WTM vs. BRK-B
Compare and contrast key facts about White Mountains Insurance Group, Ltd. (WTM) and Berkshire Hathaway Inc. (BRK-B).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WTM or BRK-B.
Correlation
The correlation between WTM and BRK-B is 0.27, 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
WTM vs. BRK-B - Performance Comparison
Key characteristics
WTM:
0.32
BRK-B:
1.34
WTM:
0.65
BRK-B:
1.96
WTM:
1.07
BRK-B:
1.24
WTM:
0.70
BRK-B:
2.38
WTM:
1.39
BRK-B:
5.59
WTM:
5.38%
BRK-B:
3.56%
WTM:
23.07%
BRK-B:
14.92%
WTM:
-77.67%
BRK-B:
-53.86%
WTM:
-6.04%
BRK-B:
0.00%
Fundamentals
WTM:
$4.86B
BRK-B:
$1.04T
WTM:
$89.84
BRK-B:
$49.44
WTM:
21.07
BRK-B:
9.79
WTM:
9.93
BRK-B:
10.06
WTM:
$1.20B
BRK-B:
$276.52B
WTM:
$1.17B
BRK-B:
$48.42B
WTM:
$359.20M
BRK-B:
$98.94B
Returns By Period
In the year-to-date period, WTM achieves a -2.67% return, which is significantly lower than BRK-B's 6.73% return. Over the past 10 years, WTM has underperformed BRK-B with an annualized return of 10.94%, while BRK-B has yielded a comparatively higher 12.55% annualized return.
WTM
-2.67%
2.21%
4.19%
7.32%
10.78%
10.94%
BRK-B
6.73%
3.38%
8.32%
18.82%
16.17%
12.55%
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Risk-Adjusted Performance
WTM vs. BRK-B — Risk-Adjusted Performance Rank
WTM
BRK-B
WTM vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for White Mountains Insurance Group, Ltd. (WTM) 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
WTM vs. BRK-B - Dividend Comparison
WTM's dividend yield for the trailing twelve months is around 0.05%, while BRK-B has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTM White Mountains Insurance Group, Ltd. | 0.05% | 0.05% | 0.07% | 0.07% | 0.10% | 0.10% | 0.09% | 0.12% | 0.12% | 0.12% | 0.14% | 0.16% |
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
WTM vs. BRK-B - Drawdown Comparison
The maximum WTM drawdown since its inception was -77.67%, 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 WTM and BRK-B. For additional features, visit the drawdowns tool.
Volatility
WTM vs. BRK-B - Volatility Comparison
White Mountains Insurance Group, Ltd. (WTM) has a higher volatility of 7.29% compared to Berkshire Hathaway Inc. (BRK-B) at 4.58%. This indicates that WTM'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
WTM vs. BRK-B - Financials Comparison
This section allows you to compare key financial metrics between White Mountains Insurance Group, Ltd. 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