ENTIX vs. ARKK
Compare and contrast key facts about ERShares Global Entrepreneurs™ (ENTIX) and ARK Innovation ETF (ARKK).
ENTIX is managed by EntrepreneurShares. It was launched on Nov 10, 2010. ARKK is an actively managed fund by ARK Investment Management. It was launched on Oct 31, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ENTIX or ARKK.
Key characteristics
| ENTIX | ARKK | |
|---|---|---|
| YTD Return | 35.08% | 8.48% |
| 1Y Return | 53.42% | 42.35% |
| 3Y Return (Ann) | -7.42% | -21.38% |
| 5Y Return (Ann) | 0.56% | 4.83% |
| 10Y Return (Ann) | 2.59% | 11.98% |
| Sharpe Ratio | 2.82 | 1.20 |
| Sortino Ratio | 3.64 | 1.76 |
| Omega Ratio | 1.48 | 1.21 |
| Calmar Ratio | 0.91 | 0.58 |
| Martin Ratio | 17.58 | 2.99 |
| Ulcer Index | 3.08% | 14.36% |
| Daily Std Dev | 19.20% | 35.92% |
| Max Drawdown | -65.33% | -80.91% |
| Current Drawdown | -38.19% | -63.11% |
Correlation
The correlation between ENTIX and ARKK is 0.79, 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.
Performance
ENTIX vs. ARKK - Performance Comparison
In the year-to-date period, ENTIX achieves a 35.08% return, which is significantly higher than ARKK's 8.48% return. Over the past 10 years, ENTIX has underperformed ARKK with an annualized return of 2.59%, while ARKK has yielded a comparatively higher 11.98% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ENTIX vs. ARKK - Expense Ratio Comparison
ENTIX has a 1.29% expense ratio, which is higher than ARKK's 0.75% expense ratio.
Risk-Adjusted Performance
ENTIX vs. ARKK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ERShares Global Entrepreneurs™ (ENTIX) and ARK Innovation ETF (ARKK). 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.
Dividends
ENTIX vs. ARKK - Dividend Comparison
ENTIX's dividend yield for the trailing twelve months is around 0.05%, while ARKK has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
ENTIX ERShares Global Entrepreneurs™ | 0.05% | 0.07% | 0.00% | 1.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.37% |
ARKK ARK Innovation ETF | 0.00% | 0.00% | 0.00% | 0.83% | 1.31% | 0.38% | 3.14% | 1.32% | 0.00% | 2.27% |
Drawdowns
ENTIX vs. ARKK - Drawdown Comparison
The maximum ENTIX drawdown since its inception was -65.33%, smaller than the maximum ARKK drawdown of -80.91%. Use the drawdown chart below to compare losses from any high point for ENTIX and ARKK. For additional features, visit the drawdowns tool.
Volatility
ENTIX vs. ARKK - Volatility Comparison
The current volatility for ERShares Global Entrepreneurs™ (ENTIX) is 5.76%, while ARK Innovation ETF (ARKK) has a volatility of 13.50%. This indicates that ENTIX experiences smaller price fluctuations and is considered to be less risky than ARKK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.