 |
| Martin ratioReturn relative to average drawdown | 4.85 | -0.66 | +5.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SXRT.DE | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | -0.24 | +1.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.66 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.63 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.49 | -0.09 |
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.
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Drawdown Indicators
| SXRT.DE | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.41% | -45.91% | +7.50% |
Max Drawdown (1Y)Largest decline over 1 year | -10.93% | -11.04% | +0.11% |
Max Drawdown (3Y)Largest decline over 3 years | -16.39% | -20.62% | +4.23% |
Max Drawdown (5Y)Largest decline over 5 years | -23.36% | -22.31% | -1.05% |
Max Drawdown (10Y)Largest decline over 10 years | -38.41% | -28.74% | -9.67% |
Current DrawdownCurrent decline from peak | -0.50% | -17.01% | +16.51% |
Average DrawdownAverage peak-to-trough decline | -7.25% | -9.73% | +2.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 5.31% | -2.08% |
Volatility
SXRT.DE vs. BRK-B - Volatility Comparison
iShares Core EURO STOXX 50 UCITS ETF EUR (Acc) (SXRT.DE) has a higher volatility of 4.91% compared to Berkshire Hathaway Inc. (BRK-B) at 3.71%. 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.
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Volatility by Period
| SXRT.DE | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.91% | 3.71% | +1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 12.96% | 11.20% | +1.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.97% | 14.94% | +1.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.54% | 17.37% | +0.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.22% | 20.09% | -1.87% |
Dividends
SXRT.DE vs. BRK-B - Dividend Comparison
Neither SXRT.DE nor BRK-B has paid dividends to shareholders.
Frequently Asked Questions
SXRT.DE and BRK-B have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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