ARKX vs. EOSE
ARKX (ARK Space Exploration & Innovation ETF) is Aerospace & Defense fund actively managed by ARK, while EOSE (Eos Energy Enterprises Inc) is a stock. Over the past 5 years, ARKX returned 10.38%/yr vs -21.15%/yr for EOSE. At a 0.44 correlation, their price movements are largely independent.
Performance
ARKX vs. EOSE - Performance Comparison
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Returns By Period
In the year-to-date period, ARKX achieves a 16.56% return, which is significantly higher than EOSE's -47.12% return.
ARKX
- 1D
- -1.94%
- 1M
- -2.96%
- YTD
- 16.56%
- 6M
- 17.78%
- 1Y
- 52.99%
- 3Y*
- 31.55%
- 5Y*
- 10.38%
- 10Y*
- —
EOSE
- 1D
- -2.26%
- 1M
- -26.81%
- YTD
- -47.12%
- 6M
- -59.16%
- 1Y
- 45.67%
- 3Y*
- 23.72%
- 5Y*
- -21.15%
- 10Y*
- —
ARKX vs. EOSE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
ARKX ARK Space Exploration & Innovation ETF | 16.56% | 48.46% | 26.67% | 24.37% | -34.27% | -8.05% |
EOSE Eos Energy Enterprises Inc | -47.12% | 135.80% | 345.87% | -26.35% | -80.32% | -58.45% |
Correlation
The correlation between ARKX and EOSE is 0.55, 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 | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.43 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since Mar 30, 2021 | 0.44 |
The correlation between ARKX and EOSE shifts across timeframes, from 0.42 (3 years) to 0.55 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
ARKX vs. EOSE — Risk / Return Rank
ARKX
EOSE
ARKX vs. EOSE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ARK Space Exploration & Innovation ETF (ARKX) and Eos Energy Enterprises Inc (EOSE). 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.
| ARKX | EOSE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.19 | ||
| Sortino ratioReturn per unit of downside risk | +0.74 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.17 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.61 | 0.60 | +2.01 |
| Martin ratioReturn relative to average drawdown | 6.87 | 1.16 | +5.71 |
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Drawdowns
ARKX vs. EOSE - Drawdown Comparison
The maximum ARKX drawdown since its inception was -43.61%, smaller than the maximum EOSE drawdown of -97.88%. Use the drawdown chart below to compare losses from any high point for ARKX and EOSE.
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Drawdown Indicators
| ARKX | EOSE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.61% | -97.88% | +54.27% |
Max Drawdown (1Y)Largest decline over 1 year | -20.42% | -77.10% | +56.68% |
Max Drawdown (3Y)Largest decline over 3 years | -25.47% | -87.18% | +61.71% |
Max Drawdown (5Y)Largest decline over 5 years | -43.61% | -96.77% | +53.16% |
Current DrawdownCurrent decline from peak | -10.49% | -80.09% | +69.60% |
Average DrawdownAverage peak-to-trough decline | -19.92% | -72.37% | +52.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.74% | 39.66% | -31.92% |
Volatility
ARKX vs. EOSE - Volatility Comparison
The current volatility for ARK Space Exploration & Innovation ETF (ARKX) is 12.77%, while Eos Energy Enterprises Inc (EOSE) has a volatility of 31.08%. This indicates that ARKX experiences smaller price fluctuations and is considered to be less risky than EOSE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARKX | EOSE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.77% | 31.08% | -18.31% |
Volatility (6M)Calculated over the trailing 6-month period | 26.51% | 91.90% | -65.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.50% | 115.13% | -81.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.02% | 117.06% | -89.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.65% | 112.92% | -85.27% |
Dividends
ARKX vs. EOSE - Dividend Comparison
Neither ARKX nor EOSE has paid dividends to shareholders.
Frequently Asked Questions
ARKX and EOSE have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EOSE has higher volatility (31.08%) compared to ARKX (12.77%). In terms of maximum drawdown, ARKX dropped -43.61% vs EOSE's -97.88%.
ARKX currently has the higher Sharpe Ratio (1.59 vs 0.40), 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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