FBDIX vs. ARKQ
Compare and contrast key facts about Franklin Biotechnology Discovery Fund (FBDIX) and ARK Autonomous Technology & Robotics ETF (ARKQ).
FBDIX is managed by Franklin Templeton. It was launched on Sep 14, 1997. ARKQ is an actively managed fund by ARK. It was launched on Sep 30, 2014.
Performance
FBDIX vs. ARKQ - Performance Comparison
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FBDIX vs. ARKQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBDIX Franklin Biotechnology Discovery Fund | -3.29% | 52.68% | 15.37% | 18.40% | -12.65% | -27.58% | 29.85% | 49.11% | -15.77% | 18.83% |
ARKQ ARK Autonomous Technology & Robotics ETF | -1.93% | 48.81% | 33.88% | 40.70% | -46.75% | 1.74% | 107.20% | 25.94% | -7.89% | 52.26% |
Returns By Period
In the year-to-date period, FBDIX achieves a -3.29% return, which is significantly lower than ARKQ's -1.93% return. Over the past 10 years, FBDIX has underperformed ARKQ with an annualized return of 10.22%, while ARKQ has yielded a comparatively higher 20.33% annualized return.
FBDIX
- 1D
- -0.30%
- 1M
- -6.49%
- YTD
- -3.29%
- 6M
- 19.63%
- 1Y
- 54.72%
- 3Y*
- 25.99%
- 5Y*
- 6.18%
- 10Y*
- 10.22%
ARKQ
- 1D
- 5.63%
- 1M
- -8.16%
- YTD
- -1.93%
- 6M
- 1.06%
- 1Y
- 70.15%
- 3Y*
- 30.88%
- 5Y*
- 5.97%
- 10Y*
- 20.33%
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FBDIX vs. ARKQ - Expense Ratio Comparison
FBDIX has a 1.06% expense ratio, which is higher than ARKQ's 0.75% expense ratio.
Return for Risk
FBDIX vs. ARKQ — Risk / Return Rank
FBDIX
ARKQ
FBDIX vs. ARKQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Biotechnology Discovery Fund (FBDIX) and ARK Autonomous Technology & Robotics ETF (ARKQ). 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.
| FBDIX | ARKQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.99 | 1.93 | +0.05 |
Sortino ratioReturn per unit of downside risk | 2.59 | 2.54 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.32 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 3.04 | 3.31 | -0.27 |
Martin ratioReturn relative to average drawdown | 12.26 | 10.41 | +1.84 |
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
| FBDIX | ARKQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.99 | 1.93 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.19 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.69 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.60 | -0.20 |
Correlation
The correlation between FBDIX and ARKQ is 0.57, 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
FBDIX vs. ARKQ - Dividend Comparison
FBDIX's dividend yield for the trailing twelve months is around 11.18%, more than ARKQ's 0.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBDIX Franklin Biotechnology Discovery Fund | 11.18% | 10.81% | 19.53% | 0.00% | 0.13% | 0.98% | 14.50% | 18.77% | 3.72% | 2.39% | 4.57% | 8.42% |
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% |
Drawdowns
FBDIX vs. ARKQ - Drawdown Comparison
The maximum FBDIX drawdown since its inception was -71.44%, which is greater than ARKQ's maximum drawdown of -59.89%. Use the drawdown chart below to compare losses from any high point for FBDIX and ARKQ.
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Drawdown Indicators
| FBDIX | ARKQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.44% | -59.89% | -11.55% |
Max Drawdown (1Y)Largest decline over 1 year | -12.39% | -20.58% | +8.19% |
Max Drawdown (5Y)Largest decline over 5 years | -46.83% | -55.71% | +8.88% |
Max Drawdown (10Y)Largest decline over 10 years | -53.67% | -59.89% | +6.22% |
Current DrawdownCurrent decline from peak | -7.38% | -16.11% | +8.73% |
Average DrawdownAverage peak-to-trough decline | -28.90% | -17.43% | -11.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.98% | 6.53% | -2.55% |
Volatility
FBDIX vs. ARKQ - Volatility Comparison
The current volatility for Franklin Biotechnology Discovery Fund (FBDIX) is 7.62%, while ARK Autonomous Technology & Robotics ETF (ARKQ) has a volatility of 11.82%. This indicates that FBDIX experiences smaller price fluctuations and is considered to be less risky than ARKQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBDIX | ARKQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.62% | 11.82% | -4.20% |
Volatility (6M)Calculated over the trailing 6-month period | 15.74% | 25.86% | -10.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.50% | 36.50% | -11.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.47% | 31.95% | -6.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.35% | 29.63% | -3.28% |