Period: 01 Jan 2025 - 31 Aug 2025 (08 months).
The best ETF Portfolio of 2025 is:
Gold Portfolio, with a +31.36% return.
The best Investment Theme of 2025 is:
Greece, with a +65.10% return.
Making investment decisions based only on past returns, not to mention short-term returns, is not recommended.
2025 - ETF Portfolio Returns
The following table represents Lazy ETF Portfolio 2025 YTD returns and months stats. Columns are sortable, and portfolio risk filters can be used.
LAZY ETF PORTFOLIOS - 2025 RETURNS AND STATS
Period: 01 Jan 2025 - 31 Aug 2025
| ETF Portfolio | Return â–ľ |
Months Pos - Neg |
||
|---|---|---|---|---|
| Gold | +31.36% | 6 - 2 | ||
| Ark Tech Portfolio | Cathie Wood | +27.23% | 6 - 2 | |
| European Stocks | +26.01% | 7 - 1 | ||
| Developed World ex-US Stocks Momentum | +25.94% | 6 - 2 | ||
| Developed World ex-US Stocks | +24.32% | 6 - 2 | ||
| Simplified Permanent Portfolio 2x Leveraged | The Lazy Team | +23.13% | 7 - 1 | |
| Emerging Markets Stocks | +20.38% | 8 - 0 | ||
| Developed World ex-US 80/20 | +19.86% | 6 - 2 | ||
| US Stocks Momentum | +18.34% | 6 - 2 | ||
| Golden Butterfly 2x Leveraged | Tyler | +18.09% | 5 - 3 | |
| Developed World ex-US 60/40 Momentum | +16.37% | 6 - 2 | ||
| Ultimate Buy and Hold Strategy | Paul Merriman | +16.05% | 7 - 1 | |
| Stocks/Bonds 80/20 Momentum | +15.66% | 7 - 1 | ||
| Desert Portfolio 2x Leveraged | Gyroscopic Investing | +15.50% | 7 - 1 | |
| Developed World ex-US 60/40 | +15.40% | 6 - 2 | ||
| All Country World Stocks | +14.79% | 6 - 2 | ||
| Marc Faber Portfolio | Marc Faber | +14.72% | 7 - 1 | |
| Robo Advisor 100 Value Tilt | Betterment | +14.58% | 6 - 2 | |
| Gold Pivot Ptf | Aim Ways | +14.43% | 8 - 0 | |
| Robo Advisor 90 Value Tilt | Betterment | +13.98% | 7 - 1 | |
| Simplified Permanent Portfolio | The Lazy Team | +13.64% | 8 - 0 | |
| Second Grader's Starter | Paul Farrell | +13.42% | 6 - 2 | |
| Weird Portfolio | Value Stock Geek | +13.33% | 7 - 1 | |
| Mid-Twenties | Burton Malkiel | +13.18% | 7 - 1 | |
| Gretchen Tai Portfolio | Gretchen Tai | +13.18% | 7 - 1 | |
| Robo Advisor 80 Value Tilt | Betterment | +13.03% | 7 - 1 | |
| Four Funds | Bogleheads | +13.01% | 7 - 1 | |
| Stocks/Bonds 60/40 Momentum | +12.99% | 7 - 1 | ||
| Margaritaville | Scott Burns | +12.97% | 7 - 1 | |
| LifeStrategy Growth Fund | Vanguard | +12.92% | 7 - 1 | |
| Robust | Alpha Architect | +12.91% | 7 - 1 | |
| Shield Strategy | Aim Ways | +12.90% | 7 - 1 | |
| Three Funds | Bogleheads | +12.87% | 7 - 1 | |
