^DWGROT vs. BRK-B
Compare and contrast key facts about Dow Jones U.S. Growth Total Stock Market Index (^DWGROT) and Berkshire Hathaway Inc. (BRK-B).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ^DWGROT or BRK-B.
Key characteristics
| ^DWGROT | BRK-B | |
|---|---|---|
| YTD Return | 22.67% | 27.12% |
| 1Y Return | 38.32% | 27.97% |
| 3Y Return (Ann) | 9.51% | 16.64% |
| Sharpe Ratio | 2.11 | 2.19 |
| Daily Std Dev | 16.95% | 12.77% |
| Max Drawdown | -34.14% | -53.86% |
| Current Drawdown | -2.75% | 0.00% |
Correlation
The correlation between ^DWGROT and BRK-B is 0.51, 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
^DWGROT vs. BRK-B - Performance Comparison
In the year-to-date period, ^DWGROT achieves a 22.67% return, which is significantly lower than BRK-B's 27.12% return. 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
^DWGROT vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dow Jones U.S. Growth Total Stock Market Index (^DWGROT) 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
^DWGROT vs. BRK-B - Drawdown Comparison
The maximum ^DWGROT drawdown since its inception was -34.14%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for ^DWGROT and BRK-B. For additional features, visit the drawdowns tool.
Volatility
^DWGROT vs. BRK-B - Volatility Comparison
Dow Jones U.S. Growth Total Stock Market Index (^DWGROT) has a higher volatility of 7.53% compared to Berkshire Hathaway Inc. (BRK-B) at 5.42%. This indicates that ^DWGROT'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.