ARKQ vs CGGR
ARK Autonomous Technology & Robotics ETF vs Capital Group Growth ETF
Which is better, ARKQ or CGGR?
Each has led over a different period.
CGGR has a lower expense ratio. ARKQ led over 3Y, CGGR over 1Y and the full window. CGGR is less concentrated, with 40.8% 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 | CGGR |
|---|---|---|
| Expense Ratio | 0.75% | 0.39%Best |
| AUM | $1.9B | $26.6B |
| Dividend Yield | 0.25% | 0.15% |
| Holdings | 39 | 97 |
| YTD Return | -2.20% | +6.35%Best |
| 1Y Return | -3.80% | +8.20%Best |
| 3Y Return (annualized) | +30.76%Best | +24.14% |
| 5Y Return (annualized) | +7.81% | - |
| Volatility (annualized) | 31.7% | 19.3%Best |
| Max Drawdown | -44.5% | -28.9%Best |
| $10,000 over 4.6 years | $18,323 | $19,434Best |
| Top 10 Weight | 58.9% | 40.8%Best |
| Fund Family | Ark Invest | Capital Group (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Sep 30, 2014 | Feb 22, 2022 |
Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Feb 24, 2022 to Oct 14, 2026 (4.6 years).
ARKQ vs CGGR 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 4.6 years both funds cover.
ARKQ vs CGGR Performance
ARK Autonomous Technology & Robotics ETF (ARKQ) is an ETF from Ark Invest and Capital Group Growth ETF (CGGR) is an ETF from Capital Group (US). Over the past year ARKQ returned -3.80% while CGGR returned +8.20%. Year to date, ARKQ is down 2.20% versus a gain of 6.35% for CGGR.
Over three years, ARKQ compounded at +30.76% per year against +24.14% for CGGR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ARKQ has been the more volatile fund, with annualized monthly volatility of 31.7% compared with 19.3% for CGGR. 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 -44.5% for ARKQ and -28.9% for CGGR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ARKQ charges 0.75% per year while CGGR 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, ARKQ currently yields 0.25% against 0.15% for CGGR.
Holdings Overlap
46.0% of ARKQ's money is in holdings CGGR also owns. 23.8% of CGGR's money is in holdings ARKQ also owns.
The two portfolios partly overlap.
11 positions in common, counted across the 36 positions we hold weights for in ARKQ and 96 in CGGR, against full books of 39 and 97.
What only one of them owns
Our book lists 73 positions for CGGR that do not appear in our book for ARKQ (68.9% of the fund), and 20 for ARKQ that do not appear in CGGR (48.6%).
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 CGGR | Difference |
|---|---|---|---|
| TSLATesla Inc | 10.51% | 4.17% | 6.34% |
| NVDANvidia Corp | 5.97% | 5.07% | 0.90% |
| SPCXSpace Exploration Technologies | 8.28% | 0.18% | 8.10% |
| GOOGAlphabet Inc. C | 4.58% | 3.24% | 1.34% |
| AVGOBroadcom Inc | 2.19% | 4.43% | 2.24% |
| AMZNAmazon.Com Inc | 3.45% | 2.38% | 1.07% |
| 2330:TWTaiwan Semiconductor Manufacturing Co Ltd | 3.89% | 1.57% | 2.32% |
| DEDeere & Co Sedol 2261203 | 2.90% | 0.72% | 2.18% |
| ISRGIntuitive Surgical Inc. | 1.39% | 1.17% | 0.22% |
| DASHDoordash Inc - A | 1.42% | 0.59% | 0.83% |
46.0% of ARKQ is already inside CGGR.
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, ARKQ or CGGR?
ARKQ has an expense ratio of 0.75% while CGGR charges 0.39%. CGGR is the cheaper option, by $36 a year on a $10,000 investment.
Which performed better, ARKQ or CGGR?
Over the past year ARKQ returned -3.80% vs +8.20% for CGGR, so CGGR leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ARKQ or CGGR?
ARKQ has been the more volatile fund at 31.7% annualized versus 19.3% for CGGR. Worst drawdown: ARKQ -44.5% vs CGGR -28.9%.
Should I hold both ARKQ and CGGR?
ARKQ and CGGR have a monthly-return correlation of 0.84, 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 CGGR?
46.0% of ARKQ's money is in holdings CGGR also owns. 23.8% of CGGR's is in holdings ARKQ also owns. They hold 11 positions in common, counted across the 36 positions we hold weights for in ARKQ and 96 in CGGR.
Which pays a higher dividend, ARKQ or CGGR?
ARKQ yields 0.25% while CGGR yields 0.15%, so ARKQ currently pays the higher dividend yield.
Is CGGR better than ARKQ?
CGGR has a lower expense ratio. ARKQ led over 3Y, CGGR over 1Y and the full window. CGGR is less concentrated, with 40.8% 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.