ARKF vs VXUS

ARKF vs VXUS
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Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricARKFVXUSWinner
Expense Ratio0.75%0.05%
AUM$701M$158.1B
Dividend Yield0.11%2.59%
Holdings418,747
YTD Return-9.51%+15.22%
1Y Return-19.98%+26.86%
3Y Return (annualized)+28.08%+20.34%
5Y Return (annualized)-3.14%+9.38%
Volatility (annualized)38.0%15.1%
Max Drawdown-78.6%-39.9%
Fund FamilyArk InvestVanguard (US)
CategoryEquityEquity
InceptionFeb 1, 2019Jan 26, 2011

ARKF vs VXUS Performance

ARK Blockchain & Fintech Innovation ETF (ARKF) is a ETF from Ark Invest and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year ARKF returned -19.98% while VXUS returned +26.86%. Year to date, ARKF is down 9.51% versus a gain of 15.22% for VXUS.

Over three years, ARKF compounded at +28.08% per year against +20.34% for VXUS; over five years the annualized figures are -3.14% and +9.38% respectively. Across the full 8-year window we track, ARKF has the edge at +10.72% annualized vs +4.89%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ARKF has been the more volatile fund, with annualized monthly volatility of 38.0% compared with 15.1% for VXUS. 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 -39.9% for VXUS. 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ARKF charges 0.75% per year while VXUS charges 0.05%. On a $10,000 position that is $75 vs $5 annually, a gap of $70 per year that compounds over a long holding period. On income, ARKF currently yields 0.11% against 2.59% for VXUS.

Holdings Overlap

0.4%overlap

ARKF and VXUS share 2 holdings out of 7904 unique holdings combined, representing a 0.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ARKFWeight in VXUSDifference
SHOP:CA8.91%0.33%8.58%
ADYEN:AS1.84%0.07%1.77%

Frequently Asked Questions

Which is cheaper, ARKF or VXUS?

ARKF has an expense ratio of 0.75% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $70 per year of difference.

Which performed better, ARKF or VXUS?

Over the past year ARKF returned -19.98% vs +26.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (8 years), ARKF annualized +10.72% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, ARKF or VXUS?

ARKF has been the more volatile fund at 38.0% annualized versus 15.1% for VXUS. Worst drawdown: ARKF -78.6% vs VXUS -39.9%.

Should I hold both ARKF and VXUS?

ARKF and VXUS have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ARKF and VXUS?

ARKF and VXUS share 2 common holdings with a 0.4% weight overlap. Combined, they hold 7904 unique securities.

Which pays a higher dividend, ARKF or VXUS?

ARKF yields 0.11% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

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