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I500.DE vs. ARKQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

I500.DE vs. ARKQ - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares S&P 500 Swap UCITS ETF USD (Acc) (I500.DE) and ARK Autonomous Technology & Robotics ETF (ARKQ). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

I500.DE is traded in EUR, while ARKQ is traded in USD. To make them comparable, the ARKQ values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, I500.DE achieves a 11.45% return, which is significantly lower than ARKQ's 14.60% return.


I500.DE

1D
-0.12%
1M
2.96%
YTD
11.45%
6M
12.73%
1Y
26.34%
3Y*
19.08%
5Y*
15.00%
10Y*

ARKQ

1D
-0.56%
1M
-4.07%
YTD
14.60%
6M
14.93%
1Y
55.50%
3Y*
29.52%
5Y*
10.90%
10Y*
21.34%
*Multi-year figures are annualized to reflect compound growth (CAGR)

I500.DE vs. ARKQ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
I500.DE
iShares S&P 500 Swap UCITS ETF USD (Acc)
11.45%4.94%32.50%22.82%-14.07%41.05%6.32%
ARKQ
ARK Autonomous Technology & Robotics ETF
14.60%31.15%42.72%36.48%-43.45%9.36%28.75%

Correlation

The correlation between I500.DE and ARKQ is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.45

Correlation (3Y)
Calculated over the trailing 3-year period

0.44

Correlation (5Y)
Calculated over the trailing 5-year period

0.46

Correlation (All Time)
Calculated using the full available price history since Sep 29, 2020

0.45

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Return for Risk

I500.DE vs. ARKQ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

I500.DE
I500.DE Risk / Return Rank: 6969
Overall Rank
I500.DE Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
I500.DE Sortino Ratio Rank: 6666
Sortino Ratio Rank
I500.DE Omega Ratio Rank: 7070
Omega Ratio Rank
I500.DE Calmar Ratio Rank: 7373
Calmar Ratio Rank
I500.DE Martin Ratio Rank: 7070
Martin Ratio Rank

ARKQ
ARKQ Risk / Return Rank: 5454
Overall Rank
ARKQ Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
ARKQ Sortino Ratio Rank: 5050
Sortino Ratio Rank
ARKQ Omega Ratio Rank: 4848
Omega Ratio Rank
ARKQ Calmar Ratio Rank: 6262
Calmar Ratio Rank
ARKQ Martin Ratio Rank: 5353
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

I500.DE vs. ARKQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Swap UCITS ETF USD (Acc) (I500.DE) 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.

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.


I500.DEARKQDifference
Sharpe ratioReturn per unit of total volatility

+0.50

Sortino ratioReturn per unit of downside risk

+0.80

Omega ratioGain probability vs. loss probability

1.41

1.28

+0.13

Calmar ratioReturn relative to maximum drawdown

3.60

2.84

+0.76

Martin ratioReturn relative to average drawdown

12.82

7.68

+5.14

I500.DE vs. ARKQ - Sharpe Ratio Comparison

The current I500.DE Sharpe Ratio is 2.20, which is comparable to the ARKQ Sharpe Ratio of 1.70. The chart below compares the historical Sharpe Ratios of I500.DE and ARKQ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

I500.DE vs. ARKQ - Drawdown Comparison

The maximum I500.DE drawdown since its inception was -23.24%, smaller than the maximum ARKQ drawdown of -54.27%. Use the drawdown chart below to compare losses from any high point for I500.DE and ARKQ.


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Drawdown Indicators


I500.DEARKQDifference

Max Drawdown

Largest peak-to-trough decline

-23.24%

-54.27%

+31.03%

Max Drawdown (1Y)

Largest decline over 1 year

-7.12%

-19.63%

+12.51%

Max Drawdown (3Y)

Largest decline over 3 years

-23.24%

-34.19%

+10.95%

Max Drawdown (5Y)

Largest decline over 5 years

-23.24%

-52.01%

+28.77%

Max Drawdown (10Y)

Largest decline over 10 years

-54.27%

Current Drawdown

Current decline from peak

-0.46%

-9.38%

+8.92%

Average Drawdown

Average peak-to-trough decline

-4.06%

-15.06%

+11.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.01%

7.25%

-5.24%

Volatility

I500.DE vs. ARKQ - Volatility Comparison

The current volatility for iShares S&P 500 Swap UCITS ETF USD (Acc) (I500.DE) is 2.65%, while ARK Autonomous Technology & Robotics ETF (ARKQ) has a volatility of 11.77%. This indicates that I500.DE 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


I500.DEARKQDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.65%

11.77%

-9.12%

Volatility (6M)

Calculated over the trailing 6-month period

7.60%

24.81%

-17.21%

Volatility (1Y)

Calculated over the trailing 1-year period

11.65%

32.84%

-21.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.19%

31.58%

-16.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.13%

29.73%

-14.60%

I500.DE vs. ARKQ - Expense Ratio Comparison

I500.DE has a 0.07% expense ratio, which is lower than ARKQ's 0.75% expense ratio.


Dividends

I500.DE vs. ARKQ - Dividend Comparison

I500.DE has not paid dividends to shareholders, while ARKQ's dividend yield for the trailing twelve months is around 0.24%.


PositionTTM20252024202320222021202020192018201720162015
ARKQ
ARK Autonomous Technology & Robotics ETF
0.24%0.27%0.00%0.00%0.00%0.80%0.86%0.00%2.86%1.54%0.00%0.98%
I500.DE
iShares S&P 500 Swap UCITS ETF USD (Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


I500.DE and ARKQ have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, I500.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

I500.DE is cheaper with a 0.07% expense ratio, compared with 0.75% for ARKQ.

I500.DE is categorized as S&P 500, while ARKQ is Robotics. They also come from different issuers: iShares and ARK. Their fees differ too: 0.07% for I500.DE and 0.75% for ARKQ.

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