ARKF vs IVV

ARKF vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricARKFIVVWinner
Expense Ratio0.75%0.03%
AUM$701M$907.0B
Dividend Yield0.11%1.10%
Holdings41508
YTD Return-11.84%+12.96%
1Y Return-22.11%+20.70%
3Y Return (annualized)+28.92%+22.10%
5Y Return (annualized)-3.39%+13.40%
Volatility (annualized)37.9%15.1%
Max Drawdown-78.6%-56.5%
Fund FamilyArk InvestiShares by BlackRock (US)
CategoryEquityEquity
InceptionFeb 1, 2019May 15, 2000

ARKF vs IVV Performance

ARK Blockchain & Fintech Innovation ETF (ARKF) is a ETF from Ark Invest and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year ARKF returned -22.11% while IVV returned +20.70%. Year to date, ARKF is down 11.84% versus a gain of 12.96% for IVV.

Over three years, ARKF compounded at +28.92% per year against +22.10% for IVV; over five years the annualized figures are -3.39% and +13.40% respectively. Across the full 8-year window we track, ARKF has the edge at +10.32% annualized vs +7.01%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ARKF has been the more volatile fund, with annualized monthly volatility of 37.9% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -78.6% for ARKF and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ARKF charges 0.75% per year while IVV charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, ARKF currently yields 0.11% against 1.10% for IVV.

Holdings Overlap

11.0%overlap

ARKF and IVV share 11 holdings out of 531 unique holdings combined, representing a 11.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ARKFWeight in IVVDifference
NVDA2.49%7.76%5.27%
AMZN3.73%3.75%0.02%
HOOD6.27%0.13%6.14%
SQProProPro
COINProProPro
METAProProPro
AMDProProPro
PLTRProProPro
CRWDProProPro
ABNBProProPro
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Frequently Asked Questions

Which is cheaper, ARKF or IVV?

ARKF has an expense ratio of 0.75% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $72 per year of difference.

Which performed better, ARKF or IVV?

Over the past year ARKF returned -22.11% vs +20.70% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (8 years), ARKF annualized +10.32% vs +7.01% for IVV. Past performance does not guarantee future results.

Which is riskier, ARKF or IVV?

ARKF has been the more volatile fund at 37.9% annualized versus 15.1% for IVV. Worst drawdown: ARKF -78.6% vs IVV -56.5%.

Should I hold both ARKF and IVV?

ARKF and IVV have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ARKF and IVV?

ARKF and IVV share 11 common holdings with a 11.0% weight overlap. Combined, they hold 531 unique securities.

Which pays a higher dividend, ARKF or IVV?

ARKF yields 0.11% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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