Is there an ETF that mirrors Berkshire Hathaway?
Berkshire's two ETFs
The two ETFs in Berkshire Hathaway's stock portfolio are the SPDR S&P 500 ETF Trust (SPY 1.69%) and the Vanguard S&P 500 ETF (VOO 1.71%). And they are both very similar. Both are S&P 500 index funds, which means they are designed to deliver the same long-term performance as the S&P 500 index.
The largest ETF holder of BRK. B is the SPDR S&P 500 ETF Trust (SPY), with approximately 19.47M shares. Investors may also find of interest that the ETF with the largest allocation to BRK. B stock is Financial Select Sector SPDR Fund (XLF), with a portfolio weight of 14.56%.
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Fund Style.
| Type | Client-Specific Funds |
|---|---|
| Category | Company Stock |
- Find a broker offering US share trading.
- Buy indirectly using ETFs.
- Find a fund manager who invests like Buffett.
FBCG is rated a 5 out of 5.
VOO offers stable returns with more diversification and at a lower cost. QQQ offers the potential for higher returns with more risk/volatility and at a higher cost.
Berkshire Hathaway stock is available to purchase on the market as a standalone stock. However, many ETF products hold BRK. B shares, such as the iShares Russell Top 200 Value ETF (IWX), Vanguard S&P 500 ETF (VOO), and SPDR S&P 500 ETF Trust (SPY).
- Look for a margin of safety. ...
- Focus on quality. ...
- Don't follow the crowd. ...
- Don't fear market crashes and corrections. ...
- Approach your investments with a long-term mindset. ...
- Don't be afraid to sell if the scenario changes. ...
- Learn the basics of value investing. ...
- Research and reflect.
Berkshire Hathaway only owns 2% of Snowflake's shares outstanding. It's important to note, too, that Apple shares are down nearly 16% this year, or worse than the S&P 500.
VOO and VTI are highly correlated, as the former makes up about 82% of the latter by weight. Because of this, their historical performance has been very close, but we would expect VTI to slightly outperform VOO over the long term due to its inclusion of small- and mid-cap stocks, and indeed it has historically.
Is Berkshire like an ETF?
It's often said that investing in Berkshire Hathaway is like buying into an exchange-traded fund (ETF). Both offer diversification across industry sectors. But while ETFs are often passively invested, seeking to track a benchmark index, Berkshire Hathaway actively buys stocks and businesses.
It's often said that investing in Berkshire Hathaway is like buying into an exchange-traded fund (ETF). Both offer diversification across industry sectors. But while ETFs are often passively invested, seeking to track a benchmark index, Berkshire Hathaway actively buys stocks and businesses.
Now, just to be clear, Warren Buffett runs Berkshire Hathaway, not a mutual fund.
VOO and VTI are highly correlated, as the former makes up about 82% of the latter by weight. Because of this, their historical performance has been very close, but we would expect VTI to slightly outperform VOO over the long term due to its inclusion of small- and mid-cap stocks, and indeed it has historically.
| Mutual fund | Stake | Shares bought / sold |
|---|---|---|
| Vanguard Total Stock Market Index... | 3.84% | -290,065 |
| Vanguard 500 Index Fund | 3.11% | +144,320 |
| SPDR S&P 500 ETF Trust | 1.52% | +125,073 |
| Fidelity 500 Index Fund | 1.50% | +142,895 |
