ARKQ vs DWUS
ARK Autonomous Technology & Robotics ETF vs Advisorshares Dorsey Wright Fsm Us Core Etf
Which is better, ARKQ or DWUS?
Each has led over a different period.
ARKQ has a lower expense ratio. ARKQ led over 3Y and the full window, DWUS over 1Y and 5Y.
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 | DWUS |
|---|---|---|
| Expense Ratio | 0.75%Best | 1.08% |
| AUM | $1.9B | $122M |
| Dividend Yield | 0.25% | 0.03% |
| Holdings | 39 | 4 |
| YTD Return | -2.20% | +9.20%Best |
| 1Y Return | -3.80% | +10.11%Best |
| 3Y Return (annualized) | +30.76%Best | +17.82% |
| 5Y Return (annualized) | +7.81% | +9.99%Best |
| Volatility (annualized) | 31.5% | 18.1%Best |
| Max Drawdown | -59.9% | -30.5%Best |
| $10,000 over 5 years | $14,564 | $16,098Best |
| Fund Family | Ark Invest | Advisor Shares |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Sep 30, 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).
ARKQ 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.
ARKQ vs DWUS Performance
ARK Autonomous Technology & Robotics ETF (ARKQ) 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 ARKQ returned -3.80% while DWUS returned +10.11%. Year to date, ARKQ is down 2.20% versus a gain of 9.20% for DWUS.
Over three years, ARKQ compounded at +30.76% per year against +17.82% for DWUS; over five years the annualized figures are +7.81% and +9.99% respectively. Across the full 7-year window we track, ARKQ has the edge at +18.34% annualized vs +13.78%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ARKQ has been the more volatile fund, with annualized monthly volatility of 31.5% 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 -59.9% for ARKQ 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 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ARKQ 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, ARKQ currently yields 0.25% against 0.03% for DWUS.
Holdings Overlap
We hold position weights for 36 holdings in ARKQ and 4 in DWUS, totalling 99.8% 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 36 positions we hold weights for in ARKQ and 4 in DWUS, against full books of 39 and 4.
What only one of them owns
Measured across the 36 and 4 positions we hold weights for.
ARKQ holds 30 positions DWUS does not, 90.8% of the fund.
Largest: TSLA 10.51%, SPCX 8.28%, TER 7.11%, NVDA 5.97%, KTOS 5.05%
You are not choosing between two funds in isolation.
Whichever of ARKQ 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, ARKQ or DWUS?
ARKQ has an expense ratio of 0.75% while DWUS charges 1.08%. ARKQ is the cheaper option, by $33 a year on a $10,000 investment.
Which performed better, ARKQ or DWUS?
Over the past year ARKQ returned -3.80% vs +10.11% for DWUS, so DWUS leads on 1-year performance. Over the longest common window we track (7 years), ARKQ annualized +18.34% vs +13.78% for DWUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ARKQ or DWUS?
ARKQ has been the more volatile fund at 31.5% annualized versus 18.1% for DWUS. Worst drawdown: ARKQ -59.9% vs DWUS -30.5%.
Should I hold both ARKQ and DWUS?
ARKQ and DWUS have a monthly-return correlation of 0.76, 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, ARKQ or DWUS?
ARKQ yields 0.25% while DWUS yields 0.03%, so ARKQ currently pays the higher dividend yield.
Is DWUS better than ARKQ?
ARKQ has a lower expense ratio. ARKQ led over 3Y and the full window, DWUS over 1Y and 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.