ARKG vs GTOS

ARKG vs GTOS
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Quick Verdict

GTOS has a lower expense ratio. ARKG delivered stronger 1-year returns. GTOS offers more diversification with 703 holdings.

Lower Fees: GTOSHigher Returns: ARKGMore Diversified: GTOS

Side-by-Side Comparison

MetricARKGGTOSWinner
Expense Ratio0.75%0.30%
AUM$1.6B$124M
Dividend Yield0.00%4.52%
Holdings32703
YTD Return+69.47%-0.75%
1Y Return+103.58%+1.23%
3Y Return (annualized)+16.92%+4.69%
5Y Return (annualized)-9.64%-
Volatility (annualized)37.0%1.9%
Max Drawdown-83.6%-1.8%
Fund FamilyArk InvestInvesco (US)
CategoryEquityFixed Income
InceptionOct 31, 2014Dec 9, 2022

ARKG vs GTOS Performance

ARK Genomic Revolution ETF (ARKG) is a ETF from Ark Invest and Invesco Short Duration Total Return Bond ETF (GTOS) is a ETF from Invesco (US). Over the past year ARKG returned +103.58% while GTOS returned +1.23%. Year to date, ARKG is up 69.47% versus a loss of 0.75% for GTOS.

Over three years, ARKG compounded at +16.92% per year against +4.69% for GTOS. Across the full 4-year window we track, ARKG has the edge at +8.90% annualized vs +4.29%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ARKG has been the more volatile fund, with annualized monthly volatility of 37.0% compared with 1.9% for GTOS. 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 -1.8% for GTOS. 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 0.41. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ARKG charges 0.75% per year while GTOS charges 0.30%. On a $10,000 position that is $75 vs $30 annually, a gap of $45 per year that compounds over a long holding period. On income, ARKG currently yields 0.00% against 4.52% for GTOS.

Holdings Overlap

0.0%overlap

ARKG and GTOS share 0 holdings out of 290 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 GTOS?

ARKG has an expense ratio of 0.75% while GTOS charges 0.30%. GTOS is the cheaper option. On a $10,000 investment, that is $45 per year of difference.

Which performed better, ARKG or GTOS?

Over the past year ARKG returned +103.58% vs +1.23% for GTOS, so ARKG leads on 1-year performance. Over the longest common window we track (4 years), ARKG annualized +8.90% vs +4.29% for GTOS. Past performance does not guarantee future results.

Which is riskier, ARKG or GTOS?

ARKG has been the more volatile fund at 37.0% annualized versus 1.9% for GTOS. Worst drawdown: ARKG -83.6% vs GTOS -1.8%.

Should I hold both ARKG and GTOS?

ARKG and GTOS have a monthly-return correlation of 0.41, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ARKG and GTOS?

ARKG and GTOS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 290 unique securities.

Which pays a higher dividend, ARKG or GTOS?

ARKG yields 0.00% while GTOS yields 4.52%, so GTOS currently pays the higher dividend yield.

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