PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
URTH vs. BRK-B
Performance
Return for Risk
Dividends
Drawdowns
Volatility

URTH vs. BRK-B

Last updated Apr 1, 2026

Compare and contrast key facts about iShares MSCI World ETF (URTH) and Berkshire Hathaway Inc. (BRK-B).

URTH is a passively managed fund by iShares that tracks the performance of the MSCI World Index. It was launched on Jan 10, 2012.

Performance

URTH vs. BRK-B - Performance Comparison

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

Loading graphics...

URTH vs. BRK-B - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
URTH
iShares MSCI World ETF		-3.10%21.36%18.66%23.95%-17.97%22.27%15.78%28.15%-8.56%22.95%
BRK-B
Berkshire Hathaway Inc.		-4.67%10.89%27.09%15.46%3.31%28.95%2.37%10.93%3.01%21.62%

Returns By Period

In the year-to-date period, URTH achieves a -3.10% return, which is significantly higher than BRK-B's -4.67% return. Over the past 10 years, URTH has underperformed BRK-B with an annualized return of 12.06%, while BRK-B has yielded a comparatively higher 12.79% annualized return.

URTH

1D
2.90%
1M
-5.67%
YTD
-3.10%
6M
-0.05%
1Y
19.39%
3Y*
17.10%
5Y*
10.24%
10Y*
12.06%

BRK-B

1D
0.96%
1M
-5.10%
YTD
-4.67%
6M
-4.68%
1Y
-10.02%
3Y*
15.78%
5Y*
13.16%
10Y*
12.79%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares MSCI World ETF

Berkshire Hathaway Inc.

Often compared with URTH:
URTH vs. VTURTH vs. IWDA.LURTH vs. SPYURTH vs. VOOURTH vs. XWD.TOURTH vs. MWRD.LURTH vs. VXUS
Often compared with BRK-B:
BRK-B vs. SPYBRK-B vs. VOOBRK-B vs. BRK-ABRK-B vs. QQQBRK-B vs. ^NDXBRK-B vs. VTIBRK-B vs. VGT

Return for Risk

URTH vs. BRK-B — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
URTH
URTH Risk / Return Rank: 7272
Overall Rank
URTH Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
URTH Sortino Ratio Rank: 7070
Sortino Ratio Rank
URTH Omega Ratio Rank: 7171
Omega Ratio Rank
URTH Calmar Ratio Rank: 6969
Calmar Ratio Rank
URTH Martin Ratio Rank: 7979
Martin Ratio Rank
BRK-B
BRK-B Risk / Return Rank: 2020
Overall Rank
BRK-B Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
BRK-B Sortino Ratio Rank: 1717
Sortino Ratio Rank
BRK-B Omega Ratio Rank: 1717
Omega Ratio Rank
BRK-B Calmar Ratio Rank: 2222
Calmar Ratio Rank
BRK-B Martin Ratio Rank: 2424
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

URTH vs. BRK-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World ETF (URTH) 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.

URTHBRK-BDifference

Sharpe ratio

Return per unit of total volatility

1.12

-0.55

+1.67

Sortino ratio

Return per unit of downside risk

1.68

-0.63

+2.31

Omega ratio

Gain probability vs. loss probability

1.25

0.91

+0.34

Calmar ratio

Return relative to maximum drawdown

1.66

-0.60

+2.25

Martin ratio

Return relative to average drawdown

8.03

-1.03

+9.06

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

URTH vs. BRK-B - Sharpe Ratio Comparison

The current URTH Sharpe Ratio is 1.12, which is higher than the BRK-B Sharpe Ratio of -0.55. The chart below compares the historical Sharpe Ratios of URTH 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.

Loading graphics...

Sharpe Ratios by Period

URTHBRK-BDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.12

-0.55

+1.67

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.64

0.77

-0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.70

0.66

+0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.68

0.48

+0.19

Correlation

The correlation between URTH and BRK-B is 0.58, 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.

Dividends

URTH vs. BRK-B - Dividend Comparison

URTH's dividend yield for the trailing twelve months is around 1.53%, while BRK-B has not paid dividends to shareholders.

TTM20252024202320222021202020192018201720162015
URTH
iShares MSCI World ETF		1.53%1.48%1.47%1.70%1.68%1.50%1.52%2.16%2.30%1.88%2.15%2.35%
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%0.00%0.00%

Drawdowns

URTH vs. BRK-B - Drawdown Comparison

The maximum URTH drawdown since its inception was -34.01%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for URTH and BRK-B.

Loading graphics...

Drawdown Indicators

URTHBRK-BDifference

Max Drawdown

Largest peak-to-trough decline

-34.01%

-53.86%

+19.85%

Max Drawdown (1Y)

Largest decline over 1 year

-11.85%

-14.95%

+3.10%

Max Drawdown (5Y)

Largest decline over 5 years

-26.05%

-26.58%

+0.53%

Max Drawdown (10Y)

Largest decline over 10 years

-34.01%

-29.57%

-4.44%

Current Drawdown

Current decline from peak

-6.42%

-11.23%

+4.81%

Average Drawdown

Average peak-to-trough decline

-4.42%

-11.07%

+6.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.44%

8.69%

-6.25%

Volatility

URTH vs. BRK-B - Volatility Comparison

iShares MSCI World ETF (URTH) has a higher volatility of 5.72% compared to Berkshire Hathaway Inc. (BRK-B) at 4.34%. This indicates that URTH'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.

Loading graphics...

Volatility by Period

URTHBRK-BDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.72%

4.34%

+1.38%

Volatility (6M)

Calculated over the trailing 6-month period

9.48%

11.16%

-1.68%

Volatility (1Y)

Calculated over the trailing 1-year period

17.34%

18.34%

-1.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.16%

17.21%

-1.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.28%

19.45%

-2.17%