XWLD.L vs. BRK-B
Compare and contrast key facts about Xtrackers MSCI World UCITS ETF 1C (XWLD.L) and Berkshire Hathaway Inc. (BRK-B).
XWLD.L is a passively managed fund by Xtrackers that tracks the performance of the MSCI ACWI NR USD. It was launched on Jul 22, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XWLD.L or BRK-B.
Key characteristics
| XWLD.L | BRK-B | |
|---|---|---|
| YTD Return | 12.91% | 28.89% |
| 1Y Return | 18.35% | 25.32% |
| 3Y Return (Ann) | 9.51% | 18.85% |
| 5Y Return (Ann) | 11.36% | 17.22% |
| 10Y Return (Ann) | 12.26% | 12.71% |
| Sharpe Ratio | 1.92 | 1.80 |
| Daily Std Dev | 10.50% | 13.42% |
| Max Drawdown | -26.62% | -53.86% |
| Current Drawdown | -0.59% | -3.94% |
Correlation
The correlation between XWLD.L and BRK-B is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
XWLD.L vs. BRK-B - Performance Comparison
In the year-to-date period, XWLD.L achieves a 12.91% return, which is significantly lower than BRK-B's 28.89% return. Both investments have delivered pretty close results over the past 10 years, with XWLD.L having a 12.26% annualized return and BRK-B not far ahead at 12.71%. 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
XWLD.L vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World UCITS ETF 1C (XWLD.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
XWLD.L vs. BRK-B - Dividend Comparison
Neither XWLD.L nor BRK-B has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
XWLD.L Xtrackers MSCI World UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.04% |
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% |
Drawdowns
XWLD.L vs. BRK-B - Drawdown Comparison
The maximum XWLD.L drawdown since its inception was -26.62%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for XWLD.L and BRK-B. For additional features, visit the drawdowns tool.
Volatility
XWLD.L vs. BRK-B - Volatility Comparison
The current volatility for Xtrackers MSCI World UCITS ETF 1C (XWLD.L) is 4.40%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.75%. This indicates that XWLD.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.