ARKK vs LRGC
ARK Innovation ETF vs AB US Large Cap Strategic Equities ETF
Which is better, ARKK or LRGC?
Each has led over a different period.
LRGC has a lower expense ratio. ARKK led over 3Y and the full window, LRGC over 1Y. LRGC is less concentrated, with 44.8% of the fund in its ten largest positions against 50.3%.
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 | LRGC |
|---|---|---|
| Expense Ratio | 0.75% | 0.39%Best |
| AUM | $7.9B | $1.4B |
| Dividend Yield | 0.00% | 0.53% |
| Holdings | 84 | 72 |
| YTD Return | +7.88% | +10.99%Best |
| 1Y Return | -2.74% | +13.29%Best |
| 3Y Return (annualized) | +29.97%Best | +20.81% |
| 5Y Return (annualized) | -5.92% | - |
| Volatility (annualized) | 40.2% | 12.5%Best |
| Max Drawdown | -39.6% | -19.4%Best |
| $10,000 over 3.1 years | $20,882Best | $17,762 |
| Top 10 Weight | 50.3% | 44.8%Best |
| Fund Family | Ark Invest | AllianceBernstein L.P. |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Oct 31, 2014 | Sep 20, 2023 |
Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Sep 20, 2023 to Oct 14, 2026 (3.1 years).
ARKK vs LRGC 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 3.1 years both funds cover.
ARKK vs LRGC Performance
ARK Innovation ETF (ARKK) is an ETF from Ark Invest and AB US Large Cap Strategic Equities ETF (LRGC) is an ETF from AllianceBernstein L.P.. Over the past year ARKK returned -2.74% while LRGC returned +13.29%. Year to date, ARKK is up 7.88% versus a gain of 10.99% for LRGC.
Over three years, ARKK compounded at +29.97% per year against +20.81% for LRGC.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ARKK has been the more volatile fund, with annualized monthly volatility of 40.2% compared with 12.5% for LRGC. 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 -39.6% for ARKK and -19.4% for LRGC. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ARKK charges 0.75% per year while LRGC charges 0.39%. On a $10,000 position that is $75 vs $39 annually, a gap of $36 per year that compounds over a long holding period. On income, ARKK currently yields 0.00% against 0.53% for LRGC.
Holdings Overlap
13.6% of ARKK's money is in holdings LRGC also owns. 28.0% of LRGC's money is in holdings ARKK also owns.
LRGC and ARKK share little of their money.
7 positions in common, counted across the 41 positions we hold weights for in ARKK and 69 in LRGC, against full books of 84 and 72.
What only one of them owns
Our book lists 59 positions for LRGC that do not appear in our book for ARKK (69.3% of the fund), and 31 for ARKK that do not appear in LRGC (77.7%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in ARKK | Weight in LRGC | Difference |
|---|---|---|---|
| NVDANvidia Corp | 3.47% | 8.71% | 5.24% |
| GOOGAlphabet Inc. C | 1.40% | 6.09% | 4.69% |
| AMZNAmazon.Com Inc | 2.36% | 4.69% | 2.33% |
| METAMeta Platforms Inc | 2.85% | 3.44% | 0.59% |
| AVGOBroadcom Inc | 1.74% | 2.93% | 1.19% |
| 2330:TWTaiwan Semiconductor Manufacturing Co Ltd | 1.29% | 1.33% | 0.04% |
| LLYEli Lilly & Co. | 0.46% | 0.80% | 0.34% |
28.0% of LRGC is already inside ARKK.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ARKK or LRGC?
ARKK has an expense ratio of 0.75% while LRGC charges 0.39%. LRGC is the cheaper option, by $36 a year on a $10,000 investment.
Which performed better, ARKK or LRGC?
Over the past year ARKK returned -2.74% vs +13.29% for LRGC, so LRGC leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ARKK or LRGC?
ARKK has been the more volatile fund at 40.2% annualized versus 12.5% for LRGC. Worst drawdown: ARKK -39.6% vs LRGC -19.4%.
Should I hold both ARKK and LRGC?
ARKK and LRGC have a monthly-return correlation of 0.70, 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 ARKK and LRGC?
28.0% of LRGC's money is in holdings ARKK also owns. 28.0% of LRGC's is in holdings ARKK also owns. They hold 7 positions in common, counted across the 41 positions we hold weights for in ARKK and 69 in LRGC.
Which pays a higher dividend, ARKK or LRGC?
ARKK yields 0.00% while LRGC yields 0.53%, so LRGC currently pays the higher dividend yield.
Is LRGC better than ARKK?
LRGC has a lower expense ratio. ARKK led over 3Y and the full window, LRGC over 1Y. LRGC is less concentrated, with 44.8% of the fund in its ten largest positions against 50.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.