ARKK vs DWUS
ARK Innovation ETF vs Advisorshares Dorsey Wright Fsm Us Core Etf
Which is better, ARKK or DWUS?
Each has led over a different period.
ARKK has a lower expense ratio. ARKK led over 3Y, DWUS over 1Y, 5Y and the full window.
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 | ARKK | DWUS |
|---|---|---|
| Expense Ratio | 0.75%Best | 1.08% |
| AUM | $7.9B | $122M |
| Dividend Yield | 0.00% | 0.03% |
| Holdings | 84 | 4 |
| YTD Return | +7.88% | +9.20%Best |
| 1Y Return | -2.74% | +10.11%Best |
| 3Y Return (annualized) | +29.97%Best | +17.82% |
| 5Y Return (annualized) | -5.92% | +9.99%Best |
| Volatility (annualized) | 42.6% | 18.1%Best |
| Max Drawdown | -80.9% | -30.5%Best |
| $10,000 over 5 years | $7,370 | $16,098Best |
| Fund Family | Ark Invest | Advisor Shares |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Oct 31, 2014 | Dec 26, 2019 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Dec 27, 2019 to Oct 14, 2026 (6.8 years).
ARKK vs DWUS 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 6.8 years both funds cover.
ARKK vs DWUS Performance
ARK Innovation ETF (ARKK) is an ETF from Ark Invest and Advisorshares Dorsey Wright Fsm Us Core Etf (DWUS) is an ETF from Advisor Shares. Over the past year ARKK returned -2.74% while DWUS returned +10.11%. Year to date, ARKK is up 7.88% versus a gain of 9.20% for DWUS.
Over three years, ARKK compounded at +29.97% per year against +17.82% for DWUS; over five years the annualized figures are -5.92% and +9.99% respectively. Across the full 7-year window we track, DWUS has the edge at +13.78% annualized vs +8.04%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ARKK has been the more volatile fund, with annualized monthly volatility of 42.6% compared with 18.1% for DWUS. 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 -80.9% for ARKK and -30.5% for DWUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ARKK charges 0.75% per year while DWUS charges 1.08%. On a $10,000 position that is $75 vs $108 annually, a gap of $33 per year that compounds over a long holding period. On income, ARKK currently yields 0.00% against 0.03% for DWUS.
Holdings Overlap
We hold position weights for 41 holdings in ARKK and 4 in DWUS, totalling 100.0% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 41 positions we hold weights for in ARKK and 4 in DWUS, against full books of 84 and 4.
What only one of them owns
Measured across the 41 and 4 positions we hold weights for.
ARKK holds 37 positions DWUS does not, 90.0% of the fund.
Largest: TSLA 8.78%, SPCX 6.02%, HOOD 5.13%, TEM 4.97%, TWST 4.61%
You are not choosing between two funds in isolation.
Whichever of ARKK and DWUS 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, ARKK or DWUS?
ARKK has an expense ratio of 0.75% while DWUS charges 1.08%. ARKK is the cheaper option, by $33 a year on a $10,000 investment.
Which performed better, ARKK or DWUS?
Over the past year ARKK returned -2.74% vs +10.11% for DWUS, so DWUS leads on 1-year performance. Over the longest common window we track (7 years), ARKK annualized +8.04% vs +13.78% for DWUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ARKK or DWUS?
ARKK has been the more volatile fund at 42.6% annualized versus 18.1% for DWUS. Worst drawdown: ARKK -80.9% vs DWUS -30.5%.
Should I hold both ARKK and DWUS?
ARKK and DWUS have a monthly-return correlation of 0.73, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, ARKK or DWUS?
ARKK yields 0.00% while DWUS yields 0.03%, so DWUS currently pays the higher dividend yield.
Is DWUS better than ARKK?
ARKK has a lower expense ratio. ARKK led over 3Y, DWUS 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.