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

Last updated 2024-11-22

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	12.19%	11.7%	0.38	-42.9%
VFH	Vanguard Financials Index Fund	8.13%	13%	0.42	-44.4%
IVE	iShares S&P 500 Value ETF	4.03%	10.4%	0.36	-37%
SPYV	SPDR Portfolio S&P 500 Value ETF	3.98%	10.6%	0.37	-36.9%
IUSV	iShares Core S&P U.S. Value ETF	3.7%	12.3%	0.46	-37.5%
IWD	iShares Russell 1000 Value ETF	3.34%	8.6%	0.28	-38.5%
VONV	Vanguard Russell 1000 Value Index Fund	3.31%	10.4%	0.36	-38.2%
VTV	Vanguard Value Index Fund	3.22%	10%	0.34	-36.8%
VOO	Vanguard 500 Index Fund	1.73%	14.8%	0.53	-34%
VV	Vanguard Large Cap Index Fund	1.66%	14.8%	0.53	-34.3%
IVV	iShares Core S&P 500 ETF	1.65%	14.8%	0.53	-33.9%
SPY	SPDR S&P 500 ETF Trust	1.62%	14.7%	0.54	-33.7%
SPLG	SPDR Portfolio S&P 500 ETF	1.62%	14.8%	0.54	-33.9%
IWB	iShares Russell 1000 ETF	1.51%	14.4%	0.52	-34.6%
USMV	iShares MSCI USA Min Vol Factor ETF	1.5%	8.4%	0.28	-33.1%
VTI	Vanguard Total Stock Market Index Fund	1.47%	14.1%	0.5	-35%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	1.43%	14.1%	0.5	-35%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.94%	-	-	-
VT	Vanguard Total World Stock Index Fund	0.84%	10.1%	0.35	-34.2%
ACWI	iShares MSCI ACWI ETF	0.76%	11.5%	0.42	-33.5%
RSP	Invesco S&P 500 Equal Weight ETF	0.2%	10.7%	0.36	-39%

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.