ARKW vs. IWR
Compare and contrast key facts about ARK Next Generation Internet ETF (ARKW) and iShares Russell Midcap ETF (IWR).
ARKW and IWR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ARKW 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
ARKW vs. IWR - Performance Comparison
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ARKW vs. IWR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARKW ARK Next Generation Internet ETF | -17.90% | 38.93% | 42.27% | 96.89% | -67.49% | -18.85% | 157.44% | 35.76% | 4.24% | 87.29% |
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, ARKW achieves a -17.90% return, which is significantly lower than IWR's 1.98% return. Over the past 10 years, ARKW has outperformed IWR with an annualized return of 21.40%, while IWR has yielded a comparatively lower 10.77% annualized return.
ARKW
- 1D
- 0.56%
- 1M
- -4.66%
- YTD
- -17.90%
- 6M
- -29.29%
- 1Y
- 27.20%
- 3Y*
- 31.95%
- 5Y*
- -3.84%
- 10Y*
- 21.40%
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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ARKW vs. IWR - Expense Ratio Comparison
ARKW has a 0.76% expense ratio, which is higher than IWR's 0.19% expense ratio.
Return for Risk
ARKW vs. IWR — Risk / Return Rank
ARKW
IWR
ARKW vs. IWR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ARK Next Generation Internet ETF (ARKW) 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.
| ARKW | IWR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 0.85 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.24 | 1.31 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.18 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.83 | 1.24 | -0.41 |
Martin ratioReturn relative to average drawdown | 2.01 | 5.71 | -3.70 |
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
| ARKW | IWR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 0.85 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.09 | 0.38 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.56 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.48 | +0.05 |
Correlation
The correlation between ARKW and IWR is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ARKW vs. IWR - Dividend Comparison
ARKW's dividend yield for the trailing twelve months is around 1.94%, more than IWR's 1.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARKW ARK Next Generation Internet ETF | 1.94% | 1.59% | 0.00% | 0.00% | 0.00% | 0.17% | 1.29% | 0.00% | 13.05% | 2.05% | 0.00% | 2.29% |
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
ARKW vs. IWR - Drawdown Comparison
The maximum ARKW drawdown since its inception was -80.52%, which is greater than IWR's maximum drawdown of -58.78%. Use the drawdown chart below to compare losses from any high point for ARKW and IWR.
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Drawdown Indicators
| ARKW | IWR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.52% | -58.78% | -21.74% |
Max Drawdown (1Y)Largest decline over 1 year | -36.21% | -13.38% | -22.83% |
Max Drawdown (5Y)Largest decline over 5 years | -77.36% | -26.18% | -51.18% |
Max Drawdown (10Y)Largest decline over 10 years | -80.52% | -40.59% | -39.93% |
Current DrawdownCurrent decline from peak | -34.20% | -5.09% | -29.11% |
Average DrawdownAverage peak-to-trough decline | -23.98% | -7.85% | -16.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.98% | 2.91% | +12.07% |
Volatility
ARKW vs. IWR - Volatility Comparison
ARK Next Generation Internet ETF (ARKW) has a higher volatility of 11.70% compared to iShares Russell Midcap ETF (IWR) at 5.48%. This indicates that ARKW'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
| ARKW | IWR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.70% | 5.48% | +6.22% |
Volatility (6M)Calculated over the trailing 6-month period | 25.81% | 10.48% | +15.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.79% | 19.08% | +18.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 43.68% | 18.24% | +25.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.55% | 19.35% | +18.20% |