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TMFX vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between TMFX and BRK-B is 0.61, 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.

TMFX vs. BRK-B

Last updated May 31, 2025

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.

Performance

TMFX vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Motley Fool Next Index ETF (TMFX) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

TMFX:

0.67

BRK-B:

1.19

Sortino Ratio

TMFX:

0.98

BRK-B:

1.77

Omega Ratio

TMFX:

1.13

BRK-B:

1.25

Calmar Ratio

TMFX:

0.58

BRK-B:

2.81

Martin Ratio

TMFX:

2.02

BRK-B:

6.66

Ulcer Index

TMFX:

6.95%

BRK-B:

3.72%

Daily Std Dev

TMFX:

24.27%

BRK-B:

19.76%

Max Drawdown

TMFX:

-34.30%

BRK-B:

-53.86%

Current Drawdown

TMFX:

-6.17%

BRK-B:

-6.64%

Returns By Period

In the year-to-date period, TMFX achieves a 0.77% return, which is significantly lower than BRK-B's 11.18% return.

TMFX

YTD

0.77%

1M

8.82%

6M

-4.91%

1Y

16.04%

3Y*

10.03%

5Y*

N/A

10Y*

N/A

BRK-B

YTD

11.18%

1M

-5.49%

6M

4.34%

1Y

23.34%

3Y*

16.84%

5Y*

22.12%

10Y*

13.42%

*Annualized

Compare stocks, funds, or ETFs

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Motley Fool Next Index ETF

Berkshire Hathaway Inc.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

TMFX vs. BRK-B — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
TMFX
The Risk-Adjusted Performance Rank of TMFX is 5656
Overall Rank
The Sharpe Ratio Rank of TMFX is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of TMFX is 5757
Sortino Ratio Rank
The Omega Ratio Rank of TMFX is 5555
Omega Ratio Rank
The Calmar Ratio Rank of TMFX is 5959
Calmar Ratio Rank
The Martin Ratio Rank of TMFX is 5454
Martin Ratio Rank
BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 8787
Overall Rank
The Sharpe Ratio Rank of BRK-B is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 8282
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8383
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9696
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 9090
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

The current TMFX Sharpe Ratio is 0.67, which is lower than the BRK-B Sharpe Ratio of 1.19. The chart below compares the historical Sharpe Ratios of TMFX 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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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

TMFX vs. BRK-B - Dividend Comparison

TMFX's dividend yield for the trailing twelve months is around 0.06%, while BRK-B has not paid dividends to shareholders.

TTM202420232022
TMFX
Motley Fool Next Index ETF		0.06%0.06%0.17%0.22%
BRK-B
Berkshire Hathaway Inc.		0.00%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.

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

TMFX vs. BRK-B - Volatility Comparison

The current volatility for Motley Fool Next Index ETF (TMFX) is 6.15%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.63%. 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.

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