ARKQ vs. SWPPX
Compare and contrast key facts about ARK Autonomous Technology & Robotics ETF (ARKQ) and Schwab S&P 500 Index Fund (SWPPX).
ARKQ is an actively managed fund by ARK. It was launched on Sep 30, 2014. SWPPX is a passively managed fund by Charles Schwab that tracks the performance of the S&P 500 Index. It was launched on May 19, 1997.
Performance
ARKQ vs. SWPPX - Performance Comparison
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ARKQ vs. SWPPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARKQ ARK Autonomous Technology & Robotics ETF | 0.21% | 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 | -3.65% | 17.87% | 24.96% | 26.26% | -18.14% | 28.67% | 18.38% | 31.46% | -4.47% | 21.81% |
Returns By Period
In the year-to-date period, ARKQ achieves a 0.21% return, which is significantly higher than SWPPX's -3.65% return. Over the past 10 years, ARKQ has outperformed SWPPX with an annualized return of 20.42%, while SWPPX has yielded a comparatively lower 14.13% annualized return.
ARKQ
- 1D
- 0.34%
- 1M
- -4.92%
- YTD
- 0.21%
- 6M
- -0.35%
- 1Y
- 68.46%
- 3Y*
- 32.45%
- 5Y*
- 6.42%
- 10Y*
- 20.42%
SWPPX
- 1D
- 0.78%
- 1M
- -3.43%
- YTD
- -3.65%
- 6M
- -1.46%
- 1Y
- 17.40%
- 3Y*
- 18.57%
- 5Y*
- 11.93%
- 10Y*
- 14.13%
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ARKQ vs. SWPPX - Expense Ratio Comparison
ARKQ has a 0.75% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Return for Risk
ARKQ vs. SWPPX — Risk / Return Rank
ARKQ
SWPPX
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.
| ARKQ | SWPPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.89 | 1.00 | +0.89 |
Sortino ratioReturn per unit of downside risk | 2.50 | 1.52 | +0.98 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.23 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 3.55 | 1.54 | +2.01 |
Martin ratioReturn relative to average drawdown | 10.97 | 7.31 | +3.66 |
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 | SWPPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.89 | 1.00 | +0.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.71 | -0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.78 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.49 | +0.12 |
Correlation
The correlation between ARKQ and SWPPX is 0.74, 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. SWPPX - Dividend Comparison
ARKQ's dividend yield for the trailing twelve months is around 0.27%, less than SWPPX's 1.15% 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% |
SWPPX Schwab S&P 500 Index Fund | 1.15% | 1.11% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% |
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.
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Drawdown Indicators
| ARKQ | SWPPX | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 (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 DrawdownCurrent decline from peak | -14.29% | -5.53% | -8.76% |
Average DrawdownAverage peak-to-trough decline | -17.43% | -10.00% | -7.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.66% | 2.55% | +4.11% |
Volatility
ARKQ vs. SWPPX - Volatility Comparison
ARK Autonomous Technology & Robotics ETF (ARKQ) has a higher volatility of 11.70% compared to Schwab S&P 500 Index Fund (SWPPX) at 5.40%. 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.
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Volatility by Period
| ARKQ | SWPPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.70% | 5.40% | +6.30% |
Volatility (6M)Calculated over the trailing 6-month period | 25.84% | 9.58% | +16.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.50% | 18.33% | +18.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.95% | 16.94% | +15.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.62% | 18.21% | +11.41% |