ARKG vs AWF

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Quick Verdict

ARKG has a lower expense ratio. ARKG delivered stronger 1-year returns. AWF offers more diversification with 707 holdings.

Side-by-Side Comparison

MetricARKGAWF
Fund FamilyArk InvestAllianceBernstein L.P.
Expense Ratio0.75%1.00%
AUM$1.3B$975M
Dividend Yield0.00%6.92%
Holdings Count331,273
Inception Date2014-10-311993-07-28
Investment StyleSmall Cap BlendHigh Yield Bond
1-Month Return+21.55%+0.31%
YTD Return+44.11%+2.45%
1-Year Return+73.03%+6.85%
3-Year Return+7.63%+9.87%
5-Year Return-14.46%+4.43%
10-Year Return+10.95%+8.63%
Buy Score9063
Momentum Score9738
Value Score4653

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
739
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, ARKG or AWF?

ARKG has an expense ratio of 0.75% while AWF charges 1.00%. ARKG is the cheaper option, saving you money on management fees over time.

Do ARKG and AWF hold the same stocks?

ARKG and AWF share 0 common holdings with a 0.0% weight overlap. They hold 739 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ARKG or AWF?

Over the past year, ARKG returned +73.03% while AWF returned +6.85%. ARKG outperformed over this period. Past performance does not guarantee future results.