WFAFY vs. BRK-B
WFAFY (Wesfarmers Ltd ADR) and BRK-B (Berkshire Hathaway Inc.) are both stocks. WFAFY operates in Home Improvement Retail (Consumer Cyclical), while BRK-B operates in Insurance - Diversified (Financial Services). Over the past 10 years, WFAFY returned 15.64%/yr vs 13.42%/yr for BRK-B. Their 0.29 correlation means their historical movements had little consistent relationship.
Performance
WFAFY vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, WFAFY achieves a 19.03% return, which is significantly higher than BRK-B's 2.09% return. Over the past 10 years, WFAFY has outperformed BRK-B with an annualized return of 15.64%, while BRK-B has yielded a comparatively lower 13.42% annualized return.
WFAFY
- 1D
- 1.15%
- 1M
- 5.19%
- 6M
- 9.51%
- YTD
- 19.03%
- 1Y
- 19.05%
- 3Y*
- 28.63%
- 5Y*
- 10.78%
- 10Y*
- 15.64%
- ALL TIME*
- 11.34%
BRK-B
- 1D
- 0.31%
- 1M
- 1.06%
- 6M
- 5.30%
- YTD
- 2.09%
- 1Y
- 8.52%
- 3Y*
- 13.60%
- 5Y*
- 12.98%
- 10Y*
- 13.42%
- ALL TIME*
- 10.72%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.09B | $2.04B | $2.40B | |
WFAFY Wesfarmers Ltd ADR | $1.56M | $1.43M | $2.77M |
WFAFY vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WFAFY Wesfarmers Ltd ADR | 19.03% | 26.07% | 17.23% | 29.33% | -25.76% | 19.24% | 39.05% | 39.12% | -9.30% | 23.61% |
BRK-B Berkshire Hathaway Inc. | 2.09% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Correlation
The correlation between WFAFY and BRK-B is -0.04, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.04 |
Correlation (3Y) Balances recent behavior with more history. | 0.16 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.29 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.27 |
Correlation (All Time) Calculated using the full available price history since Dec 30, 2009 | 0.29 |
The correlation between WFAFY and BRK-B shifts across timeframes, from -0.04 (1 year) to 0.29 (all time), reflecting how their relationship changes across market environments.
Fundamentals
WFAFY:
$71.84B
BRK-B:
$1.11T
WFAFY:
A$2.48
BRK-B:
$33.62
WFAFY:
18.19
BRK-B:
15.26
WFAFY:
3.36
BRK-B:
0.59
WFAFY:
1.13
BRK-B:
2.95
WFAFY:
13.05
BRK-B:
1.52
WFAFY:
A$90.85B
BRK-B:
$375.39B
WFAFY:
A$22.33B
BRK-B:
$94.36B
WFAFY:
A$10.56B
BRK-B:
$71.92B
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Return for Risk
WFAFY vs. BRK-B — Risk / Return Rank
WFAFY
BRK-B
WFAFY vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wesfarmers Ltd ADR (WFAFY) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WFAFY | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.15 | ||
| Sortino ratioReturn per unit of downside risk | +0.21 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.11 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.93 | 0.91 | +0.03 |
| Martin ratioReturn relative to average drawdown | 1.72 | 1.91 | -0.19 |
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Drawdowns
WFAFY vs. BRK-B - Drawdown Comparison
The maximum WFAFY drawdown since its inception was -54.49%, roughly equal to the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for WFAFY and BRK-B.
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Drawdown Indicators
| WFAFY | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.49% | -53.86% | -0.63% |
Max Drawdown (1Y)Largest decline over 1 year | -20.49% | -9.42% | -11.07% |
Max Drawdown (3Y)Largest decline over 3 years | -20.49% | -14.95% | -5.54% |
Max Drawdown (5Y)Largest decline over 5 years | -38.42% | -26.58% | -11.84% |
Max Drawdown (10Y)Largest decline over 10 years | -42.96% | -29.57% | -13.39% |
Current DrawdownCurrent decline from peak | -2.74% | -4.94% | +2.20% |
Average DrawdownAverage peak-to-trough decline | -12.34% | -11.06% | -1.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.12% | 4.49% | +6.63% |
Volatility
WFAFY vs. BRK-B - Volatility Comparison
Wesfarmers Ltd ADR (WFAFY) has a higher volatility of 6.81% compared to Berkshire Hathaway Inc. (BRK-B) at 4.32%. This indicates that WFAFY'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.
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Volatility by Period
| WFAFY | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.81% | 4.32% | +2.49% |
Volatility (6M)Calculated over the trailing 6-month period | 19.88% | 11.11% | +8.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.26% | 14.79% | +11.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.90% | 17.12% | +8.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.32% | 19.43% | +9.89% |
Dividends
WFAFY vs. BRK-B - Dividend Comparison
WFAFY's dividend yield for the trailing twelve months is around 2.69%, 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% |
WFAFY Wesfarmers Ltd ADR | 2.69% | 2.95% | 2.99% | 3.28% | 4.11% | 6.43% | 2.89% | 4.04% | 49.65% | 6.76% | 9.10% | 4.20% |
Financials
WFAFY vs. BRK-B - Financials Comparison
This section allows you to compare key financial metrics between Wesfarmers Ltd 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.
Total Revenue: Total amount of money received from sales and other business activities
WFAFY vs. BRK-B - Profitability Comparison
WFAFY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Wesfarmers Ltd ADR reported a gross profit of 3.78B and revenue of 23.70B. Therefore, the gross margin over that period was 16.0%.
BRK-B - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Berkshire Hathaway Inc. reported a gross profit of 26.98B and revenue of 93.68B. Therefore, the gross margin over that period was 28.8%.
WFAFY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Wesfarmers Ltd ADR reported an operating income of 2.23B and revenue of 23.70B, resulting in an operating margin of 9.4%.
BRK-B - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Berkshire Hathaway Inc. reported an operating income of 15.05B and revenue of 93.68B, resulting in an operating margin of 16.1%.
WFAFY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Wesfarmers Ltd ADR reported a net income of 1.57B and revenue of 23.70B, resulting in a net margin of 6.6%.
BRK-B - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Berkshire Hathaway Inc. reported a net income of 10.18B and revenue of 93.68B, resulting in a net margin of 10.9%.
Frequently Asked Questions
WFAFY and BRK-B have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WFAFY has higher volatility (6.81%) compared to BRK-B (4.32%). In terms of maximum drawdown, WFAFY dropped -54.49% vs BRK-B's -53.86%.
WFAFY currently has the higher Sharpe Ratio (0.73 vs 0.58), 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.
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