ARCK.L vs. IWVG.L
ARCK.L (ARK Innovation UCITS ETF USD Accumulating) and IWVG.L (iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)) are both Global Equities funds. ARCK.L is actively managed, while IWVG.L is passively managed. Over the past year, ARCK.L returned 48.52% vs 63.14% for IWVG.L. A 0.51 correlation means they provide meaningful diversification when combined. ARCK.L charges 0.78%/yr vs 0.30%/yr for IWVG.L.
Performance
ARCK.L vs. IWVG.L - Performance Comparison
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Different Trading Currencies
ARCK.L is traded in GBp, while IWVG.L is traded in GBP. To make them comparable, the IWVG.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, ARCK.L achieves a 9.12% return, which is significantly lower than IWVG.L's 34.35% return.
ARCK.L
- 1D
- 3.86%
- 1M
- 7.67%
- YTD
- 9.12%
- 6M
- 2.16%
- 1Y
- 48.52%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IWVG.L
- 1D
- -0.61%
- 1M
- 13.03%
- YTD
- 34.35%
- 6M
- 35.94%
- 1Y
- 63.14%
- 3Y*
- 25.28%
- 5Y*
- 16.53%
- 10Y*
- —
ARCK.L vs. IWVG.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
ARCK.L ARK Innovation UCITS ETF USD Accumulating | 9.12% | 27.55% | 32.38% |
IWVG.L iShares Edge MSCI World Value Factor UCITS ETF USD (Dist) | 34.35% | 27.50% | 0.93% |
Correlation
The correlation between ARCK.L and IWVG.L is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since Apr 22, 2024 | 0.51 |
The correlation between ARCK.L and IWVG.L has been stable across timeframes, ranging from 0.44 to 0.51 - a consistent structural relationship.
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Return for Risk
ARCK.L vs. IWVG.L — Risk / Return Rank
ARCK.L
IWVG.L
ARCK.L vs. IWVG.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ARK Innovation UCITS ETF USD Accumulating (ARCK.L) and iShares Edge MSCI World Value Factor UCITS ETF USD (Dist) (IWVG.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ARCK.L | IWVG.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.82 | ||
| Sortino ratioReturn per unit of downside risk | -4.66 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.88 | -0.61 |
| Calmar ratioReturn relative to maximum drawdown | 1.09 | 8.95 | -7.86 |
| Martin ratioReturn relative to average drawdown | 1.77 | 33.30 | -31.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ARCK.L | IWVG.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 4.70 | -3.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.26 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.73 | -0.02 |
Drawdowns
ARCK.L vs. IWVG.L - Drawdown Comparison
The maximum ARCK.L drawdown since its inception was -44.34%, which is greater than IWVG.L's maximum drawdown of -28.07%. Use the drawdown chart below to compare losses from any high point for ARCK.L and IWVG.L.
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Drawdown Indicators
| ARCK.L | IWVG.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.34% | -28.07% | -16.27% |
Max Drawdown (1Y)Largest decline over 1 year | -44.34% | -7.02% | -37.32% |
Max Drawdown (3Y)Largest decline over 3 years | — | -13.79% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -13.79% | — |
Current DrawdownCurrent decline from peak | -29.10% | -0.61% | -28.49% |
Average DrawdownAverage peak-to-trough decline | -15.64% | -4.31% | -11.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 27.30% | 1.89% | +25.41% |
Volatility
ARCK.L vs. IWVG.L - Volatility Comparison
ARK Innovation UCITS ETF USD Accumulating (ARCK.L) has a higher volatility of 8.89% compared to iShares Edge MSCI World Value Factor UCITS ETF USD (Dist) (IWVG.L) at 5.50%. This indicates that ARCK.L's price experiences larger fluctuations and is considered to be riskier than IWVG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARCK.L | IWVG.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.89% | 5.50% | +3.39% |
Volatility (6M)Calculated over the trailing 6-month period | 21.80% | 10.95% | +10.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 55.05% | 13.37% | +41.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.12% | 13.07% | +34.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 47.12% | 15.56% | +31.56% |
ARCK.L vs. IWVG.L - Expense Ratio Comparison
ARCK.L has a 0.78% expense ratio, which is higher than IWVG.L's 0.30% expense ratio.
Dividends
ARCK.L vs. IWVG.L - Dividend Comparison
Neither ARCK.L nor IWVG.L has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
ARCK.L ARK Innovation UCITS ETF USD Accumulating | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWVG.L iShares Edge MSCI World Value Factor UCITS ETF USD (Dist) | 0.00% | 0.00% | 1.82% | 3.23% | 3.12% | 2.61% | 2.37% | 2.90% | 2.48% |
Frequently Asked Questions
ARCK.L and IWVG.L have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IWVG.L is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IWVG.L is cheaper with a 0.30% expense ratio, compared with 0.78% for ARCK.L.
They also come from different issuers: ARK Invest and iShares. Their fees differ too: 0.78% for ARCK.L and 0.30% for IWVG.L.
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