BRK-B vs. ARKK
Compare and contrast key facts about Berkshire Hathaway Inc. (BRK-B) and ARK Innovation ETF (ARKK).
ARKK is an actively managed fund by ARK Investment Management. It was launched on Oct 31, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRK-B or ARKK.
Key characteristics
| BRK-B | ARKK | |
|---|---|---|
| YTD Return | 27.47% | -7.56% |
| 1Y Return | 34.74% | 41.18% |
| 3Y Return (Ann) | 16.64% | -26.05% |
| 5Y Return (Ann) | 16.48% | 2.57% |
| Sharpe Ratio | 2.78 | 1.18 |
| Sortino Ratio | 3.68 | 1.74 |
| Omega Ratio | 1.48 | 1.21 |
| Calmar Ratio | 4.15 | 0.54 |
| Martin Ratio | 13.56 | 2.95 |
| Ulcer Index | 2.73% | 14.24% |
| Daily Std Dev | 13.31% | 35.50% |
| Max Drawdown | -53.86% | -80.91% |
| Current Drawdown | -5.00% | -68.57% |
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.
Performance
BRK-B vs. ARKK - Performance Comparison
In the year-to-date period, BRK-B achieves a 27.47% return, which is significantly higher than ARKK's -7.56% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
Dividends
BRK-B vs. ARKK - Dividend Comparison
Neither BRK-B nor ARKK has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
ARKK ARK Innovation ETF | 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.
Volatility
BRK-B vs. ARKK - Volatility Comparison
The current volatility for Berkshire Hathaway Inc. (BRK-B) is 3.82%, while ARK Innovation ETF (ARKK) has a volatility of 7.79%. 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.