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.
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
Key characteristics
VSPVX:
1.09
BRK-B:
1.58
VSPVX:
1.58
BRK-B:
2.27
VSPVX:
1.19
BRK-B:
1.29
VSPVX:
1.43
BRK-B:
3.00
VSPVX:
4.54
BRK-B:
6.80
VSPVX:
2.44%
BRK-B:
3.34%
VSPVX:
10.17%
BRK-B:
14.42%
VSPVX:
-37.05%
BRK-B:
-53.86%
VSPVX:
-7.14%
BRK-B:
-6.47%
Returns By Period
In the year-to-date period, VSPVX achieves a 0.19% return, which is significantly higher than BRK-B's -0.32% return. Over the past 10 years, VSPVX has underperformed BRK-B with an annualized return of 10.04%, while BRK-B has yielded a comparatively higher 11.72% annualized return.
VSPVX
0.19%
-4.74%
4.94%
11.67%
10.39%
10.04%
BRK-B
-0.32%
-2.59%
9.20%
23.15%
14.85%
11.72%
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Risk-Adjusted Performance
VSPVX vs. BRK-B — Risk-Adjusted Performance Rank
VSPVX
BRK-B
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 1.55%, while BRK-B has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
VSPVX Vanguard S&P 500 Value Index Fund Institutional Shares | 1.55% | 1.55% | 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% | 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
Vanguard S&P 500 Value Index Fund Institutional Shares (VSPVX) and Berkshire Hathaway Inc. (BRK-B) have volatilities of 3.36% and 3.31%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.