ARKG vs HFXI

ARKG vs HFXI
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Quick Verdict

HFXI has a lower expense ratio. ARKG delivered stronger 1-year returns. HFXI offers more diversification with 876 holdings.

Lower Fees: HFXIHigher Returns: ARKGMore Diversified: HFXI

Side-by-Side Comparison

MetricARKGHFXIWinner
Expense Ratio0.75%0.20%
AUM$1.6B$2.1B
Dividend Yield0.00%3.39%
Holdings32876
YTD Return+69.47%+17.30%
1Y Return+103.58%+29.54%
3Y Return (annualized)+16.92%+21.69%
5Y Return (annualized)-9.64%+12.45%
Volatility (annualized)37.0%13.8%
Max Drawdown-83.6%-34.2%
Fund FamilyArk InvestINDEXIQ ETF TRUST
CategoryEquityEquity
InceptionOct 31, 2014Jul 22, 2015

ARKG vs HFXI Performance

ARK Genomic Revolution ETF (ARKG) is a ETF from Ark Invest and NYLI FTSE International Equity Currency Neutral ETF (HFXI) is a ETF from INDEXIQ ETF TRUST. Over the past year ARKG returned +103.58% while HFXI returned +29.54%. Year to date, ARKG is up 69.47% versus a gain of 17.30% for HFXI.

Over three years, ARKG compounded at +16.92% per year against +21.69% for HFXI; over five years the annualized figures are -9.64% and +12.45% respectively. Across the full 11-year window we track, ARKG has the edge at +8.90% annualized vs +7.92%. 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 13.8% for HFXI. 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 -34.2% for HFXI. 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 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ARKG charges 0.75% per year while HFXI charges 0.20%. On a $10,000 position that is $75 vs $20 annually, a gap of $55 per year that compounds over a long holding period. On income, ARKG currently yields 0.00% against 3.39% for HFXI.

Holdings Overlap

0.0%overlap

ARKG and HFXI share 0 holdings out of 773 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 HFXI?

ARKG has an expense ratio of 0.75% while HFXI charges 0.20%. HFXI is the cheaper option. On a $10,000 investment, that is $55 per year of difference.

Which performed better, ARKG or HFXI?

Over the past year ARKG returned +103.58% vs +29.54% for HFXI, so ARKG leads on 1-year performance. Over the longest common window we track (11 years), ARKG annualized +8.90% vs +7.92% for HFXI. Past performance does not guarantee future results.

Which is riskier, ARKG or HFXI?

ARKG has been the more volatile fund at 37.0% annualized versus 13.8% for HFXI. Worst drawdown: ARKG -83.6% vs HFXI -34.2%.

Should I hold both ARKG and HFXI?

ARKG and HFXI have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ARKG and HFXI?

ARKG and HFXI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 773 unique securities.

Which pays a higher dividend, ARKG or HFXI?

ARKG yields 0.00% while HFXI yields 3.39%, so HFXI currently pays the higher dividend yield.

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