VIVIX vs. BRK-B

Last updated Jun 3, 2026

VIVIX (Vanguard Value Index Fund Institutional Shares) is Large Cap Value Equities fund managed by Vanguard, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 10 years, VIVIX returned 12.38%/yr vs 12.82%/yr for BRK-B. A 0.56 correlation means they provide meaningful diversification when combined.

Performance

VIVIX vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Value Index Fund Institutional Shares (VIVIX) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, VIVIX achieves a 11.28% return, which is significantly higher than BRK-B's -6.20% return. Both investments have delivered pretty close results over the past 10 years, with VIVIX having a 12.38% annualized return and BRK-B not far ahead at 12.82%.

VIVIX

• 1D: -0.21%
• 1M: 2.65%
• YTD: 11.28%
• 6M: 13.13%
• 1Y: 25.77%
• 3Y*: 17.91%
• 5Y*: 11.17%
• 10Y*: 12.38%

BRK-B

• 1D: 0.26%
• 1M: -0.32%
• YTD: -6.20%
• 6M: -6.94%
• 1Y: -6.23%
• 3Y*: 12.69%
• 5Y*: 10.06%
• 10Y*: 12.82%

*Multi-year figures are annualized to reflect compound growth (CAGR)

VIVIX vs. BRK-B - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
VIVIX Vanguard Value Index Fund Institutional Shares	11.28%	15.30%	15.99%	9.23%	-2.05%	26.50%	2.30%	25.83%	-5.44%	17.14%
BRK-B Berkshire Hathaway Inc.	-6.20%	10.89%	27.09%	15.46%	3.31%	28.95%	2.37%	10.93%	3.01%	21.62%

Correlation

The correlation between VIVIX and BRK-B is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.44
Correlation (3Y) Calculated over the trailing 3-year period	0.59
Correlation (5Y) Calculated over the trailing 5-year period	0.72
Correlation (10Y) Calculated over the trailing 10-year period	0.76
Correlation (All Time) Calculated using the full available price history since Jul 6, 1998	0.56

The correlation between VIVIX and BRK-B shifts across timeframes, from 0.44 (1 year) to 0.76 (10 years), reflecting how their relationship changes across market environments.

Return for Risk

VIVIX vs. BRK-B — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VIVIX

VIVIX Risk / Return Rank: 79
VIVIX Sharpe Ratio Rank: 79
VIVIX Sortino Ratio Rank: 77
VIVIX Omega Ratio Rank: 69
VIVIX Calmar Ratio Rank: 86
VIVIX Martin Ratio Rank: 82

BRK-B

BRK-B Risk / Return Rank: 17
BRK-B Sharpe Ratio Rank: 21
BRK-B Sortino Ratio Rank: 19
BRK-B Omega Ratio Rank: 19
BRK-B Calmar Ratio Rank: 15
BRK-B Martin Ratio Rank: 8

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.

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

This table presents a comparison of risk-adjusted performance metrics for Vanguard Value Index Fund Institutional Shares (VIVIX) 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.

	VIVIX	BRK-B	Difference
Sharpe ratio Return per unit of total volatility	2.59	-0.44	+3.03
Sortino ratio Return per unit of downside risk	3.70	-0.51	+4.21
Omega ratio Gain probability vs. loss probability	1.46	0.94	+0.52
Calmar ratio Return relative to maximum drawdown	4.11	-0.68	+4.80
Martin ratio Return relative to average drawdown	15.53	-1.36	+16.89
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

VIVIX vs. BRK-B - Sharpe Ratio Comparison

The current VIVIX Sharpe Ratio is 2.59, which is higher than the BRK-B Sharpe Ratio of -0.44. The chart below compares the historical Sharpe Ratios of VIVIX and BRK-B, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	VIVIX	BRK-B	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.59	-0.44	+3.03
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.81	0.59	+0.22
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.74	0.66	+0.08
Sharpe Ratio (All Time) Calculated using the full available price history	0.41	0.48	-0.07

Drawdowns

VIVIX vs. BRK-B - Drawdown Comparison

The maximum VIVIX drawdown since its inception was -59.30%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for VIVIX and BRK-B.

Drawdown Indicators

	VIVIX	BRK-B	Difference
Max Drawdown Largest peak-to-trough decline	-59.30%	-53.86%	-5.44%
Max Drawdown (1Y) Largest decline over 1 year	-6.36%	-9.42%	+3.06%
Max Drawdown (3Y) Largest decline over 3 years	-14.40%	-14.95%	+0.55%
Max Drawdown (5Y) Largest decline over 5 years	-17.12%	-26.58%	+9.46%
Max Drawdown (10Y) Largest decline over 10 years	-36.80%	-29.57%	-7.23%
Current Drawdown Current decline from peak	-0.30%	-12.65%	+12.35%
Average Drawdown Average peak-to-trough decline	-9.26%	-11.07%	+1.81%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.69%	4.73%	-3.04%

Volatility

VIVIX vs. BRK-B - Volatility Comparison

The current volatility for Vanguard Value Index Fund Institutional Shares (VIVIX) is 2.65%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 3.79%. This indicates that VIVIX 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.

Volatility by Period

	VIVIX	BRK-B	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.65%	3.79%	-1.14%
Volatility (6M) Calculated over the trailing 6-month period	7.60%	10.68%	-3.08%
Volatility (1Y) Calculated over the trailing 1-year period	10.06%	14.31%	-4.25%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.91%	17.11%	-3.20%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.74%	19.43%	-2.69%

Dividends

VIVIX vs. BRK-B - Dividend Comparison

VIVIX's dividend yield for the trailing twelve months is around 1.88%, while BRK-B has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
VIVIX Vanguard Value Index Fund Institutional Shares	1.88%	2.04%	2.31%	2.46%	2.52%	2.15%	2.55%	2.50%	2.73%	2.30%	2.46%	2.61%

Frequently Asked Questions

Can I hold both VIVIX and BRK-B in my portfolio?

VIVIX and BRK-B have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, VIVIX or BRK-B?

BRK-B has higher volatility (3.79%) compared to VIVIX (2.65%). In terms of maximum drawdown, VIVIX dropped -59.30% vs BRK-B's -53.86%.

Which has better risk-adjusted returns?

VIVIX currently has the higher Sharpe Ratio (2.59 vs -0.44), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.