SASS vs. ARKG
SASS (M.D. Sass Concentrated Value ETF) and ARKG (ARK Genomic Revolution Multi-Sector ETF) are both exchange-traded funds - SASS is a Actively Managed fund actively managed by M.D. Sass, while ARKG is a Health & Biotech Equities fund actively managed by ARK. Both are actively managed. A 0.62 correlation means they provide meaningful diversification when combined. Both charge a 0.75% expense ratio.
Performance
SASS vs. ARKG - Performance Comparison
Loading charts...
Returns By Period
SASS
- 1D
- 1.28%
- 1M
- 1.08%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ARKG
- 1D
- 2.70%
- 1M
- 28.13%
- 6M
- 39.11%
- YTD
- 48.43%
- 1Y
- 64.94%
- 3Y*
- 7.24%
- 5Y*
- -13.62%
- 10Y*
- 9.86%
SASS vs. ARKG - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
SASS M.D. Sass Concentrated Value ETF | -1.59% |
ARKG ARK Genomic Revolution Multi-Sector ETF | 47.92% |
Correlation
The correlation between SASS and ARKG is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Mar 4, 2026 | 0.62 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SASS vs. ARKG — Risk / Return Rank
SASS
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
ARKG
SASS vs. ARKG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for M.D. Sass Concentrated Value ETF (SASS) and ARK Genomic Revolution Multi-Sector ETF (ARKG). 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.
| SASS | ARKG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.25 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.37 | — |
| Martin ratioReturn relative to average drawdown | — | 5.65 | — |
Loading charts...
Drawdowns
SASS vs. ARKG - Drawdown Comparison
The maximum SASS drawdown since its inception was -9.61%, smaller than the maximum ARKG drawdown of -83.59%. Use the drawdown chart below to compare losses from any high point for SASS and ARKG.
Loading charts...
Drawdown Indicators
| SASS | ARKG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.61% | -83.59% | +73.98% |
Max Drawdown (1Y)Largest decline over 1 year | — | -27.51% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -51.96% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -79.49% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -83.59% | — |
Current DrawdownCurrent decline from peak | -2.63% | -61.53% | +58.90% |
Average DrawdownAverage peak-to-trough decline | -3.51% | -36.11% | +32.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 11.53% | — |
Volatility
SASS vs. ARKG - Volatility Comparison
Loading charts...
Volatility by Period
| SASS | ARKG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 11.67% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 31.52% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 17.53% | 43.05% | -25.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.53% | 46.11% | -28.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.53% | 41.36% | -23.83% |
SASS vs. ARKG - Expense Ratio Comparison
Both SASS and ARKG have an expense ratio of 0.75%.
Dividends
SASS vs. ARKG - Dividend Comparison
Neither SASS nor ARKG has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
ARKG ARK Genomic Revolution Multi-Sector ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.62% | 0.85% | 3.14% | 0.82% | 1.34% |
SASS M.D. Sass Concentrated Value ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SASS and ARKG have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.75% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
SASS and ARKG have the same expense ratio: 0.75% per year.
SASS and ARKG have nearly identical dividend yields, around 0.00%.
SASS is categorized as Actively Managed, while ARKG is Health & Biotech Equities. They also come from different issuers: M.D. Sass and ARK.
Find the right allocation for SASS and ARKG
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer