WITS.AS vs. BRK-B
Compare and contrast key facts about iShares MSCI World Information Technology Sector ESG UCITS ETF (WITS.AS) and Berkshire Hathaway Inc. (BRK-B).
WITS.AS is a passively managed fund by iShares that tracks the performance of the MSCI World/Information Tech NR USD. It was launched on Oct 16, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WITS.AS or BRK-B.
Performance
WITS.AS vs. BRK-B - Performance Comparison
Returns By Period
In the year-to-date period, WITS.AS achieves a 27.23% return, which is significantly lower than BRK-B's 32.39% return.
WITS.AS
27.23%
0.63%
10.13%
34.89%
21.69%
N/A
BRK-B
32.39%
1.59%
14.33%
31.56%
16.83%
12.44%
Key characteristics
| WITS.AS | BRK-B | |
|---|---|---|
| Sharpe Ratio | 1.59 | 2.18 |
| Sortino Ratio | 2.15 | 3.07 |
| Omega Ratio | 1.28 | 1.39 |
| Calmar Ratio | 2.06 | 4.12 |
| Martin Ratio | 6.80 | 10.75 |
| Ulcer Index | 4.88% | 2.90% |
| Daily Std Dev | 20.87% | 14.34% |
| Max Drawdown | -39.08% | -53.86% |
| Current Drawdown | -3.10% | -1.33% |
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Correlation
The correlation between WITS.AS and BRK-B is 0.25, 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.
Risk-Adjusted Performance
WITS.AS vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Information Technology Sector ESG UCITS ETF (WITS.AS) 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
WITS.AS vs. BRK-B - Dividend Comparison
WITS.AS's dividend yield for the trailing twelve months is around 0.37%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
WITS.AS iShares MSCI World Information Technology Sector ESG UCITS ETF | 0.37% | 0.46% | 0.81% | 0.41% | 0.73% | 0.12% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WITS.AS vs. BRK-B - Drawdown Comparison
The maximum WITS.AS drawdown since its inception was -39.08%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for WITS.AS and BRK-B. For additional features, visit the drawdowns tool.
Volatility
WITS.AS vs. BRK-B - Volatility Comparison
The current volatility for iShares MSCI World Information Technology Sector ESG UCITS ETF (WITS.AS) is 6.25%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.63%. This indicates that WITS.AS 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.