| Late Thirties to Early Forties | Burton Malkiel | +12.78% | 7 - 1 | |
| All Country World 80/20 | +12.74% | 7 - 1 | ||
| Edge Select Aggressive | Merrill Lynch | +12.73% | 6 - 2 | |
| Simple Money Portfolio | Tim Maurer | +12.69% | 7 - 1 | |
| Perfect Portfolio | Ben Stein | +12.63% | 6 - 2 | |
| Gone Fishin' Portfolio | Alexander Green | +12.59% | 7 - 1 | |
| Andrew Tobias Portfolio | Andrew Tobias | +12.38% | 6 - 2 | |
| Aggressive Global Income | The Lazy Team | +12.37% | 6 - 2 | |
| Pinwheel | Tyler | +12.36% | 7 - 1 | |
| Sheltered Sam 100/0 | Bill Bernstein | +12.12% | 5 - 3 | |
| Dedalo Eleven | Dedalo Invest | +12.11% | 6 - 2 | |
| Paul Boyer Portfolio | Paul Boyer | +12.09% | 7 - 1 | |
| Stocks/Bonds 60/40 2x Leveraged | +11.96% | 6 - 2 | ||
| Mid-Fifties | Burton Malkiel | +11.95% | 6 - 2 | |
| Aim comfortable trip | Aim Ways | +11.87% | 8 - 0 | |
| Ultimate Buy&Hold | FundAdvice | +11.87% | 7 - 1 | |
| Technology | +11.87% | 6 - 2 | ||
| Dedalo Three | Dedalo Invest | +11.80% | 5 - 3 | |
| Core Four | Rick Ferri | +11.78% | 7 - 1 | |
| Permanent Portfolio | Harry Browne | +11.59% | 8 - 0 | |
| Developed World ex-US 40/60 Momentum | +11.59% | 6 - 2 | ||
| Edge Select Moderately Aggressive | Merrill Lynch | +11.45% | 7 - 1 | |
| Sheltered Sam 90/10 | Bill Bernstein | +11.38% | 5 - 3 | |
| Permanent Portfolio with Bitcoin | Harry Browne | +11.28% | 8 - 0 | |
| Jane Bryant Quinn Portfolio | Jane Bryant Quinn | +11.27% | 7 - 1 | |
| Long Term Portfolio | Ben Stein | +11.10% | 6 - 2 | |
| Cockroach Portfolio | Tony Dong | +11.09% | 6 - 2 | |
| Developed World ex-US 40/60 | +10.94% | 6 - 2 | ||
| Family Taxable Portfolio | Ted Aronson | +10.93% | 5 - 3 | |
| Berkshire Hathaway | Warren Buffett | +10.92% | 5 - 3 | |
| Stocks/Bonds 40/60 2x Leveraged | +10.80% | 6 - 2 | ||
| Yale Endowment | David Swensen | +10.76% | 7 - 1 | |
| LifeStrategy Moderate Growth | Vanguard | +10.71% | 7 - 1 | |
| All Country World 60/40 | +10.69% | 7 - 1 | ||
| Sheltered Sam 80/20 | Bill Bernstein | +10.64% | 6 - 2 | |
| US Stocks | +10.51% | 5 - 3 | ||
| Warren Buffett Portfolio | Warren Buffett | +10.47% | 5 - 3 | |
| Four Seasons Portfolio | Davide Pisicchio | +10.47% | 7 - 1 | |
| Lazy Portfolio | David Swensen | +10.42% | 6 - 2 | |
| Sandwich Portfolio | Bob Clyatt | +10.40% | 7 - 1 | |
| Ideal Index | Frank Armstrong | +10.37% | 5 - 3 | |
| Late Sixties and Beyond | Burton Malkiel | +10.35% | 6 - 2 | |
| In Saecula Saeculorum | Fulvio Marchese | +10.32% | 7 - 1 | |
| Stocks/Bonds 40/60 Momentum | +10.31% | 7 - 1 | ||
