ARKF vs SXQG

ARKF vs SXQG

Which is better, ARKF or SXQG?

Each has led over a different period.

SXQG has a lower expense ratio. ARKF led over 3Y, SXQG over 1Y, 5Y and the full window.

Lower Fees: SXQGHigher Returns: split

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

MetricARKFSXQG
Expense Ratio0.75%0.70%Best
AUM$831M$63M
Dividend Yield0.09%0.00%
Holdings41235
YTD Return-4.67%+3.37%Best
1Y Return-17.39%+2.54%Best
3Y Return (annualized)+33.87%Best+11.82%
5Y Return (annualized)-2.60%+5.68%Best
Volatility (annualized)40.9%16.4%Best
Max Drawdown-75.3%-34.0%Best
$10,000 over 5 years$8,766$13,181Best
Fund FamilyArk Invest6 Meridian ETF
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionFeb 1, 2019May 10, 2021

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: May 11, 2021 to Oct 14, 2026 (5.4 years).

ARKF vs SXQG 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 5.4 years both funds cover.

Compare ARKF against instead:ARKF vs SPYARKF vs QQQARKF vs VOOARKF vs VTISXQG against:SXQG vs VXUS

ARKF vs SXQG Performance

ARK Blockchain & Fintech Innovation ETF (ARKF) is an ETF from Ark Invest and ETC 6 Meridian Quality Growth ETF (SXQG) is an ETF from 6 Meridian ETF. Over the past year ARKF returned -17.39% while SXQG returned +2.54%. Year to date, ARKF is down 4.67% versus a gain of 3.37% for SXQG.

Over three years, ARKF compounded at +33.87% per year against +11.82% for SXQG; over five years the annualized figures are -2.60% and +5.68% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ARKF has been the more volatile fund, with annualized monthly volatility of 40.9% compared with 16.4% for SXQG. 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 -75.3% for ARKF and -34.0% for SXQG. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ARKF charges 0.75% per year while SXQG charges 0.70%. On a $10,000 position that is $75 vs $70 annually, a gap of $5 per year that compounds over a long holding period. On income, ARKF currently yields 0.09% against 0.00% for SXQG.

Holdings Overlap

SXQG already in ARKF14.6%

At least 14.6% of SXQG'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.

SXQG and ARKF share little of their money.

6 positions in common, counted across the 37 positions we hold weights for in ARKF and 84 in SXQG, against full books of 41 and 235.

Top Shared Holdings

StockWeight in ARKFWeight in SXQGDifference
PLTRPalantir Technologies Inc4.08%4.17%0.09%
NVDANvidia Corp3.13%4.74%1.61%
CRWDCrowdstrike Holdings Inc2.06%3.25%1.19%
TOSTToast Inc4.52%0.24%4.28%
ABNBAirbnb Inc1.75%1.21%0.54%
SPOTSpotify Technology S.A. Ordinary Shares1.73%1.01%0.72%

You are not choosing between two funds in isolation.

Whichever of ARKF and SXQG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ARKFSXQG

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Frequently Asked Questions

Which is cheaper, ARKF or SXQG?

ARKF has an expense ratio of 0.75% while SXQG charges 0.70%. SXQG is the cheaper option, by $5 a year on a $10,000 investment.

Which performed better, ARKF or SXQG?

Over the past year ARKF returned -17.39% vs +2.54% for SXQG, so SXQG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ARKF or SXQG?

ARKF has been the more volatile fund at 40.9% annualized versus 16.4% for SXQG. Worst drawdown: ARKF -75.3% vs SXQG -34.0%.

Should I hold both ARKF and SXQG?

ARKF and SXQG have a monthly-return correlation of 0.74, 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 SXQG?

At least 14.6% of SXQG's money is in holdings ARKF also owns. Our book for ARKF is partial, so the real figure is this or higher. They hold 6 positions in common, counted across the 37 positions we hold weights for in ARKF and 84 in SXQG.

Which pays a higher dividend, ARKF or SXQG?

ARKF yields 0.09% while SXQG yields 0.00%, so ARKF currently pays the higher dividend yield.

Is SXQG better than ARKF?

SXQG has a lower expense ratio. ARKF led over 3Y, SXQG over 1Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.