Cathie Wood Ark Tech Portfolio vs Warren Buffett Portfolio Portfolio Comparison

Simulation Settings

Period: November 2014 - May 2026 (~12 years)
Consolidated Returns as of 31 May 2026

Initial Amount: 1$

Rebalancing: at every Jan 1^st

Currency: USD

Inflation: US

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Results

Inflation Adj:

As of May 2026, over the analyzed timeframe, the Cathie Wood Ark Tech Portfolio obtained a 15.98% compound annual return, with a 31.45% standard deviation. It suffered a maximum drawdown of -69.47% which has been ongoing for 64 months and is still in progress.

As of May 2026, over the analyzed timeframe, the Warren Buffett Portfolio obtained a 12.83% compound annual return, with a 13.61% standard deviation. It suffered a maximum drawdown of -23.08% that required 24 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.

Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

Cathie Wood Ark Tech Portfolio

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

Warren Buffett Portfolio

Weight (%)	Ticker	Name
90.00	VV	Vanguard Large-Cap
10.00	SHY	iShares 1-3 Year Treasury Bond

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Portfolio Returns as of May 31, 2026

Returns are calculated in USD, assuming:

no fees or capital gain taxes.
rebalancing: at every Jan 1^st.
dividend reinvestment, when applicable.

Return Comparison

Capital Growth

Inflation Adj:

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		Return (%) as of May 31, 2026
		YTD (5M)	1M	6M	1Y	5Y	10Y	MAX (~12Y)
	Ark Tech Portfolio Cathie Wood	13.57	11.68	11.52	53.98	-0.33	18.87	15.98
	Warren Buffett Portfolio Warren Buffett	9.90	4.90	9.92	26.81	12.63	14.31	12.83
Returns over 1 year are annualized.

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Portfolio Metrics as of May 31, 2026

The following metrics, updated as of 31 May 2026, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON

10Y

MAX

Period: ()

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	Ark Tech Portfolio	Warren Buffett Portfolio
Author	Cathie Wood	Warren Buffett
ASSET ALLOCATION
Stocks	100%	90%
Fixed Income	0%	10%
Commodities	0%	0%
PERFORMANCES
Annualized Return (%)	53.98	26.81
Infl. Adjusted (%)	47.80	21.73
DRAWDOWN
Deepest Drawdown Depth (%)	-20.14	-5.28
Start to Recovery (months)	7	3
Longest Drawdown Depth (%)	-20.14	-5.28
Start to Recovery (months)	7	3
Longest Negative Period (months)	8	6
RISK INDICATORS
Standard Deviation (%)	29.90	11.49
Sharpe Ratio	1.68	2.00
Sortino Ratio	2.41	2.96
Ulcer Index	8.70	1.48
Ratio: Return / Standard Deviation	1.81	2.33
Ratio: Return / Deepest Drawdown	2.68	5.08
Metrics calculated over the period 1 June 2025 - 31 May 2026

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	Ark Tech Portfolio	Warren Buffett Portfolio
Author	Cathie Wood	Warren Buffett
ASSET ALLOCATION
Stocks	100%	90%
Fixed Income	0%	10%
Commodities	0%	0%
PERFORMANCES
Annualized Return (%)	-0.33	12.63
Infl. Adjusted (%)	-4.60	7.81
DRAWDOWN
Deepest Drawdown Depth (%)	-68.02	-23.08
Start to Recovery (months)	59*	24
Longest Drawdown Depth (%)	-68.02	-23.08
Start to Recovery (months)	59*	24
Longest Negative Period (months)	60*	28
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%)	36.50	14.39
Sharpe Ratio	-0.10	0.64
Sortino Ratio	-0.15	0.86
Ulcer Index	46.04	7.95
Ratio: Return / Standard Deviation	-0.01	0.88
Ratio: Return / Deepest Drawdown	0.00	0.55
Metrics calculated over the period 1 June 2021 - 31 May 2026

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	Ark Tech Portfolio	Warren Buffett Portfolio
Author	Cathie Wood	Warren Buffett
ASSET ALLOCATION
Stocks	100%	90%
Fixed Income	0%	10%
Commodities	0%	0%
PERFORMANCES
Annualized Return (%)	18.87	14.31
Infl. Adjusted (%)	14.98	10.57
DRAWDOWN
Deepest Drawdown Depth (%)	-69.47	-23.08
Start to Recovery (months)	64*	24
Longest Drawdown Depth (%)	-69.47	-23.08
Start to Recovery (months)	64*	24
Longest Negative Period (months)	65	28
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%)	32.77	13.90
Sharpe Ratio	0.51	0.87
Sortino Ratio	0.73	1.15
Ulcer Index	34.43	6.24
Ratio: Return / Standard Deviation	0.58	1.03
Ratio: Return / Deepest Drawdown	0.27	0.62
Metrics calculated over the period 1 June 2016 - 31 May 2026

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	Ark Tech Portfolio	Warren Buffett Portfolio
Author	Cathie Wood	Warren Buffett
ASSET ALLOCATION
Stocks	100%	90%
Fixed Income	0%	10%
Commodities	0%	0%
PERFORMANCES
Annualized Return (%)	15.98	12.83
Infl. Adjusted (%)	12.61	9.55
DRAWDOWN
Deepest Drawdown Depth (%)	-69.47	-23.08
Start to Recovery (months)	64*	24
Longest Drawdown Depth (%)	-69.47	-23.08
Start to Recovery (months)	64*	24
Longest Negative Period (months)	65	28
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%)	31.45	13.61
Sharpe Ratio	0.45	0.80
Sortino Ratio	0.65	1.08
Ulcer Index	32.20	5.93
Ratio: Return / Standard Deviation	0.51	0.94
Ratio: Return / Deepest Drawdown	0.23	0.56
Metrics calculated over the period 1 November 2014 - 31 May 2026

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

Inflation Adj:

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

Time to Target

What it shows: Months to reach your target capital from each historical entry point, accounting for your initial investment and periodic contributions.

Time to Target Comparison

Time to reach your Target Capital

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		Warren Buffett Portfolio
Year	Return (%)	Drawdown (%)	Return (%)	Drawdown (%)
2026	13.57	-11.00	9.90	-5.28
2025	36.57	-21.92	16.79	-6.82
2024	14.08	-13.99	23.12	-3.67
2023	55.71	-27.76	24.86	-7.55
2022	-58.78	-58.78	-18.29	-23.08
2021	-18.06	-25.95	24.59	-4.32
2020	149.52	-13.20	19.19	-17.49
2019	35.21	-12.62	28.46	-5.73
2018	-0.07	-22.61	-3.84	-12.09
2017	68.38	0.00	19.83	0.00
2016	0.39	-18.29	10.69	-4.87
2015	3.87	-13.66	0.96	-7.73

Table of contents

Asset Allocations and ETFs

Portfolio Returns as of May 31, 2026

Portfolio Metrics as of May 31, 2026

Drawdowns

Rolling Returns

Time to Target

Yearly Returns