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XT vs. ARKK
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between XT and ARKK is 0.68, 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.


-0.50.00.51.0
Correlation: 0.7

Performance

XT vs. ARKK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Exponential Technologies ETF (XT) and ARK Innovation ETF (ARKK). The values are adjusted to include any dividend payments, if applicable.

120.00%140.00%160.00%180.00%200.00%220.00%240.00%NovemberDecember2025FebruaryMarchApril
148.41%
165.45%
XT
ARKK

Key characteristics

Sharpe Ratio

XT:

0.17

ARKK:

0.37

Sortino Ratio

XT:

0.39

ARKK:

0.82

Omega Ratio

XT:

1.05

ARKK:

1.10

Calmar Ratio

XT:

0.15

ARKK:

0.22

Martin Ratio

XT:

0.68

ARKK:

1.27

Ulcer Index

XT:

5.43%

ARKK:

12.81%

Daily Std Dev

XT:

22.09%

ARKK:

44.14%

Max Drawdown

XT:

-34.41%

ARKK:

-80.91%

Current Drawdown

XT:

-12.39%

ARKK:

-66.89%

Returns By Period

In the year-to-date period, XT achieves a -3.37% return, which is significantly higher than ARKK's -10.16% return. Over the past 10 years, XT has underperformed ARKK with an annualized return of 9.46%, while ARKK has yielded a comparatively higher 10.09% annualized return.


XT

YTD

-3.37%

1M

-3.11%

6M

-3.81%

1Y

3.87%

5Y*

8.85%

10Y*

9.46%

ARKK

YTD

-10.16%

1M

-1.28%

6M

6.99%

1Y

16.95%

5Y*

-0.14%

10Y*

10.09%

*Annualized

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XT vs. ARKK - Expense Ratio Comparison

XT has a 0.47% expense ratio, which is lower than ARKK's 0.75% expense ratio.


Expense ratio chart for ARKK: current value is 0.75%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
ARKK: 0.75%
Expense ratio chart for XT: current value is 0.47%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
XT: 0.47%

Risk-Adjusted Performance

XT vs. ARKK — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XT
The Risk-Adjusted Performance Rank of XT is 3232
Overall Rank
The Sharpe Ratio Rank of XT is 3131
Sharpe Ratio Rank
The Sortino Ratio Rank of XT is 3232
Sortino Ratio Rank
The Omega Ratio Rank of XT is 3232
Omega Ratio Rank
The Calmar Ratio Rank of XT is 3333
Calmar Ratio Rank
The Martin Ratio Rank of XT is 3434
Martin Ratio Rank

ARKK
The Risk-Adjusted Performance Rank of ARKK is 4747
Overall Rank
The Sharpe Ratio Rank of ARKK is 4646
Sharpe Ratio Rank
The Sortino Ratio Rank of ARKK is 5656
Sortino Ratio Rank
The Omega Ratio Rank of ARKK is 5151
Omega Ratio Rank
The Calmar Ratio Rank of ARKK is 3838
Calmar Ratio Rank
The Martin Ratio Rank of ARKK is 4545
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

XT vs. ARKK - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Exponential Technologies ETF (XT) 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.


The chart of Sharpe ratio for XT, currently valued at 0.17, compared to the broader market-1.000.001.002.003.004.00
XT: 0.17
ARKK: 0.37
The chart of Sortino ratio for XT, currently valued at 0.39, compared to the broader market-2.000.002.004.006.008.00
XT: 0.39
ARKK: 0.82
The chart of Omega ratio for XT, currently valued at 1.05, compared to the broader market0.501.001.502.002.50
XT: 1.05
ARKK: 1.10
The chart of Calmar ratio for XT, currently valued at 0.15, compared to the broader market0.002.004.006.008.0010.0012.00
XT: 0.15
ARKK: 0.22
The chart of Martin ratio for XT, currently valued at 0.68, compared to the broader market0.0020.0040.0060.00
XT: 0.68
ARKK: 1.27

The current XT Sharpe Ratio is 0.17, which is lower than the ARKK Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of XT and ARKK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.50NovemberDecember2025FebruaryMarchApril
0.17
0.37
XT
ARKK

Dividends

XT vs. ARKK - Dividend Comparison

XT's dividend yield for the trailing twelve months is around 0.68%, while ARKK has not paid dividends to shareholders.


TTM2024202320222021202020192018201720162015
XT
iShares Exponential Technologies ETF
0.68%0.66%0.41%0.78%0.84%0.77%1.55%1.45%0.97%1.37%1.34%
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%

Drawdowns

XT vs. ARKK - Drawdown Comparison

The maximum XT drawdown since its inception was -34.41%, smaller than the maximum ARKK drawdown of -80.91%. Use the drawdown chart below to compare losses from any high point for XT and ARKK. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2025FebruaryMarchApril
-12.39%
-66.89%
XT
ARKK

Volatility

XT vs. ARKK - Volatility Comparison

The current volatility for iShares Exponential Technologies ETF (XT) is 14.64%, while ARK Innovation ETF (ARKK) has a volatility of 23.46%. This indicates that XT 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.


5.00%10.00%15.00%20.00%25.00%NovemberDecember2025FebruaryMarchApril
14.64%
23.46%
XT
ARKK