VTV vs. BRK-B

Last updated Jun 9, 2026

VTV (Vanguard Value ETF) is Large Cap Value Equities fund tracking the CRSP US Large Cap Value Index, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 10 years, VTV returned 12.42%/yr vs 13.14%/yr for BRK-B. A 0.65 correlation means they provide meaningful diversification when combined.

Performance

VTV vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Value ETF (VTV) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, VTV achieves a 11.91% return, which is significantly higher than BRK-B's -3.11% return. Over the past 10 years, VTV has underperformed BRK-B with an annualized return of 12.42%, while BRK-B has yielded a comparatively higher 13.14% annualized return.

VTV

• 1D: 0.25%
• 1M: 2.67%
• YTD: 11.91%
• 6M: 13.41%
• 1Y: 25.49%
• 3Y*: 17.72%
• 5Y*: 11.30%
• 10Y*: 12.42%

BRK-B

• 1D: -0.23%
• 1M: 2.32%
• YTD: -3.11%
• 6M: -2.06%
• 1Y: -1.32%
• 3Y*: 13.25%
• 5Y*: 11.03%
• 10Y*: 13.14%

*Multi-year figures are annualized to reflect compound growth (CAGR)

VTV vs. BRK-B - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
VTV Vanguard Value ETF	11.91%	15.27%	15.95%	9.32%	-2.09%	26.53%	2.33%	25.66%	-5.47%	17.15%
BRK-B Berkshire Hathaway Inc.	-3.11%	10.89%	27.09%	15.46%	3.31%	28.95%	2.37%	10.93%	3.01%	21.62%

Correlation

The correlation between VTV and BRK-B is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.42
Correlation (3Y) Calculated over the trailing 3-year period	0.59
Correlation (5Y) Calculated over the trailing 5-year period	0.71
Correlation (10Y) Calculated over the trailing 10-year period	0.76
Correlation (All Time) Calculated using the full available price history since Jan 30, 2004	0.65

Over the past year, the correlation between VTV and BRK-B has dropped to 0.42 - well below their long-term average of 0.65, suggesting their price drivers have been diverging.

Return for Risk

VTV vs. BRK-B — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VTV

VTV Risk / Return Rank: 84
VTV Sharpe Ratio Rank: 85
VTV Sortino Ratio Rank: 87
VTV Omega Ratio Rank: 83
VTV Calmar Ratio Rank: 83
VTV Martin Ratio Rank: 83

BRK-B

BRK-B Risk / Return Rank: 35
BRK-B Sharpe Ratio Rank: 38
BRK-B Sortino Ratio Rank: 30
BRK-B Omega Ratio Rank: 30
BRK-B Calmar Ratio Rank: 38
BRK-B Martin Ratio Rank: 37

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.

VTV vs. BRK-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Value ETF (VTV) 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.

	VTV	BRK-B	Difference
Sharpe ratio: Return per unit of total volatility	2.52	-0.09	+2.61
Sortino ratio: Return per unit of downside risk	3.58	-0.03	+3.61
Omega ratio: Gain probability vs. loss probability	1.45	1.00	+0.45
Calmar ratio: Return relative to maximum drawdown	4.03	-0.14	+4.17
Martin ratio: Return relative to average drawdown	15.20	-0.30	+15.50
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

VTV vs. BRK-B - Sharpe Ratio Comparison

The current VTV Sharpe Ratio is 2.52, which is higher than the BRK-B Sharpe Ratio of -0.09. The chart below compares the historical Sharpe Ratios of VTV and BRK-B, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	VTV	BRK-B	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.52	-0.09	+2.61
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.82	0.65	+0.17
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.75	0.68	+0.07
Sharpe Ratio (All Time) Calculated using the full available price history	0.51	0.48	+0.03

Drawdowns

VTV vs. BRK-B - Drawdown Comparison

The maximum VTV drawdown since its inception was -59.27%, 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 VTV and BRK-B.

Drawdown Indicators

	VTV	BRK-B	Difference
Max Drawdown Largest peak-to-trough decline	-59.27%	-53.86%	-5.41%
Max Drawdown (1Y) Largest decline over 1 year	-6.35%	-9.42%	+3.07%
Max Drawdown (3Y) Largest decline over 3 years	-14.52%	-14.95%	+0.43%
Max Drawdown (5Y) Largest decline over 5 years	-17.04%	-26.58%	+9.54%
Max Drawdown (10Y) Largest decline over 10 years	-36.78%	-29.57%	-7.21%
Current Drawdown Current decline from peak	-1.11%	-9.78%	+8.67%
Average Drawdown Average peak-to-trough decline	-7.87%	-11.07%	+3.20%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.68%	4.49%	-2.81%

Volatility

VTV vs. BRK-B - Volatility Comparison

The current volatility for Vanguard Value ETF (VTV) is 2.65%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 3.98%. This indicates that VTV 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.

Volatility by Period

	VTV	BRK-B	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.65%	3.98%	-1.33%
Volatility (6M) Calculated over the trailing 6-month period	7.67%	10.87%	-3.20%
Volatility (1Y) Calculated over the trailing 1-year period	10.18%	14.38%	-4.20%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.89%	17.13%	-3.24%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.68%	19.44%	-2.76%

Dividends

VTV vs. BRK-B - Dividend Comparison

VTV's dividend yield for the trailing twelve months is around 1.87%, while BRK-B has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
VTV Vanguard Value ETF	1.87%	2.05%	2.31%	2.46%	2.52%	2.15%	2.56%	2.50%	2.73%	2.29%	2.44%	2.60%

Frequently Asked Questions

Can I hold both VTV and BRK-B in my portfolio?

VTV and BRK-B have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, VTV or BRK-B?

BRK-B has higher volatility (3.98%) compared to VTV (2.65%). In terms of maximum drawdown, VTV dropped -59.27% vs BRK-B's -53.86%.

Which has better risk-adjusted returns?

VTV currently has the higher Sharpe Ratio (2.52 vs -0.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.