USLV.L vs. BRK-B
Compare and contrast key facts about SPDR S&P 500 Low Volatility UCITS ETF (USLV.L) and Berkshire Hathaway Inc. (BRK-B).
USLV.L is a passively managed fund by State Street that tracks the performance of the Russell 1000 TR USD. It was launched on Oct 3, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USLV.L or BRK-B.
Correlation
The correlation between USLV.L and BRK-B is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
USLV.L vs. BRK-B - Performance Comparison
Key characteristics
USLV.L:
1.64
BRK-B:
1.41
USLV.L:
2.57
BRK-B:
2.06
USLV.L:
1.29
BRK-B:
1.26
USLV.L:
1.95
BRK-B:
2.52
USLV.L:
7.27
BRK-B:
5.93
USLV.L:
2.17%
BRK-B:
3.56%
USLV.L:
9.58%
BRK-B:
14.95%
USLV.L:
-27.37%
BRK-B:
-53.86%
USLV.L:
-2.81%
BRK-B:
-0.05%
Returns By Period
In the year-to-date period, USLV.L achieves a 3.01% return, which is significantly lower than BRK-B's 6.52% return. Over the past 10 years, USLV.L has underperformed BRK-B with an annualized return of 10.61%, while BRK-B has yielded a comparatively higher 12.53% annualized return.
USLV.L
3.01%
-1.44%
8.63%
15.95%
5.56%
10.61%
BRK-B
6.52%
3.18%
7.69%
18.92%
16.24%
12.53%
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Risk-Adjusted Performance
USLV.L vs. BRK-B — Risk-Adjusted Performance Rank
USLV.L
BRK-B
USLV.L vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P 500 Low Volatility UCITS ETF (USLV.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.
Dividends
USLV.L vs. BRK-B - Dividend Comparison
Neither USLV.L nor BRK-B has paid dividends to shareholders.
Drawdowns
USLV.L vs. BRK-B - Drawdown Comparison
The maximum USLV.L drawdown since its inception was -27.37%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for USLV.L and BRK-B. For additional features, visit the drawdowns tool.
Volatility
USLV.L vs. BRK-B - Volatility Comparison
The current volatility for SPDR S&P 500 Low Volatility UCITS ETF (USLV.L) is 2.15%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.58%. This indicates that USLV.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.