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ARKQ vs. 5MVL.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ARKQ vs. 5MVL.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ARK Autonomous Technology & Robotics ETF (ARKQ) and iShares Edge MSCI EM Value Factor UCITS ETF USD(Acc) (5MVL.DE). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

ARKQ is traded in USD, while 5MVL.DE is traded in EUR. To make them comparable, the 5MVL.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, ARKQ achieves a 12.86% return, which is significantly lower than 5MVL.DE's 41.23% return.


ARKQ

1D
-0.64%
1M
-5.27%
YTD
12.86%
6M
13.25%
1Y
55.23%
3Y*
32.57%
5Y*
9.89%
10Y*
21.73%

5MVL.DE

1D
3.29%
1M
3.27%
YTD
41.23%
6M
46.71%
1Y
74.34%
3Y*
35.51%
5Y*
15.88%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ARKQ vs. 5MVL.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
ARKQ
ARK Autonomous Technology & Robotics ETF
12.86%48.81%33.88%40.70%-46.75%1.74%107.20%25.94%-7.07%
5MVL.DE
iShares Edge MSCI EM Value Factor UCITS ETF USD(Acc)
41.23%43.66%14.08%18.21%-15.49%4.17%7.14%17.82%-13.54%

Correlation

The correlation between ARKQ and 5MVL.DE is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.52

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

0.46

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

0.49

Correlation (All Time)
Calculated using the full available price history since Dec 6, 2018

0.51

The correlation between ARKQ and 5MVL.DE has been stable across timeframes, ranging from 0.46 to 0.52 - a consistent structural relationship.

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Return for Risk

ARKQ vs. 5MVL.DE — Risk / Return Rank

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

ARKQ
ARKQ Risk / Return Rank: 5454
Overall Rank
ARKQ Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
ARKQ Sortino Ratio Rank: 5050
Sortino Ratio Rank
ARKQ Omega Ratio Rank: 4848
Omega Ratio Rank
ARKQ Calmar Ratio Rank: 6262
Calmar Ratio Rank
ARKQ Martin Ratio Rank: 5353
Martin Ratio Rank

5MVL.DE
5MVL.DE Risk / Return Rank: 9595
Overall Rank
5MVL.DE Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
5MVL.DE Sortino Ratio Rank: 9494
Sortino Ratio Rank
5MVL.DE Omega Ratio Rank: 9494
Omega Ratio Rank
5MVL.DE Calmar Ratio Rank: 9696
Calmar Ratio Rank
5MVL.DE Martin Ratio Rank: 9494
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.

ARKQ vs. 5MVL.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ARK Autonomous Technology & Robotics ETF (ARKQ) and iShares Edge MSCI EM Value Factor UCITS ETF USD(Acc) (5MVL.DE). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ARKQ5MVL.DEDifference
Sharpe ratioReturn per unit of total volatility

-1.83

Sortino ratioReturn per unit of downside risk

-1.97

Omega ratioGain probability vs. loss probability

1.27

1.59

-0.32

Calmar ratioReturn relative to maximum drawdown

2.70

6.48

-3.79

Martin ratioReturn relative to average drawdown

7.95

20.49

-12.54

ARKQ vs. 5MVL.DE - Sharpe Ratio Comparison

The current ARKQ Sharpe Ratio is 1.66, which is lower than the 5MVL.DE Sharpe Ratio of 3.48. The chart below compares the historical Sharpe Ratios of ARKQ and 5MVL.DE, 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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Drawdowns

ARKQ vs. 5MVL.DE - Drawdown Comparison

The maximum ARKQ drawdown since its inception was -59.89%, which is greater than 5MVL.DE's maximum drawdown of -35.06%. Use the drawdown chart below to compare losses from any high point for ARKQ and 5MVL.DE.


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Drawdown Indicators


ARKQ5MVL.DEDifference

Max Drawdown

Largest peak-to-trough decline

-59.89%

-35.06%

-24.83%

Max Drawdown (1Y)

Largest decline over 1 year

-20.58%

-11.41%

-9.17%

Max Drawdown (3Y)

Largest decline over 3 years

-30.76%

-16.96%

-13.80%

Max Drawdown (5Y)

Largest decline over 5 years

-55.71%

-34.19%

-21.52%

Max Drawdown (10Y)

Largest decline over 10 years

-59.89%

Current Drawdown

Current decline from peak

-10.02%

-5.98%

-4.04%

Average Drawdown

Average peak-to-trough decline

-17.22%

-10.10%

-7.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.97%

3.62%

+3.35%

Volatility

ARKQ vs. 5MVL.DE - Volatility Comparison

ARK Autonomous Technology & Robotics ETF (ARKQ) has a higher volatility of 12.70% compared to iShares Edge MSCI EM Value Factor UCITS ETF USD(Acc) (5MVL.DE) at 9.66%. This indicates that ARKQ's price experiences larger fluctuations and is considered to be riskier than 5MVL.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ARKQ5MVL.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.70%

9.66%

+3.04%

Volatility (6M)

Calculated over the trailing 6-month period

26.15%

18.27%

+7.88%

Volatility (1Y)

Calculated over the trailing 1-year period

33.54%

21.23%

+12.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.50%

18.82%

+13.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.98%

20.64%

+9.34%

ARKQ vs. 5MVL.DE - Expense Ratio Comparison

ARKQ has a 0.75% expense ratio, which is higher than 5MVL.DE's 0.40% expense ratio.


Dividends

ARKQ vs. 5MVL.DE - Dividend Comparison

ARKQ's dividend yield for the trailing twelve months is around 0.24%, while 5MVL.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
5MVL.DE
iShares Edge MSCI EM Value Factor UCITS ETF USD(Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ARKQ
ARK Autonomous Technology & Robotics ETF
0.24%0.27%0.00%0.00%0.00%0.80%0.86%0.00%2.86%1.54%0.00%0.98%

Frequently Asked Questions


ARKQ and 5MVL.DE have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, 5MVL.DE is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

5MVL.DE is cheaper with a 0.40% expense ratio, compared with 0.75% for ARKQ.

ARKQ is categorized as Robotics, while 5MVL.DE is Emerging Markets Equities. They also come from different issuers: ARK and iShares. Their fees differ too: 0.75% for ARKQ and 0.40% for 5MVL.DE.

Portfolio Optimizer

Find the right allocation for ARKQ and 5MVL.DE

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