ARKK vs. SMH
Compare and contrast key facts about ARK Innovation ETF (ARKK) and VanEck Vectors Semiconductor ETF (SMH).
ARKK and SMH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ARKK is an actively managed fund by ARK Investment Management. It was launched on Oct 31, 2014. SMH is a passively managed fund by VanEck that tracks the performance of the MVIS US Listed Semiconductor 25 Index. It was launched on Dec 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARKK or SMH.
Correlation
The correlation between ARKK and SMH is 0.67, 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
ARKK vs. SMH - Performance Comparison
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Key characteristics
ARKK:
0.59
SMH:
0.17
ARKK:
1.08
SMH:
0.48
ARKK:
1.13
SMH:
1.06
ARKK:
0.34
SMH:
0.16
ARKK:
1.84
SMH:
0.37
ARKK:
13.79%
SMH:
15.33%
ARKK:
44.79%
SMH:
43.32%
ARKK:
-80.91%
SMH:
-83.29%
ARKK:
-63.04%
SMH:
-12.15%
Returns By Period
In the year-to-date period, ARKK achieves a 1.11% return, which is significantly lower than SMH's 1.59% return. Over the past 10 years, ARKK has underperformed SMH with an annualized return of 11.35%, while SMH has yielded a comparatively higher 25.27% annualized return.
ARKK
1.11%
27.22%
4.16%
26.29%
10.62%
-1.06%
11.35%
SMH
1.59%
27.78%
2.30%
7.32%
30.13%
29.22%
25.27%
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ARKK vs. SMH - Expense Ratio Comparison
ARKK has a 0.75% expense ratio, which is higher than SMH's 0.35% expense ratio.
Risk-Adjusted Performance
ARKK vs. SMH — Risk-Adjusted Performance Rank
ARKK
SMH
ARKK vs. SMH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ARK Innovation ETF (ARKK) and VanEck Vectors Semiconductor ETF (SMH). 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.
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Dividends
ARKK vs. SMH - Dividend Comparison
ARKK has not paid dividends to shareholders, while SMH's dividend yield for the trailing twelve months is around 0.44%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARKK ARK Innovation ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.83% | 1.31% | 0.38% | 3.14% | 1.32% | 0.00% | 2.27% | 0.00% |
SMH VanEck Vectors Semiconductor ETF | 0.44% | 0.44% | 0.60% | 1.18% | 0.51% | 0.69% | 1.50% | 1.88% | 1.43% | 0.80% | 2.14% | 1.16% |
Drawdowns
ARKK vs. SMH - Drawdown Comparison
The maximum ARKK drawdown since its inception was -80.91%, roughly equal to the maximum SMH drawdown of -83.29%. Use the drawdown chart below to compare losses from any high point for ARKK and SMH. For additional features, visit the drawdowns tool.
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Volatility
ARKK vs. SMH - Volatility Comparison
ARK Innovation ETF (ARKK) has a higher volatility of 12.33% compared to VanEck Vectors Semiconductor ETF (SMH) at 9.62%. This indicates that ARKK's price experiences larger fluctuations and is considered to be riskier than SMH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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