ARKG vs CGW

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Quick Verdict

CGW has a lower expense ratio. ARKG delivered stronger 1-year returns. CGW offers more diversification with 68 holdings.

Side-by-Side Comparison

MetricARKGCGW
Fund FamilyArk InvestInvesco (US)
Expense Ratio0.75%0.58%
AUM$1.3B$1.0B
Dividend Yield0.00%1.52%
Holdings Count3382
Inception Date2014-10-312007-05-14
Investment StyleSmall Cap BlendMid Cap Blend
1-Month Return+21.55%+5.03%
YTD Return+44.11%+3.29%
1-Year Return+73.03%+6.67%
3-Year Return+7.63%+9.93%
5-Year Return-14.46%+5.67%
10-Year Return+10.95%+9.87%
Buy Score9061
Momentum Score9739
Value Score4670

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
100
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, ARKG or CGW?

ARKG has an expense ratio of 0.75% while CGW charges 0.58%. CGW is the cheaper option, saving you money on management fees over time.

Do ARKG and CGW hold the same stocks?

ARKG and CGW share 0 common holdings with a 0.0% weight overlap. They hold 100 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ARKG or CGW?

Over the past year, ARKG returned +73.03% while CGW returned +6.67%. ARKG outperformed over this period. Past performance does not guarantee future results.