ARKG vs IG

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Quick Verdict

IG has a lower expense ratio. ARKG delivered stronger 1-year returns. IG offers more diversification with 231 holdings.

Side-by-Side Comparison

MetricARKGIG
Fund FamilyArk InvestPrincipal Funds
Expense Ratio0.75%0.19%
AUM$1.3B$166M
Dividend Yield0.00%4.97%
Holdings Count35231
Inception Date2014-10-312018-04-18
Investment StyleSmall Cap BlendLong Term Mid Quality
1-Month Return-1.48%+0.38%
YTD Return+2.60%+0.43%
1-Year Return+22.24%+7.39%
3-Year Return-0.54%+4.29%
5-Year Return-20.24%-0.34%
10-Year Return+7.57%-
Buy Score6870
Momentum Score5835
Value Score6058

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 IG?

ARKG has an expense ratio of 0.75% while IG charges 0.19%. IG is the cheaper option, saving you money on management fees over time.

Do ARKG and IG hold the same stocks?

ARKG and IG 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 IG?

Over the past year, ARKG returned +22.24% while IG returned +7.39%. ARKG outperformed over this period. Past performance does not guarantee future results.