BRK-B:NYE-Berkshire Hathaway Inc (USD)

COMMON STOCK | Insurance - Diversified |

Last Closing

USD 442.29

Change

-9.85 (-2.18)%

Market Cap

USD 992.80B

Volume

5.72M

Analyst Target

USD 226.50
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Berkshire Hathaway Inc., through its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses worldwide. The company provides property, casualty, life, accident, and health insurance and reinsurance; and operates railroad systems in North America. It also generates, transmits, stores, and distributes electricity from natural gas, coal, wind, solar, hydroelectric, nuclear, and geothermal sources; operates natural gas distribution and storage facilities, interstate pipelines, liquefied natural gas facilities, and compressor and meter stations; and holds interest in coal mining assets. In addition, the company manufactures boxed chocolates and other confectionery products; specialty chemicals, metal cutting tools, and components for aerospace and power generation applications; flooring products; insulation, roofing, and engineered products; building and engineered components; paints and coatings; and bricks and masonry products, as well as offers manufactured and site-built home construction, and related lending and financial services. Further, it provides recreational vehicles, apparel and footwear products, jewelry, and custom picture framing products, as well as alkaline batteries; castings, forgings, fasteners/fastener systems, aerostructures, and precision components; and cobalt, nickel, and titanium alloys. Additionally, the company distributes televisions and information; franchises and services quick service restaurants; distributes electronic components; and offers logistics services, grocery and foodservice distribution services, and professional aviation training and shared aircraft ownership programs. It also retails automobiles; furniture, bedding, and accessories; household appliances, electronics, and computers; jewelry, watches, crystal, china, stemware, flatware, gifts, and collectibles; kitchenware; and motorcycle clothing and equipment. The company was incorporated in 1998 and is headquartered in Omaha, Nebraska.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-04 )

Largest Industry Peers for Insurance - Diversified

Symbol Name Price(Change) Market Cap
BRK-A Berkshire Hathaway Inc

-13,250.00 (-1.95%)

USD 992.81B
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+0.61 (+0.81%)

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ATH-PA Athene Holding Ltd

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BNRE Brookfield Reinsurance Ltd.

+0.78 (+1.46%)

USD 6.87B
WDH Waterdrop Inc ADR

+0.05 (+4.46%)

USD 0.41B
ATH-PC Athene Holding Ltd

+0.07 (+0.28%)

N/A
EQH-PA Equitable Holdings Inc

+0.31 (+1.36%)

N/A
EQH-PC Equitable Holdings Inc.

+0.33 (+1.75%)

N/A

ETFs Containing BRK-B

2BRE:LSE Leverage Shares 2x Long B.. 200.04 % 0.00 %

-0.48 (-0.10%)

USD 2.17M
BRK1:LSE 99.99 % 0.00 %

N/A

N/A
IUFS:SW iShares S&P 500 Financial.. 13.38 % 0.00 %

-0.14 (-0.10%)

USD 1.50B
ZPDF:F SPDR S&P U.S. Financials .. 13.38 % 0.00 %

-0.75 (-0.10%)

USD 0.36B
SXLF:SW SPDR S&P U.S. Financials .. 13.38 % 0.00 %

-0.73 (-0.10%)

N/A
GXLF:LSE SPDR® S&P® U.S. Financi.. 12.92 % 0.00 %

-0.51 (-0.10%)

N/A
XUSF:CA iShares S&P U.S. Financia.. 12.91 % 0.00 %

N/A

N/A
XLF Financial Select Sector S.. 12.82 % 0.13 %

-0.36 (-0.10%)

USD 44.27B
UIFS:LSE iShares S&P 500 USD Finan.. 12.72 % 0.00 %

-12.25 (-0.10%)

USD 1.49B
GABF Gabelli Financial Service.. 10.84 % 0.00 %

-0.44 (-0.10%)

USD 0.03B
XUFN:F Xtrackers (IE) Public Lim.. 9.55 % 0.00 %

-0.39 (-0.10%)

USD 1.16B
XUFN:SW Xtrackers MSCI USA Financ.. 9.55 % 0.00 %

N/A

USD 1.07B
XSFN:LSE db x-trackers MSCI USA Fi.. 9.07 % 0.00 %

-34.00 (-0.10%)

USD 1.07B
XUFN:LSE db x-trackers MSCI USA Fi.. 9.05 % 0.00 %

-0.33 (-0.10%)

USD 1.07B
XT2D:LSE db x-trackers S&P 500 2x .. 8.98 % 0.00 %

N/A

USD 0.05B
DBPK:XETRA db x-trackers S&P 500 2x .. 8.98 % 0.00 %

N/A

USD 0.05B
VFH Vanguard Financials Index.. 8.34 % 0.10 %

-0.61 (-0.10%)

USD 10.56B
FYLG Global X Funds - Global X.. 6.11 % 0.00 %

-0.19 (-0.10%)

N/A
AVIE American Century ETF Trus.. 5.96 % 0.00 %

+0.04 (+-0.10%)

N/A
XDWF:F Xtrackers (IE) Public Lim.. 5.65 % 0.00 %

-0.21 (-0.10%)

USD 0.41B
WFIN:SW SPDR MSCI World Financial.. 5.64 % 0.00 %

-0.29 (-0.10%)

N/A
FNCW:LSE SPDR® MSCI World Financi.. 5.43 % 0.00 %

-0.31 (-0.10%)

N/A
XWFS:LSE Xtrackers MSCI World Fina.. 5.43 % 0.00 %

-0.15 (-0.10%)

N/A
PQVM:PA Invesco S&P 500 QVM UCITS.. 5.27 % 0.00 %

-0.41 (-0.10%)

USD 0.05B
QARP DBX ETF Trust - Xtrackers.. 5.26 % 0.19 %

-0.09 (-0.10%)

