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

Performance

XDAX.L vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Xtrackers DAX UCITS ETF 1C (XDAX.L) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

XDAX.L is traded in GBp, while BRK-B is traded in USD. To make them comparable, the BRK-B values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, XDAX.L achieves a -1.06% return, which is significantly higher than BRK-B's -2.17% return. Over the past 10 years, XDAX.L has underperformed BRK-B with an annualized return of 7.87%, while BRK-B has yielded a comparatively higher 13.81% annualized return.


XDAX.L

1D
1.70%
1M
0.32%
YTD
-1.06%
6M
-0.40%
1Y
5.95%
3Y*
14.74%
5Y*
9.05%
10Y*
7.87%

BRK-B

1D
0.80%
1M
1.65%
YTD
-2.17%
6M
-2.30%
1Y
1.36%
3Y*
11.02%
5Y*
12.42%
10Y*
13.81%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XDAX.L vs. BRK-B - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
XDAX.L
Xtrackers DAX UCITS ETF 1C
-1.06%28.81%13.14%17.20%-7.58%7.86%9.38%16.48%-17.14%-0.54%
BRK-B
Berkshire Hathaway Inc.
-2.17%2.99%29.31%9.69%15.59%30.17%-0.64%6.71%9.11%11.10%

Correlation

The correlation between XDAX.L and BRK-B is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

0.03

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

0.09

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

0.20

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

0.29

Correlation (All Time)
Calculated using the full available price history since Jan 2, 2008

0.32

Over the past year, the correlation between XDAX.L and BRK-B has dropped to 0.03 - well below their long-term average of 0.32, suggesting their price drivers have been diverging.

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Return for Risk

XDAX.L vs. BRK-B — Risk / Return Rank

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

XDAX.L
XDAX.L Risk / Return Rank: 1414
Overall Rank
XDAX.L Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
XDAX.L Sortino Ratio Rank: 1313
Sortino Ratio Rank
XDAX.L Omega Ratio Rank: 1313
Omega Ratio Rank
XDAX.L Calmar Ratio Rank: 1414
Calmar Ratio Rank
XDAX.L Martin Ratio Rank: 1515
Martin Ratio Rank

BRK-B
BRK-B Risk / Return Rank: 3939
Overall Rank
BRK-B Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
BRK-B Sortino Ratio Rank: 3434
Sortino Ratio Rank
BRK-B Omega Ratio Rank: 3333
Omega Ratio Rank
BRK-B Calmar Ratio Rank: 4242
Calmar Ratio Rank
BRK-B Martin Ratio Rank: 4242
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.

XDAX.L vs. BRK-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers DAX UCITS ETF 1C (XDAX.L) 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.


XDAX.LBRK-BDifference
Sharpe ratioReturn per unit of total volatility

+0.21

Sortino ratioReturn per unit of downside risk

+0.30

Omega ratioGain probability vs. loss probability

1.06

1.03

+0.04

Calmar ratioReturn relative to maximum drawdown

0.36

0.12

+0.24

Martin ratioReturn relative to average drawdown

1.13

0.25

+0.89

XDAX.L vs. BRK-B - Sharpe Ratio Comparison

The current XDAX.L Sharpe Ratio is 0.30, which is higher than the BRK-B Sharpe Ratio of 0.09. The chart below compares the historical Sharpe Ratios of XDAX.L 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

XDAX.L vs. BRK-B - Drawdown Comparison

The maximum XDAX.L drawdown since its inception was -53.95%, which is greater than BRK-B's maximum drawdown of -37.92%. Use the drawdown chart below to compare losses from any high point for XDAX.L and BRK-B.


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Drawdown Indicators


XDAX.LBRK-BDifference

Max Drawdown

Largest peak-to-trough decline

-53.95%

-37.92%

-16.03%

Max Drawdown (1Y)

Largest decline over 1 year

-12.83%

-11.88%

-0.95%

Max Drawdown (3Y)

Largest decline over 3 years

-13.98%

-17.26%

+3.28%

Max Drawdown (5Y)

Largest decline over 5 years

-23.44%

-20.84%

-2.60%

Max Drawdown (10Y)

Largest decline over 10 years

-43.99%

-21.44%

-22.55%

Current Drawdown

Current decline from peak

-4.51%

-11.90%

+7.39%

Average Drawdown

Average peak-to-trough decline

-13.19%

-7.40%

-5.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.06%

5.54%

-1.48%

Volatility

XDAX.L vs. BRK-B - Volatility Comparison

Xtrackers DAX UCITS ETF 1C (XDAX.L) and Berkshire Hathaway Inc. (BRK-B) have volatilities of 4.27% and 4.20%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XDAX.LBRK-BDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.27%

4.20%

+0.07%

Volatility (6M)

Calculated over the trailing 6-month period

12.53%

12.04%

+0.49%

Volatility (1Y)

Calculated over the trailing 1-year period

15.30%

15.49%

-0.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.95%

16.90%

+2.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.54%

19.86%

-0.32%

Dividends

XDAX.L vs. BRK-B - Dividend Comparison

Neither XDAX.L nor BRK-B has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


XDAX.L and BRK-B have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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