ARKF vs QQQ

ARKF vs QQQ

Which is better, ARKF or QQQ?

Each has led over a different period.

QQQ has a lower expense ratio. ARKF led over 3Y, QQQ over 1Y, 5Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 55.1%.

Lower Fees: QQQHigher Returns: splitLess Concentrated: QQQ

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricARKFQQQ
Expense Ratio0.75%0.18%Best
AUM$701M$483.5B
Dividend Yield0.09%0.44%
Holdings41107
YTD Return-7.12%+15.86%Best
1Y Return-16.92%+22.63%Best
3Y Return (annualized)+28.02%Best+24.15%
5Y Return (annualized)-3.14%+14.16%Best
Volatility (annualized)38.1%20.4%Best
Max Drawdown-78.6%-35.1%Best
$10,000 over 5 years$8,526$19,390Best
Top 10 Weight55.1%46.5%Best
Fund FamilyArk InvestInvesco (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionFeb 1, 2019Mar 10, 1999

Volatility and max drawdown are measured over the window both funds cover: Feb 4, 2019 to Sep 10, 2026 (7.6 years).

ARKF vs QQQ growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 7.6 years both funds cover.

ARKF vs QQQ Performance

ARK Blockchain & Fintech Innovation ETF (ARKF) is an ETF from Ark Invest and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year ARKF returned -16.92% while QQQ returned +22.63%. Year to date, ARKF is down 7.12% versus a gain of 15.86% for QQQ.

Over three years, ARKF compounded at +28.02% per year against +24.15% for QQQ; over five years the annualized figures are -3.14% and +14.16% respectively. Across the full 8-year window we track, QQQ has the edge at +21.23% annualized vs +10.99%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ARKF has been the more volatile fund, with annualized monthly volatility of 38.1% compared with 20.4% for QQQ. 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 -35.1% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ARKF charges 0.75% per year while QQQ charges 0.18%. On a $10,000 position that is $75 vs $18 annually, a gap of $57 per year that compounds over a long holding period. On income, ARKF currently yields 0.09% against 0.44% for QQQ.

Holdings Overlap

ARKF already in QQQ37.6%
QQQ already in ARKF23.7%

37.6% of ARKF's money is in holdings QQQ also owns. 23.7% of QQQ's money is in holdings ARKF also owns.

The two portfolios partly overlap.

10 positions in common, counted across the 38 positions we hold weights for in ARKF and 102 in QQQ, against full books of 41 and 107.

What only one of them owns

Our book lists 86 positions for QQQ that do not appear in our book for ARKF (74.1% of the fund), and 16 for ARKF that do not appear in QQQ (46.8%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in ARKFWeight in QQQDifference
NVDANvidia Corp.2.96%8.44%5.48%
SHOP:CAShopify Inc.9.72%0.77%8.95%
AMZNAmazon.Com Inc4.00%4.67%0.67%
AMDAdvanced Micro Devices Inc.3.45%3.45%0.00%
PLTRPalantir Technologies Inc5.24%1.60%3.64%
METAMeta Platforms, Inc.3.38%2.78%0.60%
MELIMercadolibre Inc3.11%0.43%2.68%
CRWDCrowdstrike Holdings Inc. Class A2.23%0.94%1.29%
ABNBAirbnb Inc1.97%0.28%1.69%
DASHDoordash Inc1.59%0.37%1.22%

37.6% of ARKF is already inside QQQ.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

ARKFQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ARKF or QQQ?

ARKF has an expense ratio of 0.75% while QQQ charges 0.18%. QQQ is the cheaper option, by $57 a year on a $10,000 investment.

Which performed better, ARKF or QQQ?

Over the past year ARKF returned -16.92% vs +22.63% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (8 years), ARKF annualized +10.99% vs +21.23% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ARKF or QQQ?

ARKF has been the more volatile fund at 38.1% annualized versus 20.4% for QQQ. Worst drawdown: ARKF -78.6% vs QQQ -35.1%.

Should I hold both ARKF and QQQ?

ARKF and QQQ have a monthly-return correlation of 0.77, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between ARKF and QQQ?

37.6% of ARKF's money is in holdings QQQ also owns. 23.7% of QQQ's is in holdings ARKF also owns. They hold 10 positions in common, counted across the 38 positions we hold weights for in ARKF and 102 in QQQ.

Which pays a higher dividend, ARKF or QQQ?

ARKF yields 0.09% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.

Is QQQ better than ARKF?

QQQ has a lower expense ratio. ARKF led over 3Y, QQQ over 1Y, 5Y and the full window. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 55.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.