USD 0.06B
PQVG:LSE Invesco S&P 500 QVM UCITS.. 5.22 % 0.00 %

-18.50 (-0.10%)

USD 0.05B
CGDV:CA CI Global Minimum Downsid.. 5.10 % 0.00 %

-0.07 (-0.10%)

N/A
CUDV:CA CI U.S. Minimum Downside .. 4.87 % 0.00 %

-0.25 (-0.10%)

CAD 8.18M
XSPD:LSE Xtrackers - S&P 500 Inver.. 4.50 % 0.00 %

+0.03 (+-0.10%)

USD 0.12B
XSPS:LSE Xtrackers S&P 500 Inverse.. 4.50 % 0.00 %

+2.15 (+-0.10%)

USD 0.12B
DXS3:XETRA Xtrackers - S&P 500 Inver.. 4.50 % 0.00 %

+0.02 (+-0.10%)

USD 0.12B
EQTY Kovitz Core Equity ETF 4.24 % 0.00 %

-0.07 (-0.10%)

USD 1.17B
NXTI 4.21 % 0.00 %

N/A

N/A
CFLO:AU BETASHARES GLOBAL CASH FL.. 4.20 % 0.00 %

+0.01 (+-0.10%)

N/A
CMOM-B:CA CI U.S. Enhanced Momentum.. 4.13 % 0.00 %

N/A

N/A
SMAX:CA Hamilton U.S. Equity Yiel.. 4.03 % 0.00 %

-0.14 (-0.10%)

CAD 0.53B
GFGF Guru Favorite Stocks ETF 3.99 % 0.00 %

-0.06 (-0.10%)

USD 0.03B
VOOV Vanguard S&P 500 Value In.. 3.98 % 0.15 %

-0.28 (-0.10%)

USD 5.29B
MIVG:CA Mackenzie Ivy Global Equi.. 3.96 % 0.89 %

N/A

CAD 0.02B
CAPU:LSE Ossiam Lux - Ossiam Shill.. 3.94 % 0.00 %

-291.00 (-0.10%)

USD 2.48B
GARP:AU Global X S&P World Ex Aus.. 3.90 % 0.00 %

N/A

N/A
CMOM:CA CI U.S. Enhanced Momentum.. 3.86 % 0.00 %

N/A

CAD 0.02B
TGAF:CA Tralucent Global Alt(long.. 3.61 % 0.00 %

-0.17 (-0.10%)

CAD 0.02B
FELV Fidelity Covington Trust 3.60 % 0.00 %

-0.04 (-0.10%)

USD 1.96B
DCPE DoubleLine Shiller CAPE U.. 3.51 % 0.00 %

N/A

USD 0.41B
SCHV Schwab U.S. Large-Cap Val.. 3.48 % 0.04 %

-0.03 (-0.10%)

USD 11.81B
PALC Pacer Lunt Large Cap Mult.. 3.35 % 0.00 %

-0.18 (-0.10%)

USD 0.34B
VONV Vanguard Russell 1000 Val.. 3.33 % 0.12 %

-0.14 (-0.10%)

USD 9.52B
GVUS Goldman Sachs ETF Trust 3.29 % 0.00 %

-0.09 (-0.10%)

USD 0.50B
DFUV Dimensional US Marketwide.. 3.18 % 0.00 %

-0.02 (-0.10%)

USD 11.24B
ILCV iShares Morningstar Value.. 3.13 % 0.00 %

-0.23 (-0.10%)

USD 0.98B
ESG 2.99 % 0.42 %

N/A

N/A
VLLU Harbor ETF Trust 2.96 % 0.00 %

+0.05 (+-0.10%)

USD 2.07M
JPEF JPMorgan Equity Focus ETF 2.96 % 0.00 %

-0.22 (-0.10%)

USD 0.92B
IUS Invesco RAFI Strategic US.. 2.96 % 0.00 %

-0.05 (-0.10%)

USD 0.59B
SPLV:SW iShares Edge S&P 500 Mini.. 2.90 % 0.00 %

-1.06 (-0.10%)

USD 1.38B
SPME:SW iShares Edge S&P 500 Mini.. 2.89 % 0.00 %

N/A

N/A
SPMV 2.88 % 0.00 %

N/A

N/A
SPXT ProShares S&P 500® ex-Te.. 2.52 % 0.27 %

-0.36 (-0.10%)

USD 0.07B
UBU5:F UBS (Irl) ETF Public Limi.. 2.50 % 0.00 %

N/A

USD 0.43B
USVUSY:SW UBS (Irl) ETF plc - MSCI .. 2.50 % 0.00 %

-0.34 (-0.10%)

USD 0.43B
LVOL American Century Low Vola.. 2.49 % 0.00 %

-0.04 (-0.10%)

USD 0.01B
VLU SPDR® S&P 1500 Value Til.. 2.43 % 0.13 %

-0.32 (-0.10%)

USD 0.39B
JAVA JPMorgan Active Value ETF 2.43 % 0.00 %

-0.11 (-0.10%)

USD 1.72B
MFUS PIMCO RAFI Dynamic Multi-.. 2.40 % 0.29 %

-0.07 (-0.10%)

USD 0.17B
IWMO:SW iShares Edge MSCI World M.. 2.39 % 0.00 %

-0.18 (-0.10%)

USD 2.04B
ESGG 2.35 % 0.42 %

N/A

N/A
BTHM BlackRock ETF Trust - Bla.. 2.34 % 0.00 %

N/A

USD 7.79M
QLC 2.29 % 0.32 %

N/A

N/A
FELC Fidelity Covington Trust 2.18 % 0.00 %

-0.06 (-0.10%)

USD 3.77B
DFLV Dimensional ETF Trust - D.. 2.01 % 0.00 %

+0.01 (+-0.10%)

N/A
XSPU:LSE Xtrackers - S&P 500 Swap .. 2.00 % 0.00 %

-0.56 (-0.10%)

USD 5.46B
XSPX:LSE Xtrackers S&P 500 Swap UC.. 2.00 % 0.00 %

-49.00 (-0.10%)

USD 5.46B
XS5G:LSE Xtrackers S&P 500 Swap UC.. 2.00 % 0.00 %

N/A

USD 0.89M
OALC Unified Series Trust 1.97 % 0.00 %

-0.05 (-0.10%)

USD 0.12B
NTSX WisdomTree 90/60 US Balan.. 1.94 % 0.00 %

-0.06 (-0.10%)

USD 1.19B
SPXV ProShares S&P 500® ex-He.. 1.92 % 0.27 %

-0.17 (-0.10%)

USD 0.02B
QVML Invesco Exchange-Traded F.. 1.88 % 0.00 %

-0.10 (-0.10%)

USD 1.04B
JQUA JPMorgan U.S. Quality Fac.. 1.88 % 0.12 %

+0.04 (+-0.10%)

USD 5.05B
JMOM JPMorgan U.S. Momentum Fa.. 1.80 % 0.12 %

-0.09 (-0.10%)

USD 1.16B
APUE Trust For Professional Ma.. 1.80 % 0.00 %

-0.11 (-0.10%)

USD 1.62B
SPXE ProShares S&P 500® ex-En.. 1.76 % 0.27 %

-0.23 (-0.10%)

USD 0.06B
KOCG SHP ETF Trust - FIS Knigh.. 1.76 % 0.00 %

-0.03 (-0.10%)

USD 0.03B
UYLD:AU Global X S&P 500 Covered .. 1.76 % 0.00 %

+0.01 (+-0.10%)

N/A
XMAG Defiance Large Cap ex-Mag.. 1.76 % 0.00 %

-0.02 (-0.10%)

USD 6.34M
NSPI 1.75 % 0.00 %

N/A

N/A
BBUS:LSE BetaBuilders US Equity UC.. 1.74 % 0.00 %

-0.23 (-0.10%)

USD 0.03B
BBUD:LSE JPMorgan ETFs (Ireland) I.. 1.74 % 0.00 %

-0.22 (-0.10%)

USD 2.11M
VUSA:F Vanguard Funds Public Lim.. 1.73 % 0.00 %

N/A

USD 51.63B
VUAA:LSE Vanguard S&P 500 UCITS ET.. 1.73 % 0.00 %

-0.70 (-0.10%)

USD 15.98B
VUAG:LSE Vanguard S&P 500 UCITS Ac.. 1.73 % 0.00 %

-0.47 (-0.10%)

USD 15.98B
SPY5:PA SPDR® S&P 500 UCITS ETF .. 1.73 % 0.00 %

-5.00 (-0.10%)

USD 12.35B
SPXE:SW SPDR S&P 500 UCITS ETF EU.. 1.73 % 0.00 %

N/A

USD 0.61B
SPYL:XETRA SPDR S&P 500 UCITS ETF US.. 1.73 % 0.00 %

-0.13 (-0.10%)

USD 18.70B
ADME 1.73 % 0.00 %

N/A

N/A
SPY5:SW SPDR® S&P 500 UCITS ETF .. 1.73 % 0.00 %

-6.10 (-0.10%)

USD 12.60B
SPYL:LSE SPDR S&P 500 UCITS ETF US.. 1.73 % 0.00 %

-0.09 (-0.10%)

USD 5.45B
SPXL:LSE SPDR S&P 500 UCITS ETF US.. 1.73 % 0.00 %

-0.05 (-0.10%)

USD 5.45B
USSX:CA Global X S&P 500 Index ET.. 1.73 % 0.00 %

-0.22 (-0.10%)

CAD 0.34B
USSX-U:CA Global X S&P 500 Index ET.. 1.73 % 0.00 %

-0.09 (-0.10%)

N/A
HHH:PA HSBC ETFs Public Limited .. 1.72 % 0.00 %

-0.47 (-0.10%)

USD 6.90B
HSPX:SW HSBC S&P 500 UCITS ETF US.. 1.72 % 0.00 %

N/A

USD 7.04B
HSPA:PA 1.72 % 0.00 %

N/A

N/A
IUSC:SW iShares S&P 500 CHF Hedge.. 1.72 % 0.00 %

-0.51 (-0.10%)

USD 0.58B
PRUS:LSE Invesco Markets III plc -.. 1.72 % 0.00 %

-0.16 (-0.10%)

USD 0.44B
PSRF:LSE Invesco Markets III plc -.. 1.72 % 0.00 %

-18.00 (-0.10%)

USD 0.44B
UBU9:F UBS (Irl) ETF Public Limi.. 1.72 % 0.00 %

-0.47 (-0.10%)

USD 0.87B
UEQD:F UBS (Irl) ETF plc - S&P 5.. 1.72 % 0.00 %

-0.04 (-0.10%)

USD 0.06B
SP500H:SW UBS (Irl) ETF plc - S&P 5.. 1.72 % 0.00 %

N/A

USD 0.04B
SP5USY:SW UBS (Irl) ETF plc - S&P 5.. 1.72 % 0.00 %

-0.87 (-0.10%)

USD 0.89B
ZSP:CA BMO S&P 500 1.72 % 0.09 %

-0.50 (-0.10%)

CAD 16.97B
CSSPX:SW iShares Core S&P 500 UCIT.. 1.72 % 0.00 %

-3.70 (-0.10%)

N/A
XYLD Global X S&P 500® Covere.. 1.71 % 0.00 %

-0.05 (-0.10%)

USD 2.78B
HSPS:LSE HSBC S&P 500 UCITS ETF US.. 1.71 % 0.00 %

-0.18 (-0.10%)

