ARKQ vs. EPU

Last updated Jun 16, 2026

ARKQ (ARK Autonomous Technology & Robotics ETF) and EPU (iShares MSCI Peru ETF) are both exchange-traded funds - ARKQ is a Robotics fund actively managed by ARK, while EPU is a Mid Cap Blend Equities fund tracking the MSCI All Peru Capped Index. ARKQ is actively managed, while EPU is passively managed. Over the past 10 years, ARKQ returned 22.08%/yr vs 15.10%/yr for EPU. At a 0.44 correlation, their price movements are largely independent. ARKQ charges 0.75%/yr vs 0.59%/yr for EPU.

Performance

ARKQ vs. EPU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ARK Autonomous Technology & Robotics ETF (ARKQ) and iShares MSCI Peru ETF (EPU). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ARKQ achieves a 17.47% return, which is significantly lower than EPU's 22.98% return. Over the past 10 years, ARKQ has outperformed EPU with an annualized return of 22.08%, while EPU has yielded a comparatively lower 15.10% annualized return.

ARKQ

• 1D: 4.08%
• 1M: 1.98%
• YTD: 17.47%
• 6M: 19.36%
• 1Y: 64.14%
• 3Y*: 34.41%
• 5Y*: 11.10%
• 10Y*: 22.08%

EPU

• 1D: 1.62%
• 1M: 11.20%
• YTD: 22.98%
• 6M: 29.01%
• 1Y: 88.50%
• 3Y*: 46.17%
• 5Y*: 30.02%
• 10Y*: 15.10%

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

ARKQ vs. EPU - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ARKQ ARK Autonomous Technology & Robotics ETF	17.47%	48.81%	33.88%	40.70%	-46.75%	1.74%	107.20%	25.94%	-7.89%	52.26%
EPU iShares MSCI Peru ETF	22.98%	86.87%	21.73%	25.34%	2.05%	-11.81%	-4.31%	7.30%	-12.17%	29.70%

Correlation

The correlation between ARKQ and EPU is 0.53, 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	0.53
Correlation (3Y) Calculated over the trailing 3-year period	0.47
Correlation (5Y) Calculated over the trailing 5-year period	0.47
Correlation (10Y) Calculated over the trailing 10-year period	0.45
Correlation (All Time) Calculated using the full available price history since Sep 30, 2014	0.44

The correlation between ARKQ and EPU has been stable across timeframes, ranging from 0.44 to 0.53 - a consistent structural relationship.

ARKQ vs. EPU - Sectors Allocation Comparison

Sectors	ARKQ	EPU
Industrials	39.0%	2.6%
Technology	34.2%	-
Consumer Cyclical	13.8%	4.1%
Communication Services	9.1%	1.5%
Energy	1.7%	-
Healthcare	1.1%	0.9%
Utilities	1.0%	2.8%
Basic Materials	-	54.2%
Consumer Defensive	-	3.0%
Financial Services	-	27.9%
Real Estate	-	3.0%

Return for Risk

ARKQ vs. EPU — Risk / Return Rank

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

ARKQ

ARKQ Risk / Return Rank: 60
ARKQ Sharpe Ratio Rank: 65
ARKQ Sortino Ratio Rank: 56
ARKQ Omega Ratio Rank: 54
ARKQ Calmar Ratio Rank: 69
ARKQ Martin Ratio Rank: 58

EPU

EPU Risk / Return Rank: 82
EPU Sharpe Ratio Rank: 92
EPU Sortino Ratio Rank: 81
EPU Omega Ratio Rank: 83
EPU Calmar Ratio Rank: 85
EPU Martin Ratio Rank: 71

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. EPU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ARK Autonomous Technology & Robotics ETF (ARKQ) and iShares MSCI Peru ETF (EPU). 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.

