ARKG vs. SWPPX
Compare and contrast key facts about ARK Genomic Revolution Multi-Sector ETF (ARKG) and Schwab S&P 500 Index Fund (SWPPX).
ARKG is an actively managed fund by ARK. It was launched on Oct 31, 2014. SWPPX is a passively managed fund by Charles Schwab that tracks the performance of the S&P 500 Index. It was launched on May 19, 1997.
Performance
ARKG vs. SWPPX - Performance Comparison
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ARKG vs. SWPPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARKG ARK Genomic Revolution Multi-Sector ETF | -8.80% | 23.04% | -28.24% | 16.22% | -53.90% | -33.92% | 180.40% | 44.00% | -1.26% | 46.61% |
SWPPX Schwab S&P 500 Index Fund | -7.07% | 17.87% | 24.96% | 26.26% | -18.14% | 28.67% | 18.38% | 31.46% | -4.47% | 21.81% |
Returns By Period
In the year-to-date period, ARKG achieves a -8.80% return, which is significantly lower than SWPPX's -7.07% return. Over the past 10 years, ARKG has underperformed SWPPX with an annualized return of 4.69%, while SWPPX has yielded a comparatively higher 13.71% annualized return.
ARKG
- 1D
- 6.45%
- 1M
- -11.87%
- YTD
- -8.80%
- 6M
- -4.86%
- 1Y
- 27.26%
- 3Y*
- -4.22%
- 5Y*
- -21.56%
- 10Y*
- 4.69%
SWPPX
- 1D
- -0.37%
- 1M
- -7.65%
- YTD
- -7.07%
- 6M
- -4.58%
- 1Y
- 14.43%
- 3Y*
- 17.15%
- 5Y*
- 11.39%
- 10Y*
- 13.71%
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ARKG vs. SWPPX - Expense Ratio Comparison
ARKG has a 0.75% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Return for Risk
ARKG vs. SWPPX — Risk / Return Rank
ARKG
SWPPX
ARKG vs. SWPPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ARK Genomic Revolution Multi-Sector ETF (ARKG) and Schwab S&P 500 Index Fund (SWPPX). 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.
| ARKG | SWPPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.84 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.30 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.20 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 1.06 | -0.24 |
Martin ratioReturn relative to average drawdown | 2.22 | 5.14 | -2.91 |
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
| ARKG | SWPPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.84 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.48 | 0.68 | -1.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | 0.76 | -0.64 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.08 | 0.48 | -0.40 |
Correlation
The correlation between ARKG and SWPPX 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.
Dividends
ARKG vs. SWPPX - Dividend Comparison
ARKG has not paid dividends to shareholders, while SWPPX's dividend yield for the trailing twelve months is around 1.19%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARKG ARK Genomic Revolution Multi-Sector ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.62% | 0.85% | 3.14% | 0.82% | 1.34% | 0.00% | 0.00% |
SWPPX Schwab S&P 500 Index Fund | 1.19% | 1.11% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% |
Drawdowns
ARKG vs. SWPPX - Drawdown Comparison
The maximum ARKG drawdown since its inception was -83.59%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for ARKG and SWPPX.
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Drawdown Indicators
| ARKG | SWPPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.59% | -55.06% | -28.53% |
Max Drawdown (1Y)Largest decline over 1 year | -27.51% | -12.10% | -15.41% |
Max Drawdown (5Y)Largest decline over 5 years | -80.18% | -24.51% | -55.67% |
Max Drawdown (10Y)Largest decline over 10 years | -83.59% | -33.80% | -49.79% |
Current DrawdownCurrent decline from peak | -76.36% | -8.89% | -67.47% |
Average DrawdownAverage peak-to-trough decline | -35.30% | -10.00% | -25.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.16% | 2.49% | +7.67% |
Volatility
ARKG vs. SWPPX - Volatility Comparison
ARK Genomic Revolution Multi-Sector ETF (ARKG) has a higher volatility of 13.28% compared to Schwab S&P 500 Index Fund (SWPPX) at 4.29%. This indicates that ARKG's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARKG | SWPPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.28% | 4.29% | +8.99% |
Volatility (6M)Calculated over the trailing 6-month period | 31.86% | 9.11% | +22.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 44.94% | 18.14% | +26.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 45.37% | 16.89% | +28.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.94% | 18.19% | +22.75% |