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:
1.50
BRK-B:
1.44
VSPVX:
2.15
BRK-B:
2.09
VSPVX:
1.27
BRK-B:
1.26
VSPVX:
1.89
BRK-B:
2.57
VSPVX:
5.45
BRK-B:
6.03
VSPVX:
2.82%
BRK-B:
3.56%
VSPVX:
10.23%
BRK-B:
14.96%
VSPVX:
-37.05%
BRK-B:
-53.86%
VSPVX:
-3.93%
BRK-B:
-0.72%
Returns By Period
In the year-to-date period, VSPVX achieves a 3.07% return, which is significantly lower than BRK-B's 5.80% return. Over the past 10 years, VSPVX has underperformed BRK-B with an annualized return of 10.15%, while BRK-B has yielded a comparatively higher 12.46% annualized return.
VSPVX
3.07%
1.33%
3.97%
13.47%
10.90%
10.15%
BRK-B
5.80%
2.49%
6.87%
18.13%
15.98%
12.46%
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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 2.06%, 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 | 2.06% | 2.12% | 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
The current volatility for Vanguard S&P 500 Value Index Fund Institutional Shares (VSPVX) is 2.34%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.71%. 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.