| Diavola Portfolio | Davide Pisicchio | +10.31% | 5 - 3 | |
| Four Square | Scott Burns | +10.25% | 7 - 1 | |
| Nano Portfolio | John Wasik | +10.12% | 6 - 2 | |
| PISI Portfolio | Davide Pisicchio | +10.02% | 7 - 1 | |
| GAA Global Asset Allocation | Mebane Faber | +10.01% | 7 - 1 | |
| No Brainer Portfolio | Bill Bernstein | +9.99% | 5 - 3 | |
| Margherita Portfolio | Davide Pisicchio | +9.98% | 7 - 1 | |
| Robo Advisor 50 Value Tilt | Betterment | +9.93% | 7 - 1 | |
| All Weather Portfolio 2x Leveraged | Ray Dalio | +9.92% | 5 - 3 | |
| Edge Select Moderate | Merrill Lynch | +9.91% | 7 - 1 | |
| Sheltered Sam 70/30 | Bill Bernstein | +9.89% | 6 - 2 | |
| Dedalo Four | Dedalo Invest | +9.88% | 6 - 2 | |
| Simple and Cheap | Time Money Inc | +9.82% | 7 - 1 | |
| US Stocks ESG | +9.78% | 5 - 3 | ||
| Golden Butterfly | Tyler | +9.76% | 6 - 2 | |
| Desert Portfolio | Gyroscopic Investing | +9.70% | 7 - 1 | |
| Capricciosa Portfolio | Davide Pisicchio | +9.63% | 6 - 2 | |
| Ivy Portfolio | Mebane Faber | +9.55% | 6 - 2 | |
| Golden Butterfly with Bitcoin | Tyler | +9.45% | 6 - 2 | |
| Stocks/Bonds 80/20 | +9.41% | 5 - 3 | ||
| Desert Portfolio with Bitcoin | Gyroscopic Investing | +9.39% | 7 - 1 | |
| Ulcer Free Strategy | Aim Ways | +9.33% | 7 - 1 | |
| Five Fold | Scott Burns | +9.33% | 7 - 1 | |
| Five Asset | Roger Gibson | +9.24% | 6 - 2 | |
| Sheltered Sam 60/40 | Bill Bernstein | +9.15% | 6 - 2 | |
| Simple Path to Wealth | JL Collins | +9.13% | 5 - 3 | |
| Talmud Portfolio 2x Leveraged | Roger Gibson | +9.10% | 6 - 2 | |
| Odd-Stats Strategy | Aim Ways | +9.08% | 7 - 1 | |
| Golden Ratio Portfolio | Frank Vasquez | +9.07% | 6 - 2 | |
| Seven Value | Scott Burns | +9.05% | 6 - 2 | |
| Six Ways from Sunday | Scott Burns | +8.98% | 6 - 2 | |
| Pepperoni Portfolio | Davide Pisicchio | +8.97% | 6 - 2 | |
| Cape US Sector Value | Robert Shiller | +8.86% | 5 - 3 | |
| Big Rocks Portfolio | Larry Swedroe | +8.79% | 5 - 3 | |
| Tilt Toward Value | Time Money Inc | +8.75% | 6 - 2 | |
| Lifepath Fund | iShares | +8.74% | 7 - 1 | |
| Global Market Portfolio | Credit Suisse | +8.68% | 7 - 1 | |
| All Country World 40/60 | +8.64% | 7 - 1 | ||
| US Stocks Equal Weight | +8.60% | 5 - 3 | ||
| 7Twelve Portfolio | Craig Israelsen | +8.60% | 6 - 2 | |
| LifeStrategy Conservative Growth | Vanguard | +8.50% | 7 - 1 | |
| Couch Potato | Scott Burns | +8.46% | 6 - 2 | |
| Stocks/Bonds 60/40 with Bitcoin | +8.46% | 5 - 3 | ||
| Sheltered Sam 50/50 | Bill Bernstein | +8.40% | 6 - 2 | |
| Edge Select Moderately Conservative | Merrill Lynch | +8.31% | 7 - 1 | |
