ZPDF.DE vs. BRK-B
ZPDF.DE (SPDR S&P US Financials Select Sector UCITS ETF) is Financials Equities fund tracking the S&P Financials Select Sector, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 10 years, ZPDF.DE returned 11.95%/yr vs 12.68%/yr for BRK-B. A 0.51 correlation means they provide meaningful diversification when combined.
Performance
ZPDF.DE vs. BRK-B - Performance Comparison
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Different Trading Currencies
ZPDF.DE is traded in EUR, while BRK-B is traded in USD. To make them comparable, the BRK-B values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, ZPDF.DE achieves a -4.18% return, which is significantly lower than BRK-B's -3.69% return. Over the past 10 years, ZPDF.DE has underperformed BRK-B with an annualized return of 11.95%, while BRK-B has yielded a comparatively higher 12.68% annualized return.
ZPDF.DE
- 1D
- 3.08%
- 1M
- 2.03%
- YTD
- -4.18%
- 6M
- -1.66%
- 1Y
- 1.82%
- 3Y*
- 15.32%
- 5Y*
- 9.00%
- 10Y*
- 11.95%
BRK-B
- 1D
- 0.55%
- 1M
- 3.50%
- YTD
- -3.69%
- 6M
- -4.63%
- 1Y
- -4.16%
- 3Y*
- 10.34%
- 5Y*
- 11.37%
- 10Y*
- 12.68%
ZPDF.DE vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ZPDF.DE SPDR S&P US Financials Select Sector UCITS ETF | -4.18% | 3.01% | 37.12% | 8.46% | -6.12% | 48.31% | -12.18% | 35.27% | -10.30% | 7.53% |
BRK-B Berkshire Hathaway Inc. | -3.69% | -2.27% | 35.48% | 12.00% | 9.71% | 38.60% | -6.07% | 13.44% | 7.84% | 6.68% |
Correlation
The correlation between ZPDF.DE and BRK-B is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.51 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.53 |
Correlation (All Time) Calculated using the full available price history since Jul 20, 2015 | 0.51 |
The correlation between ZPDF.DE and BRK-B shifts across timeframes, from 0.38 (1 year) to 0.53 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
ZPDF.DE vs. BRK-B — Risk / Return Rank
ZPDF.DE
BRK-B
ZPDF.DE vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P US Financials Select Sector UCITS ETF (ZPDF.DE) 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.
| ZPDF.DE | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.40 | ||
| Sortino ratioReturn per unit of downside risk | +0.56 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 0.97 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 0.14 | -0.38 | +0.52 |
| Martin ratioReturn relative to average drawdown | 0.33 | -0.79 | +1.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ZPDF.DE | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.12 | -0.28 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.66 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.63 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.49 | -0.02 |
Drawdowns
ZPDF.DE vs. BRK-B - Drawdown Comparison
The maximum ZPDF.DE drawdown since its inception was -42.38%, smaller than the maximum BRK-B drawdown of -45.91%. Use the drawdown chart below to compare losses from any high point for ZPDF.DE and BRK-B.
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Drawdown Indicators
| ZPDF.DE | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.38% | -45.91% | +3.53% |
Max Drawdown (1Y)Largest decline over 1 year | -12.75% | -11.04% | -1.71% |
Max Drawdown (3Y)Largest decline over 3 years | -21.67% | -20.62% | -1.05% |
Max Drawdown (5Y)Largest decline over 5 years | -21.67% | -22.31% | +0.64% |
Max Drawdown (10Y)Largest decline over 10 years | -42.38% | -28.74% | -13.64% |
Current DrawdownCurrent decline from peak | -9.42% | -17.01% | +7.59% |
Average DrawdownAverage peak-to-trough decline | -7.77% | -9.73% | +1.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.55% | 5.30% | +0.25% |
Volatility
ZPDF.DE vs. BRK-B - Volatility Comparison
SPDR S&P US Financials Select Sector UCITS ETF (ZPDF.DE) has a higher volatility of 4.24% compared to Berkshire Hathaway Inc. (BRK-B) at 3.72%. This indicates that ZPDF.DE'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.
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Volatility by Period
| ZPDF.DE | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 3.72% | +0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 10.54% | 11.24% | -0.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.67% | 15.04% | -0.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.20% | 17.37% | +0.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.18% | 20.09% | +1.09% |
Dividends
ZPDF.DE vs. BRK-B - Dividend Comparison
Neither ZPDF.DE nor BRK-B has paid dividends to shareholders.
Frequently Asked Questions
ZPDF.DE and BRK-B have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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