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XDIV.TO vs. BRK-B
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XDIV.TO vs. BRK-B

Last updated Jun 14, 2026

XDIV.TO (iShares Core MSCI Canadian Quality Dividend Index ETF) is Dividend fund tracking the MSCI Canada High Dividend Yield 10% Security Capped Index, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 5 years, XDIV.TO returned 17.21%/yr vs 14.53%/yr for BRK-B. At a 0.47 correlation, their price movements are largely independent.

Performance

XDIV.TO vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV.TO) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

XDIV.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, XDIV.TO achieves a 21.85% return, which is significantly higher than BRK-B's -0.69% return.

XDIV.TO

1D
0.57%
1M
4.75%
YTD
21.85%
6M
20.22%
1Y
40.47%
3Y*
24.13%
5Y*
17.21%
10Y*
—

BRK-B

1D
0.90%
1M
3.19%
YTD
-0.69%
6M
-0.66%
1Y
3.13%
3Y*
15.00%
5Y*
14.53%
10Y*
14.20%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XDIV.TO vs. BRK-B - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
XDIV.TO
iShares Core MSCI Canadian Quality Dividend Index ETF		21.85%25.04%19.84%11.95%0.49%33.31%-7.53%25.14%-9.81%8.00%
BRK-B
Berkshire Hathaway Inc.		-0.69%5.83%37.85%12.71%9.86%28.89%-0.06%6.36%11.67%8.56%

Correlation

The correlation between XDIV.TO and BRK-B is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.

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

0.23

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

0.35

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

0.47

Correlation (All Time)
Calculated using the full available price history since Jun 13, 2017

0.47

Over the past year, the correlation between XDIV.TO and BRK-B has dropped to 0.23 - well below their long-term average of 0.47, suggesting their price drivers have been diverging.

Compare stocks, funds, or ETFs

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iShares Core MSCI Canadian Quality Dividend Index ETF

Berkshire Hathaway Inc.

Often compared with XDIV.TO:
XDIV.TO vs. VDY.TOXDIV.TO vs. XEI.TOXDIV.TO vs. XDV.TOXDIV.TO vs. XEQT.TOXDIV.TO vs. HDIV.TOXDIV.TO vs. XIU.TOXDIV.TO vs. CDZ.TO
Often compared with BRK-B:
BRK-B vs. SPYBRK-B vs. VOOBRK-B vs. BRK-ABRK-B vs. QQQBRK-B vs. ^NDXBRK-B vs. VTIBRK-B vs. VGT

Return for Risk

XDIV.TO vs. BRK-B — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
XDIV.TO
XDIV.TO Risk / Return Rank: 9898
Overall Rank
XDIV.TO Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
XDIV.TO Sortino Ratio Rank: 9898
Sortino Ratio Rank
XDIV.TO Omega Ratio Rank: 9898
Omega Ratio Rank
XDIV.TO Calmar Ratio Rank: 9999
Calmar Ratio Rank
XDIV.TO Martin Ratio Rank: 9898
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.

XDIV.TO vs. BRK-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV.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.

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.

XDIV.TOBRK-BDifference
Sharpe ratioReturn per unit of total volatility
5.14
0.13

+5.01

Sortino ratioReturn per unit of downside risk
7.59
0.28

+7.31

Omega ratioGain probability vs. loss probability

2.07

1.04

+1.03

Calmar ratioReturn relative to maximum drawdown

17.55

0.17

+17.39

Martin ratioReturn relative to average drawdown

59.35

0.36

+58.99

XDIV.TO vs. BRK-B - Sharpe Ratio Comparison

The current XDIV.TO Sharpe Ratio is 5.14, which is higher than the BRK-B Sharpe Ratio of 0.13. The chart below compares the historical Sharpe Ratios of XDIV.TO 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

XDIV.TO vs. BRK-B - Drawdown Comparison

The maximum XDIV.TO drawdown since its inception was -41.29%, roughly equal to the maximum BRK-B drawdown of -41.13%. Use the drawdown chart below to compare losses from any high point for XDIV.TO and BRK-B.

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Drawdown Indicators

XDIV.TOBRK-BDifference

Max Drawdown

Largest peak-to-trough decline

-41.29%

-41.13%

-0.16%

Max Drawdown (1Y)

Largest decline over 1 year

-2.32%

-12.05%

+9.73%

Max Drawdown (3Y)

Largest decline over 3 years

-10.53%

-17.69%

+7.16%

Max Drawdown (5Y)

Largest decline over 5 years

-17.33%

-23.03%

+5.70%

Max Drawdown (10Y)

Largest decline over 10 years

—

-23.14%

—

Current Drawdown

Current decline from peak

0.00%

-11.05%

+11.05%

Average Drawdown

Average peak-to-trough decline

-4.39%

-9.95%

+5.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.69%

5.68%

-4.99%

Volatility

XDIV.TO vs. BRK-B - Volatility Comparison

The current volatility for iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV.TO) is 2.47%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.35%. This indicates that XDIV.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.

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Volatility by Period

XDIV.TOBRK-BDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.47%

4.35%

-1.88%

Volatility (6M)

Calculated over the trailing 6-month period

6.45%

11.47%

-5.02%

Volatility (1Y)

Calculated over the trailing 1-year period

7.95%

15.33%

-7.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.51%

18.07%

-7.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.33%

20.44%

-4.11%

Dividends

XDIV.TO vs. BRK-B - Dividend Comparison

XDIV.TO's dividend yield for the trailing twelve months is around 3.25%, while BRK-B has not paid dividends to shareholders.

PositionTTM202520242023202220212020201920182017
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%
XDIV.TO
iShares Core MSCI Canadian Quality Dividend Index ETF		3.25%3.90%4.50%4.42%4.15%3.76%4.85%4.24%5.13%1.92%

Frequently Asked Questions

XDIV.TO and BRK-B have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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