Cathie Wood Ark Tech Portfolio vs Warren Buffett Berkshire Hathaway Portfolio Portfolio Comparison

Simulation Settings
Period: November 2014 - July 2025 (~11 years)
Consolidated Returns as of 31 July 2025
Initial Amount: 1$
Rebalancing: at every Jan 1st
Currency: USD
Inflation: US
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Results
All Data
(2014/11 - 2025/07)
Inflation Adjusted:
Cathie Wood Ark Tech Portfolio
1.00$
Invested Capital
November 2014
4.54$
Final Capital
July 2025
15.11%
Yearly Return
31.71%
Std Deviation
-69.47%
Max Drawdown
54months*
Recovery Period
* in progress
1.00$
Invested Capital
November 2014
3.35$
Final Capital
July 2025
11.91%
Yearly Return
31.71%
Std Deviation
-73.18%
Max Drawdown
54months*
Recovery Period
* in progress
Warren Buffett Berkshire Hathaway Portfolio
1.00$
Invested Capital
November 2014
3.43$
Final Capital
July 2025
12.14%
Yearly Return
17.55%
Std Deviation
-23.15%
Max Drawdown
16months
Recovery Period
1.00$
Invested Capital
November 2014
2.53$
Final Capital
July 2025
9.02%
Yearly Return
17.55%
Std Deviation
-25.43%
Max Drawdown
22months
Recovery Period

As of July 2025, over the analyzed timeframe, the Cathie Wood Ark Tech Portfolio obtained a 15.11% compound annual return, with a 31.71% standard deviation. It suffered a maximum drawdown of -69.47% which has been ongoing for 54 months and is still in progress.

As of July 2025, over the analyzed timeframe, the Warren Buffett Berkshire Hathaway Portfolio obtained a 12.14% compound annual return, with a 17.55% standard deviation. It suffered a maximum drawdown of -23.15% that required 16 months to be recovered.

Disclaimer: The simulations on this website are provided in good faith but should NOT be taken as investment advice. We are not liable for any errors or actions based on this information. The authors of the website are not affiliated with the portfolio creators, who are the sole owners of their intellectual property. The translation of asset allocations into ETFs is based on the interpretation of LazyPortfolioETF.com and may not exactly reflect the original intent of the portfolio creators. Content is for informational, educational, illustrative, and entertainment purposes only.
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Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

Weight
(%)
Ticker Name
25.00
ARKG
ARK Genomic Revolution ETF
25.00
ARKK
ARK Innovation ETF
25.00
ARKQ
ARK Autonomous Technology & Robotics ETF
25.00
ARKW
ARK Next Generation Internet ETF
Weight
(%)
Ticker Name
100.00
BRK.A
Berkshire Hathaway Inc Class A
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Portfolio Returns as of Jul 31, 2025

Returns are calculated in USD, assuming:
  • no fees or capital gain taxes.
  • rebalancing: at every Jan 1st.
  • dividend reinvestment, when applicable.
Return Comparison
Capital Growth
All Data
(2014/11 - 2025/07)
Inflation Adjusted:
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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
Cathie Wood Ark Tech Portfolio
Cathie Wood
1 $ 4.54 $ 354.08% 15.11%
Warren Buffett Berkshire Hathaway
Warren Buffett
1 $ 3.43 $ 242.79% 12.14%

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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
Cathie Wood Ark Tech Portfolio
Cathie Wood
1 $ 3.35 $ 235.26% 11.91%
Warren Buffett Berkshire Hathaway
Warren Buffett
1 $ 2.53 $ 153.08% 9.02%

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Return (%) as of Jul 31, 2025
YTD
(7M)
1M 6M 1Y 5Y 10Y MAX
(~11Y)
https://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_cathie_wood.webp Ark Tech Portfolio
Cathie Wood
26.45 5.52 14.33 56.15 3.56 15.43 15.11
https://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_warren_buffett.webp Berkshire Hathaway
Warren Buffett
5.72 -1.23 2.45 9.20 19.64 12.90 12.14
Returns over 1 year are annualized.
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Portfolio Metrics as of Jul 31, 2025