| Stocks/Bonds 60/40 | +8.30% | 5 - 3 | ||
| Coward's Portfolio | Bill Bernstein | +8.08% | 5 - 3 | |
| Stocks/Bonds 60/40 ESG | +7.95% | 5 - 3 | ||
| Larry Portfolio | Larry Swedroe | +7.90% | 7 - 1 | |
| US Stocks Value | +7.70% | 6 - 2 | ||
| Sheltered Sam 40/60 | Bill Bernstein | +7.66% | 6 - 2 | |
| Stocks/Bonds 20/80 Momentum | +7.64% | 6 - 2 | ||
| Stocks/Bonds 40/60 with Bitcoin | +7.35% | 7 - 1 | ||
| All Weather Portfolio | Ray Dalio | +7.33% | 6 - 2 | |
| Coffeehouse | Bill Schultheis | +7.31% | 6 - 2 | |
| All Weather Portfolio with Bitcoin | Ray Dalio | +7.29% | 6 - 2 | |
| Stocks/Bonds 40/60 | +7.19% | 6 - 2 | ||
| Dimensional Retirement Income Fund | DFA | +7.18% | 7 - 1 | |
| Talmud Portfolio | Roger Gibson | +7.04% | 6 - 2 | |
| Stocks/Bonds 40/60 ESG | +7.04% | 7 - 1 | ||
| Sheltered Sam 30/70 | Bill Bernstein | +6.92% | 6 - 2 | |
| US Stocks Minimum Volatility | +6.91% | 5 - 3 | ||
| Eliminate Fat Tails | Larry Swedroe | +6.75% | 6 - 2 | |
| Dynamic 40/60 Income | The Lazy Team | +6.69% | 6 - 2 | |
| Rob Arnott Portfolio | Rob Arnott | +6.61% | 6 - 2 | |
| All Country World 20/80 | +6.60% | 7 - 1 | ||
| US Stocks Quality | +6.58% | 5 - 3 | ||
| Developed World ex-US 20/80 | +6.49% | 6 - 2 | ||
| High Yield Bonds Income | The Lazy Team | +6.46% | 6 - 2 | |
| US Inflation Protection | +6.40% | 7 - 1 | ||
| 10-year Treasury | +6.34% | 6 - 2 | ||
| Robo Advisor 20 Value Tilt | Betterment | +6.32% | 7 - 1 | |
| LifeStrategy Income Fund | Vanguard | +6.29% | 7 - 1 | |
| Sheltered Sam 20/80 | Bill Bernstein | +6.17% | 7 - 1 | |
| Stocks/Bonds 20/80 | +6.08% | 7 - 1 | ||
| Edge Select Conservative | Merrill Lynch | +6.03% | 7 - 1 | |
| Dynamic 60/40 Income | The Lazy Team | +6.01% | 6 - 2 | |
| Sheltered Sam 10/90 | Bill Bernstein | +5.43% | 8 - 0 | |
| One-Decision Portfolio | Marvin Appel | +5.39% | 6 - 2 | |
| Robo Advisor 10 Value Tilt | Betterment | +5.03% | 7 - 1 | |
| Total Bond US | +4.97% | 6 - 2 | ||
| Sheltered Sam 0/100 | Bill Bernstein | +4.69% | 6 - 2 | |
| Conservative Income | Charles Schwab | +4.67% | 5 - 3 | |
| All Country World Bonds | +4.55% | 5 - 3 | ||
| Robo Advisor 0 | Betterment | +3.73% | 6 - 2 | |
| Short Term Treasury | +3.54% | 6 - 2 | ||
| US Cash | +2.80% | 8 - 0 | ||
| Total Bond Developed World ex-US | +2.03% | 6 - 2 |
2025 - Best Investment Themes
Portfolios can be specialized with particular Investment Themes.
In the following table, the best (and worst) Investment Themes 2025 YTD returns. Columns are sortable.
