ARKW vs SPYT
ARK Next Generation Technology ETF vs Defiance S&P 500 Income Target ETF
Which is better, ARKW or SPYT?
Each has led over a different period.
ARKW has a lower expense ratio. ARKW led over the full window, SPYT over 1Y.
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 | SPYT |
|---|---|---|
| Expense Ratio | 0.76%Best | 0.92% |
| AUM | $2.0B | $170M |
| Dividend Yield | 1.47% | 20.83% |
| Holdings | 88 | 10 |
| YTD Return | +7.08% | +12.99%Best |
| 1Y Return | -5.81% | +15.90%Best |
| 3Y Return (annualized) | +44.31% | - |
| 5Y Return (annualized) | +2.38% | - |
| Volatility (annualized) | 34.5% | 10.7%Best |
| Max Drawdown | -36.2% | -18.3%Best |
| $10,000 over 2.6 years | $19,837Best | $14,369 |
| Fund Family | Ark Invest | Defiance ETFs, LLC |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Sep 30, 2014 | Mar 7, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.6 years row, are measured over the window both funds cover: Mar 7, 2024 to Oct 14, 2026 (2.6 years).
ARKW vs SPYT 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 2.6 years both funds cover.
ARKW vs SPYT Performance
ARK Next Generation Technology ETF (ARKW) is an ETF from Ark Invest and Defiance S&P 500 Income Target ETF (SPYT) is an ETF from Defiance ETFs, LLC. Over the past year ARKW returned -5.81% while SPYT returned +15.90%. Year to date, ARKW is up 7.08% versus a gain of 12.99% for SPYT.
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 10.7% for SPYT. 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 -18.3% for SPYT. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ARKW charges 0.76% per year while SPYT charges 0.92%. On a $10,000 position that is $76 vs $92 annually, a gap of $16 per year that compounds over a long holding period. On income, ARKW currently yields 1.47% against 20.83% for SPYT.
Holdings Overlap
We hold position weights for 40 holdings in ARKW and 1 in SPYT, totalling 96.5% and 99.7% 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 1 in SPYT, against full books of 88 and 10.
You are not choosing between two funds in isolation.
Whichever of ARKW and SPYT 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 SPYT?
ARKW has an expense ratio of 0.76% while SPYT charges 0.92%. ARKW is the cheaper option, by $16 a year on a $10,000 investment.
Which performed better, ARKW or SPYT?
Over the past year ARKW returned -5.81% vs +15.90% for SPYT, so SPYT leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ARKW or SPYT?
ARKW has been the more volatile fund at 34.5% annualized versus 10.7% for SPYT. Worst drawdown: ARKW -36.2% vs SPYT -18.3%.
Should I hold both ARKW and SPYT?
ARKW and SPYT have a monthly-return correlation of 0.72, 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 SPYT?
ARKW yields 1.47% while SPYT yields 20.83%, so SPYT currently pays the higher dividend yield.
Is SPYT better than ARKW?
ARKW has a lower expense ratio. ARKW led over the full window, SPYT over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.