^BSE500 vs. BRK-B
Compare and contrast key facts about S&P BSE-500 (^BSE500) and Berkshire Hathaway Inc. (BRK-B).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ^BSE500 or BRK-B.
Correlation
The correlation between ^BSE500 and BRK-B is 0.23, 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.
Performance
^BSE500 vs. BRK-B - Performance Comparison
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Key characteristics
^BSE500:
0.52
BRK-B:
1.24
^BSE500:
0.97
BRK-B:
1.80
^BSE500:
1.14
BRK-B:
1.26
^BSE500:
0.59
BRK-B:
2.88
^BSE500:
1.27
BRK-B:
7.10
^BSE500:
8.84%
BRK-B:
3.57%
^BSE500:
17.07%
BRK-B:
19.82%
^BSE500:
-38.39%
BRK-B:
-53.86%
^BSE500:
-6.89%
BRK-B:
-4.72%
Returns By Period
In the year-to-date period, ^BSE500 achieves a 2.18% return, which is significantly lower than BRK-B's 13.46% return. Both investments have delivered pretty close results over the past 10 years, with ^BSE500 having a 12.82% annualized return and BRK-B not far ahead at 13.46%.
^BSE500
2.18%
5.42%
3.92%
8.09%
26.02%
12.82%
BRK-B
13.46%
-0.75%
9.36%
23.35%
24.08%
13.46%
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Risk-Adjusted Performance
^BSE500 vs. BRK-B — Risk-Adjusted Performance Rank
^BSE500
BRK-B
^BSE500 vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for S&P BSE-500 (^BSE500) 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.
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Drawdowns
^BSE500 vs. BRK-B - Drawdown Comparison
The maximum ^BSE500 drawdown since its inception was -38.39%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for ^BSE500 and BRK-B. For additional features, visit the drawdowns tool.
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Volatility
^BSE500 vs. BRK-B - Volatility Comparison
The current volatility for S&P BSE-500 (^BSE500) is 5.31%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 7.52%. This indicates that ^BSE500 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.
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