Check all the Investment Themes
INVESTMENT THEMES - 2025 RETURNS AND STATS
Period: 01 Jan 2025 - 31 Aug 2025
| ETF | Investment Theme | Return â–ľ |
Months Pos - Neg |
|---|---|---|---|
|
GREK
|
Greece | +65.10% | 8 - 0 |
|
VNM
|
Vietnam | +59.32% | 7 - 1 |
|
EWP
|
Spain | +55.39% | 8 - 0 |
|
EPOL
|
Poland | +54.55% | 6 - 2 |
|
EWO
|
Austria | +51.31% | 8 - 0 |
|
PPLT
|
Platinum | +50.78% | 5 - 3 |
|
EWI
|
Italy | +44.43% | 8 - 0 |
|
GXG
|
Colombia | +44.34% | 7 - 1 |
|
EWY
|
South Korea | +41.95% | 6 - 2 |
|
EZA
|
South Africa | +39.24% | 7 - 1 |
|
EPU
|
Peru | +38.39% | 8 - 0 |
|
SLV
|
Silver | +37.45% | 6 - 2 |
|
EWW
|
Mexico | +34.68% | 7 - 1 |
|
FLLA
|
Latin America | +34.37% | 6 - 2 |
|
ECH
|
Chile | +33.86% | 7 - 1 |
|
EWG
|
Germany | +33.80% | 7 - 1 |
|
EWZ
|
Brazil | +33.50% | 6 - 2 |
|
METV
|
Metaverse | +33.45% | 6 - 2 |
|
GLD
|
Gold | +31.36% | 6 - 2 |
|
EWS
|
Singapore | +30.94% | 8 - 0 |
|
EWH
|
Hong Kong | +29.76% | 6 - 2 |
|
FXI
|
China | +29.63% | 7 - 1 |
|
NORW
|
Norway | +29.47% | 5 - 3 |
|
EWK
|
Belgium | +27.86% | 7 - 1 |
|
ICLN
|
Global Clean Energy | +27.80% | 6 - 2 |
|
EWD
|
Sweden | +27.09% | 6 - 2 |
|
VGK
|
Europe | +26.01% | 7 - 1 |
|
EMQQ
|
Emerging Markets E-Commerce | +25.45% | 6 - 2 |
|
EWU
|
United Kingdom | +24.81% | 8 - 0 |
|
EIS
|
Israel | +23.75% | 5 - 3 |
|
EFA
|
EAFE Stocks | +23.08% | 7 - 1 |
|
EWL
|
Switzerland | +22.66% | 7 - 1 |
|
IDRV
|
Self-Driving EV and Tech | +22.21% | 6 - 2 |
|
VPL
|
Pacific | +22.04% | 6 - 2 |
|
EWC
|
Canada | +21.88% | 6 - 2 |
|
UAE
|
United Arab Emirates | +21.80% | 6 - 2 |
|
EBIZ
|
Global E-Commerce | +21.53% | 5 - 3 |
|
EWQ
|
France | +21.41% | 7 - 1 |
|
PALL
|
Palladium | +21.13% | 5 - 3 |
|
EMIF
|
Emerging Markets Infrastructure | +20.88% | 6 - 2 |
|
EWN
|
Netherlands | +20.73% | 6 - 2 |
|
EEM
|
Emerging Markets | +20.38% | 8 - 0 |
|
CGW
|
Global Water | +18.49% | 7 - 1 |
|
EWJ
|
Japan | +17.61% | 7 - 1 |
|
IGF
|
Global Infrastructure | +17.40% | 7 - 1 |
|
EIRL
|
Ireland | +16.83% | 6 - 2 |
|
XLI
|
Industrials | +16.08% | 6 - 2 |
|
XLC
|
Communication Services | +15.68% | 4 - 4 |
|
EWA
|
Australia | +15.23% | 5 - 3 |
|
VT
|
World All Countries | +14.79% | 6 - 2 |
|
XT
|
Exponential Techonologies | +14.70% | 6 - 2 |
|
QAT
|
Qatar | +14.27% | 6 - 2 |
|
EWT
