ARKG vs FMO

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Quick Verdict

ARKG offers more diversification with 35 holdings.

Side-by-Side Comparison

MetricARKGFMO
Fund FamilyArk InvestFiduciary/Claymore Energy Infrastructure Fund
Expense Ratio0.75%-
AUM$1.3B$275M
Dividend Yield0.00%-
Holdings Count35-
Inception Date2014-10-31-
Investment StyleSmall Cap Blend-
1-Month Return-1.48%-
YTD Return+2.60%-
1-Year Return+22.24%-
3-Year Return-0.54%-
5-Year Return-20.24%-
10-Year Return+7.57%-
Buy Score68-
Momentum Score58-
Value Score60-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
19
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, ARKG or FMO?

Expense ratio data is not currently available.

Do ARKG and FMO hold the same stocks?

ARKG and FMO share 0 common holdings with a 0.0% weight overlap. They hold 19 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ARKG or FMO?

Historical return data is not currently available for comparison.