VSPVX vs. BRK-B
Compare and contrast key facts about Vanguard S&P 500 Value Index Fund Institutional Shares (VSPVX) and Berkshire Hathaway Inc. (BRK-B).
VSPVX is managed by Vanguard. It was launched on Mar 3, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSPVX or BRK-B.
Key characteristics
| VSPVX | BRK-B | |
|---|---|---|
| YTD Return | 14.30% | 28.89% |
| 1Y Return | 25.82% | 25.32% |
| 3Y Return (Ann) | 12.81% | 18.85% |
| 5Y Return (Ann) | 12.91% | 17.22% |
| 10Y Return (Ann) | 10.50% | 12.71% |
| Sharpe Ratio | 2.28 | 1.80 |
| Daily Std Dev | 10.94% | 13.42% |
| Max Drawdown | -37.05% | -53.86% |
| Current Drawdown | 0.00% | -3.94% |
Correlation
The correlation between VSPVX and BRK-B is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VSPVX vs. BRK-B - Performance Comparison
In the year-to-date period, VSPVX achieves a 14.30% return, which is significantly lower than BRK-B's 28.89% return. Over the past 10 years, VSPVX has underperformed BRK-B with an annualized return of 10.50%, while BRK-B has yielded a comparatively higher 12.71% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
VSPVX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 Value Index Fund Institutional Shares (VSPVX) 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
VSPVX vs. BRK-B - Dividend Comparison
VSPVX's dividend yield for the trailing twelve months is around 1.79%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSPVX Vanguard S&P 500 Value Index Fund Institutional Shares | 1.79% | 1.71% | 2.21% | 1.88% | 2.46% | 2.11% | 2.73% | 2.18% | 2.30% | 2.47% |
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% |
Drawdowns
VSPVX vs. BRK-B - Drawdown Comparison
The maximum VSPVX drawdown since its inception was -37.05%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for VSPVX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
VSPVX vs. BRK-B - Volatility Comparison
The current volatility for Vanguard S&P 500 Value Index Fund Institutional Shares (VSPVX) is 2.75%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.78%. This indicates that VSPVX 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.