XDW0.DE vs. BRK-B
Compare and contrast key facts about Xtrackers MSCI World Energy UCITS ETF 1C (XDW0.DE) and Berkshire Hathaway Inc. (BRK-B).
XDW0.DE is a passively managed fund by Xtrackers that tracks the performance of the MSCI World/Energy NR USD. It was launched on Mar 9, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XDW0.DE or BRK-B.
Key characteristics
| XDW0.DE | BRK-B | |
|---|---|---|
| YTD Return | 4.35% | 28.04% |
| 1Y Return | -4.53% | 23.28% |
| 3Y Return (Ann) | 22.80% | 18.25% |
| 5Y Return (Ann) | 9.26% | 16.95% |
| Sharpe Ratio | -0.16 | 1.80 |
| Daily Std Dev | 17.21% | 13.42% |
| Max Drawdown | -61.44% | -53.86% |
| Current Drawdown | -11.93% | -4.57% |
Correlation
The correlation between XDW0.DE and BRK-B is 0.36, 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
XDW0.DE vs. BRK-B - Performance Comparison
In the year-to-date period, XDW0.DE achieves a 4.35% return, which is significantly lower than BRK-B's 28.04% 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
XDW0.DE vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World Energy UCITS ETF 1C (XDW0.DE) 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
XDW0.DE vs. BRK-B - Dividend Comparison
Neither XDW0.DE nor BRK-B has paid dividends to shareholders.
Drawdowns
XDW0.DE vs. BRK-B - Drawdown Comparison
The maximum XDW0.DE drawdown since its inception was -61.44%, 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 XDW0.DE and BRK-B. For additional features, visit the drawdowns tool.
Volatility
XDW0.DE vs. BRK-B - Volatility Comparison
Xtrackers MSCI World Energy UCITS ETF 1C (XDW0.DE) has a higher volatility of 6.00% compared to Berkshire Hathaway Inc. (BRK-B) at 4.75%. This indicates that XDW0.DE'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.