FWD vs. ARKK
Compare and contrast key facts about AB Disruptors ETF (FWD) and ARK Innovation ETF (ARKK).
FWD and ARKK are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FWD is an actively managed fund by AB Funds. It was launched on Mar 21, 2023. 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: FWD or ARKK.
Correlation
The correlation between FWD and ARKK is 0.71, 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
FWD vs. ARKK - Performance Comparison
Key characteristics
FWD:
1.14
ARKK:
0.78
FWD:
1.60
ARKK:
1.27
FWD:
1.21
ARKK:
1.15
FWD:
1.96
ARKK:
0.37
FWD:
6.51
ARKK:
2.62
FWD:
4.00%
ARKK:
10.41%
FWD:
22.90%
ARKK:
34.84%
FWD:
-16.22%
ARKK:
-80.91%
FWD:
-1.51%
ARKK:
-57.34%
Returns By Period
In the year-to-date period, FWD achieves a 8.73% return, which is significantly lower than ARKK's 15.75% return.
FWD
8.73%
3.60%
13.10%
29.04%
N/A
N/A
ARKK
15.75%
10.23%
44.07%
34.96%
2.99%
12.95%
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FWD vs. ARKK - Expense Ratio Comparison
FWD has a 0.65% expense ratio, which is lower than ARKK's 0.75% expense ratio.
Risk-Adjusted Performance
FWD vs. ARKK — Risk-Adjusted Performance Rank
FWD
ARKK
FWD vs. ARKK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Disruptors ETF (FWD) 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
FWD vs. ARKK - Dividend Comparison
FWD's dividend yield for the trailing twelve months is around 1.74%, while ARKK has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FWD AB Disruptors ETF | 1.74% | 1.89% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ARKK ARK Innovation ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.83% | 1.31% | 0.38% | 3.14% | 1.32% | 0.00% | 2.27% |
Drawdowns
FWD vs. ARKK - Drawdown Comparison
The maximum FWD drawdown since its inception was -16.22%, smaller than the maximum ARKK drawdown of -80.91%. Use the drawdown chart below to compare losses from any high point for FWD and ARKK. For additional features, visit the drawdowns tool.
Volatility
FWD vs. ARKK - Volatility Comparison
AB Disruptors ETF (FWD) has a higher volatility of 9.28% compared to ARK Innovation ETF (ARKK) at 8.70%. This indicates that FWD's price experiences larger fluctuations and is considered to be riskier than ARKK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.