SCHM vs. ARKQ
Compare and contrast key facts about Schwab US Mid-Cap ETF (SCHM) and ARK Autonomous Technology & Robotics ETF (ARKQ).
SCHM and ARKQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SCHM is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones US Total Stock Market Mid-Cap. It was launched on Jan 13, 2011. ARKQ is an actively managed fund by ARK. It was launched on Sep 30, 2014.
Performance
SCHM vs. ARKQ - Performance Comparison
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SCHM vs. ARKQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCHM Schwab US Mid-Cap ETF | 4.18% | 10.17% | 11.98% | 16.69% | -17.07% | 19.36% | 15.26% | 27.48% | -8.77% | 19.60% |
ARKQ ARK Autonomous Technology & Robotics ETF | -0.13% | 48.81% | 33.88% | 40.70% | -46.75% | 1.74% | 107.20% | 25.94% | -7.89% | 52.26% |
Returns By Period
In the year-to-date period, SCHM achieves a 4.18% return, which is significantly higher than ARKQ's -0.13% return. Over the past 10 years, SCHM has underperformed ARKQ with an annualized return of 10.30%, while ARKQ has yielded a comparatively higher 20.55% annualized return.
SCHM
- 1D
- 0.94%
- 1M
- -5.24%
- YTD
- 4.18%
- 6M
- 5.69%
- 1Y
- 20.54%
- 3Y*
- 13.06%
- 5Y*
- 6.01%
- 10Y*
- 10.30%
ARKQ
- 1D
- 1.83%
- 1M
- -7.58%
- YTD
- -0.13%
- 6M
- 1.13%
- 1Y
- 72.46%
- 3Y*
- 31.67%
- 5Y*
- 6.35%
- 10Y*
- 20.55%
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SCHM vs. ARKQ - Expense Ratio Comparison
SCHM has a 0.04% expense ratio, which is lower than ARKQ's 0.75% expense ratio.
Return for Risk
SCHM vs. ARKQ — Risk / Return Rank
SCHM
ARKQ
SCHM vs. ARKQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab US Mid-Cap ETF (SCHM) 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.
| SCHM | ARKQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 2.00 | -1.02 |
Sortino ratioReturn per unit of downside risk | 1.49 | 2.60 | -1.12 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.33 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 3.56 | -2.07 |
Martin ratioReturn relative to average drawdown | 6.50 | 11.10 | -4.60 |
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
| SCHM | ARKQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 2.00 | -1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.20 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.70 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.60 | -0.06 |
Correlation
The correlation between SCHM and ARKQ is 0.76, 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
SCHM vs. ARKQ - Dividend Comparison
SCHM's dividend yield for the trailing twelve months is around 1.40%, more than ARKQ's 0.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHM Schwab US Mid-Cap ETF | 1.40% | 1.46% | 1.43% | 1.50% | 1.67% | 1.13% | 1.31% | 1.48% | 1.56% | 1.27% | 1.51% | 1.54% |
ARKQ ARK Autonomous Technology & Robotics ETF | 0.27% | 0.27% | 0.00% | 0.00% | 0.00% | 0.80% | 0.86% | 0.00% | 2.86% | 1.54% | 0.00% | 0.98% |
Drawdowns
SCHM vs. ARKQ - Drawdown Comparison
The maximum SCHM drawdown since its inception was -42.43%, smaller than the maximum ARKQ drawdown of -59.89%. Use the drawdown chart below to compare losses from any high point for SCHM and ARKQ.
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Drawdown Indicators
| SCHM | ARKQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.43% | -59.89% | +17.46% |
Max Drawdown (1Y)Largest decline over 1 year | -14.16% | -20.58% | +6.42% |
Max Drawdown (5Y)Largest decline over 5 years | -26.46% | -55.71% | +29.25% |
Max Drawdown (10Y)Largest decline over 10 years | -42.43% | -59.89% | +17.46% |
Current DrawdownCurrent decline from peak | -5.44% | -14.58% | +9.14% |
Average DrawdownAverage peak-to-trough decline | -5.71% | -17.43% | +11.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 6.60% | -3.36% |
Volatility
SCHM vs. ARKQ - Volatility Comparison
The current volatility for Schwab US Mid-Cap ETF (SCHM) is 6.80%, while ARK Autonomous Technology & Robotics ETF (ARKQ) has a volatility of 11.83%. This indicates that SCHM 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
| SCHM | ARKQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.80% | 11.83% | -5.03% |
Volatility (6M)Calculated over the trailing 6-month period | 12.07% | 25.90% | -13.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.15% | 36.50% | -15.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.51% | 31.96% | -12.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.41% | 29.63% | -9.22% |