N/A
XYLG Global X S&P 500® Covere.. 1.71 % 0.00 %

-0.08 (-0.10%)

USD 0.06B
SXR8:F iShares Core S&P 500 UCIT.. 1.71 % 0.00 %

N/A

USD 98.13B
XDPD:F Xtrackers (IE) Public Lim.. 1.71 % 0.00 %

N/A

USD 0.03B
XDPE:F Xtrackers (IE) Public Lim.. 1.71 % 0.00 %

-0.20 (-0.10%)

USD 0.47B
XDPC:SW Xtrackers S&P 500 UCITS E.. 1.71 % 0.00 %

-0.14 (-0.10%)

USD 0.03B
ISHUF Ishares PLC - Ishares Tre.. 1.71 % 0.00 %

-0.09 (-0.10%)

N/A
ISHBF iShares IV Public Limited.. 1.71 % 0.00 %

N/A

N/A
XRMI Global X S&P 500® Risk M.. 1.71 % 0.00 %

-0.04 (-0.10%)

USD 0.04B
IUSA:SW iShares S&P 500 UCITS Dis.. 1.70 % 0.00 %

-0.31 (-0.10%)

USD 16.65B
USPG:LSE UBS (Irl) ETF plc - S&P 5.. 1.70 % 0.00 %

-11.00 (-0.10%)

USD 0.04B
BBUD:SW 1.70 % 0.00 %

N/A

N/A
XCLR Global X S&P 500® Collar.. 1.69 % 0.00 %

-0.13 (-0.10%)

USD 2.24M
SPLG SPDR® Portfolio S&P 500 .. 1.69 % 0.04 %

-0.14 (-0.10%)

USD 48.51B
IUSA:F iShares Core S&P 500 UCIT.. 1.69 % 0.00 %

-0.01 (-0.10%)

USD 16.65B
XTR Global X S&P 500® Tail R.. 1.69 % 0.00 %

-0.13 (-0.10%)

USD 2.57M
IUSE:SW iShares S&P 500 EUR Hedge.. 1.68 % 0.00 %

N/A

N/A
JREU:LSE JPMorgan ETFs (Ireland) I.. 1.67 % 0.00 %

-0.28 (-0.10%)

USD 10.48B
JURE:LSE JPMorgan ETFs (Ireland) I.. 1.67 % 0.00 %

-22.75 (-0.10%)

USD 47.08B
JRUD:LSE JPMorgan ETFs (Ireland) I.. 1.67 % 0.00 %

-0.21 (-0.10%)

USD 0.80B
JREU:SW JPM US Research Enhanced .. 1.67 % 0.00 %

-0.23 (-0.10%)

N/A
JUHC:SW JPMorgan ETFs (Ireland) I.. 1.67 % 0.00 %

-0.27 (-0.10%)

USD 0.04B
PFT:PA Invesco FTSE RAFI US 1000.. 1.65 % 0.00 %

-0.26 (-0.10%)

USD 0.44B
6PSA:F Invesco Markets III plc -.. 1.65 % 0.00 %

-0.19 (-0.10%)

USD 0.50B
6PSA:XETRA Invesco Markets III plc -.. 1.65 % 0.00 %

-0.32 (-0.10%)

USD 0.50B
PFT:SW Invesco FTSE RAFI US 1000.. 1.65 % 0.00 %

N/A

USD 0.43B
LCUS:PA 1.64 % 0.00 %

N/A

N/A
BBDD:LSE JPMorgan ETFs (Ireland) I.. 1.64 % 0.00 %

-17.50 (-0.10%)

N/A
BBSU:LSE JPMorgan ETFs (Ireland) I.. 1.64 % 0.00 %

-18.50 (-0.10%)

N/A
BBUS:SW JPM BetaBuilders US Equit.. 1.64 % 0.00 %

N/A

N/A
ISPY 1.64 % 0.00 %

N/A

N/A
BBUS 1.64 % 0.00 %

N/A

N/A
VDNR:LSE Vanguard FTSE North Ameri.. 1.63 % 0.00 %

-0.80 (-0.10%)

USD 2.45B
VNRT:F Vanguard Funds Public Lim.. 1.63 % 0.00 %

-0.78 (-0.10%)

USD 3.41B
VNRA:LSE Vanguard FTSE North Ameri.. 1.63 % 0.00 %

-0.86 (-0.10%)

USD 1.41B
VNRA:SW Vanguard FTSE North Ameri.. 1.63 % 0.00 %

-0.74 (-0.10%)

USD 1.42B
VNRT:SW Vanguard FTSE North Ameri.. 1.63 % 0.00 %

-1.08 (-0.10%)

USD 2.48B
USPX Franklin Templeton ETF Tr.. 1.63 % 0.00 %

-0.18 (-0.10%)

USD 1.11B
SPYL:SW SPDR S&P 500 UCITS ETF US.. 1.62 % 0.00 %

-0.08 (-0.10%)

USD 5.41B
SCHX Schwab U.S. Large-Cap ETF 1.62 % 0.03 %

-0.05 (-0.10%)

USD 50.00B
ILCB iShares Morningstar U.S. .. 1.61 % 0.00 %

-0.13 (-0.10%)

USD 1.13B
XDPU:XETRA Xtrackers S&P 500 UCITS E.. 1.61 % 0.00 %

-0.10 (-0.10%)

N/A
XDPP:LSE Xtrackers S&P 500 UCITS E.. 1.61 % 0.00 %

-0.04 (-0.10%)

N/A
XDPU:LSE Xtrackers S&P 500 UCITS E.. 1.61 % 0.00 %

-0.05 (-0.10%)

N/A
LCUD:LSE Lyxor Core US Equity (DR).. 1.61 % 0.00 %

-0.09 (-0.10%)

