ARKG vs SPGM

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Quick Verdict

SPGM has a lower expense ratio. SPGM delivered stronger 1-year returns. SPGM offers more diversification with 2834 holdings.

Side-by-Side Comparison

MetricARKGSPGM
Fund FamilyArk InvestSPDR State Street Global Advisors
Expense Ratio0.75%0.09%
AUM$1.3B$1.5B
Dividend Yield0.00%1.80%
Holdings Count352,954
Inception Date2014-10-312012-02-27
Investment StyleSmall Cap BlendLarge Cap Blend
1-Month Return-1.48%+3.34%
YTD Return+2.60%+2.71%
1-Year Return+22.24%+23.81%
3-Year Return-0.54%+19.04%
5-Year Return-20.24%+12.35%
10-Year Return+7.57%+5.47%
Buy Score6876
Momentum Score5859
Value Score6071

Holdings Overlap

0.3%
Weight Overlap
19
Shared Holdings
2849
Total Unique

Top Shared Holdings

TickerARKG WeightSPGM Weight
TEM8.79%0.01%
TWST8.72%0.01%
TXG5.02%0.00%
BEAM4.96%0.00%
GH4.80%0.00%
NTRA4.10%0.01%
RXRX3.98%0.00%
ILMN3.84%0.01%
CDNA3.54%0.00%
VCYT3.32%0.00%

Sector Allocation

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Frequently Asked Questions

Which has lower fees, ARKG or SPGM?

ARKG has an expense ratio of 0.75% while SPGM charges 0.09%. SPGM is the cheaper option, saving you money on management fees over time.

Do ARKG and SPGM hold the same stocks?

ARKG and SPGM share 19 common holdings with a 0.3% weight overlap. They hold 2849 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ARKG or SPGM?

Over the past year, ARKG returned +22.24% while SPGM returned +23.81%. SPGM outperformed over this period. Past performance does not guarantee future results.