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. It was launched on Oct 31, 2014.
Performance
XSW vs. ARKK - Performance Comparison
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XSW vs. ARKK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XSW SPDR S&P Software & Services ETF | -23.97% | -0.90% | 25.81% | 38.60% | -34.22% | 7.47% | 52.41% | 36.50% | 7.67% | 27.94% |
ARKK ARK Innovation ETF | -12.13% | 35.49% | 8.40% | 69.04% | -66.97% | -23.60% | 152.71% | 35.08% | 3.52% | 87.33% |
Returns By Period
In the year-to-date period, XSW achieves a -23.97% return, which is significantly lower than ARKK's -12.13% return. Over the past 10 years, XSW has underperformed ARKK with an annualized return of 11.83%, while ARKK has yielded a comparatively higher 14.34% annualized return.
XSW
- 1D
- 2.63%
- 1M
- -5.49%
- YTD
- -23.97%
- 6M
- -28.05%
- 1Y
- -10.96%
- 3Y*
- 5.07%
- 5Y*
- -2.31%
- 10Y*
- 11.83%
ARKK
- 1D
- 6.41%
- 1M
- -7.30%
- YTD
- -12.13%
- 6M
- -21.68%
- 1Y
- 42.06%
- 3Y*
- 19.10%
- 5Y*
- -10.73%
- 10Y*
- 14.34%
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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.
Return for Risk
XSW vs. ARKK — Risk / Return Rank
XSW
ARKK
XSW vs. ARKK - Risk-Adjusted Trends 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.
| XSW | ARKK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.36 | 0.99 | -1.36 |
Sortino ratioReturn per unit of downside risk | -0.33 | 1.63 | -1.96 |
Omega ratioGain probability vs. loss probability | 0.96 | 1.19 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | -0.38 | 1.24 | -1.61 |
Martin ratioReturn relative to average drawdown | -1.01 | 3.22 | -4.22 |
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
| XSW | ARKK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.36 | 0.99 | -1.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.08 | -0.23 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.36 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.32 | +0.26 |
Correlation
The correlation between XSW and ARKK is 0.81, 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
XSW vs. ARKK - Dividend Comparison
XSW's dividend yield for the trailing twelve months is around 0.05%, while ARKK has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XSW SPDR S&P Software & Services ETF | 0.05% | 0.06% | 0.07% | 0.20% | 0.09% | 0.13% | 0.26% | 0.12% | 0.31% | 0.46% | 0.87% | 0.54% |
ARKK ARK Innovation ETF | 0.00% | 0.00% | 0.00% | 0.70% | 0.00% | 0.55% | 1.64% | 0.38% | 3.14% | 1.32% | 0.00% | 2.27% |
Drawdowns
XSW vs. ARKK - Drawdown Comparison
The maximum XSW drawdown since its inception was -45.38%, smaller than the maximum ARKK drawdown of -80.97%. Use the drawdown chart below to compare losses from any high point for XSW and ARKK.
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Drawdown Indicators
| XSW | ARKK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.38% | -80.97% | +35.59% |
Max Drawdown (1Y)Largest decline over 1 year | -32.64% | -31.35% | -1.29% |
Max Drawdown (5Y)Largest decline over 5 years | -45.38% | -77.23% | +31.85% |
Max Drawdown (10Y)Largest decline over 10 years | -45.38% | -80.97% | +35.59% |
Current DrawdownCurrent decline from peak | -30.67% | -56.23% | +25.56% |
Average DrawdownAverage peak-to-trough decline | -9.66% | -29.80% | +20.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.18% | 12.05% | +0.13% |
Volatility
XSW vs. ARKK - Volatility Comparison
The current volatility for SPDR S&P Software & Services ETF (XSW) is 7.84%, while ARK Innovation ETF (ARKK) has a volatility of 12.71%. 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.
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Volatility by Period
| XSW | ARKK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.84% | 12.71% | -4.87% |
Volatility (6M)Calculated over the trailing 6-month period | 20.51% | 27.59% | -7.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.30% | 42.61% | -12.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.21% | 46.38% | -18.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.87% | 40.12% | -14.25% |