Berkshire Hathaway Inc.(BRK-B) - ETFs Holding

Last updated 2024-11-08

ETF List

ETF Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
XLF	Financial Select Sector SPDR Fund	12.46%	12.6%	0.41	-42.9%
IVE	iShares S&P 500 Value ETF	3.99%	12.2%	0.44	-37%
SPYV	SPDR Portfolio S&P 500 Value ETF	3.94%	12.4%	0.45	-36.9%
IUSV	iShares Core S&P U.S. Value ETF	3.73%	12.3%	0.45	-37.5%
IWD	iShares Russell 1000 Value ETF	3.31%	10.3%	0.35	-38.5%
VTV	Vanguard Value Index Fund	3.17%	11.8%	0.43	-36.8%
VOO	Vanguard 500 Index Fund	1.73%	15.9%	0.59	-34%
IVV	iShares Core S&P 500 ETF	1.71%	15.9%	0.59	-33.9%
SPY	SPDR S&P 500 ETF Trust	1.67%	15.9%	0.59	-33.7%
SPLG	SPDR Portfolio S&P 500 ETF	1.67%	16%	0.59	-33.9%
VV	Vanguard Large Cap Index Fund	1.66%	15.9%	0.58	-34.3%
IWB	iShares Russell 1000 ETF	1.57%	15.6%	0.57	-34.6%
USMV	iShares MSCI USA Min Vol Factor ETF	1.54%	9.8%	0.36	-33.1%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	1.48%	15.3%	0.56	-35%
VTI	Vanguard Total Stock Market Index Fund	1.48%	15.3%	0.56	-35%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.95%	-	-	-
VT	Vanguard Total World Stock Index Fund	0.81%	11.6%	0.42	-34.2%
ACWI	iShares MSCI ACWI ETF	0.78%	11.6%	0.42	-33.5%

Disclaimer

1. The information provided is for reference only and does not constitute any guarantee of profits or specific stock and price point recommendations.

2. The information is not complete; for comprehensive data, please refer to the relevant websites.

3. All stock market data analyses are subject to survivorship bias.