ARKG vs IGBH
ARK Genomic Revolution ETF vs iShares Interest Rate Hedged Long-Term Corporate Bond ETF
Quick Verdict
IGBH has a lower expense ratio. ARKG delivered stronger 1-year returns. IGBH offers more diversification with 4,130 holdings.
Side-by-Side Comparison
| Metric | ARKG | IGBH | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.14% | |
| AUM | $1.6B | $233M | |
| Dividend Yield | 0.00% | 5.62% | |
| Holdings | 32 | 4,130 | |
| YTD Return | +63.26% | +2.05% | |
| 1Y Return | +98.33% | +5.62% | |
| 3Y Return (annualized) | +15.49% | +7.69% | |
| 5Y Return (annualized) | -9.67% | +5.43% | |
| Volatility (annualized) | 36.8% | 7.5% | |
| Max Drawdown | -83.6% | -38.9% | |
| Fund Family | Ark Invest | iShares by BlackRock (US) | |
| Category | Equity | Fixed Income | |
| Inception | Oct 31, 2014 | Jul 22, 2015 |
ARKG vs IGBH Performance
ARK Genomic Revolution ETF (ARKG) is a ETF from Ark Invest and iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) is a ETF from iShares by BlackRock (US). Over the past year ARKG returned +98.33% while IGBH returned +5.62%. Year to date, ARKG is up 63.26% versus a gain of 2.05% for IGBH.
Over three years, ARKG compounded at +15.49% per year against +7.69% for IGBH; over five years the annualized figures are -9.67% and +5.43% respectively. Across the full 11-year window we track, ARKG has the edge at +8.56% annualized vs +2.90%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ARKG has been the more volatile fund, with annualized monthly volatility of 36.8% compared with 7.5% for IGBH. 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 -38.9% for IGBH. 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 0.40. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
ARKG charges 0.75% per year while IGBH charges 0.14%. On a $10,000 position that is $75 vs $14 annually, a gap of $61 per year that compounds over a long holding period. On income, ARKG currently yields 0.00% against 5.62% for IGBH.
Holdings Overlap
ARKG and IGBH share 0 holdings out of 107 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 IGBH?
ARKG has an expense ratio of 0.75% while IGBH charges 0.14%. IGBH is the cheaper option. On a $10,000 investment, that is $61 per year of difference.
Which performed better, ARKG or IGBH?
Over the past year ARKG returned +98.33% vs +5.62% for IGBH, so ARKG leads on 1-year performance. Over the longest common window we track (11 years), ARKG annualized +8.56% vs +2.90% for IGBH. Past performance does not guarantee future results.
Which is riskier, ARKG or IGBH?
ARKG has been the more volatile fund at 36.8% annualized versus 7.5% for IGBH. Worst drawdown: ARKG -83.6% vs IGBH -38.9%.
Should I hold both ARKG and IGBH?
ARKG and IGBH have a monthly-return correlation of 0.40, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ARKG and IGBH?
ARKG and IGBH share 0 common holdings with a 0.0% weight overlap. Combined, they hold 107 unique securities.
Which pays a higher dividend, ARKG or IGBH?
ARKG yields 0.00% while IGBH yields 5.62%, so IGBH currently pays the higher dividend yield.
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