ARKG vs SCHQ

vs

Quick Verdict

SCHQ has a lower expense ratio. ARKG delivered stronger 1-year returns. SCHQ offers more diversification with 97 holdings.

Side-by-Side Comparison

MetricARKGSCHQ
Fund FamilyArk InvestCharles Schwab Asset Management
Expense Ratio0.75%0.03%
AUM$1.3B$923M
Dividend Yield0.00%4.43%
Holdings Count3597
Inception Date2014-10-312019-10-10
Investment StyleSmall Cap BlendLong Term Government Bond
1-Month Return-1.48%-0.06%
YTD Return+2.60%+0.09%
1-Year Return+22.24%+4.22%
3-Year Return-0.54%-1.99%
5-Year Return-20.24%-6.92%
10-Year Return+7.57%-
Buy Score6861
Momentum Score5825
Value Score6073

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, ARKG or SCHQ?

ARKG has an expense ratio of 0.75% while SCHQ charges 0.03%. SCHQ is the cheaper option, saving you money on management fees over time.

Do ARKG and SCHQ hold the same stocks?

ARKG and SCHQ 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 SCHQ?

Over the past year, ARKG returned +22.24% while SCHQ returned +4.22%. ARKG outperformed over this period. Past performance does not guarantee future results.