USD 0.03B
LCUS:LSE Multi Units Luxembourg - .. 1.61 % 0.00 %

-7.70 (-0.10%)

USD 0.03B
VUSA:SW Vanguard S&P 500 UCITS ET.. 1.61 % 0.00 %

-1.25 (-0.10%)

N/A
H4ZN:XETRA HSBC S&P 500 UCITS ETF US.. 1.60 % 0.00 %

-0.50 (-0.10%)

N/A
SP500S:SW UBS (Irl) ETF plc - S&P 5.. 1.60 % 0.00 %

-0.04 (-0.10%)

N/A
SP500E:SW UBS (Irl) ETF plc - S&P 5.. 1.60 % 0.00 %

N/A

N/A
VONE Vanguard Russell 1000 Ind.. 1.59 % 0.12 %

-0.60 (-0.10%)

USD 5.09B
SCHK Schwab 1000 ETF 1.57 % 0.05 %

-0.06 (-0.10%)

USD 3.82B
SPUU Direxion Daily S&P 500® .. 1.56 % 0.18 %

-0.70 (-0.10%)

USD 0.16B
SPTM SPDR® Portfolio S&P 1500.. 1.56 % 0.04 %

-0.12 (-0.10%)

USD 9.18B
CVLU:CA CI U.S. Enhanced Value In.. 1.55 % 0.00 %

N/A

CAD 8.33M
DFUS Dimensional U.S. Equity E.. 1.55 % 0.00 %

-0.13 (-0.10%)

USD 11.31B
RVRB 1.55 % 0.00 %

N/A

N/A
ZSPY 1.54 % 0.00 %

N/A

N/A
2521:TSE Listed Index Fund US Equi.. 1.54 % 0.00 %

N/A

USD 34.00B
QDPL Pacer Funds Trust - Metau.. 1.53 % 0.00 %

-0.11 (-0.10%)

USD 0.59B
VNRG:LSE Vanguard FTSE North Ameri.. 1.53 % 0.00 %

-0.44 (-0.10%)

N/A
VNRA:F Vanguard FTSE North Ameri.. 1.53 % 0.00 %

-0.74 (-0.10%)

N/A
XMU:CA iShares MSCI Min Vol USA .. 1.52 % 0.33 %

-0.41 (-0.10%)

CAD 0.32B
VTHR Vanguard Russell 3000 Ind.. 1.52 % 0.15 %

-0.53 (-0.10%)

USD 2.73B
JUHE:XETRA JPMorgan ETFs (Ireland) I.. 1.52 % 0.00 %

-0.28 (-0.10%)

N/A
USMV 1.51 % 0.15 %

N/A

N/A
AUSF Global X Adaptive U.S. Fa.. 1.51 % 0.27 %

-0.09 (-0.10%)

USD 0.33B
SPLW:LSE Invesco S&P 500 Low Volat.. 1.48 % 0.00 %

-0.31 (-0.10%)

N/A
VTS:AU Vanguard US Total Market .. 1.48 % 0.00 %

-0.38 (-0.10%)

USD 4.71B
DUBS 1.47 % 0.00 %

N/A

N/A
HELO J.P. Morgan Exchange-Trad.. 1.47 % 0.00 %

-0.12 (-0.10%)

USD 1.82B
VTI Vanguard Total Stock Mark.. 1.47 % 0.03 %

-0.51 (-0.10%)

USD 443.55B
SPY:AU SPDR® S&P 500® ETF Trus.. 1.45 % 0.00 %

-0.52 (-0.10%)

USD 0.24B
USLV:LSE SPDR® S&P 500 Low Volati.. 1.40 % 0.00 %

-0.42 (-0.10%)

USD 0.14B
LOWV:SW SPDR S&P 500 Low Volatili.. 1.40 % 0.00 %

-0.94 (-0.10%)

N/A
ULVM VictoryShares US Value Mo.. 1.40 % 0.20 %

-0.16 (-0.10%)

USD 0.16B
SPLV Invesco S&P 500® Low Vol.. 1.39 % 0.25 %

-0.06 (-0.10%)

USD 7.49B
SPLG:LSE Invesco S&P 500 Low Volat.. 1.39 % 0.00 %

-26.25 (-0.10%)

USD 0.03B
TILT 1.38 % 0.25 %

N/A

N/A
ESPX:CA Evolve S&P 500® Enhanced.. 1.35 % 0.00 %

+0.06 (+-0.10%)

CAD 0.09B
ESPX-B:CA Evolve S&P 500 Enhanced Y.. 1.35 % 0.00 %

-0.22 (-0.10%)

N/A
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-0.68 (-0.10%)

USD 0.12B
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-3.75 (-0.10%)

USD 0.31B
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-0.02 (-0.10%)

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JEPG:SW 1.20 % 0.00 %

N/A

N/A
FGLR:SW Fidelity Sustainable Rese.. 1.18 % 0.00 %

N/A

N/A
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-0.18 (-0.10%)

USD 0.30B
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-0.38 (-0.10%)

USD 5.40B
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-0.16 (-0.10%)

CAD 0.01B
JHML John Hancock Multifactor .. 1.05 % 0.34 %

-0.15 (-0.10%)

USD 0.96B
GDEF 1.04 % 0.00 %

N/A

N/A
CSM 0.96 % 0.00 %

N/A

N/A
DFAC Dimensional U.S. Core Equ.. 0.96 % 0.00 %

-0.03 (-0.10%)

USD 31.32B
UC95:LSE UBS (Irl) ETF plc - Facto.. 0.84 % 0.00 %

-13.50 (-0.10%)

USD 0.04B
UBUR:F UBS (Irl) ETF Public Limi.. 0.84 % 0.00 %

-0.21 (-0.10%)

USD 0.04B
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-0.29 (-0.10%)

