UIFS.L vs. BRK-A
UIFS.L (iShares S&P 500 Financials Sector UCITS ETF USD (Acc)) is Financials Equities fund tracking the S&P 500 Capped 35/20 Financials Index, while BRK-A (Berkshire Hathaway Inc.) is a stock. Over the past 10 years, UIFS.L returned 13.03%/yr vs 12.55%/yr for BRK-A. A 0.52 correlation means they provide meaningful diversification when combined.
Performance
UIFS.L vs. BRK-A - Performance Comparison
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Different Trading Currencies
UIFS.L is traded in GBp, while BRK-A is traded in USD. To make them comparable, the BRK-A values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, UIFS.L achieves a 3.37% return, which is significantly higher than BRK-A's -3.26% return. Both investments have delivered pretty close results over the past 10 years, with UIFS.L having a 13.03% annualized return and BRK-A not far behind at 12.55%.
UIFS.L
- 1D
- 0.04%
- 1M
- 5.20%
- 6M
- 5.51%
- YTD
- 3.37%
- 1Y
- 9.80%
- 3Y*
- 18.71%
- 5Y*
- 11.33%
- 10Y*
- 13.03%
BRK-A
- 1D
- -1.55%
- 1M
- -2.06%
- 6M
- -1.98%
- YTD
- -3.26%
- 1Y
- 2.89%
- 3Y*
- 11.10%
- 5Y*
- 12.30%
- 10Y*
- 12.55%
UIFS.L vs. BRK-A - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UIFS.L iShares S&P 500 Financials Sector UCITS ETF USD (Acc) | 3.37% | 7.07% | 32.24% | 6.12% | -0.45% | 38.07% | -6.59% | 27.05% | -9.40% | 12.02% |
BRK-A Berkshire Hathaway Inc. | -3.26% | 2.95% | 27.68% | 9.98% | 16.37% | 30.80% | -0.59% | 6.76% | 8.92% | 11.36% |
Correlation
The correlation between UIFS.L and BRK-A is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.47 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.52 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2015 | 0.52 |
The correlation between UIFS.L and BRK-A shifts across timeframes, from 0.36 (1 year) to 0.52 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
UIFS.L vs. BRK-A — Risk / Return Rank
UIFS.L
BRK-A
UIFS.L vs. BRK-A - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Financials Sector UCITS ETF USD (Acc) (UIFS.L) and Berkshire Hathaway Inc. (BRK-A). 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.
| UIFS.L | BRK-A | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.51 | ||
| Sortino ratioReturn per unit of downside risk | +0.69 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.05 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 0.76 | 0.24 | +0.51 |
| Martin ratioReturn relative to average drawdown | 1.74 | 0.51 | +1.23 |
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Drawdowns
UIFS.L vs. BRK-A - Drawdown Comparison
The maximum UIFS.L drawdown since its inception was -44.49%, which is greater than BRK-A's maximum drawdown of -36.09%. Use the drawdown chart below to compare losses from any high point for UIFS.L and BRK-A.
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Drawdown Indicators
| UIFS.L | BRK-A | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.49% | -36.09% | -8.40% |
Max Drawdown (1Y)Largest decline over 1 year | -12.90% | -11.98% | -0.92% |
Max Drawdown (3Y)Largest decline over 3 years | -20.12% | -17.21% | -2.91% |
Max Drawdown (5Y)Largest decline over 5 years | -20.12% | -20.59% | +0.47% |
Max Drawdown (10Y)Largest decline over 10 years | -35.31% | -21.87% | -13.44% |
Current DrawdownCurrent decline from peak | -0.04% | -12.70% | +12.66% |
Average DrawdownAverage peak-to-trough decline | -9.13% | -7.39% | -1.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.62% | 5.66% | -0.04% |
Volatility
UIFS.L vs. BRK-A - Volatility Comparison
The current volatility for iShares S&P 500 Financials Sector UCITS ETF USD (Acc) (UIFS.L) is 3.62%, while Berkshire Hathaway Inc. (BRK-A) has a volatility of 4.47%. This indicates that UIFS.L experiences smaller price fluctuations and is considered to be less risky than BRK-A based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UIFS.L | BRK-A | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.62% | 4.47% | -0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 10.56% | 12.00% | -1.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.05% | 15.49% | -1.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.47% | 17.02% | +5.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.38% | 19.25% | +3.13% |
Dividends
UIFS.L vs. BRK-A - Dividend Comparison
Neither UIFS.L nor BRK-A has paid dividends to shareholders.
Frequently Asked Questions
UIFS.L and BRK-A have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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