ARKQ vs. SWPPX

Last updated Jun 26, 2026

ARKQ (ARK Autonomous Technology & Robotics ETF) and SWPPX (Schwab S&P 500 Index Fund) are both funds - ARKQ is a Robotics fund actively managed by ARK, while SWPPX is a Large Cap Blend Equities fund tracking the S&P 500 Index. ARKQ is actively managed, while SWPPX is passively managed. Over the past 10 years, ARKQ returned 21.84%/yr vs 15.59%/yr for SWPPX. A 0.74 correlation means they provide meaningful diversification when combined. ARKQ charges 0.75%/yr vs 0.02%/yr for SWPPX.

Performance

ARKQ vs. SWPPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ARK Autonomous Technology & Robotics ETF (ARKQ) and Schwab S&P 500 Index Fund (SWPPX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with ARKQ having a 8.01% return and SWPPX slightly higher at 8.10%. Over the past 10 years, ARKQ has outperformed SWPPX with an annualized return of 21.84%, while SWPPX has yielded a comparatively lower 15.59% annualized return.

ARKQ

• 1D: -0.31%
• 1M: -11.33%
• YTD: 8.01%
• 6M: 3.92%
• 1Y: 44.96%
• 3Y*: 32.87%
• 5Y*: 7.83%
• 10Y*: 21.84%

SWPPX

• 1D: -0.11%
• 1M: -2.02%
• YTD: 8.10%
• 6M: 6.82%
• 1Y: 22.22%
• 3Y*: 20.75%
• 5Y*: 13.03%
• 10Y*: 15.59%

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

ARKQ vs. SWPPX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ARKQ ARK Autonomous Technology & Robotics ETF	8.01%	48.81%	33.88%	40.70%	-46.75%	1.74%	107.20%	25.94%	-7.89%	52.26%
SWPPX Schwab S&P 500 Index Fund	8.10%	17.87%	24.96%	26.26%	-18.14%	28.67%	18.38%	31.46%	-4.47%	21.81%

Correlation

The correlation between ARKQ and SWPPX is 0.74, 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	0.74
Correlation (3Y) Calculated over the trailing 3-year period	0.77
Correlation (5Y) Calculated over the trailing 5-year period	0.79
Correlation (10Y) Calculated over the trailing 10-year period	0.77
Correlation (All Time) Calculated using the full available price history since Sep 30, 2014	0.74

The correlation between ARKQ and SWPPX has been stable across timeframes, ranging from 0.74 to 0.79 - a consistent structural relationship.

ARKQ vs. SWPPX - Sectors Allocation Comparison

Sectors	ARKQ	SWPPX
Industrials	39.3%	7.8%
Technology	33.4%	39.0%
Consumer Cyclical	14.3%	9.9%
Communication Services	8.7%	10.6%
Energy	1.6%	3.1%
Healthcare	1.2%	8.3%
Utilities	1.0%	2.1%
Basic Materials	-	1.7%
Consumer Defensive	-	4.5%
Financial Services	-	11.1%
Real Estate	-	1.8%

Return for Risk

ARKQ vs. SWPPX — Risk / Return Rank

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

ARKQ

ARKQ Risk / Return Rank: 43
ARKQ Sharpe Ratio Rank: 43
ARKQ Sortino Ratio Rank: 40
ARKQ Omega Ratio Rank: 38
ARKQ Calmar Ratio Rank: 51
ARKQ Martin Ratio Rank: 44

SWPPX

SWPPX Risk / Return Rank: 55
SWPPX Sharpe Ratio Rank: 52
SWPPX Sortino Ratio Rank: 48
SWPPX Omega Ratio Rank: 50
SWPPX Calmar Ratio Rank: 56
SWPPX Martin Ratio Rank: 68

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. SWPPX - Risk-Adjusted Trends Comparison

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

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	SWPPX	Difference
Sharpe ratio: Return per unit of total volatility	1.33	1.78	-0.45
Sortino ratio: Return per unit of downside risk	1.85	2.43	-0.58
Omega ratio: Gain probability vs. loss probability	1.23	1.32	-0.10
Calmar ratio: Return relative to maximum drawdown	2.19	2.51	-0.32
Martin ratio: Return relative to average drawdown	6.26	11.20	-4.95

ARKQ vs. SWPPX - Sharpe Ratio Comparison

The current ARKQ Sharpe Ratio is 1.33, which is comparable to the SWPPX Sharpe Ratio of 1.78. The chart below compares the historical Sharpe Ratios of ARKQ and SWPPX, 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. SWPPX - Drawdown Comparison

The maximum ARKQ drawdown since its inception was -59.89%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for ARKQ and SWPPX.

Drawdown Indicators

	ARKQ	SWPPX	Difference
Max Drawdown Largest peak-to-trough decline	-59.89%	-55.06%	-4.83%
Max Drawdown (1Y) Largest decline over 1 year	-20.58%	-8.89%	-11.69%
Max Drawdown (3Y) Largest decline over 3 years	-30.76%	-18.74%	-12.02%
Max Drawdown (5Y) Largest decline over 5 years	-55.71%	-24.51%	-31.20%
Max Drawdown (10Y) Largest decline over 10 years	-59.89%	-33.80%	-26.09%
Current Drawdown Current decline from peak	-13.89%	-3.22%	-10.67%
Average Drawdown Average peak-to-trough decline	-17.20%	-9.93%	-7.27%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.21%	1.99%	+5.22%

Volatility

ARKQ vs. SWPPX - Volatility Comparison

ARK Autonomous Technology & Robotics ETF (ARKQ) has a higher volatility of 12.43% compared to Schwab S&P 500 Index Fund (SWPPX) at 4.92%. This indicates that ARKQ'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.

Volatility by Period

	ARKQ	SWPPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	12.43%	4.92%	+7.51%
Volatility (6M) Calculated over the trailing 6-month period	25.96%	9.93%	+16.03%
Volatility (1Y) Calculated over the trailing 1-year period	33.93%	12.57%	+21.36%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	32.60%	17.04%	+15.56%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.00%	18.24%	+11.76%

ARKQ vs. SWPPX - Expense Ratio Comparison

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

Dividends

ARKQ vs. SWPPX - Dividend Comparison

ARKQ's dividend yield for the trailing twelve months is around 0.25%, less than SWPPX's 1.03% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ARKQ ARK Autonomous Technology & Robotics ETF	0.25%	0.27%	0.00%	0.00%	0.00%	0.80%	0.86%	0.00%	2.86%	1.54%	0.00%	0.98%
SWPPX Schwab S&P 500 Index Fund	1.03%	1.11%	1.23%	1.43%	1.67%	1.27%	1.81%	1.95%	2.67%	1.79%	2.55%	3.17%

Frequently Asked Questions

Can I hold both ARKQ and SWPPX in my portfolio?

ARKQ and SWPPX have a correlation of 0.74, 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 SWPPX?

ARKQ has higher volatility (12.43%) compared to SWPPX (4.92%). In terms of maximum drawdown, ARKQ dropped -59.89% vs SWPPX's -55.06%.

Which has better risk-adjusted returns?

SWPPX currently has the higher Sharpe Ratio (1.78 vs 1.33), 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.