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SPY vs BRK-B

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

5-Year PerformanceSPY has outperformed BRK-B, delivering a return of +13.3% compared to +10.8%

SPY vs BRK-B - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
SPY
$735B
Winner
BRK-B
$1.04T
Expense Ratio
SPY
0.09%
BRK-B
N/A
Max Drawdown
SPY
56.47%
Winner
BRK-B
53.86%
Sharpe Ratio
Winner
SPY
1.62
BRK-B
-0.22
5Y Beta
SPY
1.00
Winner
BRK-B
0.42
Industry
SPY
N/A
BRK-B
Insurance - Diversified
P/E Ratio
SPY
28.99
Winner
BRK-B
14.30
Forward P/E
SPY
22.37
Winner
BRK-B
22.37
PEG Ratio
SPY
N/A
BRK-B
10.06
5Y Dividends CAGR
SPY
5.43%
BRK-B
N/A
5Y EPS CAGR
Winner
SPY
26.05%
BRK-B
-5.35%
Debt to Equity
SPY
32.40%
Winner
BRK-B
20.09%
Free Cash Flow Yield
SPY
N/A
BRK-B
2.30%
P/S Ratio
SPY
3.74
Winner
BRK-B
2.76
P/B Ratio
SPY
5.61
Winner
BRK-B
1.42

SPY vs BRK-B - Historical Returns

Returns include dividend reinvestment.

1M
SPY
+1.90%
Winner
BRK-B
+4.85%
3M
Winner
SPY
+8.55%
BRK-B
-2.46%
6M
Winner
SPY
+8.18%
BRK-B
-3.22%
1Y
Winner
SPY
+25.79%
BRK-B
-0.13%
5Y(CAGR)
Winner
SPY
+13.32%
BRK-B
+10.78%
10Y(CAGR)
Winner
SPY
+15.19%
BRK-B
+13.16%
Max(CAGR)
SPY
+8.47%
Winner
BRK-B
+9.69%

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

Returns include dividend reinvestment.

YearSPYBRK-B
2026+8.26%-1.76%
2025+18.00%+11.43%
2024+25.59%+25.06%
2023+26.72%+15.09%
2022-18.64%+2.70%
2021+30.52%+30.88%
2020+17.28%+1.52%
2019+31.09%+11.69%
2018-5.24%+3.53%
2017+20.78%+20.99%
2016+13.59%+24.65%
2015+1.31%-11.48%
2014+14.56%+27.79%
2013+29.00%+27.21%
2012+14.17%+15.47%
2011+0.85%-5.11%
2010+13.14%+20.98%
2009+22.67%-1.11%
2008-36.25%-30.21%
2007+5.32%+30.00%
2006+13.85%+23.64%
2005+5.32%+1.26%
2004+10.75%+4.74%
2003+24.18%+17.59%
2002-22.42%-2.46%
2001-10.13%+4.73%
2000-8.84%+33.37%
1999+8.61%-12.31%

SPY vs BRK-B Drawdown Comparison

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

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

The current SPY drawdown is -2.90%. The current BRK-B drawdown is -9.58%.

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

Correlation

Correlation between SPY and BRK-B is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

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