ARKF vs KOOL
ARK Blockchain & Fintech Innovation ETF vs North Shore Equity Rotation ETF
Which is better, ARKF or KOOL?
Each has led over a different period.
ARKF has a lower expense ratio. ARKF led over the full window, KOOL over 1Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | ARKF | KOOL |
|---|---|---|
| Expense Ratio | 0.75%Best | 0.93% |
| AUM | $831M | $60M |
| Dividend Yield | 0.09% | 0.43% |
| Holdings | 41 | 42 |
| YTD Return | -4.67% | +15.54%Best |
| 1Y Return | -17.39% | +16.89%Best |
| 3Y Return (annualized) | +33.87% | - |
| 5Y Return (annualized) | -2.60% | - |
| Volatility (annualized) | 33.7% | 12.0%Best |
| Max Drawdown | -38.5% | -20.6%Best |
| $10,000 over 2.5 years | $15,510Best | $14,826 |
| Fund Family | Ark Invest | North Shore Indices |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Feb 1, 2019 | Apr 1, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Apr 2, 2024 to Oct 14, 2026 (2.5 years).
ARKF vs KOOL growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.5 years both funds cover.
ARKF vs KOOL Performance
ARK Blockchain & Fintech Innovation ETF (ARKF) is an ETF from Ark Invest and North Shore Equity Rotation ETF (KOOL) is an ETF from North Shore Indices. Over the past year ARKF returned -17.39% while KOOL returned +16.89%. Year to date, ARKF is down 4.67% versus a gain of 15.54% for KOOL.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ARKF has been the more volatile fund, with annualized monthly volatility of 33.7% compared with 12.0% for KOOL. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -38.5% for ARKF and -20.6% for KOOL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.59. They move together some of the time, and apart the rest.
Fees and Cost Over Time
ARKF charges 0.75% per year while KOOL charges 0.93%. On a $10,000 position that is $75 vs $93 annually, a gap of $18 per year that compounds over a long holding period. On income, ARKF currently yields 0.09% against 0.43% for KOOL.
Holdings Overlap
At least 13.3% of KOOL's money is in holdings ARKF also owns.
Stated as a floor: for ARKF, our book for it covers 90.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
KOOL and ARKF share little of their money.
3 positions in common, counted across the 37 positions we hold weights for in ARKF and 44 in KOOL, against full books of 41 and 42.
You are not choosing between two funds in isolation.
Whichever of ARKF and KOOL you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ARKF or KOOL?
ARKF has an expense ratio of 0.75% while KOOL charges 0.93%. ARKF is the cheaper option, by $18 a year on a $10,000 investment.
Which performed better, ARKF or KOOL?
Over the past year ARKF returned -17.39% vs +16.89% for KOOL, so KOOL leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ARKF or KOOL?
ARKF has been the more volatile fund at 33.7% annualized versus 12.0% for KOOL. Worst drawdown: ARKF -38.5% vs KOOL -20.6%.
Should I hold both ARKF and KOOL?
ARKF and KOOL have a monthly-return correlation of 0.59, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between ARKF and KOOL?
At least 13.3% of KOOL's money is in holdings ARKF also owns. Our book for ARKF is partial, so the real figure is this or higher. They hold 3 positions in common, counted across the 37 positions we hold weights for in ARKF and 44 in KOOL.
Which pays a higher dividend, ARKF or KOOL?
ARKF yields 0.09% while KOOL yields 0.43%, so KOOL currently pays the higher dividend yield.
Is KOOL better than ARKF?
ARKF has a lower expense ratio. ARKF led over the full window, KOOL over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.