BRK.B vs SPY Comparison: AI Score, Valuation, Performance and Upside
BRK.B holds the edge across 1 of 5 key metrics in this comparison.
| Metric | BRK.B | SPY |
|---|---|---|
| ETF scorei | 24.0 | 81.0 |
| Latest closei | N/A | $773.50 |
| 1M returni | N/A | +1.27% |
| 6M returni | N/A | +18.62% |
| 1Y returni | N/A | +17.80% |
The ETF score weights long-term returns and risk-adjusted performance most heavily, but still rewards low expense ratios, larger fund size, and broader diversification — so it can favor low-cost, broad, mega-cap funds over smaller thematic or actively-managed funds even when the latter have delivered stronger returns.
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | BRK.B | SPY |
|---|---|---|
| 1Y ago | N/A | $11.85K (+18.5%) started 2025-09-22 |
| 5Y ago | N/A | $20.44K (+104.4%) started 2021-09-21 |
| 10Y ago | N/A | $49.81K (+398.1%) started 2016-09-21 |
Hypothetical — past performance does not guarantee future results.
| Metric | BRK.B | SPY |
|---|---|---|
| Expense ratioi | N/A | 0.09% |
| Total assets (AUM)i | N/A | $811.94B |
| Dividend yieldi | N/A | 0.98% |
| Trailing P/Ei | N/A | 24.99 |
| Betai | 0.16 | 1.02 |
| 52-week change | N/A | 17.80% |
| Metric | BRK.B | SPY |
|---|---|---|
| 1Y returni | N/A | +17.80% |
| 6M returni | N/A | +18.62% |
| 1M returni | N/A | +1.27% |
| 1Y Sharpe ratio | N/A | 0.95 |
| Betai | 0.16 | 1.02 |
| Dividend yieldi | N/A | 0.98% |
| 5Y CAGR | N/A | +13.79% |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | BRK.B | SPY |
|---|---|---|---|
| 1Y | Growthi | N/A | +17.25% |
| CAGRi | N/A | +17.31% | |
| Volatilityi | N/A | 12.98% | |
| Sharpe ratioi | N/A | 0.95 | |
| Sortino ratioi | N/A | 1.38 | |
| Max drawdowni | N/A | 8.88% | |
| Current drawdowni | N/A | 0.32% | |
| Avg drawdowni | N/A | 1.45% | |
| Ulcer Indexi | N/A | 2.15% | |
| Max daily dropi | N/A | 2.70% | |
| Max wkly dropi | N/A | 3.82% | |
| 5Y | Growthi | N/A | +90.72% |
| CAGRi | N/A | +13.79% | |
| Volatilityi | N/A | 17.20% | |
| Sharpe ratioi | N/A | 0.58 | |
| Sortino ratioi | N/A | 0.83 | |
| Max drawdowni | N/A | 24.50% | |
| Current drawdowni | N/A | 0.32% | |
| Avg drawdowni | N/A | 5.57% | |
| Ulcer Indexi | N/A | 8.45% | |
| Max daily dropi | N/A | 5.85% | |
| Max wkly dropi | N/A | 11.50% | |
| 10Y | Growthi | N/A | +319.67% |
| CAGRi | N/A | +15.42% | |
| Volatilityi | N/A | 17.95% | |
| Sharpe ratioi | N/A | 0.64 | |
| Sortino ratioi | N/A | 0.90 | |
| Max drawdowni | N/A | 33.72% | |
| Current drawdowni | N/A | 0.32% | |
| Avg drawdowni | N/A | 4.31% | |
| Ulcer Indexi | N/A | 7.16% | |
| Max daily dropi | N/A | 10.94% | |
| Max wkly dropi | N/A | 17.97% |
| Category | BRK.B | SPY |
|---|---|---|
| Fund name | BRK.B | State Street SPDR S&P 500 ETF Trust |
| Type | ETF | ETF |
| Expense ratioi | N/A | 0.09% |
| Total assets (AUM)i | N/A | $811.94B |
| Dividend yieldi | N/A | 0.98% |
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