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

Correlation

The correlation between VWAGY and BRK-B is 0.33, 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.


-0.50.00.51.00.3

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.

-30.00%-20.00%-10.00%0.00%10.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
-23.68%
10.64%
VWAGY
BRK-B

Key characteristics

Sharpe Ratio

VWAGY:

-1.01

BRK-B:

1.90

Sortino Ratio

VWAGY:

-1.39

BRK-B:

2.69

Omega Ratio

VWAGY:

0.84

BRK-B:

1.34

Calmar Ratio

VWAGY:

-0.39

BRK-B:

3.63

Martin Ratio

VWAGY:

-1.20

BRK-B:

8.89

Ulcer Index

VWAGY:

22.96%

BRK-B:

3.10%

Daily Std Dev

VWAGY:

27.19%

BRK-B:

14.48%

Max Drawdown

VWAGY:

-70.27%

BRK-B:

-53.86%

Current Drawdown

VWAGY:

-68.45%

BRK-B:

-6.19%

Fundamentals

Market Cap

VWAGY:

$46.79B

BRK-B:

$982.94B

EPS

VWAGY:

$2.57

BRK-B:

$49.48

PE Ratio

VWAGY:

3.63

BRK-B:

9.21

PEG Ratio

VWAGY:

0.64

BRK-B:

10.06

Total Revenue (TTM)

VWAGY:

$324.46B

BRK-B:

$369.89B

Gross Profit (TTM)

VWAGY:

$59.98B

BRK-B:

$66.19B

EBITDA (TTM)

VWAGY:

$51.62B

BRK-B:

$149.77B

Returns By Period

In the year-to-date period, VWAGY achieves a -25.00% return, which is significantly lower than BRK-B's 27.07% return.


VWAGY

YTD

-25.00%

1M

1.44%

6M

-24.38%

1Y

-26.88%

5Y*

-8.12%

10Y*

N/A

BRK-B

YTD

27.07%

1M

-3.33%

6M

10.64%

1Y

27.25%

5Y*

14.92%

10Y*

11.59%

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Risk-Adjusted Performance

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.


Sharpe ratio
The chart of Sharpe ratio for VWAGY, currently valued at -0.99, compared to the broader market-4.00-2.000.002.00-0.991.90
The chart of Sortino ratio for VWAGY, currently valued at -1.36, compared to the broader market-4.00-2.000.002.004.00-1.362.69
The chart of Omega ratio for VWAGY, currently valued at 0.85, compared to the broader market0.501.001.502.000.851.34
The chart of Calmar ratio for VWAGY, currently valued at -0.38, compared to the broader market0.002.004.006.00-0.383.63
The chart of Martin ratio for VWAGY, currently valued at -1.16, compared to the broader market-5.000.005.0010.0015.0020.0025.00-1.168.89
VWAGY
BRK-B

The current VWAGY Sharpe Ratio is -1.01, which is lower than the BRK-B Sharpe Ratio of 1.90. 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.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.99
1.90
VWAGY
BRK-B

Dividends

VWAGY vs. BRK-B - Dividend Comparison

VWAGY's dividend yield for the trailing twelve months is around 10.54%, while BRK-B has not paid dividends to shareholders.


TTM20232022202120202019
VWAGY
Volkswagen AG 1/10 ADR
10.54%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%

Drawdowns

VWAGY vs. BRK-B - Drawdown Comparison

The maximum VWAGY drawdown since its inception was -70.27%, 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 VWAGY and BRK-B. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-68.45%
-6.19%
VWAGY
BRK-B

Volatility

VWAGY vs. BRK-B - Volatility Comparison

Volkswagen AG 1/10 ADR (VWAGY) has a higher volatility of 5.42% compared to Berkshire Hathaway Inc. (BRK-B) at 3.82%. This indicates that VWAGY's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
5.42%
3.82%
VWAGY
BRK-B

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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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