ARKI.L vs. ARCIX

Last updated Jun 5, 2026

ARKI.L (ARK Artificial Intelligence & Robotics UCITS ETF Class A USD Accumulation) and ARCIX (AQR Risk-Balanced Commodities Strategy Fund) are both funds - ARKI.L is a Technology Equities fund actively managed by ARK, while ARCIX is a Commodities fund managed by AQR Funds. Over the past year, ARKI.L returned 42.73% vs 36.95% for ARCIX. At a 0.13 correlation, their price movements are largely independent. ARKI.L charges 0.75%/yr vs 1.00%/yr for ARCIX.

Performance

ARKI.L vs. ARCIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ARK Artificial Intelligence & Robotics UCITS ETF Class A USD Accumulation (ARKI.L) and AQR Risk-Balanced Commodities Strategy Fund (ARCIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ARKI.L achieves a 13.70% return, which is significantly lower than ARCIX's 19.42% return.

ARKI.L

• 1D: -0.35%
• 1M: 6.70%
• YTD: 13.70%
• 6M: 12.15%
• 1Y: 42.73%
• 3Y*: —
• 5Y*: —
• 10Y*: —

ARCIX

• 1D: -0.98%
• 1M: -1.69%
• YTD: 19.42%
• 6M: 20.91%
• 1Y: 36.95%
• 3Y*: 17.16%
• 5Y*: 14.94%
• 10Y*: 11.97%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ARKI.L vs. ARCIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024
ARKI.L ARK Artificial Intelligence & Robotics UCITS ETF Class A USD Accumulation	13.70%	38.42%	58.43%
ARCIX AQR Risk-Balanced Commodities Strategy Fund	19.42%	20.99%	-1.81%

Correlation

The correlation between ARKI.L and ARCIX is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.06
Correlation (All Time) Calculated using the full available price history since Apr 22, 2024	0.13

Return for Risk

ARKI.L vs. ARCIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ARKI.L

ARKI.L Risk / Return Rank: 39
ARKI.L Sharpe Ratio Rank: 45
ARKI.L Sortino Ratio Rank: 41
ARKI.L Omega Ratio Rank: 42
ARKI.L Calmar Ratio Rank: 37
ARKI.L Martin Ratio Rank: 32

ARCIX

ARCIX Risk / Return Rank: 78
ARCIX Sharpe Ratio Rank: 79
ARCIX Sortino Ratio Rank: 63
ARCIX Omega Ratio Rank: 71
ARCIX Calmar Ratio Rank: 90
ARCIX Martin Ratio Rank: 86

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ARKI.L vs. ARCIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ARK Artificial Intelligence & Robotics UCITS ETF Class A USD Accumulation (ARKI.L) and AQR Risk-Balanced Commodities Strategy Fund (ARCIX). 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.

	ARKI.L	ARCIX	Difference
Sharpe ratio: Return per unit of total volatility	1.55	2.53	-0.98
Sortino ratio: Return per unit of downside risk	2.08	3.23	-1.15
Omega ratio: Gain probability vs. loss probability	1.26	1.46	-0.19
Calmar ratio: Return relative to maximum drawdown	1.81	4.53	-2.72
Martin ratio: Return relative to average drawdown	4.67	15.75	-11.07
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ARKI.L vs. ARCIX - Sharpe Ratio Comparison

The current ARKI.L Sharpe Ratio is 1.55, which is lower than the ARCIX Sharpe Ratio of 2.53. The chart below compares the historical Sharpe Ratios of ARKI.L and ARCIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	ARKI.L	ARCIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.55	2.53	-0.98
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.79	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.69	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.74	0.31	+1.43

Drawdowns

ARKI.L vs. ARCIX - Drawdown Comparison

The maximum ARKI.L drawdown since its inception was -30.97%, smaller than the maximum ARCIX drawdown of -54.25%. Use the drawdown chart below to compare losses from any high point for ARKI.L and ARCIX.

Drawdown Indicators

	ARKI.L	ARCIX	Difference
Max Drawdown Largest peak-to-trough decline	-30.97%	-54.25%	+23.28%
Max Drawdown (1Y) Largest decline over 1 year	-24.05%	-8.36%	-15.69%
Max Drawdown (3Y) Largest decline over 3 years	—	-13.67%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-20.29%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-32.45%	—
Current Drawdown Current decline from peak	-2.18%	-5.63%	+3.45%
Average Drawdown Average peak-to-trough decline	-6.45%	-25.37%	+18.92%
Ulcer Index Depth and duration of drawdowns from previous peaks	9.35%	2.40%	+6.95%

Volatility

ARKI.L vs. ARCIX - Volatility Comparison

ARK Artificial Intelligence & Robotics UCITS ETF Class A USD Accumulation (ARKI.L) has a higher volatility of 8.69% compared to AQR Risk-Balanced Commodities Strategy Fund (ARCIX) at 4.95%. This indicates that ARKI.L's price experiences larger fluctuations and is considered to be riskier than ARCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ARKI.L	ARCIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.69%	4.95%	+3.74%
Volatility (6M) Calculated over the trailing 6-month period	19.68%	12.68%	+7.00%
Volatility (1Y) Calculated over the trailing 1-year period	28.20%	14.98%	+13.22%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.91%	19.01%	+11.90%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.91%	17.43%	+13.48%

ARKI.L vs. ARCIX - Expense Ratio Comparison

ARKI.L has a 0.75% expense ratio, which is lower than ARCIX's 1.00% expense ratio.

Dividends

ARKI.L vs. ARCIX - Dividend Comparison

ARKI.L has not paid dividends to shareholders, while ARCIX's dividend yield for the trailing twelve months is around 11.25%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
ARCIX AQR Risk-Balanced Commodities Strategy Fund	11.25%	13.44%	2.11%	7.56%	9.51%	18.23%	0.09%	5.19%	0.67%	0.01%	4.82%
ARKI.L ARK Artificial Intelligence & Robotics UCITS ETF Class A USD Accumulation	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both ARKI.L and ARCIX in my portfolio?

ARKI.L and ARCIX have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.