XSFN.L vs. BRK-B
XSFN.L (Xtrackers MSCI USA Financials UCITS ETF 1D) is Financials Equities fund tracking the MSCI World/Financials NR USD, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 5 years, XSFN.L returned 11.77%/yr vs 12.32%/yr for BRK-B. A 0.51 correlation means they provide meaningful diversification when combined.
Performance
XSFN.L vs. BRK-B - Performance Comparison
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Different Trading Currencies
XSFN.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, XSFN.L achieves a 3.10% return, which is significantly higher than BRK-B's -3.24% return.
XSFN.L
- 1D
- -0.15%
- 1M
- 5.48%
- 6M
- 5.21%
- YTD
- 3.10%
- 1Y
- 9.60%
- 3Y*
- 19.53%
- 5Y*
- 11.77%
- 10Y*
- —
BRK-B
- 1D
- -1.59%
- 1M
- -2.31%
- 6M
- -1.58%
- YTD
- -3.24%
- 1Y
- 2.77%
- 3Y*
- 11.48%
- 5Y*
- 12.32%
- 10Y*
- 12.54%
XSFN.L vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
XSFN.L Xtrackers MSCI USA Financials UCITS ETF 1D | 3.10% | 7.83% | 33.18% | 8.53% | -2.16% | 38.75% | -6.87% | 27.92% | -6.44% |
BRK-B Berkshire Hathaway Inc. | -3.24% | 2.99% | 29.31% | 9.69% | 15.59% | 30.17% | -0.64% | 6.71% | 11.99% |
Correlation
The correlation between XSFN.L and BRK-B is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since Apr 23, 2018 | 0.51 |
Over the past year, the correlation between XSFN.L and BRK-B has dropped to 0.30 - well below their long-term average of 0.51, suggesting their price drivers have been diverging.
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Return for Risk
XSFN.L vs. BRK-B — Risk / Return Rank
XSFN.L
BRK-B
XSFN.L vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA Financials UCITS ETF 1D (XSFN.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.
| XSFN.L | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.48 | ||
| Sortino ratioReturn per unit of downside risk | +0.66 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.04 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 0.71 | 0.23 | +0.48 |
| Martin ratioReturn relative to average drawdown | 1.64 | 0.49 | +1.15 |
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Drawdowns
XSFN.L vs. BRK-B - Drawdown Comparison
The maximum XSFN.L drawdown since its inception was -36.54%, roughly equal to the maximum BRK-B drawdown of -37.92%. Use the drawdown chart below to compare losses from any high point for XSFN.L and BRK-B.
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Drawdown Indicators
| XSFN.L | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.54% | -37.92% | +1.38% |
Max Drawdown (1Y)Largest decline over 1 year | -13.39% | -11.88% | -1.51% |
Max Drawdown (3Y)Largest decline over 3 years | -19.67% | -17.26% | -2.41% |
Max Drawdown (5Y)Largest decline over 5 years | -19.67% | -20.84% | +1.17% |
Max Drawdown (10Y)Largest decline over 10 years | — | -21.44% | — |
Current DrawdownCurrent decline from peak | -0.15% | -12.87% | +12.72% |
Average DrawdownAverage peak-to-trough decline | -6.76% | -7.44% | +0.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.83% | 5.62% | +0.21% |
Volatility
XSFN.L vs. BRK-B - Volatility Comparison
The current volatility for Xtrackers MSCI USA Financials UCITS ETF 1D (XSFN.L) is 3.81%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 5.10%. This indicates that XSFN.L 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
| XSFN.L | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.81% | 5.10% | -1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 10.86% | 12.45% | -1.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.57% | 15.99% | -1.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.78% | 16.97% | +0.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.60% | 19.77% | +0.83% |
Dividends
XSFN.L vs. BRK-B - Dividend Comparison
XSFN.L's dividend yield for the trailing twelve months is around 1.07%, while BRK-B has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XSFN.L Xtrackers MSCI USA Financials UCITS ETF 1D | 1.07% | 1.14% | 1.10% | 1.67% | 2.55% | 1.31% | 1.32% | 3.53% |
Frequently Asked Questions
XSFN.L and BRK-B have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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