JFWD vs. ARKW
Compare and contrast key facts about Jacob Forward ETF (JFWD) and ARK Next Generation Internet ETF (ARKW).
JFWD and ARKW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JFWD is an actively managed fund by Jacob Asset Management. It was launched on Jul 13, 2021. ARKW is an actively managed fund by ARK Investment Management. It was launched on Sep 30, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JFWD or ARKW.
Correlation
The correlation between JFWD and ARKW is 0.86, 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
JFWD vs. ARKW - Performance Comparison
Key characteristics
Returns By Period
JFWD
N/A
N/A
N/A
N/A
N/A
N/A
ARKW
13.11%
11.60%
67.25%
59.64%
12.91%
21.38%
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JFWD vs. ARKW - Expense Ratio Comparison
JFWD has a 0.75% expense ratio, which is lower than ARKW's 0.76% expense ratio.
Risk-Adjusted Performance
JFWD vs. ARKW — Risk-Adjusted Performance Rank
JFWD
ARKW
JFWD vs. ARKW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Jacob Forward ETF (JFWD) and ARK Next Generation Internet ETF (ARKW). 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
JFWD vs. ARKW - Dividend Comparison
Neither JFWD nor ARKW has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
JFWD Jacob Forward ETF | 0.35% | 0.35% | 0.00% | 0.00% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ARKW ARK Next Generation Internet ETF | 0.00% | 0.00% | 0.00% | 0.00% | 2.79% | 1.29% | 0.00% | 13.06% | 2.05% | 0.00% | 2.29% |
Drawdowns
JFWD vs. ARKW - Drawdown Comparison
Volatility
JFWD vs. ARKW - Volatility Comparison
The current volatility for Jacob Forward ETF (JFWD) is 0.00%, while ARK Next Generation Internet ETF (ARKW) has a volatility of 7.49%. This indicates that JFWD experiences smaller price fluctuations and is considered to be less risky than ARKW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.