XSW vs. ARKK
Compare and contrast key facts about SPDR S&P Software & Services ETF (XSW) and ARK Innovation ETF (ARKK).
XSW and ARKK are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XSW is a passively managed fund by State Street that tracks the performance of the S&P Software & Services Select Industry Index. It was launched on Sep 28, 2011. 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: XSW or ARKK.
Correlation
The correlation between XSW and ARKK is 0.67, 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
XSW vs. ARKK - Performance Comparison
Key characteristics
XSW:
0.37
ARKK:
0.37
XSW:
0.74
ARKK:
0.82
XSW:
1.09
ARKK:
1.10
XSW:
0.34
ARKK:
0.22
XSW:
1.10
ARKK:
1.27
XSW:
9.58%
ARKK:
12.81%
XSW:
28.26%
ARKK:
44.14%
XSW:
-45.38%
ARKK:
-80.91%
XSW:
-20.30%
ARKK:
-66.89%
Returns By Period
In the year-to-date period, XSW achieves a -13.65% return, which is significantly lower than ARKK's -10.16% return. Over the past 10 years, XSW has outperformed ARKK with an annualized return of 12.79%, while ARKK has yielded a comparatively lower 10.18% annualized return.
XSW
-13.65%
-2.22%
-1.44%
9.95%
12.10%
12.79%
ARKK
-10.16%
0.43%
6.99%
15.72%
-1.09%
10.18%
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XSW vs. ARKK - Expense Ratio Comparison
XSW has a 0.35% expense ratio, which is lower than ARKK's 0.75% expense ratio.
Risk-Adjusted Performance
XSW vs. ARKK — Risk-Adjusted Performance Rank
XSW
ARKK
XSW vs. ARKK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Software & Services ETF (XSW) 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
XSW vs. ARKK - Dividend Comparison
XSW's dividend yield for the trailing twelve months is around 0.11%, while ARKK has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XSW SPDR S&P Software & Services ETF | 0.11% | 0.07% | 0.20% | 0.09% | 0.13% | 0.26% | 0.12% | 0.31% | 0.46% | 0.87% | 0.54% | 0.53% |
ARKK ARK Innovation ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.83% | 1.31% | 0.38% | 3.14% | 1.32% | 0.00% | 2.27% | 0.00% |
Drawdowns
XSW vs. ARKK - Drawdown Comparison
The maximum XSW drawdown since its inception was -45.38%, smaller than the maximum ARKK drawdown of -80.91%. Use the drawdown chart below to compare losses from any high point for XSW and ARKK. For additional features, visit the drawdowns tool.
Volatility
XSW vs. ARKK - Volatility Comparison
The current volatility for SPDR S&P Software & Services ETF (XSW) is 17.20%, while ARK Innovation ETF (ARKK) has a volatility of 23.46%. This indicates that XSW 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.