ARKG vs ETW

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Quick Verdict

ARKG has a lower expense ratio. ARKG delivered stronger 1-year returns. ETW offers more diversification with 260 holdings.

Side-by-Side Comparison

MetricARKGETW
Fund FamilyArk InvestEaton Vance
Expense Ratio0.75%1.10%
AUM$1.3B$936M
Dividend Yield0.00%7.41%
Holdings Count33296
Inception Date2014-10-312005-09-28
Investment StyleSmall Cap BlendMulti Alternative
1-Month Return+21.55%+1.66%
YTD Return+44.11%+8.77%
1-Year Return+73.03%+22.55%
3-Year Return+7.63%+15.50%
5-Year Return-14.46%+7.74%
10-Year Return+10.95%+12.75%
Buy Score9062
Momentum Score9760
Value Score4651

Holdings Overlap

0.7%
Weight Overlap
1
Shared Holdings
291
Total Unique

Top Shared Holdings

TickerARKG WeightETW Weight
LLY0.95%0.73%

Sector Allocation

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Frequently Asked Questions

Which has lower fees, ARKG or ETW?

ARKG has an expense ratio of 0.75% while ETW charges 1.10%. ARKG is the cheaper option, saving you money on management fees over time.

Do ARKG and ETW hold the same stocks?

ARKG and ETW share 1 common holdings with a 0.7% weight overlap. They hold 291 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ARKG or ETW?

Over the past year, ARKG returned +73.03% while ETW returned +22.55%. ARKG outperformed over this period. Past performance does not guarantee future results.