ARKG vs SCHQ

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Quick Verdict

SCHQ has a lower expense ratio. ARKG delivered stronger 1-year returns. SCHQ offers more diversification with 98 holdings.

Side-by-Side Comparison

MetricARKGSCHQ
Fund FamilyArk InvestCharles Schwab Asset Management
Expense Ratio0.75%0.03%
AUM$1.3B$756M
Dividend Yield0.00%4.73%
Holdings Count3398
Inception Date2014-10-312019-10-10
Investment StyleSmall Cap BlendLong Term Government Bond
1-Month Return+21.55%+1.03%
YTD Return+44.11%+0.99%
1-Year Return+73.03%+2.87%
3-Year Return+7.63%-0.50%
5-Year Return-14.46%-5.65%
10-Year Return+10.95%-
Buy Score9066
Momentum Score9725
Value Score46-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
32
Total Unique

Sector Allocation

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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 32 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 +73.03% while SCHQ returned +2.87%. ARKG outperformed over this period. Past performance does not guarantee future results.