ARKW vs DVDN
ARK Next Generation Technology ETF vs Kingsbarn Dividend Opportunity ETF
Which is better, ARKW or DVDN?
ARKW has been ahead.
ARKW has a lower expense ratio. ARKW led over 1Y, 3Y and the full window. ARKW is less concentrated, with 44.6% of the fund in its ten largest positions against 70.1%.
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 | ARKW | DVDN |
|---|---|---|
| Expense Ratio | 0.76%Best | 1.65% |
| AUM | $2.0B | $3M |
| Dividend Yield | 1.47% | 15.59% |
| Holdings | 88 | 30 |
| YTD Return | +8.61%Best | -24.70% |
| 1Y Return | -5.69%Best | -28.32% |
| 3Y Return (annualized) | +44.94%Best | -9.69% |
| 5Y Return (annualized) | +2.51% | - |
| Volatility (annualized) | 34.5% | 15.7%Best |
| Max Drawdown | -36.2%Best | -43.8% |
| $10,000 over 3 years | $30,047Best | $7,366 |
| Top 10 Weight | 44.6%Best | 70.1% |
| Fund Family | Ark Invest | Kingsbarn Capital Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Sep 30, 2014 | Mar 17, 2023 |
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Nov 2, 2023 to Oct 15, 2026 (3 years).
ARKW vs DVDN 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 3 years both funds cover.
ARKW vs DVDN Performance
ARK Next Generation Technology ETF (ARKW) is an ETF from Ark Invest and Kingsbarn Dividend Opportunity ETF (DVDN) is an ETF from Kingsbarn Capital Management. Over the past year ARKW returned -5.69% while DVDN returned -28.32%. Year to date, ARKW is up 8.61% versus a loss of 24.70% for DVDN.
Over three years, ARKW compounded at +44.94% per year against -9.69% for DVDN.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ARKW has been the more volatile fund, with annualized monthly volatility of 34.5% compared with 15.7% for DVDN. 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 -36.2% for ARKW and -43.8% for DVDN. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.22. They move largely independently of each other.
Fees and Cost Over Time
ARKW charges 0.76% per year while DVDN charges 1.65%. On a $10,000 position that is $76 vs $165 annually, a gap of $89 per year that compounds over a long holding period. On income, ARKW currently yields 1.47% against 15.59% for DVDN.
Holdings Overlap
We hold position weights for 40 holdings in ARKW and 16 in DVDN, totalling 96.5% 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 40 positions we hold weights for in ARKW and 16 in DVDN, against full books of 88 and 30.
What only one of them owns
Our book lists 16 positions for DVDN that do not appear in our book for ARKW (100.0% of the fund), and 36 for ARKW that do not appear in DVDN (89.5%).
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.
You are not choosing between two funds in isolation.
Whichever of ARKW and DVDN 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, ARKW or DVDN?
ARKW has an expense ratio of 0.76% while DVDN charges 1.65%. ARKW is the cheaper option, by $89 a year on a $10,000 investment.
Which performed better, ARKW or DVDN?
Over the past year ARKW returned -5.69% vs -28.32% for DVDN, so ARKW leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ARKW or DVDN?
ARKW has been the more volatile fund at 34.5% annualized versus 15.7% for DVDN. Worst drawdown: ARKW -36.2% vs DVDN -43.8%.
Should I hold both ARKW and DVDN?
ARKW and DVDN have a monthly-return correlation of 0.22, 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, ARKW or DVDN?
ARKW yields 1.47% while DVDN yields 15.59%, so DVDN currently pays the higher dividend yield.
Is DVDN better than ARKW?
ARKW has a lower expense ratio. ARKW led over 1Y, 3Y and the full window. ARKW is less concentrated, with 44.6% of the fund in its ten largest positions against 70.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.