ARKG vs FQAL

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Quick Verdict

FQAL has a lower expense ratio. ARKG delivered stronger 1-year returns. FQAL offers more diversification with 130 holdings.

Side-by-Side Comparison

MetricARKGFQAL
Fund FamilyArk InvestFidelity Investments (US)
Expense Ratio0.75%0.15%
AUM$1.3B$1.2B
Dividend Yield0.00%1.10%
Holdings Count35130
Inception Date2014-10-312016-09-12
Investment StyleSmall Cap BlendLarge Cap Blend
1-Month Return-1.48%+1.52%
YTD Return+2.60%+1.40%
1-Year Return+22.24%+15.18%
3-Year Return-0.54%+19.11%
5-Year Return-20.24%+14.01%
10-Year Return+7.57%-
Buy Score6874
Momentum Score5849
Value Score6074

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 FQAL?

ARKG has an expense ratio of 0.75% while FQAL charges 0.15%. FQAL is the cheaper option, saving you money on management fees over time.

Do ARKG and FQAL hold the same stocks?

ARKG and FQAL 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 FQAL?

Over the past year, ARKG returned +22.24% while FQAL returned +15.18%. ARKG outperformed over this period. Past performance does not guarantee future results.