ZIG vs. BRK-B

Last updated Jun 5, 2026

ZIG (Acquirers Fund) is Large Cap Blend Equities fund tracking the Acquirer's Index, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 5 years, ZIG returned 9.41%/yr vs 10.35%/yr for BRK-B. A 0.58 correlation means they provide meaningful diversification when combined.

Performance

ZIG vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Acquirers Fund (ZIG) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ZIG achieves a 8.78% return, which is significantly higher than BRK-B's -4.78% return.

ZIG

• 1D: 0.10%
• 1M: 0.09%
• YTD: 8.78%
• 6M: 6.45%
• 1Y: 17.50%
• 3Y*: 14.39%
• 5Y*: 9.41%
• 10Y*: —

BRK-B

• 1D: 0.69%
• 1M: 2.82%
• YTD: -4.78%
• 6M: -4.89%
• 1Y: -2.52%
• 3Y*: 13.36%
• 5Y*: 10.35%
• 10Y*: 12.93%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ZIG vs. BRK-B - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
ZIG Acquirers Fund	8.78%	-2.67%	11.34%	36.70%	-17.34%	37.38%	-15.76%	9.07%
BRK-B Berkshire Hathaway Inc.	-4.78%	10.89%	27.09%	15.46%	3.31%	28.95%	2.37%	11.59%

Correlation

The correlation between ZIG and BRK-B is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.25
Correlation (3Y) Calculated over the trailing 3-year period	0.40
Correlation (5Y) Calculated over the trailing 5-year period	0.51
Correlation (All Time) Calculated using the full available price history since May 16, 2019	0.58

Over the past year, the correlation between ZIG and BRK-B has dropped to 0.25 - well below their long-term average of 0.58, suggesting their price drivers have been diverging.

Return for Risk

ZIG vs. BRK-B — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ZIG

ZIG Risk / Return Rank: 29
ZIG Sharpe Ratio Rank: 28
ZIG Sortino Ratio Rank: 31
ZIG Omega Ratio Rank: 28
ZIG Calmar Ratio Rank: 29
ZIG Martin Ratio Rank: 30

BRK-B

BRK-B Risk / Return Rank: 31
BRK-B Sharpe Ratio Rank: 34
BRK-B Sortino Ratio Rank: 28
BRK-B Omega Ratio Rank: 27
BRK-B Calmar Ratio Rank: 33
BRK-B Martin Ratio Rank: 32

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.

ZIG vs. BRK-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Acquirers Fund (ZIG) 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.

	ZIG	BRK-B	Difference
Sharpe ratio: Return per unit of total volatility	0.99	-0.18	+1.16
Sortino ratio: Return per unit of downside risk	1.64	-0.15	+1.79
Omega ratio: Gain probability vs. loss probability	1.18	0.98	+0.20
Calmar ratio: Return relative to maximum drawdown	1.42	-0.27	+1.69
Martin ratio: Return relative to average drawdown	4.25	-0.57	+4.82
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ZIG vs. BRK-B - Sharpe Ratio Comparison

The current ZIG Sharpe Ratio is 0.99, which is higher than the BRK-B Sharpe Ratio of -0.18. The chart below compares the historical Sharpe Ratios of ZIG 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.

Sharpe Ratios by Period

	ZIG	BRK-B	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.99	-0.18	+1.16
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.46	0.61	-0.15
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.67	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.35	0.48	-0.13

Drawdowns

ZIG vs. BRK-B - Drawdown Comparison

The maximum ZIG drawdown since its inception was -37.14%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for ZIG and BRK-B.

Drawdown Indicators

	ZIG	BRK-B	Difference
Max Drawdown Largest peak-to-trough decline	-37.14%	-53.86%	+16.72%
Max Drawdown (1Y) Largest decline over 1 year	-12.38%	-9.42%	-2.96%
Max Drawdown (3Y) Largest decline over 3 years	-29.75%	-14.95%	-14.80%
Max Drawdown (5Y) Largest decline over 5 years	-29.75%	-26.58%	-3.17%
Max Drawdown (10Y) Largest decline over 10 years	—	-29.57%	—
Current Drawdown Current decline from peak	-5.54%	-11.33%	+5.79%
Average Drawdown Average peak-to-trough decline	-9.74%	-11.07%	+1.33%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.12%	4.46%	-0.34%

Volatility

ZIG vs. BRK-B - Volatility Comparison

The current volatility for Acquirers Fund (ZIG) is 2.80%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 3.72%. This indicates that ZIG 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.

Volatility by Period

	ZIG	BRK-B	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.80%	3.72%	-0.92%
Volatility (6M) Calculated over the trailing 6-month period	10.23%	10.70%	-0.47%
Volatility (1Y) Calculated over the trailing 1-year period	17.84%	14.32%	+3.52%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.48%	17.11%	+3.37%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.14%	19.43%	+2.71%

Dividends

ZIG vs. BRK-B - Dividend Comparison

ZIG's dividend yield for the trailing twelve months is around 1.75%, while BRK-B has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020
BRK-B Berkshire Hathaway Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
ZIG Acquirers Fund	1.75%	1.91%	1.96%	1.07%	1.26%	0.18%	0.18%

Frequently Asked Questions

Can I hold both ZIG and BRK-B in my portfolio?

ZIG and BRK-B have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ZIG or BRK-B?

BRK-B has higher volatility (3.72%) compared to ZIG (2.80%). In terms of maximum drawdown, ZIG dropped -37.14% vs BRK-B's -53.86%.

Which has better risk-adjusted returns?

ZIG currently has the higher Sharpe Ratio (0.99 vs -0.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.