ARKQ vs OAIW

ARKQ vs OAIW

Which is better, ARKQ or OAIW?

OAIW costs less.

OAIW has a lower expense ratio. ARKQ is less concentrated, with 58.9% of the fund in its ten largest positions against 60.5%.

Lower Fees: OAIWLess Concentrated: ARKQ

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

MetricARKQOAIW
Expense Ratio0.75%0.59%Best
AUM$1.9B$6M
Dividend Yield0.25%0.00%
Holdings3925
YTD Return-2.20%Best-10.04%
1Y Return-3.80%-
3Y Return (annualized)+30.76%-
5Y Return (annualized)+7.81%-
Top 10 Weight58.9%Best60.5%
Fund FamilyArk InvestHarbor Funds
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionSep 30, 2014Aug 12, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

ARKQ vs OAIW 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare ARKQ against instead:ARKQ vs SPYARKQ vs QQQARKQ vs VOOARKQ vs VTIOAIW against:OAIW vs VXUS

ARKQ vs OAIW Performance

ARK Autonomous Technology & Robotics ETF (ARKQ) is an ETF from Ark Invest and OpenAI Lab Ecosystem ETF (OAIW) is an ETF from Harbor Funds. Year to date, ARKQ is down 2.20% versus a loss of 10.04% for OAIW.

Past performance does not guarantee future results.

Fees and Cost Over Time

ARKQ charges 0.75% per year while OAIW charges 0.59%. On a $10,000 position that is $75 vs $59 annually, a gap of $16 per year that compounds over a long holding period. On income, ARKQ currently yields 0.25% against 0.00% for OAIW.

Holdings Overlap

ARKQ already in OAIW19.8%
OAIW already in ARKQ22.5%

19.8% of ARKQ's money is in holdings OAIW also owns. 22.5% of OAIW's money is in holdings ARKQ also owns.

OAIW and ARKQ share little of their money.

5 positions in common, counted across the 36 positions we hold weights for in ARKQ and 26 in OAIW, against full books of 39 and 25.

What only one of them owns

Our book lists 15 positions for OAIW that do not appear in our book for ARKQ (52.0% of the fund), and 26 for ARKQ that do not appear in OAIW (74.9%).

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

StockWeight in ARKQWeight in OAIWDifference
NVDANvidia Corp5.97%5.11%0.86%
AMZNAmazon.Com Inc3.45%5.62%2.17%
2330:TWTaiwan Semiconductor Manufacturing Co Ltd3.89%4.33%0.44%
AMDAdvanced Micro Devices Inc4.29%3.05%1.24%
AVGOBroadcom Inc2.19%4.38%2.19%

22.5% of OAIW is already inside ARKQ.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

ARKQOAIW

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Frequently Asked Questions

Which is cheaper, ARKQ or OAIW?

ARKQ has an expense ratio of 0.75% while OAIW charges 0.59%. OAIW is the cheaper option, by $16 a year on a $10,000 investment.

What is the holdings overlap between ARKQ and OAIW?

22.5% of OAIW's money is in holdings ARKQ also owns. 22.5% of OAIW's is in holdings ARKQ also owns. They hold 5 positions in common, counted across the 36 positions we hold weights for in ARKQ and 26 in OAIW.

Which pays a higher dividend, ARKQ or OAIW?

ARKQ yields 0.25% while OAIW yields 0.00%, so ARKQ currently pays the higher dividend yield.

Is OAIW better than ARKQ?

OAIW has a lower expense ratio. ARKQ is less concentrated, with 58.9% of the fund in its ten largest positions against 60.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.