VKSIX vs. BRK-B
VKSIX (Virtus KAR Small-Mid Cap Core Fund) is Mid Cap Growth Equities fund managed by Virtus, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 5 years, VKSIX returned -0.31%/yr vs 12.29%/yr for BRK-B. A 0.55 correlation means they provide meaningful diversification when combined.
Performance
VKSIX vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, VKSIX achieves a -4.29% return, which is significantly lower than BRK-B's -1.15% return.
VKSIX
- 1D
- 0.43%
- 1M
- 1.81%
- 6M
- -9.22%
- YTD
- -4.29%
- 1Y
- -9.79%
- 3Y*
- 1.85%
- 5Y*
- -0.31%
- 10Y*
- —
BRK-B
- 1D
- 0.64%
- 1M
- 1.55%
- 6M
- -0.36%
- YTD
- -1.15%
- 1Y
- 4.41%
- 3Y*
- 13.36%
- 5Y*
- 12.29%
- 10Y*
- 13.03%
VKSIX vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VKSIX Virtus KAR Small-Mid Cap Core Fund | -4.29% | -4.36% | 9.07% | 23.61% | -23.83% | 19.54% | 33.45% | 38.81% | -6.68% |
BRK-B Berkshire Hathaway Inc. | -1.15% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | -0.32% |
Correlation
The correlation between VKSIX and BRK-B is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2018 | 0.55 |
Over the past year, the correlation between VKSIX and BRK-B has dropped to 0.24 - well below their long-term average of 0.55, suggesting their price drivers have been diverging.
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Return for Risk
VKSIX vs. BRK-B — Risk / Return Rank
VKSIX
BRK-B
VKSIX vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Core Fund (VKSIX) 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.
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.
| VKSIX | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.98 | ||
| Sortino ratioReturn per unit of downside risk | -1.43 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.06 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | -0.65 | 0.47 | -1.12 |
| Martin ratioReturn relative to average drawdown | -1.21 | 0.99 | -2.20 |
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Drawdowns
VKSIX vs. BRK-B - Drawdown Comparison
The maximum VKSIX drawdown since its inception was -35.59%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for VKSIX and BRK-B.
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Drawdown Indicators
| VKSIX | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.59% | -53.86% | +18.27% |
Max Drawdown (1Y)Largest decline over 1 year | -16.70% | -9.42% | -7.28% |
Max Drawdown (3Y)Largest decline over 3 years | -20.29% | -14.95% | -5.34% |
Max Drawdown (5Y)Largest decline over 5 years | -32.49% | -26.58% | -5.91% |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.57% | — |
Current DrawdownCurrent decline from peak | -15.60% | -7.96% | -7.64% |
Average DrawdownAverage peak-to-trough decline | -8.97% | -11.06% | +2.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.91% | 4.45% | +4.46% |
Volatility
VKSIX vs. BRK-B - Volatility Comparison
Virtus KAR Small-Mid Cap Core Fund (VKSIX) has a higher volatility of 5.04% compared to Berkshire Hathaway Inc. (BRK-B) at 4.39%. This indicates that VKSIX'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.
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Volatility by Period
| VKSIX | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.04% | 4.39% | +0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 12.10% | 10.97% | +1.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.97% | 14.54% | +1.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.25% | 17.11% | +2.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.92% | 19.40% | +1.52% |
Dividends
VKSIX vs. BRK-B - Dividend Comparison
VKSIX's dividend yield for the trailing twelve months is around 0.36%, while BRK-B has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VKSIX Virtus KAR Small-Mid Cap Core Fund | 0.36% | 0.34% | 0.43% | 0.00% | 0.00% | 1.13% | 0.01% | 0.00% | 1.47% |
Frequently Asked Questions
VKSIX and BRK-B have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VKSIX has higher volatility (5.04%) compared to BRK-B (4.39%). In terms of maximum drawdown, VKSIX dropped -35.59% vs BRK-B's -53.86%.
BRK-B currently has the higher Sharpe Ratio (0.31 vs -0.68), 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.
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