VTSIX vs. BRK-B

In the year-to-date period, VTSIX achieves a -7.85% return, which is significantly lower than BRK-B's 11.67% return. Over the past 10 years, VTSIX has underperformed BRK-B with an annualized return of 7.66%, while BRK-B has yielded a comparatively higher 13.45% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Vanguard Tax-Managed Small-Cap Fund Institutional Shares (VTSIX) 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.

The current VTSIX Sharpe Ratio is 0.04, which is lower than the BRK-B Sharpe Ratio of 1.29. The chart below compares the historical Sharpe Ratios of VTSIX 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.

VTSIX's dividend yield for the trailing twelve months is around 1.68%, while BRK-B has not paid dividends to shareholders.

The maximum VTSIX drawdown since its inception was -57.81%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for VTSIX and BRK-B.

Vanguard Tax-Managed Small-Cap Fund Institutional Shares (VTSIX) and Berkshire Hathaway Inc. (BRK-B) have volatilities of 6.63% and 6.63%, 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.