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WOOD vs. BRK-B
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WOOD vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Global Timber & Forestry ETF (WOOD) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, WOOD achieves a -3.36% return, which is significantly lower than BRK-B's -1.90% return. Over the past 10 years, WOOD has underperformed BRK-B with an annualized return of 5.67%, while BRK-B has yielded a comparatively higher 12.90% annualized return.


WOOD

1D
1.08%
1M
1.17%
6M
-9.34%
YTD
-3.36%
1Y
-4.61%
3Y*
-0.61%
5Y*
-2.45%
10Y*
5.67%

BRK-B

1D
0.98%
1M
-0.37%
6M
0.10%
YTD
-1.90%
1Y
4.63%
3Y*
12.73%
5Y*
12.15%
10Y*
12.90%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WOOD vs. BRK-B - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WOOD
iShares Global Timber & Forestry ETF
-3.36%-3.27%-4.21%13.84%-19.39%17.03%20.36%19.75%-17.73%34.49%
BRK-B
Berkshire Hathaway Inc.
-1.90%10.89%27.09%15.46%3.31%28.95%2.37%10.93%3.01%21.62%

Correlation

The correlation between WOOD and BRK-B is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.23

Correlation (3Y)
Calculated over the trailing 3-year period

0.31

Correlation (5Y)
Calculated over the trailing 5-year period

0.45

Correlation (10Y)
Calculated over the trailing 10-year period

0.50

Correlation (All Time)
Calculated using the full available price history since Jun 25, 2008

0.56

Over the past year, the correlation between WOOD and BRK-B has dropped to 0.23 - well below their long-term average of 0.56, suggesting their price drivers have been diverging.

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Return for Risk

WOOD vs. BRK-B — Risk / Return Rank

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

WOOD
WOOD Risk / Return Rank: 77
Overall Rank
WOOD Sharpe Ratio Rank: 77
Sharpe Ratio Rank
WOOD Sortino Ratio Rank: 77
Sortino Ratio Rank
WOOD Omega Ratio Rank: 77
Omega Ratio Rank
WOOD Calmar Ratio Rank: 77
Calmar Ratio Rank
WOOD Martin Ratio Rank: 77
Martin Ratio Rank

BRK-B
BRK-B Risk / Return Rank: 5353
Overall Rank
BRK-B Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
BRK-B Sortino Ratio Rank: 4848
Sortino Ratio Rank
BRK-B Omega Ratio Rank: 4646
Omega Ratio Rank
BRK-B Calmar Ratio Rank: 5757
Calmar Ratio Rank
BRK-B Martin Ratio Rank: 5757
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WOOD vs. BRK-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global Timber & Forestry ETF (WOOD) 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.


WOODBRK-BDifference
Sharpe ratioReturn per unit of total volatility

-0.57

Sortino ratioReturn per unit of downside risk

-0.77

Omega ratioGain probability vs. loss probability

0.97

1.07

-0.09

Calmar ratioReturn relative to maximum drawdown

-0.21

0.49

-0.71

Martin ratioReturn relative to average drawdown

-0.42

1.04

-1.45

WOOD vs. BRK-B - Sharpe Ratio Comparison

The current WOOD Sharpe Ratio is -0.25, which is lower than the BRK-B Sharpe Ratio of 0.32. The chart below compares the historical Sharpe Ratios of WOOD and BRK-B, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

WOOD vs. BRK-B - Drawdown Comparison

The maximum WOOD drawdown since its inception was -63.25%, 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 WOOD and BRK-B.


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Drawdown Indicators


WOODBRK-BDifference

Max Drawdown

Largest peak-to-trough decline

-63.25%

-53.86%

-9.39%

Max Drawdown (1Y)

Largest decline over 1 year

-21.64%

-9.42%

-12.22%

Max Drawdown (3Y)

Largest decline over 3 years

-22.79%

-14.95%

-7.84%

Max Drawdown (5Y)

Largest decline over 5 years

-30.71%

-26.58%

-4.13%

Max Drawdown (10Y)

Largest decline over 10 years

-50.20%

-29.57%

-20.63%

Current Drawdown

Current decline from peak

-21.39%

-8.65%

-12.74%

Average Drawdown

Average peak-to-trough decline

-14.82%

-11.06%

-3.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.08%

4.48%

+6.60%

Volatility

WOOD vs. BRK-B - Volatility Comparison

iShares Global Timber & Forestry ETF (WOOD) has a higher volatility of 4.88% compared to Berkshire Hathaway Inc. (BRK-B) at 4.46%. This indicates that WOOD'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


WOODBRK-BDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.88%

4.46%

+0.42%

Volatility (6M)

Calculated over the trailing 6-month period

14.36%

11.07%

+3.29%

Volatility (1Y)

Calculated over the trailing 1-year period

18.70%

14.54%

+4.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.73%

17.12%

+2.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.71%

19.40%

+2.31%

Dividends

WOOD vs. BRK-B - Dividend Comparison

WOOD's dividend yield for the trailing twelve months is around 2.44%, while BRK-B has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
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%
WOOD
iShares Global Timber & Forestry ETF
2.44%2.51%2.09%1.64%2.26%1.24%0.98%1.85%2.82%1.19%1.65%2.04%

Frequently Asked Questions


WOOD and BRK-B have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

WOOD has higher volatility (4.88%) compared to BRK-B (4.46%). In terms of maximum drawdown, WOOD dropped -63.25% vs BRK-B's -53.86%.

BRK-B currently has the higher Sharpe Ratio (0.32 vs -0.25), 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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