SPY vs. BRK-B — ETF comparison tool (2024)

In the year-to-date period, SPY achieves a 14.08% return, which is significantly higher than BRK-B's 11.72% return. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: SPY at 11.67% and BRK-B at 11.67%. 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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SPY vs. BRK-B - Dividend Comparison

SPY's dividend yield for the trailing twelve months is around 1.51%, while BRK-B has not paid dividends to shareholders.

SPY vs. BRK-B - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR S&P 500 ETF (SPY) 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.

The current SPY Sharpe Ratio is 1.40, which roughly equals the BRK-B Sharpe Ratio of 1.81. The chart below compares the 12-month rolling Sharpe Ratio of SPY and BRK-B.

The maximum SPY drawdown for the period was -13.65%, roughly equal to the maximum BRK-B drawdown of -11.28%. The drawdown chart below compares losses from any high point along the way for SPY and BRK-B

SPDR S&P 500 ETF (SPY) has a higher volatility of 3.54% compared to Berkshire Hathaway Inc. (BRK-B) at 3.32%. This indicates that SPY'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.