WFAFY vs. BRK-B
Compare and contrast key facts about Wesfarmers Ltd ADR (WFAFY) and Berkshire Hathaway Inc. (BRK-B).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WFAFY or BRK-B.
Correlation
The correlation between WFAFY and BRK-B is 0.15, 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
WFAFY vs. BRK-B - Performance Comparison
Key characteristics
WFAFY:
0.74
BRK-B:
1.64
WFAFY:
1.14
BRK-B:
2.33
WFAFY:
1.14
BRK-B:
1.30
WFAFY:
0.99
BRK-B:
2.85
WFAFY:
2.41
BRK-B:
6.93
WFAFY:
7.26%
BRK-B:
3.44%
WFAFY:
23.66%
BRK-B:
14.60%
WFAFY:
-41.54%
BRK-B:
-53.86%
WFAFY:
-15.65%
BRK-B:
-6.84%
Fundamentals
WFAFY:
$49.72B
BRK-B:
$970.85B
WFAFY:
$0.70
BRK-B:
$49.46
WFAFY:
31.10
BRK-B:
9.10
WFAFY:
0.00
BRK-B:
10.06
WFAFY:
$21.52B
BRK-B:
$276.52B
WFAFY:
$7.31B
BRK-B:
$48.42B
WFAFY:
$1.96B
BRK-B:
$98.94B
Returns By Period
In the year-to-date period, WFAFY achieves a -1.05% return, which is significantly lower than BRK-B's -0.72% return. Over the past 10 years, WFAFY has outperformed BRK-B with an annualized return of 13.48%, while BRK-B has yielded a comparatively lower 11.71% annualized return.
WFAFY
-1.05%
-6.61%
-6.09%
16.49%
12.17%
13.48%
BRK-B
-0.72%
-1.72%
2.54%
23.76%
14.46%
11.71%
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Risk-Adjusted Performance
WFAFY vs. BRK-B — Risk-Adjusted Performance Rank
WFAFY
BRK-B
WFAFY vs. BRK-B - Risk-Adjusted Performance 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.
Dividends
WFAFY vs. BRK-B - Dividend Comparison
WFAFY's dividend yield for the trailing twelve months is around 3.03%, while BRK-B has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFAFY Wesfarmers Ltd ADR | 3.03% | 3.00% | 3.26% | 4.09% | 6.47% | 3.04% | 6.67% | 48.57% | 5.01% | 4.46% | 5.00% | 7.94% |
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% |
Drawdowns
WFAFY vs. BRK-B - Drawdown Comparison
The maximum WFAFY drawdown since its inception was -41.54%, smaller than 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. For additional features, visit the drawdowns tool.
Volatility
WFAFY vs. BRK-B - Volatility Comparison
Wesfarmers Ltd ADR (WFAFY) has a higher volatility of 7.17% compared to Berkshire Hathaway Inc. (BRK-B) at 3.96%. 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.
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