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ARKD vs. SOEZ
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ARKD vs. SOEZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ARK 21Shares Digital Asset and Blockchain Strategy ETF (ARKD) and Franklin Solana ETF (SOEZ). The values are adjusted to include any dividend payments, if applicable.

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ARKD vs. SOEZ - Yearly Performance Comparison


Returns By Period


ARKD

1D
1.22%
1M
-3.67%
YTD
6M
1Y
3Y*
5Y*
10Y*

SOEZ

1D
1.61%
1M
-3.90%
YTD
-31.67%
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ARKD vs. SOEZ - Expense Ratio Comparison

ARKD has a 0.90% expense ratio, which is higher than SOEZ's 0.19% expense ratio.


Return for Risk

ARKD vs. SOEZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ARK 21Shares Digital Asset and Blockchain Strategy ETF (ARKD) and Franklin Solana ETF (SOEZ). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

ARKD vs. SOEZ - Sharpe Ratio Comparison


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Sharpe Ratios by Period


ARKDSOEZDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

-1.42

-1.03

-0.39

Correlation

The correlation between ARKD and SOEZ is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

ARKD vs. SOEZ - Dividend Comparison

ARKD has not paid dividends to shareholders, while SOEZ's dividend yield for the trailing twelve months is around 0.09%.


Drawdowns

ARKD vs. SOEZ - Drawdown Comparison

The maximum ARKD drawdown since its inception was -14.03%, smaller than the maximum SOEZ drawdown of -47.78%. Use the drawdown chart below to compare losses from any high point for ARKD and SOEZ.


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Drawdown Indicators


ARKDSOEZDifference

Max Drawdown

Largest peak-to-trough decline

-14.03%

-47.78%

+33.75%

Current Drawdown

Current decline from peak

-10.43%

-42.58%

+32.15%

Average Drawdown

Average peak-to-trough decline

-6.73%

-25.30%

+18.57%

Volatility

ARKD vs. SOEZ - Volatility Comparison


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Volatility by Period


ARKDSOEZDifference

Volatility (1Y)

Calculated over the trailing 1-year period

20.96%

77.92%

-56.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.96%

77.92%

-56.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.96%

77.92%

-56.96%