MSEQX vs. ARKW
Compare and contrast key facts about Morgan Stanley Growth Portfolio Class I (MSEQX) and ARK Next Generation Internet ETF (ARKW).
MSEQX is managed by Morgan Stanley. It was launched on Apr 2, 1991. ARKW is an actively managed fund by ARK. It was launched on Sep 30, 2014.
Performance
MSEQX vs. ARKW - Performance Comparison
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MSEQX vs. ARKW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MSEQX Morgan Stanley Growth Portfolio Class I | -15.37% | 24.78% | 46.65% | 50.36% | -60.18% | -0.00% | 115.60% | 38.25% | 5.38% | 43.91% |
ARKW ARK Next Generation Internet ETF | -17.90% | 38.93% | 42.27% | 96.89% | -67.49% | -18.85% | 157.44% | 35.76% | 4.24% | 87.29% |
Returns By Period
In the year-to-date period, MSEQX achieves a -15.37% return, which is significantly higher than ARKW's -17.90% return. Over the past 10 years, MSEQX has underperformed ARKW with an annualized return of 15.71%, while ARKW has yielded a comparatively higher 21.40% annualized return.
MSEQX
- 1D
- 4.54%
- 1M
- -4.30%
- YTD
- -15.37%
- 6M
- -21.98%
- 1Y
- 15.92%
- 3Y*
- 25.56%
- 5Y*
- -1.63%
- 10Y*
- 15.71%
ARKW
- 1D
- 0.56%
- 1M
- -4.66%
- YTD
- -17.90%
- 6M
- -29.29%
- 1Y
- 27.20%
- 3Y*
- 31.95%
- 5Y*
- -3.84%
- 10Y*
- 21.40%
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MSEQX vs. ARKW - Expense Ratio Comparison
MSEQX has a 0.56% expense ratio, which is lower than ARKW's 0.76% expense ratio.
Return for Risk
MSEQX vs. ARKW — Risk / Return Rank
MSEQX
ARKW
MSEQX vs. ARKW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Growth Portfolio Class I (MSEQX) 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.
| MSEQX | ARKW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 0.72 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.01 | 1.24 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.15 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.58 | 0.83 | -0.25 |
Martin ratioReturn relative to average drawdown | 1.53 | 2.01 | -0.47 |
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
| MSEQX | ARKW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 0.72 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | -0.09 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.57 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.53 | -0.07 |
Correlation
The correlation between MSEQX and ARKW is 0.88, 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.
Dividends
MSEQX vs. ARKW - Dividend Comparison
MSEQX has not paid dividends to shareholders, while ARKW's dividend yield for the trailing twelve months is around 1.94%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSEQX Morgan Stanley Growth Portfolio Class I | 0.00% | 0.00% | 0.55% | 0.05% | 16.79% | 24.24% | 9.36% | 21.39% | 5.38% | 21.18% | 12.71% | 7.55% |
ARKW ARK Next Generation Internet ETF | 1.94% | 1.59% | 0.00% | 0.00% | 0.00% | 0.17% | 1.29% | 0.00% | 13.05% | 2.05% | 0.00% | 2.29% |
Drawdowns
MSEQX vs. ARKW - Drawdown Comparison
The maximum MSEQX drawdown since its inception was -69.48%, smaller than the maximum ARKW drawdown of -80.52%. Use the drawdown chart below to compare losses from any high point for MSEQX and ARKW.
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Drawdown Indicators
| MSEQX | ARKW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.48% | -80.52% | +11.04% |
Max Drawdown (1Y)Largest decline over 1 year | -27.73% | -36.21% | +8.48% |
Max Drawdown (5Y)Largest decline over 5 years | -69.48% | -77.36% | +7.88% |
Max Drawdown (10Y)Largest decline over 10 years | -69.48% | -80.52% | +11.04% |
Current DrawdownCurrent decline from peak | -26.02% | -34.20% | +8.18% |
Average DrawdownAverage peak-to-trough decline | -16.88% | -23.98% | +7.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.55% | 14.98% | -4.43% |
Volatility
MSEQX vs. ARKW - Volatility Comparison
The current volatility for Morgan Stanley Growth Portfolio Class I (MSEQX) is 9.47%, while ARK Next Generation Internet ETF (ARKW) has a volatility of 11.70%. This indicates that MSEQX 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.
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Volatility by Period
| MSEQX | ARKW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.47% | 11.70% | -2.23% |
Volatility (6M)Calculated over the trailing 6-month period | 22.11% | 25.81% | -3.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.39% | 37.79% | -4.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.78% | 43.68% | -3.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.59% | 37.55% | -3.96% |