USD 4.39M
ULOVD:SW UBS (Irl) ETF plc - Facto.. 0.84 % 0.00 %

-0.24 (-0.10%)

USD 0.04B
ULOVE:SW UBS (Irl) ETF plc - Facto.. 0.84 % 0.00 %

N/A

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-2.75 (-0.10%)

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-0.12 (-0.10%)

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N/A

USD 0.07B
CFA VictoryShares US 500 Vola.. 0.35 % 0.35 %

+0.06 (+-0.10%)

USD 0.53B
CFO VictoryShares US 500 Enha.. 0.34 % 0.35 %

+0.16 (+-0.10%)

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-1.23 (-0.10%)

N/A
CAPE Barclays ETN+ Shiller Cap.. 0.00 % 0.00 %

-0.06 (-0.10%)

USD 0.18B
CPI 0.00 % 0.37 %

N/A

N/A
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-0.18 (-0.10%)

USD 1.02B
FDLO Fidelity® Low Volatility.. 0.00 % 0.30 %

-0.18 (-0.10%)

USD 1.27B
FDMO Fidelity® Momentum Facto.. 0.00 % 0.30 %

-0.15 (-0.10%)

USD 0.33B
FLQG 0.00 % 0.34 %

N/A

N/A
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-0.04 (-0.10%)

USD 0.85B
FNDX Schwab Fundamental U.S. L.. 0.00 % 0.25 %

-0.04 (-0.10%)

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-0.01 (-0.10%)

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GSLC Goldman Sachs ActiveBeta.. 0.00 % 0.09 %

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USD 13.15B
HSPX 0.00 % 0.65 %

N/A

N/A
ITOT iShares Core S&P Total U... 0.00 % 0.03 %

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N/A
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-1.15 (-0.10%)

N/A
IWB iShares Russell 1000 ETF 0.00 % 0.15 %

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N/A
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N/A
JKD 0.00 % 0.20 %

N/A

N/A
MGC Vanguard Mega Cap Index F.. 0.00 % 0.07 %

-0.72 (-0.10%)

N/A
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N/A
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N/A
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N/A
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N/A
DFNL 0.00 % 0.64 %

N/A

N/A
DUSA 0.00 % 0.63 %

N/A

N/A
DWLD 0.00 % 0.64 %

N/A

N/A
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-0.24 (-0.10%)

USD 2.50B
SFY SoFi Select 500 0.00 % 0.00 %

-0.27 (-0.10%)

USD 0.93B
SFYF SoFi Social 50 ETF 0.00 % 0.00 %

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-0.13 (-0.10%)

N/A
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-0.35 (-0.10%)

CAD 0.08B
PLC 0.00 % 0.00 %

N/A

N/A
ISHXF 0.00 % 0.00 %

N/A

N/A
VRNIX Vanguard Scottsdale Funds.. 0.00 % 0.00 %

-1.28 (-0.10%)

USD 7.05B
VRTTX Vanguard Russell 3000 Ind.. 0.00 % 0.00 %

-1.08 (-0.10%)

USD 3.51B
RWL Invesco S&P 500 Revenue E.. 0.00 % 0.39 %

-0.07 (-0.10%)

N/A
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-0.05 (-0.10%)

N/A
SPMO Invesco S&P 500® Momentu.. 0.00 % 0.13 %

-0.43 (-0.10%)

N/A
SPVU Invesco S&P 500® Enhance.. 0.00 % 0.16 %

-0.20 (-0.10%)

N/A
SPXL Direxion Daily S&P500® B.. 0.00 % 1.00 %

-1.02 (-0.10%)

N/A
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-0.14 (-0.10%)

USD 1.97B
UPRO ProShares UltraPro S&P500 0.00 % 0.92 %

-0.57 (-0.10%)

USD 4.05B
VOO Vanguard S&P 500 ETF 0.00 % 0.03 %

-1.14 (-0.10%)

N/A
VQT 0.00 % 0.00 %

N/A

N/A
VTV Vanguard Value Index Fund.. 0.00 % 0.04 %

-0.45 (-0.10%)

N/A
VV Vanguard Large-Cap Index .. 0.00 % 0.04 %

-0.66 (-0.10%)

N/A
XLG Invesco S&P 500® Top 50 .. 0.00 % 0.20 %

-0.19 (-0.10%)

N/A
QUS:CA QuantShares Enhanced Core.. 0.00 % 0.45 %

-0.25 (-0.10%)

N/A
DMRL 0.00 % 0.35 %

N/A

N/A
CSP1:LSE iShares Core S&P 500 UCIT.. 0.00 % 0.00 %

-325.00 (-0.10%)

USD 99.20B
CSPX:LSE iShares Core S&P 500 UCIT.. 0.00 % 0.00 %

-3.76 (-0.10%)

USD 99.20B
GSPX:LSE iShares VII PLC - iShares.. 0.00 % 0.00 %

-0.04 (-0.10%)

N/A
HSPD:LSE HSBC S&P 500 UCITS ETF 0.00 % 0.00 %

-0.29 (-0.10%)

N/A
HSPX:LSE HSBC S&P 500 UCITS ETF 0.00 % 0.00 %

-19.75 (-0.10%)

N/A
IDUS:LSE iShares Core S&P 500 UCIT.. 0.00 % 0.00 %

-0.29 (-0.10%)

N/A
IGUS:LSE iShares V Public Limited .. 0.00 % 0.00 %

-89.00 (-0.10%)

N/A
IUSA:LSE iShares S&P 500 UCITS Dis.. 0.00 % 0.00 %

-31.00 (-0.10%)

USD 18.08B
IWFM:LSE iShares Edge MSCI World M.. 0.00 % 0.00 %

-23.50 (-0.10%)

USD 2.04B
IWMO:LSE iShares MSCI World Moment.. 0.00 % 0.00 %

-0.28 (-0.10%)

