ARKK vs. SWPPX

In the year-to-date period, ARKK achieves a -9.55% return, which is significantly lower than SWPPX's -3.30% return. Over the past 10 years, ARKK has underperformed SWPPX with an annualized return of 10.54%, while SWPPX has yielded a comparatively higher 12.18% annualized return.

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ARKK has a 0.75% expense ratio, which is higher than SWPPX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for ARK Innovation ETF (ARKK) 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.

The current ARKK Sharpe Ratio is 0.37, which is comparable to the SWPPX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of ARKK and SWPPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ARKK has not paid dividends to shareholders, while SWPPX's dividend yield for the trailing twelve months is around 1.27%.

The maximum ARKK drawdown since its inception was -80.91%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for ARKK and SWPPX. For additional features, visit the drawdowns tool.

ARK Innovation ETF (ARKK) has a higher volatility of 12.51% compared to Schwab S&P 500 Index Fund (SWPPX) at 6.81%. This indicates that ARKK'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.