ARKG vs. IVV
Compare and contrast key facts about ARK Genomic Revolution Multi-Sector ETF (ARKG) and iShares Core S&P 500 ETF (IVV).
ARKG and IVV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ARKG is an actively managed fund by ARK Investment Management. It was launched on Oct 31, 2014. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARKG or IVV.
Key characteristics
ARKG | IVV | |
---|---|---|
YTD Return | -28.22% | 5.41% |
1Y Return | -23.66% | 22.46% |
3Y Return (Ann) | -35.12% | 8.00% |
5Y Return (Ann) | -5.20% | 13.37% |
Sharpe Ratio | -0.57 | 1.92 |
Daily Std Dev | 40.17% | 11.70% |
Max Drawdown | -80.10% | -55.25% |
Current Drawdown | -78.93% | -4.54% |
Correlation
The correlation between ARKG and IVV is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ARKG vs. IVV - Performance Comparison
In the year-to-date period, ARKG achieves a -28.22% return, which is significantly lower than IVV's 5.41% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ARKG vs. IVV - Expense Ratio Comparison
Risk-Adjusted Performance
ARKG vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ARK Genomic Revolution Multi-Sector ETF (ARKG) and iShares Core S&P 500 ETF (IVV). 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.
Dividends
ARKG vs. IVV - Dividend Comparison
ARKG has not paid dividends to shareholders, while IVV's dividend yield for the trailing twelve months is around 1.38%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
ARK Genomic Revolution Multi-Sector ETF | 0.00% | 0.00% | 0.00% | 0.62% | 0.85% | 3.14% | 1.94% | 1.34% | 0.00% | 0.00% | 0.00% | 0.00% |
iShares Core S&P 500 ETF | 1.38% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.20% | 1.75% | 2.01% | 2.26% | 1.82% | 1.80% |
Drawdowns
ARKG vs. IVV - Drawdown Comparison
The maximum ARKG drawdown since its inception was -80.10%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for ARKG and IVV. For additional features, visit the drawdowns tool.
Volatility
ARKG vs. IVV - Volatility Comparison
ARK Genomic Revolution Multi-Sector ETF (ARKG) has a higher volatility of 10.34% compared to iShares Core S&P 500 ETF (IVV) at 3.23%. This indicates that ARKG's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.