ARKQ vs ARKW
ARK Autonomous Technology & Robotics ETF vs ARK Next Generation Technology ETF
Which is better, ARKQ or ARKW?
Each has led over a different period.
ARKQ has a lower expense ratio. ARKQ led over 1Y and 5Y, ARKW over 3Y and the full window. ARKW is less concentrated, with 44.6% of the fund in its ten largest positions against 58.9%.
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 | ARKQ | ARKW |
|---|---|---|
| Expense Ratio | 0.75%Best | 0.76% |
| AUM | $1.9B | $2.0B |
| Dividend Yield | 0.25% | 1.47% |
| Holdings | 39 | 88 |
| YTD Return | -2.20% | +7.08%Best |
| 1Y Return | -3.80%Best | -5.81% |
| 3Y Return (annualized) | +30.76% | +44.31%Best |
| 5Y Return (annualized) | +7.81%Best | +2.38% |
| Volatility (annualized) | 27.3%Best | 33.5% |
| Max Drawdown | -59.9%Best | -80.0% |
| $10,000 over 5 years | $14,564Best | $11,248 |
| Top 10 Weight | 58.9% | 44.6%Best |
| Fund Family | Ark Invest | Ark Invest |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Sep 30, 2014 | Sep 30, 2014 |
Volatility and max drawdown are measured over the window both funds cover: Sep 30, 2014 to Oct 14, 2026 (12 years).
ARKQ vs ARKW 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 12 years both funds cover.
ARKQ vs ARKW Performance
ARK Autonomous Technology & Robotics ETF (ARKQ) is an ETF from Ark Invest and ARK Next Generation Technology ETF (ARKW) is an ETF from Ark Invest. Over the past year ARKQ returned -3.80% while ARKW returned -5.81%. Year to date, ARKQ is down 2.20% versus a gain of 7.08% for ARKW.
Over three years, ARKQ compounded at +30.76% per year against +44.31% for ARKW; over five years the annualized figures are +7.81% and +2.38% respectively. Across the full 12-year window we track, ARKW has the edge at +21.24% annualized vs +16.48%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ARKW has been the more volatile fund, with annualized monthly volatility of 33.5% compared with 27.3% for ARKQ. 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 -59.9% for ARKQ and -80.0% for ARKW. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ARKQ charges 0.75% per year while ARKW charges 0.76%. On a $10,000 position that is $75 vs $76 annually, a gap of $1 per year that compounds over a long holding period. On income, ARKQ currently yields 0.25% against 1.47% for ARKW.
Holdings Overlap
49.4% of ARKQ's money is in holdings ARKW also owns. 34.6% of ARKW's money is in holdings ARKQ also owns.
The two portfolios partly overlap.
10 positions in common, counted across the 36 positions we hold weights for in ARKQ and 40 in ARKW, against full books of 39 and 88.
What only one of them owns
Our book lists 27 positions for ARKW that do not appear in our book for ARKQ (57.1% of the fund), and 21 for ARKQ that do not appear in ARKW (45.3%).
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 ARKQ | Weight in ARKW | Difference |
|---|---|---|---|
| TSLATesla Inc | 10.51% | 7.27% | 3.24% |
| SPCXSpace Exploration Technologies | 8.28% | 4.50% | 3.78% |
| NVDANvidia Corp | 5.97% | 4.34% | 1.63% |
| GOOGAlphabet Inc. C | 4.58% | 3.31% | 1.27% |
| PLTRPalantir Technologies Inc | 4.81% | 2.73% | 2.08% |
| AMDAdvanced Micro Devices Inc | 4.29% | 3.11% | 1.18% |
| AMZNAmazon.Com Inc | 3.45% | 3.62% | 0.17% |
| 2330:TWTaiwan Semiconductor Manufacturing Co Ltd | 3.89% | 2.26% | 1.63% |
| AVGOBroadcom Inc | 2.19% | 2.59% | 0.40% |
| DASHDoordash Inc - A | 1.42% | 0.92% | 0.50% |
49.4% of ARKQ is already inside ARKW.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, ARKQ or ARKW?
ARKQ has an expense ratio of 0.75% while ARKW charges 0.76%. ARKQ is the cheaper option, by $1 a year on a $10,000 investment.
Which performed better, ARKQ or ARKW?
Over the past year ARKQ returned -3.80% vs -5.81% for ARKW, so ARKQ leads on 1-year performance. Over the longest common window we track (12 years), ARKQ annualized +16.48% vs +21.24% for ARKW. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ARKQ or ARKW?
ARKW has been the more volatile fund at 33.5% annualized versus 27.3% for ARKQ. Worst drawdown: ARKQ -59.9% vs ARKW -80.0%.
Should I hold both ARKQ and ARKW?
ARKQ and ARKW have a monthly-return correlation of 0.88, 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 ARKQ and ARKW?
49.4% of ARKQ's money is in holdings ARKW also owns. 34.6% of ARKW's is in holdings ARKQ also owns. They hold 10 positions in common, counted across the 36 positions we hold weights for in ARKQ and 40 in ARKW.
Which pays a higher dividend, ARKQ or ARKW?
ARKQ yields 0.25% while ARKW yields 1.47%, so ARKW currently pays the higher dividend yield.
Is ARKW better than ARKQ?
ARKQ has a lower expense ratio. ARKQ led over 1Y and 5Y, ARKW over 3Y and the full window. ARKW is less concentrated, with 44.6% of the fund in its ten largest positions against 58.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.