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VIVIX vs. BRK-B
Performance
Return for Risk
Dividends
Drawdowns
Volatility

VIVIX vs. BRK-B

Last updated Apr 2, 2026

Compare and contrast key facts about Vanguard Value Index Fund Institutional Shares (VIVIX) and Berkshire Hathaway Inc. (BRK-B).

VIVIX is managed by Vanguard. It was launched on Jul 2, 1998.

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.

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VIVIX vs. BRK-B - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
VIVIX
Vanguard Value Index Fund Institutional Shares		3.31%15.30%15.99%9.23%-2.05%26.50%2.30%25.83%-5.44%17.14%
BRK-B
Berkshire Hathaway Inc.		-4.80%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, VIVIX achieves a 3.31% return, which is significantly higher than BRK-B's -4.80% return. Over the past 10 years, VIVIX has underperformed BRK-B with an annualized return of 11.80%, while BRK-B has yielded a comparatively higher 12.78% annualized return.

VIVIX

1D
1.65%
1M
-4.61%
YTD
3.31%
6M
6.13%
1Y
16.30%
3Y*
15.09%
5Y*
10.86%
10Y*
11.80%

BRK-B

1D
-0.15%
1M
-0.35%
YTD
-4.80%
6M
-3.95%
1Y
-10.22%
3Y*
15.72%
5Y*
13.13%
10Y*
12.78%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Vanguard Value Index Fund Institutional Shares

Berkshire Hathaway Inc.

Often compared with VIVIX:
VIVIX vs. VIGIXVIVIX vs. VIIIXVIVIX vs. VFTNXVIVIX vs. OIEJXVIVIX vs. SPYVIVIX vs. VMCPXVIVIX vs. VIPIX
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

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: 6161
Overall Rank
VIVIX Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
VIVIX Sortino Ratio Rank: 5757
Sortino Ratio Rank
VIVIX Omega Ratio Rank: 5757
Omega Ratio Rank
VIVIX Calmar Ratio Rank: 6464
Calmar Ratio Rank
VIVIX Martin Ratio Rank: 7272
Martin Ratio Rank
BRK-B
BRK-B Risk / Return Rank: 1717
Overall Rank
BRK-B Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
BRK-B Sortino Ratio Rank: 1616
Sortino Ratio Rank
BRK-B Omega Ratio Rank: 1616
Omega Ratio Rank
BRK-B Calmar Ratio Rank: 1717
Calmar Ratio Rank
BRK-B Martin Ratio Rank: 1919
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.

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.

VIVIXBRK-BDifference

Sharpe ratio

Return per unit of total volatility

1.09

-0.56

+1.65

Sortino ratio

Return per unit of downside risk

1.56

-0.65

+2.21

Omega ratio

Gain probability vs. loss probability

1.23

0.91

+0.32

Calmar ratio

Return relative to maximum drawdown

1.53

-0.68

+2.21

Martin ratio

Return relative to average drawdown

6.90

-1.16

+8.07

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 1.09, which is higher than the BRK-B Sharpe Ratio of -0.56. The chart below compares the historical Sharpe Ratios of VIVIX 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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Sharpe Ratios by Period

VIVIXBRK-BDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.09

-0.56

+1.65

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.78

0.77

+0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.71

0.66

+0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.48

-0.08

Correlation

The correlation between VIVIX and BRK-B is 0.56, 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

VIVIX vs. BRK-B - Dividend Comparison

VIVIX's dividend yield for the trailing twelve months is around 2.02%, while BRK-B has not paid dividends to shareholders.

TTM20252024202320222021202020192018201720162015
VIVIX
Vanguard Value Index Fund Institutional Shares		2.02%2.04%2.31%2.46%2.52%2.15%2.55%2.50%2.73%2.30%2.46%2.61%
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

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.

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Drawdown Indicators

VIVIXBRK-BDifference

Max Drawdown

Largest peak-to-trough decline

-59.30%

-53.86%

-5.44%

Max Drawdown (1Y)

Largest decline over 1 year

-11.29%

-14.95%

+3.66%

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

-4.82%

-11.36%

+6.54%

Average Drawdown

Average peak-to-trough decline

-9.31%

-11.07%

+1.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.50%

8.72%

-6.22%

Volatility

VIVIX vs. BRK-B - Volatility Comparison

The current volatility for Vanguard Value Index Fund Institutional Shares (VIVIX) is 3.80%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.33%. 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.

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Volatility by Period

VIVIXBRK-BDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.80%

4.33%

-0.53%

Volatility (6M)

Calculated over the trailing 6-month period

7.69%

11.14%

-3.45%

Volatility (1Y)

Calculated over the trailing 1-year period

14.88%

18.30%

-3.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.92%

17.20%

-3.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.74%

19.45%

-2.71%