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BRK-B vs SPY

Comparison between Berkshire Hathaway Inc - Class B (BRK-B, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BRK-B, delivering a return of +13.2% compared to +12.4%

BRK-B vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
Winner
BRK-B
$1.06T
SPY
$784B
Expense Ratio
BRK-B
N/A
SPY
0.09%
Max Drawdown
Winner
BRK-B
53.86%
SPY
56.47%
Sharpe Ratio
BRK-B
-0.07
Winner
SPY
1.54
5Y Beta
Winner
BRK-B
0.42
SPY
1.00
Industry
BRK-B
Insurance - Diversified
SPY
N/A
P/E Ratio
Winner
BRK-B
14.58
SPY
27.62
Forward P/E
BRK-B
23.15
Winner
SPY
21.11
PEG Ratio
BRK-B
10.06
SPY
N/A
5Y Dividends CAGR
BRK-B
N/A
SPY
6.00%
5Y EPS CAGR
BRK-B
-5.35%
Winner
SPY
25.30%
Debt to Equity
Winner
BRK-B
20.09%
SPY
31.11%
Free Cash Flow Yield
BRK-B
2.26%
SPY
N/A
P/S Ratio
Winner
BRK-B
2.81
SPY
3.49
P/B Ratio
Winner
BRK-B
1.45
SPY
5.30

BRK-B vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BRK-B
+1.32%
SPY
-1.37%
3M
BRK-B
+2.67%
Winner
SPY
+12.22%
6M
BRK-B
-1.54%
Winner
SPY
+7.20%
1Y
BRK-B
+1.03%
Winner
SPY
+23.58%
5Y(CAGR)
BRK-B
+12.40%
Winner
SPY
+13.19%
10Y(CAGR)
BRK-B
+12.94%
Winner
SPY
+15.12%
Max(CAGR)
Winner
BRK-B
+9.71%
SPY
+8.44%

BRK-B vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBRK-BSPY
2026-0.81%+7.95%
2025+11.43%+18.00%
2024+25.06%+25.59%
2023+15.09%+26.72%
2022+2.70%-18.64%
2021+30.88%+30.52%
2020+1.52%+17.28%
2019+11.69%+31.09%
2018+3.53%-5.24%
2017+20.99%+20.78%
2016+24.65%+13.59%
2015-11.48%+1.31%
2014+27.79%+14.56%
2013+27.21%+29.00%
2012+15.47%+14.17%
2011-5.11%+0.85%
2010+20.98%+13.14%
2009-1.11%+22.67%
2008-30.21%-36.25%
2007+30.00%+5.32%
2006+23.64%+13.85%
2005+1.26%+5.32%
2004+4.74%+10.75%
2003+17.59%+24.18%
2002-2.46%-22.42%
2001+4.73%-10.13%
2000+33.37%-8.84%
1999-12.31%+8.61%

BRK-B vs SPY Drawdown Comparison

The maximum drawdown for BRK-B was -53.86%, occurring on Mar 5, 2009. Recovery took 1305 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current BRK-B drawdown is -8.71%. The current SPY drawdown is -3.18%.

RankBRK-BSPY
#1-53.86%
Dec 10, 2007 - Feb 15, 2013		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-36.66%
Nov 4, 1999 - Nov 14, 2000		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-29.57%
Jan 17, 2020 - Nov 16, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-26.58%
Mar 28, 2022 - Aug 7, 2023		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-23.25%
May 17, 2002 - Nov 3, 2003		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.69%
Dec 18, 2014 - Nov 10, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-16.09%
Oct 9, 2018 - Dec 12, 2019		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-15.99%
Apr 12, 2004 - Aug 21, 2006		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-15.06%
Jan 2, 2001 - Oct 3, 2001		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-14.95%
May 2, 2025 - Aug 4, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-14.89%
Feb 1, 2018 - Sep 18, 2018		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-11.48%
Oct 15, 2001 - Dec 31, 2001		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-10.46%
Sep 19, 2023 - Jan 23, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.04%
Mar 1, 2017 - Aug 2, 2017		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.80%
Apr 2, 2025 - May 2, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BRK-B 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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