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VSPVX vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

VSPVX vs. BRK-B

Last updated May 12, 2025

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.

Correlation

The correlation between VSPVX and BRK-B is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

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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Key characteristics

Returns By Period

VSPVX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

BRK-B

YTD

13.34%

1M

-1.98%

6M

10.86%

1Y

24.68%

5Y*

24.45%

10Y*

13.47%

*Annualized

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Risk-Adjusted Performance

VSPVX vs. BRK-B — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VSPVX
The Risk-Adjusted Performance Rank of VSPVX is 3939
Overall Rank
The Sharpe Ratio Rank of VSPVX is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of VSPVX is 3939
Sortino Ratio Rank
The Omega Ratio Rank of VSPVX is 3939
Omega Ratio Rank
The Calmar Ratio Rank of VSPVX is 4242
Calmar Ratio Rank
The Martin Ratio Rank of VSPVX is 3939
Martin Ratio Rank
BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 8989
Overall Rank
The Sharpe Ratio Rank of BRK-B is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 8484
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8585
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9696
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 9292
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

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Dividends

VSPVX vs. BRK-B - Dividend Comparison

Neither VSPVX nor BRK-B has paid dividends to shareholders.

Tickers have no history of dividend payments

Drawdowns

VSPVX vs. BRK-B - Drawdown Comparison

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Volatility

VSPVX vs. BRK-B - Volatility Comparison

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