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BRK-B vs. ARKK
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BRK-B and ARKK is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.3

Performance

BRK-B vs. ARKK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Berkshire Hathaway Inc. (BRK-B) and ARK Innovation ETF (ARKK). The values are adjusted to include any dividend payments, if applicable.

-20.00%-10.00%0.00%10.00%20.00%30.00%AugustSeptemberOctoberNovemberDecember2025
7.33%
25.08%
BRK-B
ARKK

Key characteristics

Sharpe Ratio

BRK-B:

2.06

ARKK:

0.83

Sortino Ratio

BRK-B:

2.87

ARKK:

1.32

Omega Ratio

BRK-B:

1.37

ARKK:

1.16

Calmar Ratio

BRK-B:

3.61

ARKK:

0.40

Martin Ratio

BRK-B:

8.71

ARKK:

2.82

Ulcer Index

BRK-B:

3.47%

ARKK:

10.58%

Daily Std Dev

BRK-B:

14.70%

ARKK:

36.07%

Max Drawdown

BRK-B:

-53.86%

ARKK:

-80.91%

Current Drawdown

BRK-B:

-3.13%

ARKK:

-61.30%

Returns By Period

In the year-to-date period, BRK-B achieves a 3.24% return, which is significantly lower than ARKK's 5.00% return. Both investments have delivered pretty close results over the past 10 years, with BRK-B having a 12.16% annualized return and ARKK not far ahead at 12.43%.


BRK-B

YTD

3.24%

1M

3.25%

6M

7.33%

1Y

27.51%

5Y*

15.38%

10Y*

12.16%

ARKK

YTD

5.00%

1M

0.35%

6M

25.07%

1Y

28.80%

5Y*

2.73%

10Y*

12.43%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

BRK-B vs. ARKK — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 9292
Overall Rank
The Sharpe Ratio Rank of BRK-B is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 9191
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8989
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9696
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 9090
Martin Ratio Rank

ARKK
The Risk-Adjusted Performance Rank of ARKK is 2929
Overall Rank
The Sharpe Ratio Rank of ARKK is 3131
Sharpe Ratio Rank
The Sortino Ratio Rank of ARKK is 3232
Sortino Ratio Rank
The Omega Ratio Rank of ARKK is 3131
Omega Ratio Rank
The Calmar Ratio Rank of ARKK is 2121
Calmar Ratio Rank
The Martin Ratio Rank of ARKK is 3030
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BRK-B vs. ARKK - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and ARK Innovation ETF (ARKK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for BRK-B, currently valued at 2.06, compared to the broader market-2.000.002.004.002.060.83
The chart of Sortino ratio for BRK-B, currently valued at 2.87, compared to the broader market-4.00-2.000.002.004.002.871.32
The chart of Omega ratio for BRK-B, currently valued at 1.37, compared to the broader market0.501.001.502.001.371.16
The chart of Calmar ratio for BRK-B, currently valued at 3.61, compared to the broader market0.002.004.006.003.610.40
The chart of Martin ratio for BRK-B, currently valued at 8.71, compared to the broader market-10.000.0010.0020.0030.008.712.82
BRK-B
ARKK

The current BRK-B Sharpe Ratio is 2.06, which is higher than the ARKK Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of BRK-B and ARKK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00AugustSeptemberOctoberNovemberDecember2025
2.06
0.83
BRK-B
ARKK

Dividends

BRK-B vs. ARKK - Dividend Comparison

Neither BRK-B nor ARKK has paid dividends to shareholders.


TTM2024202320222021202020192018201720162015
BRK-B
Berkshire Hathaway Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ARKK
ARK Innovation ETF
0.00%0.00%0.00%0.00%0.83%1.31%0.38%3.14%1.32%0.00%2.27%

Drawdowns

BRK-B vs. ARKK - Drawdown Comparison

The maximum BRK-B drawdown since its inception was -53.86%, smaller than the maximum ARKK drawdown of -80.91%. Use the drawdown chart below to compare losses from any high point for BRK-B and ARKK. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-3.13%
-61.30%
BRK-B
ARKK

Volatility

BRK-B vs. ARKK - Volatility Comparison

The current volatility for Berkshire Hathaway Inc. (BRK-B) is 4.55%, while ARK Innovation ETF (ARKK) has a volatility of 12.68%. This indicates that BRK-B experiences smaller price fluctuations and is considered to be less risky than ARKK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%AugustSeptemberOctoberNovemberDecember2025
4.55%
12.68%
BRK-B
ARKK
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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