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.
Performance
XSTC.L vs. BRK-B - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with XSTC.L having a 32.93% return and BRK-B slightly lower at 31.46%.
XSTC.L
32.93%
3.07%
14.69%
36.79%
24.46%
N/A
BRK-B
31.46%
0.87%
13.15%
29.76%
16.76%
12.35%
Key characteristics
| XSTC.L | BRK-B | |
|---|---|---|
| Sharpe Ratio | 1.88 | 2.14 |
| Sortino Ratio | 2.51 | 3.01 |
| Omega Ratio | 1.32 | 1.38 |
| Calmar Ratio | 2.64 | 4.04 |
| Martin Ratio | 7.92 | 10.54 |
| Ulcer Index | 4.78% | 2.91% |
| Daily Std Dev | 20.13% | 14.33% |
| Max Drawdown | -25.32% | -53.86% |
| Current Drawdown | -1.46% | -2.03% |
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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.
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 0.38%, 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 | 0.38% | 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
The current volatility for Xtrackers MSCI USA Information Technology UCITS ETF 1D (XSTC.L) is 5.53%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.67%. This indicates that XSTC.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.