XSTC.L vs. BRK-B
Compare and contrast key facts about Xtrackers MSCI USA Information Technology UCITS ETF 1D (XSTC.L) and Berkshire Hathaway Inc. (BRK-B).
XSTC.L is a passively managed fund by Xtrackers that tracks the performance of the MSCI World/Information Tech NR USD. It was launched on Sep 12, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XSTC.L or BRK-B.
Key characteristics
| XSTC.L | BRK-B | |
|---|---|---|
| YTD Return | 20.81% | 25.50% |
| 1Y Return | 32.43% | 21.14% |
| 3Y Return (Ann) | 16.27% | 17.37% |
| 5Y Return (Ann) | 22.90% | 15.97% |
| Sharpe Ratio | 1.72 | 1.62 |
| Daily Std Dev | 20.14% | 13.37% |
| Max Drawdown | -25.32% | -53.86% |
| Current Drawdown | -8.22% | -6.47% |
Correlation
The correlation between XSTC.L and BRK-B is 0.30, 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
XSTC.L vs. BRK-B - Performance Comparison
In the year-to-date period, XSTC.L achieves a 20.81% return, which is significantly lower than BRK-B's 25.50% 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
XSTC.L vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA Information Technology UCITS ETF 1D (XSTC.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.
Dividends
XSTC.L vs. BRK-B - Dividend Comparison
XSTC.L's dividend yield for the trailing twelve months is around 0.42%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
XSTC.L Xtrackers MSCI USA Information Technology UCITS ETF 1D | 0.42% | 0.53% | 1.08% | 0.53% | 0.63% | 0.60% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
XSTC.L vs. BRK-B - Drawdown Comparison
The maximum XSTC.L drawdown since its inception was -25.32%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for XSTC.L and BRK-B. For additional features, visit the drawdowns tool.
Volatility
XSTC.L vs. BRK-B - Volatility Comparison
Xtrackers MSCI USA Information Technology UCITS ETF 1D (XSTC.L) has a higher volatility of 7.06% compared to Berkshire Hathaway Inc. (BRK-B) at 4.70%. This indicates that XSTC.L'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.