LIVE
BRK.B
BRK.B ·
N/A
N/A this month
VERSUS
⟷
COMPARE
SPY
SPY ·
$733.58
-1.36% this month
Scoreboard verdict
Across expense ratio, momentum, yield, fund size, risk
BRK.B
1
SPY
0
Comparison scoreboard
BRK.B LEADS 1/5Exp. Ratio
BRK.B N/A
SPY 0.09%
1Y Return
BRK.B N/A
SPY +23.59%
Div. Yield
BRK.B N/A
SPY 0.98%
AUM
BRK.B N/A
SPY $783.8B
Beta
BRK.B ✓0.14
SPY 1.02
Metrics last refreshed: 6/24/2026
Quick take
BRK.B vs SPY Comparison: AI Score, Valuation, Performance and Upside
Live analysis · updated 6/24/2026
BRK.B holds the edge across 1 of 5 key metrics in this comparison.
Normalized 1Y performance
BRK.B
SPY
Not enough data to chart yet.
Recent returns
BRK.B
SPY
Performance & AI score
| Metric | BRK.B | SPY |
|---|---|---|
| ETF score | 30.0 | 84.0 |
| Latest close | N/A | $733.58 |
| 1M return | N/A | -1.36% |
| 6M return | N/A | +7.69% |
| 1Y return | N/A | +23.59% |
$10,000 invested — hypothetical growth (dividends reinvested)
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 | $12.5K (+25.0%) started 2025-06-23 |
| 5Y ago | N/A | $19.92K (+99.2%) started 2021-06-23 |
| 10Y ago | N/A | $48.63K (+386.3%) started 2016-06-23 |
Hypothetical — past performance does not guarantee future results.
Fund characteristics
| Metric | BRK.B | SPY |
|---|---|---|
| Expense ratio | N/A | 0.09% |
| Total assets (AUM) | N/A | $783.8B |
| Dividend yield | N/A | 0.98% |
| Trailing P/E | N/A | 26.27 |
| Beta | 0.14 | 1.02 |
| 52-week change | N/A | 23.59% |
Risk & fund metrics
| Metric | BRK.B | SPY |
|---|---|---|
| 1Y return | N/A | +23.59% |
| 6M return | N/A | +7.69% |
| 1M return | N/A | -1.36% |
| 1Y Sharpe ratio | N/A | 1.41 |
| Beta | 0.14 | 1.02 |
| Dividend yield | N/A | 0.98% |
| 5Y CAGR | N/A | +13.18% |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
BRK.B max drawdownN/A
SPY max drawdown8.88%
BRK.B max wkly dropN/A
SPY max wkly drop3.82%
5Y risk snapshot
BRK.B max drawdownN/A
SPY max drawdown24.50%
BRK.B max wkly dropN/A
SPY max wkly drop11.50%
10Y risk snapshot
BRK.B max drawdownN/A
SPY max drawdown33.72%
BRK.B max wkly dropN/A
SPY max wkly drop17.97%
Performance metrics by period
| Period | Metric | BRK.B | SPY |
|---|---|---|---|
| 1Y | Growth | N/A | +23.59% |
| CAGR | N/A | +23.61% | |
| Sharpe ratio | N/A | 1.41 | |
| Max drawdown | N/A | 8.88% | |
| Max daily drop | N/A | 2.70% | |
| Max wkly drop | N/A | 3.82% | |
| 5Y | Growth | N/A | +85.73% |
| CAGR | N/A | +13.18% | |
| Sharpe ratio | N/A | 0.55 | |
| Max drawdown | N/A | 24.50% | |
| Max daily drop | N/A | 5.85% | |
| Max wkly drop | N/A | 11.50% | |
| 10Y | Growth | N/A | +308.52% |
| CAGR | N/A | +15.11% | |
| Sharpe ratio | N/A | 0.63 | |
| Max drawdown | N/A | 33.72% | |
| Max daily drop | N/A | 10.94% | |
| Max wkly drop | N/A | 17.97% |
Fund overview
| Category | BRK.B | SPY |
|---|---|---|
| Fund name | BRK.B | State Street SPDR S&P 500 ETF Trust |
| Type | ETF | ETF |
| Expense ratio | N/A | 0.09% |
| Total assets (AUM) | N/A | $783.8B |
| Dividend yield | N/A | 0.98% |
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