TMFX vs. BRK-B
Compare and contrast key facts about Motley Fool Next Index ETF (TMFX) and Berkshire Hathaway Inc. (BRK-B).
TMFX is a passively managed fund by Motley Fool that tracks the performance of the Motley Fool Next Index. It was launched on Dec 29, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TMFX or BRK-B.
Key characteristics
| TMFX | BRK-B | |
|---|---|---|
| YTD Return | 19.48% | 31.04% |
| 1Y Return | 41.30% | 33.32% |
| Sharpe Ratio | 2.54 | 2.38 |
| Sortino Ratio | 3.48 | 3.32 |
| Omega Ratio | 1.43 | 1.43 |
| Calmar Ratio | 1.52 | 4.52 |
| Martin Ratio | 15.63 | 11.85 |
| Ulcer Index | 2.76% | 2.89% |
| Daily Std Dev | 17.01% | 14.40% |
| Max Drawdown | -34.30% | -53.86% |
| Current Drawdown | 0.00% | -2.34% |
Correlation
The correlation between TMFX and BRK-B is 0.52, 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.
Performance
TMFX vs. BRK-B - Performance Comparison
In the year-to-date period, TMFX achieves a 19.48% return, which is significantly lower than BRK-B's 31.04% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
TMFX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Motley Fool Next Index ETF (TMFX) 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
TMFX vs. BRK-B - Dividend Comparison
TMFX's dividend yield for the trailing twelve months is around 0.14%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | |
|---|---|---|---|
TMFX Motley Fool Next Index ETF | 0.14% | 0.17% | 0.22% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% |
Drawdowns
TMFX vs. BRK-B - Drawdown Comparison
The maximum TMFX drawdown since its inception was -34.30%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for TMFX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
TMFX vs. BRK-B - Volatility Comparison
The current volatility for Motley Fool Next Index ETF (TMFX) is 4.07%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.64%. This indicates that TMFX 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.