TIP5.L vs. BRK-B
TIP5.L (iShares USD TIPS 0-5 UCITS ETF USD (Dist)) is Inflation-Protected Bonds fund tracking the ICE U.S. Treasury Inflation Linked Bond Index 0-5, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 5 years, TIP5.L returned 2.85%/yr vs 11.94%/yr for BRK-B. At a 0.04 correlation, their price movements are largely independent.
Performance
TIP5.L vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, TIP5.L achieves a 1.01% return, which is significantly higher than BRK-B's -2.84% return.
TIP5.L
- 1D
- 0.20%
- 1M
- -0.00%
- 6M
- 1.01%
- YTD
- 1.01%
- 1Y
- 3.11%
- 3Y*
- 4.66%
- 5Y*
- 2.85%
- 10Y*
- —
BRK-B
- 1D
- -0.56%
- 1M
- -1.45%
- 6M
- -0.97%
- YTD
- -2.84%
- 1Y
- 3.88%
- 3Y*
- 12.71%
- 5Y*
- 11.94%
- 10Y*
- 12.84%
TIP5.L vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TIP5.L iShares USD TIPS 0-5 UCITS ETF USD (Dist) | 1.01% | 6.33% | 3.94% | 4.20% | -2.77% | 5.40% | 4.98% | 4.81% | 0.71% | 0.01% |
BRK-B Berkshire Hathaway Inc. | -2.84% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.79% |
Correlation
The correlation between TIP5.L and BRK-B is -0.00, 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 | -0.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.01 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.03 |
Correlation (All Time) Calculated using the full available price history since Apr 20, 2017 | 0.04 |
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Return for Risk
TIP5.L vs. BRK-B — Risk / Return Rank
TIP5.L
BRK-B
TIP5.L vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD TIPS 0-5 UCITS ETF USD (Dist) (TIP5.L) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TIP5.L | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.49 | ||
| Sortino ratioReturn per unit of downside risk | +0.56 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.06 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.04 | 0.41 | +0.63 |
| Martin ratioReturn relative to average drawdown | 6.21 | 0.87 | +5.35 |
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Drawdowns
TIP5.L vs. BRK-B - Drawdown Comparison
The maximum TIP5.L drawdown since its inception was -5.42%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for TIP5.L and BRK-B.
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Drawdown Indicators
| TIP5.L | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.42% | -53.86% | +48.44% |
Max Drawdown (1Y)Largest decline over 1 year | -2.98% | -9.42% | +6.44% |
Max Drawdown (3Y)Largest decline over 3 years | -3.88% | -14.95% | +11.07% |
Max Drawdown (5Y)Largest decline over 5 years | -5.22% | -26.58% | +21.36% |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.57% | — |
Current DrawdownCurrent decline from peak | -1.00% | -9.53% | +8.53% |
Average DrawdownAverage peak-to-trough decline | -0.75% | -11.06% | +10.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.50% | 4.47% | -3.97% |
Volatility
TIP5.L vs. BRK-B - Volatility Comparison
The current volatility for iShares USD TIPS 0-5 UCITS ETF USD (Dist) (TIP5.L) is 0.69%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.54%. This indicates that TIP5.L 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
| TIP5.L | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.69% | 4.54% | -3.85% |
Volatility (6M)Calculated over the trailing 6-month period | 3.68% | 11.04% | -7.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.07% | 14.57% | -10.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.98% | 17.12% | -13.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.79% | 19.40% | -15.61% |
Dividends
TIP5.L vs. BRK-B - Dividend Comparison
TIP5.L's dividend yield for the trailing twelve months is around 5.14%, while BRK-B has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
TIP5.L iShares USD TIPS 0-5 UCITS ETF USD (Dist) | 5.14% | 5.94% | 6.18% | 5.15% | 0.29% | 0.37% | 3.00% | 3.27% | 2.99% | 1.03% |
Frequently Asked Questions
TIP5.L and BRK-B have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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