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

VSPVX vs. BRK-B

Last updated Apr 2, 2026

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.

Performance

VSPVX vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard S&P 500 Value Index Fund Institutional Shares (VSPVX) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

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VSPVX vs. BRK-B - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
VSPVX
Vanguard S&P 500 Value Index Fund Institutional Shares		0.02%12.62%11.99%22.39%-5.33%24.80%1.23%31.84%-9.02%15.28%
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, VSPVX achieves a 0.02% return, which is significantly higher than BRK-B's -4.80% return. Over the past 10 years, VSPVX has underperformed BRK-B with an annualized return of 11.31%, while BRK-B has yielded a comparatively higher 12.78% annualized return.

VSPVX

1D
1.73%
1M
-4.47%
YTD
0.02%
6M
2.93%
1Y
12.95%
3Y*
13.66%
5Y*
10.32%
10Y*
11.31%

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 S&P 500 Value Index Fund Institutional Shares

Berkshire Hathaway Inc.

Often compared with VSPVX:
VSPVX vs. FXAIXVSPVX vs. VOOVSPVX vs. VTSAXVSPVX vs. VTVVSPVX vs. SPYVSPVX vs. VIGVSPVX vs. OANMX
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

VSPVX vs. BRK-B — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VSPVX
VSPVX Risk / Return Rank: 4141
Overall Rank
VSPVX Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
VSPVX Sortino Ratio Rank: 3636
Sortino Ratio Rank
VSPVX Omega Ratio Rank: 3939
Omega Ratio Rank
VSPVX Calmar Ratio Rank: 4242
Calmar Ratio Rank
VSPVX Martin Ratio Rank: 5353
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.

VSPVX vs. BRK-B - Risk-Adjusted Trends 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.

VSPVXBRK-BDifference

Sharpe ratio

Return per unit of total volatility

0.83

-0.56

+1.39

Sortino ratio

Return per unit of downside risk

1.25

-0.65

+1.90

Omega ratio

Gain probability vs. loss probability

1.19

0.91

+0.28

Calmar ratio

Return relative to maximum drawdown

1.15

-0.68

+1.83

Martin ratio

Return relative to average drawdown

5.43

-1.16

+6.60

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

VSPVX vs. BRK-B - Sharpe Ratio Comparison

The current VSPVX Sharpe Ratio is 0.83, which is higher than the BRK-B Sharpe Ratio of -0.56. The chart below compares the historical Sharpe Ratios of VSPVX 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

VSPVXBRK-BDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.83

-0.56

+1.39

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.72

0.77

-0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

0.66

+0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.60

0.48

+0.12

Correlation

The correlation between VSPVX and BRK-B is 0.76, 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.

Dividends

VSPVX vs. BRK-B - Dividend Comparison

VSPVX's dividend yield for the trailing twelve months is around 1.82%, while BRK-B has not paid dividends to shareholders.

TTM20252024202320222021202020192018201720162015
VSPVX
Vanguard S&P 500 Value Index Fund Institutional Shares		1.82%1.35%2.12%1.70%2.21%1.88%2.46%2.12%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%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.

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Drawdown Indicators

VSPVXBRK-BDifference

Max Drawdown

Largest peak-to-trough decline

-37.05%

-53.86%

+16.81%

Max Drawdown (1Y)

Largest decline over 1 year

-12.10%

-14.95%

+2.85%

Max Drawdown (5Y)

Largest decline over 5 years

-18.00%

-26.58%

+8.58%

Max Drawdown (10Y)

Largest decline over 10 years

-37.05%

-29.57%

-7.48%

Current Drawdown

Current decline from peak

-4.58%

-11.36%

+6.78%

Average Drawdown

Average peak-to-trough decline

-4.11%

-11.07%

+6.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.56%

8.72%

-6.16%

Volatility

VSPVX vs. BRK-B - Volatility Comparison

The current volatility for Vanguard S&P 500 Value Index Fund Institutional Shares (VSPVX) is 3.84%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.33%. 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.

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Volatility by Period

VSPVXBRK-BDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.84%

4.33%

-0.49%

Volatility (6M)

Calculated over the trailing 6-month period

7.71%

11.14%

-3.43%

Volatility (1Y)

Calculated over the trailing 1-year period

15.57%

18.30%

-2.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.49%

17.20%

-2.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.09%

19.45%

-2.36%