XCNS.TO vs. BRK-B
Compare and contrast key facts about iShares Core Conservative Balanced ETF Portfolio (XCNS.TO) and Berkshire Hathaway Inc. (BRK-B).
XCNS.TO is an actively managed fund by iShares. It was launched on Aug 7, 2019.
Performance
XCNS.TO vs. BRK-B - Performance Comparison
Loading graphics...
XCNS.TO vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
XCNS.TO iShares Core Conservative Balanced ETF Portfolio | 0.48% | 9.44% | 11.73% | 10.66% | -11.25% | 5.93% | 10.28% | 3.45% |
BRK-B Berkshire Hathaway Inc. | -3.60% | 5.81% | 38.01% | 12.92% | 10.67% | 27.79% | 0.64% | 12.22% |
Different Trading Currencies
XCNS.TO is traded in CAD, while BRK-B is traded in USD. To make them comparable, the BRK-B values have been converted to CAD using the latest available exchange rates.
Returns By Period
In the year-to-date period, XCNS.TO achieves a 0.48% return, which is significantly higher than BRK-B's -3.60% return.
XCNS.TO
- 1D
- 0.20%
- 1M
- -2.36%
- YTD
- 0.48%
- 6M
- 0.46%
- 1Y
- 8.55%
- 3Y*
- 9.24%
- 5Y*
- 4.99%
- 10Y*
- —
BRK-B
- 1D
- -0.28%
- 1M
- 1.27%
- YTD
- -3.60%
- 6M
- -4.22%
- 1Y
- -12.78%
- 3Y*
- 16.80%
- 5Y*
- 15.47%
- 10Y*
- 13.52%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
XCNS.TO vs. BRK-B — Risk / Return Rank
XCNS.TO
BRK-B
XCNS.TO vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Conservative Balanced ETF Portfolio (XCNS.TO) 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.
| XCNS.TO | BRK-B | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | -0.70 | +1.84 |
Sortino ratioReturn per unit of downside risk | 1.55 | -0.84 | +2.39 |
Omega ratioGain probability vs. loss probability | 1.23 | 0.89 | +0.34 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | -0.76 | +2.33 |
Martin ratioReturn relative to average drawdown | 5.75 | -1.20 | +6.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| XCNS.TO | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | -0.70 | +1.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.96 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.78 | 0.00 |
Correlation
The correlation between XCNS.TO and BRK-B is 0.31, 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.
Dividends
XCNS.TO vs. BRK-B - Dividend Comparison
XCNS.TO's dividend yield for the trailing twelve months is around 2.62%, while BRK-B has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
XCNS.TO iShares Core Conservative Balanced ETF Portfolio | 2.62% | 2.55% | 2.58% | 2.49% | 2.26% | 1.81% | 2.15% | 0.92% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
XCNS.TO vs. BRK-B - Drawdown Comparison
The maximum XCNS.TO drawdown since its inception was -16.96%, smaller than the maximum BRK-B drawdown of -22.96%. Use the drawdown chart below to compare losses from any high point for XCNS.TO and BRK-B.
Loading graphics...
Drawdown Indicators
| XCNS.TO | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.96% | -53.86% | +36.90% |
Max Drawdown (1Y)Largest decline over 1 year | -5.60% | -14.95% | +9.35% |
Max Drawdown (5Y)Largest decline over 5 years | -16.09% | -26.58% | +10.49% |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.57% | — |
Current DrawdownCurrent decline from peak | -2.81% | -11.36% | +8.55% |
Average DrawdownAverage peak-to-trough decline | -3.56% | -11.07% | +7.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.53% | 8.72% | -7.19% |
Volatility
XCNS.TO vs. BRK-B - Volatility Comparison
The current volatility for iShares Core Conservative Balanced ETF Portfolio (XCNS.TO) is 3.36%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.35%. This indicates that XCNS.TO 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.
Loading graphics...
Volatility by Period
| XCNS.TO | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 4.35% | -0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 5.06% | 11.83% | -6.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.54% | 18.36% | -10.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.72% | 16.12% | -9.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.57% | 18.32% | -10.75% |