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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XCNS.TO or BRK-B.
Key characteristics
| XCNS.TO | BRK-B | |
|---|---|---|
| YTD Return | 11.12% | 30.74% |
| 1Y Return | 17.58% | 33.22% |
| 3Y Return (Ann) | 3.06% | 17.77% |
| 5Y Return (Ann) | 5.47% | 16.33% |
| Sharpe Ratio | 3.18 | 2.30 |
| Sortino Ratio | 4.91 | 3.22 |
| Omega Ratio | 1.65 | 1.41 |
| Calmar Ratio | 2.21 | 4.35 |
| Martin Ratio | 25.95 | 11.41 |
| Ulcer Index | 0.68% | 2.89% |
| Daily Std Dev | 5.53% | 14.38% |
| Max Drawdown | -16.96% | -53.86% |
| Current Drawdown | -0.34% | -2.57% |
Correlation
The correlation between XCNS.TO and BRK-B is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
XCNS.TO vs. BRK-B - Performance Comparison
In the year-to-date period, XCNS.TO achieves a 11.12% return, which is significantly lower than BRK-B's 30.74% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
XCNS.TO vs. BRK-B - Risk-Adjusted Performance 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.
Dividends
XCNS.TO vs. BRK-B - Dividend Comparison
XCNS.TO's dividend yield for the trailing twelve months is around 2.68%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
XCNS.TO iShares Core Conservative Balanced ETF Portfolio | 2.68% | 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% |
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 -53.86%. Use the drawdown chart below to compare losses from any high point for XCNS.TO and BRK-B. For additional features, visit the drawdowns tool.
Volatility
XCNS.TO vs. BRK-B - Volatility Comparison
The current volatility for iShares Core Conservative Balanced ETF Portfolio (XCNS.TO) is 2.15%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.64%. 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.