ARKQ vs THRO
ARK Autonomous Technology & Robotics ETF vs iShares US Thematic Rotation Active ETF
Which is better, ARKQ or THRO?
Each has led over a different period.
THRO has a lower expense ratio. ARKQ led over 3Y, THRO over 1Y and the full window. THRO is less concentrated, with 43.5% 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 | THRO |
|---|---|---|
| Expense Ratio | 0.75% | 0.57%Best |
| AUM | $1.9B | $7.5B |
| Dividend Yield | 0.25% | 0.30% |
| Holdings | 39 | 251 |
| YTD Return | -2.20% | +14.55%Best |
| 1Y Return | -3.80% | +18.23%Best |
| 3Y Return (annualized) | +30.76%Best | +23.72% |
| 5Y Return (annualized) | +7.81% | - |
| Volatility (annualized) | 31.9% | 17.4%Best |
| Max Drawdown | -49.9% | -26.5%Best |
| $10,000 over 4.8 years | $15,588 | $18,140Best |
| Top 10 Weight | 58.9% | 43.5%Best |
| Fund Family | Ark Invest | BlackRock, Inc. (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Sep 30, 2014 | Dec 14, 2021 |
Volatility and max drawdown, and the $10,000 over 4.8 years row, are measured over the window both funds cover: Dec 16, 2021 to Oct 14, 2026 (4.8 years).
ARKQ vs THRO 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 4.8 years both funds cover.
ARKQ vs THRO Performance
ARK Autonomous Technology & Robotics ETF (ARKQ) is an ETF from Ark Invest and iShares US Thematic Rotation Active ETF (THRO) is an ETF from BlackRock, Inc. (US). Over the past year ARKQ returned -3.80% while THRO returned +18.23%. Year to date, ARKQ is down 2.20% versus a gain of 14.55% for THRO.
Over three years, ARKQ compounded at +30.76% per year against +23.72% for THRO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ARKQ has been the more volatile fund, with annualized monthly volatility of 31.9% compared with 17.4% for THRO. 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 -49.9% for ARKQ and -26.5% for THRO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ARKQ charges 0.75% per year while THRO charges 0.57%. On a $10,000 position that is $75 vs $57 annually, a gap of $18 per year that compounds over a long holding period. On income, ARKQ currently yields 0.25% against 0.30% for THRO.
Holdings Overlap
61.4% of ARKQ's money is in holdings THRO also owns. 24.7% of THRO's money is in holdings ARKQ also owns.
The two portfolios partly overlap.
13 positions in common, counted across the 36 positions we hold weights for in ARKQ and 247 in THRO, against full books of 39 and 251.
What only one of them owns
Our book lists 149 positions for THRO that do not appear in our book for ARKQ (74.2% of the fund), and 17 for ARKQ that do not appear in THRO (29.4%).
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 THRO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 5.97% | 8.58% | 2.61% |
| TSLATesla Inc | 10.51% | 1.35% | 9.16% |
| SPCXSpace Exploration Technologies | 8.28% | 0.10% | 8.18% |
| AMZNAmazon.Com Inc | 3.45% | 4.47% | 1.02% |
| TERTeradyne Inc - Common | 7.11% | 0.20% | 6.91% |
| GOOGAlphabet Inc. C | 4.58% | 1.87% | 2.71% |
| AMDAdvanced Micro Devices Inc | 4.29% | 1.99% | 2.30% |
| PLTRPalantir Technologies Inc | 4.81% | 0.75% | 4.06% |
| KTOSKratos Defense & | 5.05% | 0.00% | 5.05% |
| AVGOBroadcom Inc | 2.19% | 2.11% | 0.08% |
61.4% of ARKQ is already inside THRO.
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 THRO?
ARKQ has an expense ratio of 0.75% while THRO charges 0.57%. THRO is the cheaper option, by $18 a year on a $10,000 investment.
Which performed better, ARKQ or THRO?
Over the past year ARKQ returned -3.80% vs +18.23% for THRO, so THRO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ARKQ or THRO?
ARKQ has been the more volatile fund at 31.9% annualized versus 17.4% for THRO. Worst drawdown: ARKQ -49.9% vs THRO -26.5%.
Should I hold both ARKQ and THRO?
ARKQ and THRO have a monthly-return correlation of 0.75, 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 THRO?
61.4% of ARKQ's money is in holdings THRO also owns. 24.7% of THRO's is in holdings ARKQ also owns. They hold 13 positions in common, counted across the 36 positions we hold weights for in ARKQ and 247 in THRO.
Which pays a higher dividend, ARKQ or THRO?
ARKQ yields 0.25% while THRO yields 0.30%, so THRO currently pays the higher dividend yield.
Is THRO better than ARKQ?
THRO has a lower expense ratio. ARKQ led over 3Y, THRO over 1Y and the full window. THRO is less concentrated, with 43.5% 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.