ARKQ vs. FGRIX

Last updated Jun 16, 2026

ARKQ (ARK Autonomous Technology & Robotics ETF) and FGRIX (Fidelity Growth & Income Portfolio) are both funds - ARKQ is a Robotics fund actively managed by ARK, while FGRIX is a Large Cap Value Equities fund actively managed by Fidelity. Both are actively managed. Over the past 10 years, ARKQ returned 22.08%/yr vs 14.64%/yr for FGRIX. A 0.68 correlation means they provide meaningful diversification when combined. ARKQ charges 0.75%/yr vs 0.57%/yr for FGRIX.

Performance

ARKQ vs. FGRIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ARK Autonomous Technology & Robotics ETF (ARKQ) and Fidelity Growth & Income Portfolio (FGRIX). 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 higher than FGRIX's 7.83% return. Over the past 10 years, ARKQ has outperformed FGRIX with an annualized return of 22.08%, while FGRIX has yielded a comparatively lower 14.64% 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%

FGRIX

• 1D: 0.52%
• 1M: 2.06%
• YTD: 7.83%
• 6M: 8.49%
• 1Y: 23.33%
• 3Y*: 20.20%
• 5Y*: 13.53%
• 10Y*: 14.64%

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

ARKQ vs. FGRIX - 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%
FGRIX Fidelity Growth & Income Portfolio	7.83%	21.59%	22.10%	18.63%	-4.98%	25.84%	7.98%	30.22%	-8.94%	16.88%

Correlation

The correlation between ARKQ and FGRIX is 0.68, 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	0.68
Correlation (3Y) Calculated over the trailing 3-year period	0.73
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 Sep 30, 2014	0.68

The correlation between ARKQ and FGRIX has been stable across timeframes, ranging from 0.68 to 0.73 - a consistent structural relationship.

ARKQ vs. FGRIX - Sectors Allocation Comparison

Sectors	ARKQ	FGRIX
Industrials	39.0%	17.7%
Technology	34.2%	21.7%
Consumer Cyclical	13.8%	3.9%
Communication Services	9.1%	6.3%
Energy	1.7%	10.7%
Healthcare	1.1%	11.8%
Utilities	1.0%	2.3%
Basic Materials	-	0.9%
Consumer Defensive	-	7.1%
Financial Services	-	16.6%
Real Estate	-	1.1%

Return for Risk

ARKQ vs. FGRIX — 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

FGRIX

FGRIX Risk / Return Rank: 64
FGRIX Sharpe Ratio Rank: 66
FGRIX Sortino Ratio Rank: 65
FGRIX Omega Ratio Rank: 62
FGRIX Calmar Ratio Rank: 61
FGRIX Martin Ratio Rank: 66

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. FGRIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ARK Autonomous Technology & Robotics ETF (ARKQ) and Fidelity Growth & Income Portfolio (FGRIX). 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	FGRIX	Difference
Sharpe ratio: Return per unit of total volatility	1.91	2.01	-0.10
Sortino ratio: Return per unit of downside risk	2.43	2.83	-0.40
Omega ratio: Gain probability vs. loss probability	1.30	1.36	-0.06
Calmar ratio: Return relative to maximum drawdown	3.13	2.64	+0.49
Martin ratio: Return relative to average drawdown	9.22	11.02	-1.80

ARKQ vs. FGRIX - Sharpe Ratio Comparison

The current ARKQ Sharpe Ratio is 1.91, which is comparable to the FGRIX Sharpe Ratio of 2.01. The chart below compares the historical Sharpe Ratios of ARKQ and FGRIX, 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. FGRIX - Drawdown Comparison

The maximum ARKQ drawdown since its inception was -59.89%, smaller than the maximum FGRIX drawdown of -67.10%. Use the drawdown chart below to compare losses from any high point for ARKQ and FGRIX.

Drawdown Indicators

	ARKQ	FGRIX	Difference
Max Drawdown Largest peak-to-trough decline	-59.89%	-67.10%	+7.21%
Max Drawdown (1Y) Largest decline over 1 year	-20.58%	-8.35%	-12.23%
Max Drawdown (3Y) Largest decline over 3 years	-30.76%	-16.42%	-14.34%
Max Drawdown (5Y) Largest decline over 5 years	-55.71%	-19.26%	-36.45%
Max Drawdown (10Y) Largest decline over 10 years	-59.89%	-35.62%	-24.27%
Current Drawdown Current decline from peak	-6.35%	-0.14%	-6.21%
Average Drawdown Average peak-to-trough decline	-17.21%	-10.11%	-7.10%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.98%	2.00%	+4.98%

Volatility

ARKQ vs. FGRIX - Volatility Comparison

ARK Autonomous Technology & Robotics ETF (ARKQ) has a higher volatility of 13.37% compared to Fidelity Growth & Income Portfolio (FGRIX) at 3.25%. This indicates that ARKQ's price experiences larger fluctuations and is considered to be riskier than FGRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ARKQ	FGRIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	13.37%	3.25%	+10.12%
Volatility (6M) Calculated over the trailing 6-month period	26.41%	8.28%	+18.13%
Volatility (1Y) Calculated over the trailing 1-year period	33.76%	10.95%	+22.81%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	32.56%	15.56%	+17.00%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.01%	17.46%	+12.55%

ARKQ vs. FGRIX - Expense Ratio Comparison

ARKQ has a 0.75% expense ratio, which is higher than FGRIX's 0.57% expense ratio.

Dividends

ARKQ vs. FGRIX - Dividend Comparison

ARKQ's dividend yield for the trailing twelve months is around 0.23%, less than FGRIX's 9.08% 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%
FGRIX Fidelity Growth & Income Portfolio	9.08%	9.78%	6.80%	3.93%	3.43%	6.02%	3.61%	2.85%	3.39%	1.52%	1.80%	2.08%

Frequently Asked Questions

Can I hold both ARKQ and FGRIX in my portfolio?

ARKQ and FGRIX have a correlation of 0.68, 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 FGRIX?

ARKQ has higher volatility (13.37%) compared to FGRIX (3.25%). In terms of maximum drawdown, ARKQ dropped -59.89% vs FGRIX's -67.10%.

Which has better risk-adjusted returns?

FGRIX currently has the higher Sharpe Ratio (2.01 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.