ARKG vs FFLV

Quick Verdict

FFLV has a lower expense ratio. ARKG delivered stronger 1-year returns. FFLV offers more diversification with 105 holdings.

Lower Fees: FFLVHigher Returns: ARKGMore Diversified: FFLV

Side-by-Side Comparison

MetricARKGFFLVWinner
Expense Ratio0.75%0.38%
AUM$1.6B$16M
Dividend Yield0.00%1.41%
Holdings33119
YTD Return+52.67%+18.05%
1Y Return+90.55%+31.83%
3Y Return (annualized)+11.88%-
5Y Return (annualized)-11.71%-
Volatility (annualized)36.4%12.3%
Max Drawdown-83.6%-16.7%
Fund FamilyArk InvestFidelity Investments (US)
CategoryEquityEquity
InceptionOct 31, 2014Feb 9, 2024

ARKG vs FFLV Performance

ARK Genomic Revolution ETF (ARKG) is a ETF from Ark Invest and Fidelity Fundamental Large Cap Value ETF (FFLV) is a ETF from Fidelity Investments (US). Over the past year ARKG returned +90.55% while FFLV returned +31.83%. Year to date, ARKG is up 52.67% versus a gain of 18.05% for FFLV.

Risk: Volatility and Drawdowns

ARKG has been the more volatile fund, with annualized monthly volatility of 36.4% compared with 12.3% for FFLV. 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 -83.6% for ARKG and -16.7% for FFLV. 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 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ARKG charges 0.75% per year while FFLV charges 0.38%. On a $10,000 position that is $75 vs $38 annually, a gap of $37 per year that compounds over a long holding period. On income, ARKG currently yields 0.00% against 1.41% for FFLV.

Holdings Overlap

0.0%overlap

ARKG and FFLV share 0 holdings out of 136 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, ARKG or FFLV?

ARKG has an expense ratio of 0.75% while FFLV charges 0.38%. FFLV is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

Which performed better, ARKG or FFLV?

Over the past year ARKG returned +90.55% vs +31.83% for FFLV, so ARKG leads on 1-year performance. Over the longest common window we track (3 years), ARKG annualized +7.96% vs +17.56% for FFLV. Past performance does not guarantee future results.

Which is riskier, ARKG or FFLV?

ARKG has been the more volatile fund at 36.4% annualized versus 12.3% for FFLV. Worst drawdown: ARKG -83.6% vs FFLV -16.7%.

Should I hold both ARKG and FFLV?

ARKG and FFLV have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ARKG and FFLV?

ARKG and FFLV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 136 unique securities.

Which pays a higher dividend, ARKG or FFLV?

ARKG yields 0.00% while FFLV yields 1.41%, so FFLV currently pays the higher dividend yield.

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