VUAA.DE vs. BRK-B
Compare and contrast key facts about Vanguard S&P 500 UCITS USD Acc ETF (VUAA.DE) and Berkshire Hathaway Inc. (BRK-B).
VUAA.DE is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on May 14, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VUAA.DE or BRK-B.
Key characteristics
VUAA.DE | BRK-B | |
---|---|---|
YTD Return | 18.53% | 28.04% |
1Y Return | 23.40% | 23.28% |
3Y Return (Ann) | 11.62% | 18.25% |
Sharpe Ratio | 2.23 | 1.80 |
Daily Std Dev | 11.68% | 13.42% |
Max Drawdown | -33.67% | -53.86% |
Current Drawdown | -1.74% | -4.57% |
Correlation
The correlation between VUAA.DE and BRK-B is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VUAA.DE vs. BRK-B - Performance Comparison
In the year-to-date period, VUAA.DE achieves a 18.53% return, which is significantly lower than BRK-B's 28.04% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
VUAA.DE vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 UCITS USD Acc ETF (VUAA.DE) 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
VUAA.DE vs. BRK-B - Dividend Comparison
Neither VUAA.DE nor BRK-B has paid dividends to shareholders.
Drawdowns
VUAA.DE vs. BRK-B - Drawdown Comparison
The maximum VUAA.DE drawdown since its inception was -33.67%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for VUAA.DE and BRK-B. For additional features, visit the drawdowns tool.
Volatility
VUAA.DE vs. BRK-B - Volatility Comparison
The current volatility for Vanguard S&P 500 UCITS USD Acc ETF (VUAA.DE) is 4.28%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.75%. This indicates that VUAA.DE 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.