	ARKQ	EPU	Difference
Sharpe ratio: Return per unit of total volatility	1.91	2.87	-0.95
Sortino ratio: Return per unit of downside risk	2.43	3.25	-0.82
Omega ratio: Gain probability vs. loss probability	1.30	1.45	-0.14
Calmar ratio: Return relative to maximum drawdown	3.13	4.27	-1.13
Martin ratio: Return relative to average drawdown	9.22	12.29	-3.07

ARKQ vs. EPU - Sharpe Ratio Comparison

The current ARKQ Sharpe Ratio is 1.91, which is lower than the EPU Sharpe Ratio of 2.87. The chart below compares the historical Sharpe Ratios of ARKQ and EPU, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

ARKQ vs. EPU - Drawdown Comparison

The maximum ARKQ drawdown since its inception was -59.89%, roughly equal to the maximum EPU drawdown of -60.62%. Use the drawdown chart below to compare losses from any high point for ARKQ and EPU.

Drawdown Indicators

	ARKQ	EPU	Difference
Max Drawdown Largest peak-to-trough decline	-59.89%	-60.62%	+0.73%
Max Drawdown (1Y) Largest decline over 1 year	-20.58%	-20.85%	+0.27%
Max Drawdown (3Y) Largest decline over 3 years	-30.76%	-20.85%	-9.91%
Max Drawdown (5Y) Largest decline over 5 years	-55.71%	-35.59%	-20.12%
Max Drawdown (10Y) Largest decline over 10 years	-59.89%	-50.97%	-8.92%
Current Drawdown Current decline from peak	-6.35%	-5.18%	-1.17%
Average Drawdown Average peak-to-trough decline	-17.21%	-18.81%	+1.60%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.98%	7.22%	-0.24%

Volatility

ARKQ vs. EPU - Volatility Comparison

ARK Autonomous Technology & Robotics ETF (ARKQ) and iShares MSCI Peru ETF (EPU) have volatilities of 13.37% and 13.56%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ARKQ	EPU	Difference
Volatility (1M) Calculated over the trailing 1-month period	13.37%	13.56%	-0.19%
Volatility (6M) Calculated over the trailing 6-month period	26.41%	26.92%	-0.51%
Volatility (1Y) Calculated over the trailing 1-year period	33.76%	31.12%	+2.64%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	32.56%	25.09%	+7.47%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.01%	23.64%	+6.37%

ARKQ vs. EPU - Expense Ratio Comparison

ARKQ has a 0.75% expense ratio, which is higher than EPU's 0.59% expense ratio.

Dividends

ARKQ vs. EPU - Dividend Comparison

ARKQ's dividend yield for the trailing twelve months is around 0.23%, less than EPU's 2.97% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ARKQ ARK Autonomous Technology & Robotics ETF	0.23%	0.27%	0.00%	0.00%	0.00%	0.80%	0.86%	0.00%	2.86%	1.54%	0.00%	0.98%
EPU iShares MSCI Peru ETF	2.97%	1.63%	5.78%	4.17%	5.56%	3.13%	1.91%	2.67%	1.53%	3.30%	0.85%	1.90%

Frequently Asked Questions

Can I hold both ARKQ and EPU in my portfolio?

ARKQ and EPU have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ARKQ or EPU?

EPU has higher volatility (13.56%) compared to ARKQ (13.37%). In terms of maximum drawdown, ARKQ dropped -59.89% vs EPU's -60.62%.

Which ETF is better, ARKQ or EPU?

On 10-year performance, ARKQ leads with 22.08% vs 15.10% for EPU. On fees, EPU is cheaper at 0.59% per year. On volatility, ARKQ has been the lower-risk option at 13.37%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, ARKQ or EPU?

Over the 10-year period, ARKQ has performed better with a 22.08% return vs 15.10%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, ARKQ or EPU?

EPU is cheaper with a 0.59% expense ratio, compared with 0.75% for ARKQ.

Which ETF pays a higher dividend yield, ARKQ or EPU?

EPU has the higher dividend yield at 2.97%, compared with 0.23% for ARKQ.

What is the main difference between ARKQ and EPU?

ARKQ is categorized as Robotics, while EPU is Mid Cap Blend Equities. They also come from different issuers: ARK and iShares. Their fees differ too: 0.75% for ARKQ and 0.59% for EPU.

Which has better risk-adjusted returns?

EPU currently has the higher Sharpe Ratio (2.87 vs 1.91), 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.