USD 2.04B
MVUS:LSE iShares VI Public Limited.. 0.00 % 0.00 %

-49.50 (-0.10%)

N/A
SPMD:LSE iShares Edge S&P 500 Mini.. 0.00 % 0.00 %

-0.06 (-0.10%)

N/A
SPMV:LSE iShares Edge S&P 500 Mini.. 0.00 % 0.00 %

-0.82 (-0.10%)

N/A
SPX5:LSE SPDR® S&P 500 UCITS ETF 0.00 % 0.00 %

-1.87 (-0.10%)

N/A
SPY5:LSE SPDR® S&P 500 UCITS ETF 0.00 % 0.00 %

-2.91 (-0.10%)

N/A
UC07:LSE UBS (Irl) plc - MSCI USA .. 0.00 % 0.00 %

-47.00 (-0.10%)

N/A
UC13:LSE UBS (Irl) plc - S&P 500 U.. 0.00 % 0.00 %

-31.50 (-0.10%)

N/A
VNRT:LSE Vanguard FTSE North Ameri.. 0.00 % 0.00 %

-0.54 (-0.10%)

N/A
VUSA:LSE Vanguard S&P 500 UCITS ET.. 0.00 % 0.00 %

-0.53 (-0.10%)

N/A
VUSD:LSE Vanguard S&P 500 UCITS ET.. 0.00 % 0.00 %

-0.68 (-0.10%)

N/A
XCHA:LSE Xtrackers CSI300 Swap UCI.. 0.00 % 0.00 %

+0.31 (+-0.10%)

N/A
XDPG:LSE Xtrackers (IE) Public Lim.. 0.00 % 0.00 %

-50.00 (-0.10%)

N/A
XLPE:LSE Xtrackers LPX Private Equ.. 0.00 % 0.00 %

-141.00 (-0.10%)

N/A
XMAF:LSE Xtrackers MSCI Africa Top.. 0.00 % 0.00 %

-0.03 (-0.10%)

N/A
XMID:LSE Xtrackers MSCI Indonesia .. 0.00 % 0.00 %

+0.75 (+-0.10%)

N/A
XIDD:LSE Xtrackers MSCI Indonesia .. 0.00 % 0.00 %

+0.02 (+-0.10%)

N/A
XMAW:LSE Xtrackers MSCI AC World E.. 0.00 % 0.00 %

-8.50 (-0.10%)

N/A
XMVU:LSE Xtrackers MSCI USA Minimu.. 0.00 % 0.00 %

-0.25 (-0.10%)

N/A
DBPG:F Xtrackers - S&P 500 2x Le.. 0.00 % 0.00 %

-1.80 (-0.10%)

N/A
DBPK:F Xtrackers - S&P 500 2x In.. 0.00 % 0.00 %

N/A

N/A
H4ZF:F HSBC S&P 500 UCITS ETF 0.00 % 0.00 %

-0.04 (-0.10%)

N/A
IBCF:F iShares S&P 500 EUR Hedge.. 0.00 % 0.00 %

N/A

N/A
IBCK:F iShares VI Public Limited.. 0.00 % 0.00 %

-0.59 (-0.10%)

N/A
IS31:F iShares VI Public Limited.. 0.00 % 0.00 %

-0.05 (-0.10%)

N/A
JREU:F JPMorgan ETFs (Ireland) I.. 0.00 % 0.00 %

-0.04 (-0.10%)

N/A
LCUS:F Multi Units Luxembourg - .. 0.00 % 0.00 %

-0.12 (-0.10%)

N/A
PSWD:F Invesco FTSE RAFI All Wor.. 0.00 % 0.00 %

N/A

N/A
QVMP:F PowerShares Global Funds .. 0.00 % 0.00 %

-0.24 (-0.10%)

N/A
SPPE:F SSgA SPDR ETFs Europe I P.. 0.00 % 0.00 %

-0.02 (-0.10%)

N/A
SPY5:F SPDR® S&P 500 UCITS ETF 0.00 % 0.00 %

N/A

N/A
H4ZF:XETRA HSBC S&P 500 UCITS EUR 0.00 % 0.00 %

-0.55 (-0.10%)

USD 4.94B
IBCF:XETRA iShares S&P 500 EUR Hedge.. 0.00 % 0.00 %

-0.81 (-0.10%)

USD 5.81B
IBCK:XETRA iShares Edge S&P 500 Mini.. 0.00 % 0.00 %

-1.08 (-0.10%)

USD 1.49B
IS31:XETRA iShares Edge S&P 500 Mini.. 0.00 % 0.00 %

-0.08 (-0.10%)

USD 0.11B
IS3R:XETRA iShares MSCI World Moment.. 0.00 % 0.00 %

-0.62 (-0.10%)

USD 1.99B
IUSA:XETRA iShares Core S&P 500 UCIT.. 0.00 % 0.00 %

-0.54 (-0.10%)

USD 16.65B
JREU:XETRA JPMorgan ETFs (Ireland) I.. 0.00 % 0.00 %

-0.43 (-0.10%)

USD 47.08B
LCUS:XETRA Lyxor Core US Equity (DR).. 0.00 % 0.00 %

-0.16 (-0.10%)

USD 0.03B
PSWD:XETRA Invesco FTSE RAFI All Wor.. 0.00 % 0.00 %

-0.14 (-0.10%)

USD 0.06B
SPPE:XETRA SPDR S&P 500 UCITS ETF EU.. 0.00 % 0.00 %

-0.09 (-0.10%)

USD 0.39B
SPY5:XETRA SPDR® S&P 500 UCITS ETF 0.00 % 0.00 %

-5.36 (-0.10%)

USD 4.27B
SXR8:XETRA iShares Core S&P 500 UCIT.. 0.00 % 0.00 %

-5.36 (-0.10%)

