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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 -7.28% return, which is significantly lower than BRK-B's -1.96% return. Over the past 10 years, WOOD has underperformed BRK-B with an annualized return of 5.97%, while BRK-B has yielded a comparatively higher 13.43% annualized return.


WOOD

1D
-1.42%
1M
1.59%
YTD
-7.28%
6M
-6.36%
1Y
-6.77%
3Y*
-0.01%
5Y*
-3.45%
10Y*
5.97%

BRK-B

1D
0.84%
1M
1.32%
YTD
-1.96%
6M
-1.54%
1Y
1.03%
3Y*
13.70%
5Y*
12.33%
10Y*
13.43%
*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
-7.28%-3.27%-4.21%13.84%-19.39%17.03%20.36%19.75%-17.73%34.49%
BRK-B
Berkshire Hathaway Inc.
-1.96%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 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.27

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

0.32

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

0.45

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

0.51

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 0.27 - 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: 66
Overall Rank
WOOD Sharpe Ratio Rank: 66
Sharpe Ratio Rank
WOOD Sortino Ratio Rank: 66
Sortino Ratio Rank
WOOD Omega Ratio Rank: 66
Omega Ratio Rank
WOOD Calmar Ratio Rank: 66
Calmar Ratio Rank
WOOD Martin Ratio Rank: 66
Martin Ratio Rank

BRK-B
BRK-B Risk / Return Rank: 4141
Overall Rank
BRK-B Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
BRK-B Sortino Ratio Rank: 3636
Sortino Ratio Rank
BRK-B Omega Ratio Rank: 3636
Omega Ratio Rank
BRK-B Calmar Ratio Rank: 4545
Calmar Ratio Rank
BRK-B Martin Ratio Rank: 4545
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

-0.43

Sortino ratioReturn per unit of downside risk

-0.59

Omega ratioGain probability vs. loss probability

0.96

1.02

-0.07

Calmar ratioReturn relative to maximum drawdown

-0.31

0.11

-0.42

Martin ratioReturn relative to average drawdown

-0.67

0.23

-0.89

WOOD vs. BRK-B - Sharpe Ratio Comparison

The current WOOD Sharpe Ratio is -0.36, which is lower than the BRK-B Sharpe Ratio of 0.07. 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

-24.58%

-8.71%

-15.87%

Average Drawdown

Average peak-to-trough decline

-14.79%

-11.07%

-3.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.14%

4.57%

+5.57%

Volatility

WOOD vs. BRK-B - Volatility Comparison

iShares Global Timber & Forestry ETF (WOOD) has a higher volatility of 5.12% compared to Berkshire Hathaway Inc. (BRK-B) at 3.75%. 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

5.12%

3.75%

+1.37%

Volatility (6M)

Calculated over the trailing 6-month period

14.22%

10.63%

+3.59%

Volatility (1Y)

Calculated over the trailing 1-year period

18.90%

14.39%

+4.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.74%

17.10%

+2.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.76%

19.39%

+2.37%

Dividends

WOOD vs. BRK-B - Dividend Comparison

WOOD's dividend yield for the trailing twelve months is around 2.55%, 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
2.55%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 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

WOOD has higher volatility (5.12%) compared to BRK-B (3.75%). In terms of maximum drawdown, WOOD dropped -63.25% vs BRK-B's -53.86%.

BRK-B currently has the higher Sharpe Ratio (0.07 vs -0.36), 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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