ARKG vs IVV

ARKG vs IVV

Which is better, ARKG or IVV?

Small Cap Blend against Large Cap Blend.

IVV has a lower expense ratio. ARKG led over 1Y, IVV over 3Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 57.1%.

Lower Fees: IVVHigher Returns: splitLess Concentrated: IVV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricARKGIVV
Expense Ratio0.75%0.03%Best
AUM$1.6B$876.4B
Dividend Yield0.00%1.06%
Holdings32508
YTD Return+60.38%Best+12.01%
1Y Return+80.49%Best+16.48%
3Y Return (annualized)+15.34%+21.21%Best
5Y Return (annualized)-10.23%+12.95%Best
Volatility (annualized)36.6%15.0%Best
Max Drawdown-83.6%-33.9%Best
$10,000 over 5 years$5,830$18,384Best
Top 10 Weight57.1%37.8%Best
Fund FamilyArk InvestiShares by BlackRock (US)
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Blend
InceptionOct 31, 2014May 15, 2000

Volatility and max drawdown are measured over the window both funds cover: Oct 31, 2014 to Sep 14, 2026 (11.9 years).

ARKG vs IVV growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 11.9 years both funds cover.

ARKG vs IVV Performance

ARK Genomic Revolution ETF (ARKG) is an ETF from Ark Invest and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year ARKG returned +80.49% while IVV returned +16.48%. Year to date, ARKG is up 60.38% versus a gain of 12.01% for IVV.

Over three years, ARKG compounded at +15.34% per year against +21.21% for IVV; over five years the annualized figures are -10.23% and +12.95% respectively. Across the full 12-year window we track, IVV has the edge at +12.54% annualized vs +8.34%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ARKG has been the more volatile fund, with annualized monthly volatility of 36.6% compared with 15.0% for IVV. 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 -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.65. They move together some of the time, and apart the rest.

Fees and Cost Over Time

ARKG charges 0.75% per year while IVV charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, ARKG currently yields 0.00% against 1.06% for IVV.

Holdings Overlap

ARKG already in IVV4.3%
IVV already in ARKG1.4%

4.3% of ARKG's money is in holdings IVV also owns. 1.4% of IVV's money is in holdings ARKG also owns.

ARKG and IVV share little of their money.

1 positions in common, counted across the 31 positions we hold weights for in ARKG and 490 in IVV, against full books of 32 and 508.

What only one of them owns

Our book lists 481 positions for IVV that do not appear in our book for ARKG (97.3% of the fund), and 29 for ARKG that do not appear in IVV (89.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in ARKGWeight in IVVDifference
LLYEli Lilly & Co.4.35%1.38%2.97%

You are not choosing between two funds in isolation.

Whichever of ARKG and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ARKGIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ARKG or IVV?

ARKG has an expense ratio of 0.75% while IVV charges 0.03%. IVV is the cheaper option, by $72 a year on a $10,000 investment.

Which performed better, ARKG or IVV?

Over the past year ARKG returned +80.49% vs +16.48% for IVV, so ARKG leads on 1-year performance. Over the longest common window we track (12 years), ARKG annualized +8.34% vs +12.54% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ARKG or IVV?

ARKG has been the more volatile fund at 36.6% annualized versus 15.0% for IVV. Worst drawdown: ARKG -83.6% vs IVV -33.9%.

Should I hold both ARKG and IVV?

ARKG and IVV have a monthly-return correlation of 0.65, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between ARKG and IVV?

4.3% of ARKG's money is in holdings IVV also owns. 1.4% of IVV's is in holdings ARKG also owns. They hold 1 positions in common, counted across the 31 positions we hold weights for in ARKG and 490 in IVV.

Which pays a higher dividend, ARKG or IVV?

ARKG yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than ARKG?

IVV has a lower expense ratio. ARKG led over 1Y, IVV over 3Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 57.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.