BRK-A vs SPY
Comparison between Berkshire Hathaway Inc - Class A (BRK-A, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed BRK-A, delivering a return of +13.3% compared to +10.4%
BRK-A vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
Winner
BRK-A
$1.16T
SPY
$652B
Expense Ratio
BRK-A
N/A
SPY
0.09%
Max Drawdown
Winner
BRK-A
51.47%
SPY
56.47%
Sharpe Ratio
BRK-A
-0.78
Winner
SPY
2.07
5Y Beta
Winner
BRK-A
0.43
SPY
1.00
Industry
BRK-A
Insurance - Diversified
SPY
N/A
P/E Ratio
BRK-A
49.95
Winner
SPY
28.24
Forward P/E
BRK-A
21.88
Winner
SPY
21.85
PEG Ratio
BRK-A
4.07
SPY
N/A
5Y Dividends CAGR
BRK-A
N/A
SPY
5.43%
5Y EPS CAGR
BRK-A
N/A
SPY
25.79%
Debt to Equity
Winner
BRK-A
0.00%
SPY
22.35%
Free Cash Flow Yield
BRK-A
2.06%
SPY
N/A
P/S Ratio
Winner
BRK-A
2.70
SPY
3.55
P/B Ratio
Winner
BRK-A
1.38
SPY
5.29
BRK-A vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
BRK-A
-0.52%
Winner
SPY
+9.11%
3M
BRK-A
-4.15%
Winner
SPY
+6.59%
6M
BRK-A
-4.22%
Winner
SPY
+10.56%
1Y
BRK-A
-6.80%
Winner
SPY
+32.04%
5Y(CAGR)
BRK-A
+10.39%
Winner
SPY
+13.35%
10Y(CAGR)
BRK-A
+12.83%
Winner
SPY
+15.49%
Max(CAGR)
Winner
BRK-A
+9.56%
SPY
+8.50%
BRK-A vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BRK-A | SPY |
|---|---|---|
| 2026 | -3.68% | +8.27% |
| 2025 | +11.74% | +18.00% |
| 2024 | +23.85% | +25.59% |
| 2023 | +15.57% | +26.72% |
| 2022 | +3.17% | -18.64% |
| 2021 | +31.19% | +30.52% |
| 2020 | +1.62% | +17.28% |
| 2019 | +11.69% | +31.09% |
| 2018 | +3.46% | -5.24% |
| 2017 | +21.05% | +20.78% |
| 2016 | +24.36% | +13.59% |
| 2015 | -11.54% | +1.31% |
| 2014 | +28.18% | +14.56% |
| 2013 | +27.43% | +29.00% |
| 2012 | +15.25% | +14.17% |
| 2011 | -4.77% | +0.85% |
| 2010 | +20.93% | +13.14% |
| 2009 | -0.79% | +22.67% |
| 2008 | -30.65% | -36.25% |
| 2007 | +29.91% | +5.32% |
| 2006 | +23.17% | +13.85% |
| 2005 | +1.75% | +5.32% |
| 2004 | +4.33% | +10.75% |
| 2003 | +17.50% | +24.18% |
| 2002 | -2.09% | -22.42% |
| 2001 | +4.42% | -10.13% |
| 2000 | +29.56% | -8.84% |
| 1999 | -11.93% | +8.61% |
BRK-A vs SPY Drawdown Comparison
The maximum drawdown for BRK-A was -51.47%, occurring on Mar 5, 2009. Recovery took 1304 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BRK-A drawdown is -11.44%.
| Rank | BRK-A | SPY |
|---|---|---|
| #1 | -51.47% Dec 10, 2007 - Feb 14, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -37.33% Nov 4, 1999 - Nov 14, 2000 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -30.43% Jan 17, 2020 - Nov 16, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -25.98% Mar 28, 2022 - Aug 3, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -21.84% May 15, 2002 - Nov 3, 2003 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -18.45% Dec 18, 2014 - Nov 10, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -15.84% Apr 12, 2004 - Aug 21, 2006 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -15.79% Oct 9, 2018 - Dec 12, 2019 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -15.19% Jan 2, 2001 - Oct 3, 2001 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -14.43% May 2, 2025 - Aug 4, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -13.60% Jan 26, 2018 - Sep 18, 2018 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -10.94% Oct 10, 2001 - Dec 31, 2001 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -10.60% Sep 19, 2023 - Jan 23, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -8.84% Mar 1, 2017 - Aug 2, 2017 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.64% Apr 2, 2025 - May 2, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BRK-A and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
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