PortfoliosLab logo
VWAGY vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between VWAGY and BRK-B is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

VWAGY vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Volkswagen AG 1/10 ADR (VWAGY) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Sharpe Ratio

VWAGY:

-0.56

BRK-B:

1.17

Sortino Ratio

VWAGY:

-0.52

BRK-B:

1.68

Omega Ratio

VWAGY:

0.94

BRK-B:

1.24

Calmar Ratio

VWAGY:

-0.22

BRK-B:

2.65

Martin Ratio

VWAGY:

-0.59

BRK-B:

6.56

Ulcer Index

VWAGY:

25.91%

BRK-B:

3.56%

Daily Std Dev

VWAGY:

31.29%

BRK-B:

19.78%

Max Drawdown

VWAGY:

-70.14%

BRK-B:

-53.86%

Current Drawdown

VWAGY:

-59.26%

BRK-B:

-6.02%

Fundamentals

Market Cap

VWAGY:

$58.47B

BRK-B:

$1.08T

EPS

VWAGY:

$2.06

BRK-B:

$37.50

PE Ratio

VWAGY:

5.70

BRK-B:

13.42

PEG Ratio

VWAGY:

0.82

BRK-B:

10.06

PS Ratio

VWAGY:

0.18

BRK-B:

2.92

PB Ratio

VWAGY:

0.29

BRK-B:

1.66

Total Revenue (TTM)

VWAGY:

$326.75B

BRK-B:

$395.26B

Gross Profit (TTM)

VWAGY:

$59.07B

BRK-B:

$317.24B

EBITDA (TTM)

VWAGY:

$41.85B

BRK-B:

$115.24B

Returns By Period

In the year-to-date period, VWAGY achieves a 23.87% return, which is significantly higher than BRK-B's 11.92% return.


VWAGY

YTD

23.87%

1M

13.73%

6M

29.43%

1Y

-17.48%

5Y*

3.10%

10Y*

N/A

BRK-B

YTD

11.92%

1M

-3.95%

6M

8.47%

1Y

22.91%

5Y*

24.64%

10Y*

13.31%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

VWAGY vs. BRK-B — Risk-Adjusted Performance Rank

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

VWAGY
The Risk-Adjusted Performance Rank of VWAGY is 2727
Overall Rank
The Sharpe Ratio Rank of VWAGY is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of VWAGY is 2121
Sortino Ratio Rank
The Omega Ratio Rank of VWAGY is 2323
Omega Ratio Rank
The Calmar Ratio Rank of VWAGY is 3636
Calmar Ratio Rank
The Martin Ratio Rank of VWAGY is 3737
Martin Ratio Rank

BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 8787
Overall Rank
The Sharpe Ratio Rank of BRK-B is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 8181
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8282
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9696
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 9090
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VWAGY vs. BRK-B - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Volkswagen AG 1/10 ADR (VWAGY) 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 VWAGY Sharpe Ratio is -0.56, which is lower than the BRK-B Sharpe Ratio of 1.17. The chart below compares the historical Sharpe Ratios of VWAGY 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.


Loading data...

Dividends

VWAGY vs. BRK-B - Dividend Comparison

VWAGY's dividend yield for the trailing twelve months is around 8.16%, while BRK-B has not paid dividends to shareholders.


TTM202420232022202120202019
VWAGY
Volkswagen AG 1/10 ADR
8.16%10.10%7.15%17.23%1.99%2.72%2.75%
BRK-B
Berkshire Hathaway Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

VWAGY vs. BRK-B - Drawdown Comparison

The maximum VWAGY drawdown since its inception was -70.14%, 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 VWAGY and BRK-B. For additional features, visit the drawdowns tool.


Loading data...

Volatility

VWAGY vs. BRK-B - Volatility Comparison

The current volatility for Volkswagen AG 1/10 ADR (VWAGY) is 7.04%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 7.69%. This indicates that VWAGY 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.


Loading data...

Financials

VWAGY vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between Volkswagen AG 1/10 ADR and Berkshire Hathaway Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


40.00B60.00B80.00B100.00B120.00B140.00B160.00B20212022202320242025
77.56B
83.29B
(VWAGY) Total Revenue
(BRK-B) Total Revenue
Values in USD except per share items