ARKG vs CGW

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Quick Verdict

CGW has a lower expense ratio. CGW delivered stronger 1-year returns. CGW offers more diversification with 77 holdings.

Side-by-Side Comparison

MetricARKGCGW
Fund FamilyArk InvestInvesco (US)
Expense Ratio0.75%0.59%
AUM$1.3B$1.0B
Dividend Yield0.00%1.45%
Holdings Count3577
Inception Date2014-10-312007-05-14
Investment StyleSmall Cap BlendMid Cap Blend
1-Month Return-1.48%+4.39%
YTD Return+2.60%+7.98%
1-Year Return+22.24%+23.15%
3-Year Return-0.54%+12.85%
5-Year Return-20.24%+8.95%
10-Year Return+7.57%+11.62%
Buy Score6881
Momentum Score5883
Value Score6052

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
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 0.59%. 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 0 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 +22.24% while CGW returned +23.15%. CGW outperformed over this period. Past performance does not guarantee future results.