VIS vs. ARKK
Compare and contrast key facts about Vanguard Industrials ETF (VIS) and ARK Innovation ETF (ARKK).
VIS and ARKK are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VIS is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Industrials 25/50 Index. It was launched on Sep 23, 2004. ARKK is an actively managed fund by ARK Investment Management. It was launched on Oct 31, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIS or ARKK.
Key characteristics
| VIS | ARKK | |
|---|---|---|
| YTD Return | 27.09% | 10.46% |
| 1Y Return | 43.62% | 45.61% |
| 3Y Return (Ann) | 11.92% | -20.92% |
| 5Y Return (Ann) | 14.31% | 5.30% |
| 10Y Return (Ann) | 11.96% | 12.19% |
| Sharpe Ratio | 3.14 | 1.34 |
| Sortino Ratio | 4.34 | 1.90 |
| Omega Ratio | 1.55 | 1.23 |
| Calmar Ratio | 6.10 | 0.65 |
| Martin Ratio | 21.05 | 3.34 |
| Ulcer Index | 2.17% | 14.36% |
| Daily Std Dev | 14.56% | 35.94% |
| Max Drawdown | -63.51% | -80.91% |
| Current Drawdown | 0.00% | -62.44% |
Correlation
The correlation between VIS and ARKK is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VIS vs. ARKK - Performance Comparison
In the year-to-date period, VIS achieves a 27.09% return, which is significantly higher than ARKK's 10.46% return. Both investments have delivered pretty close results over the past 10 years, with VIS having a 11.96% annualized return and ARKK not far ahead at 12.19%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VIS vs. ARKK - Expense Ratio Comparison
VIS has a 0.10% expense ratio, which is lower than ARKK's 0.75% expense ratio.
Risk-Adjusted Performance
VIS vs. ARKK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Industrials ETF (VIS) and ARK Innovation ETF (ARKK). 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
VIS vs. ARKK - Dividend Comparison
VIS's dividend yield for the trailing twelve months is around 1.14%, while ARKK has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIS Vanguard Industrials ETF | 1.14% | 1.36% | 1.52% | 1.11% | 1.38% | 1.69% | 1.91% | 1.60% | 1.81% | 1.94% | 1.57% | 1.06% |
ARKK ARK Innovation ETF | 0.00% | 0.00% | 0.00% | 0.83% | 1.31% | 0.38% | 3.14% | 1.32% | 0.00% | 2.27% | 0.00% | 0.00% |
Drawdowns
VIS vs. ARKK - Drawdown Comparison
The maximum VIS drawdown since its inception was -63.51%, smaller than the maximum ARKK drawdown of -80.91%. Use the drawdown chart below to compare losses from any high point for VIS and ARKK. For additional features, visit the drawdowns tool.
Volatility
VIS vs. ARKK - Volatility Comparison
The current volatility for Vanguard Industrials ETF (VIS) is 5.23%, while ARK Innovation ETF (ARKK) has a volatility of 13.21%. This indicates that VIS experiences smaller price fluctuations and is considered to be less risky than ARKK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.