|
Taiwan | +13.64% | 5 - 3 |
|
IFRA
|
US Infrastructure | +13.47% | 6 - 2 |
|
HACK
|
Cyber Security | +13.29% | 4 - 4 |
|
XLK
|
Information Technology | +13.26% | 4 - 4 |
|
XLU
|
Utilities | +12.97% | 7 - 1 |
|
XLF
|
Financials | +12.50% | 6 - 2 |
|
VUG
|
US Large Cap Growth | +12.01% | 6 - 2 |
|
QQQ
|
US Technology | +11.87% | 6 - 2 |
|
CPER
|
Copper | +11.80% | 6 - 2 |
|
XLB
|
Materials | +10.76% | 4 - 4 |
|
SPY
|
US Large Cap Blend | +10.72% | 5 - 3 |
|
VTI
|
US Total Stock Market | +10.51% | 5 - 3 |
|
SNSR
|
Internet Of Things | +9.89% | 4 - 4 |
|
VTV
|
US Large Cap Value | +9.45% | 6 - 2 |
|
EMB
|
Emerg. Market Bonds | +9.04% | 6 - 2 |
|
VOE
|
US Mid Cap Value | +8.08% | 6 - 2 |
|
XLE
|
Energy | +7.21% | 7 - 1 |
|
TIP
|
US TIPS | +6.40% | 7 - 1 |
|
HYG
|
US High Yield Bonds | +6.33% | 7 - 1 |
|
EPHE
|
Philippines | +5.72% | 6 - 2 |
|
XLRE
|
Real Estate | +5.65% | 5 - 3 |
|
VNQ
|
US REITs | +5.64% | 6 - 2 |
|
LQD
|
US Invest. Grade Bonds | +5.55% | 5 - 3 |
|
BOTZ
|
Robotics and Artificial Intelligence | +5.27% | 6 - 2 |
|
IJH
|
US Mid Cap Blend | +5.19% | 5 - 3 |
|
BND
|
US Total Bond Market | +4.97% | 6 - 2 |
|
IJK
|
US Mid Cap Growth | +4.92% | 5 - 3 |
|
IJT
|
US Small Cap Growth | +4.58% | 5 - 3 |
|
EDEN
|
Denmark | +4.55% | 4 - 4 |
|
PFF
|
US Preferred Stocks | +4.05% | 6 - 2 |
|
XLP
|
Consumer Staples | +4.01% | 5 - 3 |
|
DBC
|
Commodities | +3.88% | 6 - 2 |
|
XLY
|
Consumer Discretionary | +3.80% | 5 - 3 |
|
EWM
|
Malaysia | +3.55% | 4 - 4 |
|
IJR
|
US Small Cap Blend | +3.14% | 5 - 3 |
|
BIL
|
US Cash | +2.80% | 8 - 0 |
|
BNDX
|
International Bonds | +2.03% | 6 - 2 |
|
TLT
|
US Long Term Treasuries | +1.70% | 4 - 4 |
|
IJS
|
US Small Cap Value | +1.68% | 5 - 3 |
|
BNO
|
Brent Oil | +1.24% | 5 - 3 |
|
XLV
|
Healthcare | +0.76% | 4 - 4 |
|
ENZL
|
New Zealand | +0.26% | 3 - 5 |
|
TUR
|
Turkey | -0.08% | 4 - 4 |
|
USO
|
WTI Crude Oil | -0.94% | 5 - 3 |
|
INDA
|
India | -1.25% | 4 - 4 |
|
IDNA
|
Genomics Immunology and Healthcare | -1.37% | 5 - 3 |
|
EIDO
|
Indonesia | -1.83% | 4 - 4 |
|
ARGT
|
Argentina | -2.97% | 3 - 5 |
|
THD
|
Thailand | -3.10% | 3 - 5 |
|
BLCN
|
Blockchain | -4.84% | 6 - 2 |
|
KSA
|
Saudi Arabia | -6.93% | 3 - 5 |
|
UNG
|
Natural Gas | -23.68% | 2 - 6 |
| Legend: Stocks Fixed Income Commodities |