USD 80.38B
UBU5:XETRA UBS (Irl) plc - MSCI USA .. 0.00 % 0.00 %

-1.08 (-0.10%)

USD 0.63B
UBU9:XETRA UBS (Irl) plc - S&P 500 U.. 0.00 % 0.00 %

-0.86 (-0.10%)

USD 0.50B
UBUR:XETRA UBS (Irl) ETF plc - Facto.. 0.00 % 0.00 %

-0.33 (-0.10%)

USD 0.04B
UBUV:XETRA UBS (Irl) ETF plc - Facto.. 0.00 % 0.00 %

-0.19 (-0.10%)

USD 9.08M
UEQD:XETRA UBS (Irl) ETF plc - S&P 5.. 0.00 % 0.00 %

-0.20 (-0.10%)

USD 0.03B
VNRT:XETRA Vanguard FTSE North Ameri.. 0.00 % 0.00 %

-1.30 (-0.10%)

USD 3.41B
VUSA:XETRA Vanguard S&P 500 UCITS ET.. 0.00 % 0.00 %

-1.01 (-0.10%)

USD 51.63B
XDPD:XETRA Xtrackers S&P 500 UCITS E.. 0.00 % 0.00 %

-0.51 (-0.10%)

USD 0.03B
XDPE:XETRA Xtrackers S&P 500 UCITS E.. 0.00 % 0.00 %

-0.55 (-0.10%)

USD 0.46B
1547:TSE Listed Index Fund US Equi.. 0.00 % 0.00 %

N/A

USD 47.15B
1557:TSE SPDR® S&P 500 0.00 % 0.00 %

N/A

USD 536.15B
FCUV:CA Fidelity U.S. Value ETF 0.00 % 0.00 %

-0.10 (-0.10%)

CAD 0.69B
TMEU:CA 0.00 % 0.00 %

N/A

N/A
AFLG First Trust Active Factor.. 0.00 % 0.00 %

-0.02 (-0.10%)

USD 0.05B
JRUD:XETRA JPMorgan ETFs (Ireland) I.. 0.00 % 0.00 %

-0.48 (-0.10%)

USD 6.04B
VNRA:XETRA Vanguard FTSE North Ameri.. 0.00 % 0.00 %

-1.28 (-0.10%)

USD 3.41B
VUAA:XETRA Vanguard S&P 500 UCITS Ac.. 0.00 % 0.00 %

-1.01 (-0.10%)

USD 51.63B
HIPR 0.00 % 0.00 %

N/A

N/A
ACVF ETF Opportunities Trust -.. 0.00 % 0.00 %

-0.02 (-0.10%)

USD 0.11B
DFAU Dimensional US Core Equit.. 0.00 % 0.00 %

-0.06 (-0.10%)

USD 6.65B
GSPY Gotham Enhanced 500 ETF 0.00 % 0.00 %

-0.09 (-0.10%)

USD 0.50B
ISHPF 0.00 % 0.00 %

N/A

N/A
ISHDF iShares IV Public Limited.. 0.00 % 0.00 %

N/A

N/A
BBUD:XETRA 0.00 % 0.00 %

N/A

N/A
BBUS:XETRA BetaBuilders US Equity UC.. 0.00 % 0.00 %

-0.52 (-0.10%)

USD 0.02B
PQVM:LSE Invesco S&P 500 QVM UCITS.. 0.00 % 0.00 %

-0.12 (-0.10%)

USD 0.05B
TPHG:LSE Amundi Index Solutions - .. 0.00 % 0.00 %

-23.00 (-0.10%)

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TPHU:LSE Amundi Japan Topix UCITS .. 0.00 % 0.00 %

-0.27 (-0.10%)

USD 0.02B
TPXG:LSE Amundi Index Solutions - .. 0.00 % 0.00 %

+34.50 (+-0.10%)

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TPXU:LSE Amundi Index Solutions - .. 0.00 % 0.00 %

+0.37 (+-0.10%)

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XMU-U:CA iShares MSCI Min Vol USA .. 0.00 % 0.00 %

N/A

N/A
CUEI:CA CIBC U.S. Equity Index ET.. 0.00 % 0.00 %

-0.25 (-0.10%)

CAD 0.48B
ZACE:CA BMO U.S. All Cap Equity F.. 0.00 % 0.00 %

-0.03 (-0.10%)

CAD 0.03B
BBUD:F 0.00 % 0.00 %

N/A

N/A
BBUS:F JPMorgan ETFs Ireland ICA.. 0.00 % 0.00 %

-0.29 (-0.10%)

USD 0.02B
JRUD:F JPMorgan ETFs (Ireland) I.. 0.00 % 0.00 %

-0.30 (-0.10%)

USD 0.45B
VUAA:F Vanguard S&P 500 UCITS Ac.. 0.00 % 0.00 %

-0.39 (-0.10%)

USD 51.63B
IGTR Innovator ETFs Trust - In.. 0.00 % 0.00 %

+0.07 (+-0.10%)

N/A
XMAU:LSE Xtrackers MSCI AC World E.. 0.00 % 0.00 %

-0.10 (-0.10%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Insurance - Diversified) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 24.01% 75% C 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 24.01% 75% C 83% B
Trailing 12 Months  
Capital Gain 27.60% 75% C 73% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 27.60% 75% C 74% C
Trailing 5 Years  
Capital Gain 99.23% 57% F 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 99.23% 57% F 85% B
Average Annual (5 Year Horizon)  
Capital Gain 20.01% 76% C+ 82% B
Dividend Return 20.01% 76% C+ 80% B-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 17.00% 47% F 60% D-
Risk Adjusted Return 117.64% 94% A 99% N/A
Market Capitalization 992.80B 88% B+ 100% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

What to not like:
Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.