PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
XUU.TO vs. BRK-B
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XUU.TO vs. BRK-B

Last updated Jun 13, 2026

XUU.TO (iShares Core S&P U.S. Total Market Index ETF) is Large Cap Blend Equities fund tracking the S&P Total Market Index, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 10 years, XUU.TO returned 15.61%/yr vs 14.20%/yr for BRK-B. At a 0.47 correlation, their price movements are largely independent.

Performance

XUU.TO vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares Core S&P U.S. Total Market Index ETF (XUU.TO) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

XUU.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, XUU.TO achieves a 11.45% return, which is significantly higher than BRK-B's -0.69% return. Over the past 10 years, XUU.TO has outperformed BRK-B with an annualized return of 15.61%, while BRK-B has yielded a comparatively lower 14.20% annualized return.

XUU.TO

1D
0.63%
1M
1.53%
YTD
11.45%
6M
11.22%
1Y
29.10%
3Y*
22.22%
5Y*
15.33%
10Y*
15.61%

BRK-B

1D
0.90%
1M
3.05%
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)

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

2026 (YTD)202520242023202220212020201920182017
XUU.TO
iShares Core S&P U.S. Total Market Index ETF		11.45%11.25%34.07%23.11%-13.53%25.94%16.26%23.78%2.43%12.80%
BRK-B
Berkshire Hathaway Inc.		-0.69%5.83%37.85%12.71%9.86%28.89%-0.06%6.36%11.67%13.39%

Correlation

The correlation between XUU.TO and BRK-B is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.

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

0.12

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

0.25

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

0.40

Correlation (10Y)
Calculated over the trailing 10-year period

0.47

Correlation (All Time)
Calculated using the full available price history since Feb 18, 2015

0.47

Over the past year, the correlation between XUU.TO and BRK-B has dropped to 0.12 - well below their long-term average of 0.47, suggesting their price drivers have been diverging.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Core S&P U.S. Total Market Index ETF

Berkshire Hathaway Inc.

Often compared with XUU.TO:
XUU.TO vs. XUS.TOXUU.TO vs. VUN.TOXUU.TO vs. XAW.TOXUU.TO vs. XUU-U.TOXUU.TO vs. XIC.TOXUU.TO vs. VTIXUU.TO vs. VOO
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

XUU.TO vs. BRK-B — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
XUU.TO
XUU.TO Risk / Return Rank: 7676
Overall Rank
XUU.TO Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
XUU.TO Sortino Ratio Rank: 7878
Sortino Ratio Rank
XUU.TO Omega Ratio Rank: 8080
Omega Ratio Rank
XUU.TO Calmar Ratio Rank: 7171
Calmar Ratio Rank
XUU.TO Martin Ratio Rank: 7373
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.

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

This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P U.S. Total Market Index ETF (XUU.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.

XUU.TOBRK-BDifference
Sharpe ratioReturn per unit of total volatility
2.22
0.13

+2.09

Sortino ratioReturn per unit of downside risk
3.00
0.28

+2.71

Omega ratioGain probability vs. loss probability

1.41

1.04

+0.37

Calmar ratioReturn relative to maximum drawdown

3.13

0.17

+2.96

Martin ratioReturn relative to average drawdown

11.81

0.36

+11.45

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

The current XUU.TO Sharpe Ratio is 2.22, which is higher than the BRK-B Sharpe Ratio of 0.13. The chart below compares the historical Sharpe Ratios of XUU.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.

Loading charts...

Drawdowns

XUU.TO vs. BRK-B - Drawdown Comparison

The maximum XUU.TO drawdown since its inception was -28.22%, smaller than the maximum BRK-B drawdown of -41.13%. Use the drawdown chart below to compare losses from any high point for XUU.TO and BRK-B.

Loading charts...

Drawdown Indicators

XUU.TOBRK-BDifference

Max Drawdown

Largest peak-to-trough decline

-28.22%

-41.13%

+12.91%

Max Drawdown (1Y)

Largest decline over 1 year

-8.80%

-12.05%

+3.25%

Max Drawdown (3Y)

Largest decline over 3 years

-19.70%

-17.69%

-2.01%

Max Drawdown (5Y)

Largest decline over 5 years

-23.40%

-23.03%

-0.37%

Max Drawdown (10Y)

Largest decline over 10 years

-28.22%

-23.14%

-5.08%

Current Drawdown

Current decline from peak

-1.41%

-11.05%

+9.64%

Average Drawdown

Average peak-to-trough decline

-4.15%

-9.95%

+5.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.33%

5.68%

-3.35%

Volatility

XUU.TO vs. BRK-B - Volatility Comparison

iShares Core S&P U.S. Total Market Index ETF (XUU.TO) has a higher volatility of 4.57% compared to Berkshire Hathaway Inc. (BRK-B) at 4.35%. This indicates that XUU.TO'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.

Loading charts...

Volatility by Period

XUU.TOBRK-BDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.57%

4.35%

+0.22%

Volatility (6M)

Calculated over the trailing 6-month period

9.69%

11.47%

-1.78%

Volatility (1Y)

Calculated over the trailing 1-year period

12.42%

15.33%

-2.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.50%

18.07%

-2.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.61%

20.44%

-3.83%

Dividends

XUU.TO vs. BRK-B - Dividend Comparison

XUU.TO's dividend yield for the trailing twelve months is around 1.02%, while BRK-B has not paid dividends to shareholders.

PositionTTM20252024202320222021202020192018201720162015
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%0.00%0.00%
XUU.TO
iShares Core S&P U.S. Total Market Index ETF		1.02%1.16%1.02%1.22%1.38%1.01%1.33%1.68%1.74%1.49%1.65%1.53%

Frequently Asked Questions

XUU.TO and BRK-B have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for XUU.TO and BRK-B

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer