^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
Key characteristics
^BSE500:
0.32
BRK-B:
1.59
^BSE500:
0.52
BRK-B:
2.23
^BSE500:
1.08
BRK-B:
1.32
^BSE500:
0.28
BRK-B:
3.41
^BSE500:
0.62
BRK-B:
8.75
^BSE500:
8.53%
BRK-B:
3.44%
^BSE500:
16.32%
BRK-B:
18.94%
^BSE500:
-38.39%
BRK-B:
-53.86%
^BSE500:
-9.68%
BRK-B:
-1.13%
Returns By Period
In the year-to-date period, ^BSE500 achieves a -0.88% return, which is significantly lower than BRK-B's 17.29% return. Over the past 10 years, ^BSE500 has underperformed BRK-B with an annualized return of 12.80%, while BRK-B has yielded a comparatively higher 14.22% annualized return.
^BSE500
-0.88%
3.32%
-2.89%
6.62%
24.24%
12.80%
BRK-B
17.29%
0.52%
16.14%
30.96%
23.39%
14.22%
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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.
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.
Volatility
^BSE500 vs. BRK-B - Volatility Comparison
The current volatility for S&P BSE-500 (^BSE500) is 7.52%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 11.02%. 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.