ARKW vs. MO
ARKW (ARK Next Generation Internet ETF) is Mid Cap Growth Equities fund actively managed by ARK, while MO (Altria Group, Inc.) is a stock. Over the past 10 years, ARKW returned 22.51%/yr vs 7.93%/yr for MO. At a 0.07 correlation, their price movements are largely independent.
Performance
ARKW vs. MO - Performance Comparison
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Returns By Period
In the year-to-date period, ARKW achieves a -4.37% return, which is significantly lower than MO's 26.86% return. Over the past 10 years, ARKW has outperformed MO with an annualized return of 22.51%, while MO has yielded a comparatively lower 7.93% annualized return.
ARKW
- 1D
- 0.87%
- 1M
- -3.08%
- YTD
- -4.37%
- 6M
- -7.45%
- 1Y
- 10.46%
- 3Y*
- 36.42%
- 5Y*
- 0.46%
- 10Y*
- 22.51%
MO
- 1D
- 0.74%
- 1M
- 0.56%
- YTD
- 26.86%
- 6M
- 26.78%
- 1Y
- 28.51%
- 3Y*
- 25.73%
- 5Y*
- 16.36%
- 10Y*
- 7.93%
ARKW vs. MO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARKW ARK Next Generation Internet ETF | -4.37% | 38.93% | 42.27% | 96.89% | -67.49% | -18.85% | 157.44% | 35.76% | 4.24% | 87.29% |
MO Altria Group, Inc. | 26.86% | 18.17% | 40.76% | -3.70% | 4.37% | 24.18% | -10.21% | 7.87% | -27.14% | 9.45% |
Correlation
The correlation between ARKW and MO is -0.25, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.01 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.05 |
Correlation (All Time) Calculated using the full available price history since Sep 30, 2014 | 0.07 |
The correlation between ARKW and MO shifts across timeframes, from -0.25 (1 year) to 0.07 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
ARKW vs. MO — Risk / Return Rank
ARKW
MO
ARKW vs. MO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ARK Next Generation Internet ETF (ARKW) and Altria Group, Inc. (MO). 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.
| ARKW | MO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.95 | ||
| Sortino ratioReturn per unit of downside risk | -1.12 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.24 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 0.29 | 1.75 | -1.46 |
| Martin ratioReturn relative to average drawdown | 0.59 | 4.39 | -3.81 |
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Drawdowns
ARKW vs. MO - Drawdown Comparison
The maximum ARKW drawdown since its inception was -80.52%, which is greater than MO's maximum drawdown of -65.43%. Use the drawdown chart below to compare losses from any high point for ARKW and MO.
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Drawdown Indicators
| ARKW | MO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.52% | -65.43% | -15.09% |
Max Drawdown (1Y)Largest decline over 1 year | -36.21% | -16.40% | -19.81% |
Max Drawdown (3Y)Largest decline over 3 years | -36.21% | -16.40% | -19.81% |
Max Drawdown (5Y)Largest decline over 5 years | -77.36% | -25.83% | -51.53% |
Max Drawdown (10Y)Largest decline over 10 years | -80.52% | -53.69% | -26.83% |
Current DrawdownCurrent decline from peak | -23.35% | -3.50% | -19.85% |
Average DrawdownAverage peak-to-trough decline | -23.97% | -11.92% | -12.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.89% | 6.50% | +11.39% |
Volatility
ARKW vs. MO - Volatility Comparison
ARK Next Generation Internet ETF (ARKW) has a higher volatility of 10.38% compared to Altria Group, Inc. (MO) at 6.71%. This indicates that ARKW's price experiences larger fluctuations and is considered to be riskier than MO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARKW | MO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.38% | 6.71% | +3.67% |
Volatility (6M)Calculated over the trailing 6-month period | 24.57% | 17.60% | +6.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.92% | 22.59% | +10.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 43.59% | 20.68% | +22.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.73% | 22.97% | +14.76% |
Dividends
ARKW vs. MO - Dividend Comparison
ARKW's dividend yield for the trailing twelve months is around 1.66%, less than MO's 5.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARKW ARK Next Generation Internet ETF | 1.66% | 1.59% | 0.00% | 0.00% | 0.00% | 0.17% | 1.29% | 0.00% | 13.05% | 2.05% | 0.00% | 2.29% |
MO Altria Group, Inc. | 5.84% | 7.21% | 7.65% | 9.52% | 8.05% | 7.43% | 8.29% | 6.57% | 6.07% | 3.56% | 3.48% | 3.73% |
Frequently Asked Questions
ARKW and MO have a correlation of -0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ARKW has higher volatility (10.38%) compared to MO (6.71%). In terms of maximum drawdown, ARKW dropped -80.52% vs MO's -65.43%.
MO currently has the higher Sharpe Ratio (1.27 vs 0.32), 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.
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