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 182 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 Score5735
Value Score6058

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
216
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 216 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.