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ARKK vs. SPDN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ARKK vs. SPDN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ARK Innovation ETF (ARKK) and Direxion Daily S&P 500 Bear 1x Shares (SPDN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ARKK achieves a -1.35% return, which is significantly higher than SPDN's -5.89% return. Over the past 10 years, ARKK has outperformed SPDN with an annualized return of 15.39%, while SPDN has yielded a comparatively lower -12.43% annualized return.


ARKK

1D
1.87%
1M
-4.10%
YTD
-1.35%
6M
-7.42%
1Y
24.13%
3Y*
21.64%
5Y*
-7.38%
10Y*
15.39%

SPDN

1D
-0.11%
1M
0.11%
YTD
-5.89%
6M
-5.63%
1Y
-14.82%
3Y*
-12.12%
5Y*
-8.55%
10Y*
-12.43%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ARKK vs. SPDN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ARKK
ARK Innovation ETF
-1.35%35.49%8.40%69.04%-66.97%-23.60%152.71%35.08%3.52%87.33%
SPDN
Direxion Daily S&P 500 Bear 1x Shares
-5.89%-11.09%-12.88%-15.04%18.63%-23.72%-24.56%-21.94%5.41%-17.16%

Correlation

The correlation between ARKK and SPDN is -0.72, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.72

Correlation (3Y)
Calculated over the trailing 3-year period

-0.74

Correlation (5Y)
Calculated over the trailing 5-year period

-0.72

Correlation (10Y)
Calculated over the trailing 10-year period

-0.69

Correlation (All Time)
Calculated using the full available price history since Jun 8, 2016

-0.69

The correlation between ARKK and SPDN has been stable across timeframes, ranging from -0.74 to -0.69 - a consistent structural relationship.

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Return for Risk

ARKK vs. SPDN — Risk / Return Rank

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

ARKK
ARKK Risk / Return Rank: 2020
Overall Rank
ARKK Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
ARKK Sortino Ratio Rank: 2222
Sortino Ratio Rank
ARKK Omega Ratio Rank: 2121
Omega Ratio Rank
ARKK Calmar Ratio Rank: 1919
Calmar Ratio Rank
ARKK Martin Ratio Rank: 1818
Martin Ratio Rank

SPDN
SPDN Risk / Return Rank: 11
Overall Rank
SPDN Sharpe Ratio Rank: 00
Sharpe Ratio Rank
SPDN Sortino Ratio Rank: 11
Sortino Ratio Rank
SPDN Omega Ratio Rank: 11
Omega Ratio Rank
SPDN Calmar Ratio Rank: 22
Calmar Ratio Rank
SPDN Martin Ratio Rank: 11
Martin Ratio Rank
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.

ARKK vs. SPDN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ARK Innovation ETF (ARKK) and Direxion Daily S&P 500 Bear 1x Shares (SPDN). 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.


ARKKSPDNDifference
Sharpe ratioReturn per unit of total volatility

+1.88

Sortino ratioReturn per unit of downside risk

+2.87

Omega ratioGain probability vs. loss probability

1.13

0.81

+0.32

Calmar ratioReturn relative to maximum drawdown

0.77

-0.84

+1.61

Martin ratioReturn relative to average drawdown

1.71

-1.53

+3.23

ARKK vs. SPDN - Sharpe Ratio Comparison

The current ARKK Sharpe Ratio is 0.67, which is higher than the SPDN Sharpe Ratio of -1.21. The chart below compares the historical Sharpe Ratios of ARKK and SPDN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ARKKSPDNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.67

-1.21

+1.88

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.16

-0.51

+0.35

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.38

-0.69

+1.07

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

-0.69

+1.02

Drawdowns

ARKK vs. SPDN - Drawdown Comparison

The maximum ARKK drawdown since its inception was -80.97%, which is greater than SPDN's maximum drawdown of -75.31%. Use the drawdown chart below to compare losses from any high point for ARKK and SPDN.


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Drawdown Indicators


ARKKSPDNDifference

Max Drawdown

Largest peak-to-trough decline

-80.97%

-75.31%

-5.66%

Max Drawdown (1Y)

Largest decline over 1 year

-31.35%

-17.73%

-13.62%

Max Drawdown (3Y)

Largest decline over 3 years

-39.56%

-38.24%

-1.32%

Max Drawdown (5Y)

Largest decline over 5 years

-77.23%

-43.85%

-33.38%

Max Drawdown (10Y)

Largest decline over 10 years

-80.97%

-75.31%

-5.66%

Current Drawdown

Current decline from peak

-50.87%

-74.65%

+23.78%

Average Drawdown

Average peak-to-trough decline

-30.14%

-48.57%

+18.43%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.18%

9.71%

+4.47%

Volatility

ARKK vs. SPDN - Volatility Comparison

ARK Innovation ETF (ARKK) has a higher volatility of 11.34% compared to Direxion Daily S&P 500 Bear 1x Shares (SPDN) at 3.55%. This indicates that ARKK's price experiences larger fluctuations and is considered to be riskier than SPDN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ARKKSPDNDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.34%

3.55%

+7.79%

Volatility (6M)

Calculated over the trailing 6-month period

25.96%

9.44%

+16.52%

Volatility (1Y)

Calculated over the trailing 1-year period

36.15%

12.33%

+23.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

46.38%

16.90%

+29.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

40.34%

18.05%

+22.29%

ARKK vs. SPDN - Expense Ratio Comparison

ARKK has a 0.75% expense ratio, which is higher than SPDN's 0.50% expense ratio.


Dividends

ARKK vs. SPDN - Dividend Comparison

ARKK has not paid dividends to shareholders, while SPDN's dividend yield for the trailing twelve months is around 4.01%.


PositionTTM20252024202320222021202020192018201720162015
ARKK
ARK Innovation ETF
0.00%0.00%0.00%0.70%0.00%0.55%1.64%0.38%3.14%1.32%0.00%2.27%
SPDN
Direxion Daily S&P 500 Bear 1x Shares
4.01%4.06%5.32%5.84%0.96%0.00%0.10%1.89%1.24%0.42%0.00%0.00%

Frequently Asked Questions


ARKK and SPDN have a correlation of -0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ARKK has higher volatility (11.34%) compared to SPDN (3.55%). In terms of maximum drawdown, ARKK dropped -80.97% vs SPDN's -75.31%.

On 10-year performance, ARKK leads with 15.39% vs -12.43% for SPDN. On fees, SPDN is cheaper at 0.50% per year. On volatility, SPDN has been the lower-risk option at 3.55%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, ARKK has performed better with a 15.39% return vs -12.43%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SPDN is cheaper with a 0.50% expense ratio, compared with 0.75% for ARKK.

SPDN has the higher dividend yield at 4.01%, compared with 0.00% for ARKK.

ARKK is categorized as Technology Equities, while SPDN is Inverse Equities. They also come from different issuers: ARK and Direxion. Their fees differ too: 0.75% for ARKK and 0.50% for SPDN.

ARKK currently has the higher Sharpe Ratio (0.67 vs -1.21), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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