The following metrics, updated as of 31 July 2025, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON
Period: 1 August 2024 - 31 July 2025 (1 year)
Period: 1 August 2020 - 31 July 2025 (5 years)
Period: 1 August 2015 - 31 July 2025 (10 years)
Period: 1 November 2014 - 31 July 2025 (~11 years)
1 Year
5 Years
10 Years
All (2014/11 - 2025/07)
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Ark Tech Portfolio Berkshire Hathaway
Author Cathie Wood Warren Buffett
ASSET ALLOCATION
Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 56.15 9.20
Infl. Adjusted (%) 52.24 6.47
DRAWDOWN
Deepest Drawdown Depth (%) -21.92 -10.08
Start to Recovery (months) 5 3*
Longest Drawdown Depth (%) -21.92 -10.08
Start to Recovery (months) 5 3*
Longest Negative Period (months) 6 8*
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 35.39 18.25
Sharpe Ratio 1.46 0.26
Sortino Ratio 2.09 0.40
Ulcer Index 8.57 4.77
Ratio: Return / Standard Deviation 1.59 0.50
Ratio: Return / Deepest Drawdown 2.56 0.91
Metrics calculated over the period 1 August 2024 - 31 July 2025
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Ark Tech Portfolio Berkshire Hathaway
Author Cathie Wood Warren Buffett
ASSET ALLOCATION
Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 3.56 19.64
Infl. Adjusted (%) -0.87 14.52
DRAWDOWN
Deepest Drawdown Depth (%) -69.47 -23.15
Start to Recovery (months) 54* 16
Longest Drawdown Depth (%) -69.47 -23.15
Start to Recovery (months) 54* 16
Longest Negative Period (months) 58 19
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 37.52 19.75
Sharpe Ratio 0.02 0.86
Sortino Ratio 0.03 1.21
Ulcer Index 47.07 7.40
Ratio: Return / Standard Deviation 0.09 0.99
Ratio: Return / Deepest Drawdown 0.05 0.85
Metrics calculated over the period 1 August 2020 - 31 July 2025
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Ark Tech Portfolio Berkshire Hathaway
Author Cathie Wood Warren Buffett
ASSET ALLOCATION
Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 15.43 12.90
Infl. Adjusted (%) 12.01 9.55
DRAWDOWN
Deepest Drawdown Depth (%) -69.47 -23.15
Start to Recovery (months) 54* 16
Longest Drawdown Depth (%) -69.47 -23.15
Start to Recovery (months) 54* 16
Longest Negative Period (months) 62 34
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 32.80 17.86
Sharpe Ratio 0.41 0.62
Sortino Ratio 0.59 0.88
Ulcer Index 33.83 7.32
Ratio: Return / Standard Deviation 0.47 0.72
Ratio: Return / Deepest Drawdown 0.22 0.56
Metrics calculated over the period 1 August 2015 - 31 July 2025
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Ark Tech Portfolio Berkshire Hathaway
Author Cathie Wood Warren Buffett
ASSET ALLOCATION
Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 15.11 12.14
Infl. Adjusted (%) 11.91 9.02
DRAWDOWN
Deepest Drawdown Depth (%) -69.47 -23.15
Start to Recovery (months) 54* 16
Longest Drawdown Depth (%) -69.47 -14.00
Start to Recovery (months) 54* 23
Longest Negative Period (months) 62 34
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 31.71 17.55
Sharpe Ratio 0.42 0.59
Sortino Ratio 0.61 0.84
Ulcer Index 32.66 7.56
Ratio: Return / Standard Deviation 0.48 0.69
Ratio: Return / Deepest Drawdown 0.22 0.52
Metrics calculated over the period 1 November 2014 - 31 July 2025
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Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

DRAWDOWN COMPARISON
Period: 1 August 2015 - 31 July 2025 (10 years)
Period: 1 November 2014 - 31 July 2025 (~11 years)

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Ark Tech Portfolio Berkshire Hathaway
Drawdown
(%)
Recovery
(#Months)
From
To
Drawdown
(%)
Recovery
(#Months)
From
To
-69.47 54* Feb 2021
In progress
-23.15 16 Apr 2022
Jul 2023
-22.61 15 Sep 2018
Nov 2019
-21.33 16 Jun 2015
Sep 2016
-21.29 11 Jan 2020
Nov 2020
-14.00 23 Jan 2015
Nov 2016
-13.20 2 Mar 2020
Apr 2020
-12.78 10 Feb 2018
Nov 2018
-10.08 3* May 2025
In progress
-8.95 4 Oct 2016
Jan 2017
-8.88 12 Dec 2018
Nov 2019
-6.27 4 Feb 2018
May 2018
-5.96 3 Dec 2024
Feb 2025
-5.65 7 Jun 2021
Dec 2021
-5.51 4 Apr 2024
Jul 2024

Rolling Returns

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the Simulation Settings.

You can explore the Rolling Returns for a single portfolio, or check the return differential, by switching on "Head To Head" toggle.

Rolling Returns Comparison
Annualized Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 November 2014 - 31 July 2025 (~11 years)


Head To Head (Ptf 1 vs Ptf 2):
US Inflation Adjusted:

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Yearly Returns

For each year, the following table provides the return and intra-year drawdown. The highlighted returns represent the highest values for that specific year.

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Ark Tech Portfolio Berkshire Hathaway
Year Return
(%)
Drawdown
(%)
Return
(%)
Drawdown
(%)
2025
26.45 -21.92 5.72 -10.08
2024
14.08 -13.99 25.49 -5.96
2023
55.71 -27.76 15.77 -5.29
2022
-58.78 -58.78 4.00 -23.15
2021
-18.06 -25.95 29.57 -5.65
2020
149.52 -13.20 2.42 -21.29
2019
35.21 -12.62 10.98 -8.62
2018
-0.07 -22.61 2.82 -12.78
2017
68.38 0.00 21.91 -3.63
2016
0.39 -18.29 23.42 -4.46
2015
3.87 -13.66 -12.48 -13.61
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