BRK.B vs SPY Comparison: AI Score, Valuation, Performance and Upside
BRK.B and SPY are closely matched — they split the tracked metrics evenly.
| Metric | BRK.B | SPY |
|---|---|---|
| ETF scorei | 24.0 | 27.2 |
| Latest closei | N/A | $733.00 |
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 | $11.05K (+10.5%) started 2025-11-05 |
| 5Y ago | N/A | $17.91K (+79.1%) started 2021-11-08 |
| 10Y ago | N/A | $47.79K (+377.9%) started 2016-11-07 |
Hypothetical — past performance does not guarantee future results.
| Metric | BRK.B | SPY |
|---|---|---|
| Expense ratioi | N/A | 0.09% |
| Total assets (AUM)i | N/A | $796.87B |
| Dividend yieldi | N/A | 1.00% |
| Trailing P/Ei | N/A | 23.32 |
| Betai | 0.10 | 1.02 |
| 52-week change | N/A | 9.35% |
| Metric | BRK.B | SPY |
|---|---|---|
| 1Y Sharpe ratio | N/A | 0.40 |
| Betai | 0.10 | 1.02 |
| Dividend yieldi | N/A | 1.00% |
| 5Y CAGR | N/A | +10.84% |
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 | +9.35% |
| CAGRi | N/A | +9.35% | |
| Volatilityi | N/A | 13.57% | |
| Sharpe ratioi | N/A | 0.40 | |
| Sortino ratioi | N/A | 0.55 | |
| Max drawdowni | N/A | 8.88% | |
| Current drawdowni | N/A | 5.92% | |
| Avg drawdowni | N/A | 1.49% | |
| Ulcer Indexi | N/A | 2.17% | |
| Max daily dropi | N/A | 4.41% | |
| Max wkly dropi | N/A | 4.73% | |
| 5Y | Growthi | N/A | +67.13% |
| CAGRi | N/A | +10.84% | |
| Volatilityi | N/A | 17.30% | |
| Sharpe ratioi | N/A | 0.42 | |
| Sortino ratioi | N/A | 0.60 | |
| Max drawdowni | N/A | 24.50% | |
| Current drawdowni | N/A | 5.92% | |
| Avg drawdowni | N/A | 5.59% | |
| Ulcer Indexi | N/A | 8.45% | |
| Max daily dropi | N/A | 5.85% | |
| Max wkly dropi | N/A | 11.50% | |
| 10Y | Growthi | N/A | +302.68% |
| CAGRi | N/A | +14.96% | |
| Volatilityi | N/A | 18.01% | |
| Sharpe ratioi | N/A | 0.62 | |
| Sortino ratioi | N/A | 0.86 | |
| Max drawdowni | N/A | 33.72% | |
| Current drawdowni | N/A | 5.92% | |
| 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 | $796.87B |
| Dividend yieldi | N/A | 1.00% |
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