ARKQ vs. IWR
Compare and contrast key facts about ARK Autonomous Technology & Robotics ETF (ARKQ) and iShares Russell Midcap ETF (IWR).
ARKQ and IWR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ARKQ is an actively managed fund by ARK. It was launched on Sep 30, 2014. IWR is a passively managed fund by iShares that tracks the performance of the Russell Midcap Index. It was launched on Jul 17, 2001.
Performance
ARKQ vs. IWR - Performance Comparison
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ARKQ vs. IWR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARKQ ARK Autonomous Technology & Robotics ETF | -0.13% | 48.81% | 33.88% | 40.70% | -46.75% | 1.74% | 107.20% | 25.94% | -7.89% | 52.26% |
IWR iShares Russell Midcap ETF | 1.98% | 10.37% | 15.21% | 17.05% | -17.48% | 22.44% | 16.93% | 30.23% | -9.10% | 18.25% |
Returns By Period
In the year-to-date period, ARKQ achieves a -0.13% return, which is significantly lower than IWR's 1.98% return. Over the past 10 years, ARKQ has outperformed IWR with an annualized return of 20.55%, while IWR has yielded a comparatively lower 10.77% annualized return.
ARKQ
- 1D
- 1.83%
- 1M
- -7.58%
- YTD
- -0.13%
- 6M
- 1.13%
- 1Y
- 72.46%
- 3Y*
- 31.67%
- 5Y*
- 6.35%
- 10Y*
- 20.55%
IWR
- 1D
- 0.70%
- 1M
- -4.86%
- YTD
- 1.98%
- 6M
- 2.12%
- 1Y
- 16.21%
- 3Y*
- 13.41%
- 5Y*
- 6.92%
- 10Y*
- 10.77%
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ARKQ vs. IWR - Expense Ratio Comparison
ARKQ has a 0.75% expense ratio, which is higher than IWR's 0.19% expense ratio.
Return for Risk
ARKQ vs. IWR — Risk / Return Rank
ARKQ
IWR
ARKQ vs. IWR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ARK Autonomous Technology & Robotics ETF (ARKQ) and iShares Russell Midcap ETF (IWR). 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.
| ARKQ | IWR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.00 | 0.85 | +1.14 |
Sortino ratioReturn per unit of downside risk | 2.60 | 1.31 | +1.29 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.18 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 3.56 | 1.24 | +2.32 |
Martin ratioReturn relative to average drawdown | 11.10 | 5.71 | +5.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ARKQ | IWR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.00 | 0.85 | +1.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.38 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.56 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.48 | +0.13 |
Correlation
The correlation between ARKQ and IWR is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ARKQ vs. IWR - Dividend Comparison
ARKQ's dividend yield for the trailing twelve months is around 0.27%, less than IWR's 1.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARKQ ARK Autonomous Technology & Robotics ETF | 0.27% | 0.27% | 0.00% | 0.00% | 0.00% | 0.80% | 0.86% | 0.00% | 2.86% | 1.54% | 0.00% | 0.98% |
IWR iShares Russell Midcap ETF | 1.27% | 1.29% | 1.27% | 1.43% | 1.59% | 1.04% | 1.28% | 1.43% | 1.98% | 1.52% | 1.72% | 1.59% |
Drawdowns
ARKQ vs. IWR - Drawdown Comparison
The maximum ARKQ drawdown since its inception was -59.89%, roughly equal to the maximum IWR drawdown of -58.78%. Use the drawdown chart below to compare losses from any high point for ARKQ and IWR.
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Drawdown Indicators
| ARKQ | IWR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.89% | -58.78% | -1.11% |
Max Drawdown (1Y)Largest decline over 1 year | -20.58% | -13.38% | -7.20% |
Max Drawdown (5Y)Largest decline over 5 years | -55.71% | -26.18% | -29.53% |
Max Drawdown (10Y)Largest decline over 10 years | -59.89% | -40.59% | -19.30% |
Current DrawdownCurrent decline from peak | -14.58% | -5.09% | -9.49% |
Average DrawdownAverage peak-to-trough decline | -17.43% | -7.85% | -9.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.60% | 2.91% | +3.69% |
Volatility
ARKQ vs. IWR - Volatility Comparison
ARK Autonomous Technology & Robotics ETF (ARKQ) has a higher volatility of 11.83% compared to iShares Russell Midcap ETF (IWR) at 5.48%. This indicates that ARKQ's price experiences larger fluctuations and is considered to be riskier than IWR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARKQ | IWR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.83% | 5.48% | +6.35% |
Volatility (6M)Calculated over the trailing 6-month period | 25.90% | 10.48% | +15.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.50% | 19.08% | +17.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.96% | 18.24% | +13.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.63% | 19.35% | +10.28% |