ARKG vs MFEM

ARKG vs MFEM
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Quick Verdict

MFEM has a lower expense ratio. ARKG delivered stronger 1-year returns. MFEM offers more diversification with 701 holdings.

Lower Fees: MFEMHigher Returns: ARKGMore Diversified: MFEM

Side-by-Side Comparison

MetricARKGMFEMWinner
Expense Ratio0.75%0.49%
AUM$1.6B$156M
Dividend Yield0.00%2.39%
Holdings32701
YTD Return+48.90%+22.70%
1Y Return+73.25%+34.93%
3Y Return (annualized)+11.21%+20.54%
5Y Return (annualized)-11.54%+8.69%
Volatility (annualized)36.3%17.7%
Max Drawdown-83.6%-45.3%
Fund FamilyArk InvestPIMCO (US)
CategoryEquityEquity
InceptionOct 31, 2014Aug 31, 2017

ARKG vs MFEM Performance

ARK Genomic Revolution ETF (ARKG) is a ETF from Ark Invest and PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF (MFEM) is a ETF from PIMCO (US). Over the past year ARKG returned +73.25% while MFEM returned +34.93%. Year to date, ARKG is up 48.90% versus a gain of 22.70% for MFEM.

Over three years, ARKG compounded at +11.21% per year against +20.54% for MFEM; over five years the annualized figures are -11.54% and +8.69% respectively. Across the full 9-year window we track, ARKG has the edge at +7.73% annualized vs +6.94%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ARKG has been the more volatile fund, with annualized monthly volatility of 36.3% compared with 17.7% for MFEM. 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 -45.3% for MFEM. 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 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ARKG charges 0.75% per year while MFEM charges 0.49%. On a $10,000 position that is $75 vs $49 annually, a gap of $26 per year that compounds over a long holding period. On income, ARKG currently yields 0.00% against 2.39% for MFEM.

Holdings Overlap

0.0%overlap

ARKG and MFEM share 0 holdings out of 534 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 MFEM?

ARKG has an expense ratio of 0.75% while MFEM charges 0.49%. MFEM is the cheaper option. On a $10,000 investment, that is $26 per year of difference.

Which performed better, ARKG or MFEM?

Over the past year ARKG returned +73.25% vs +34.93% for MFEM, so ARKG leads on 1-year performance. Over the longest common window we track (9 years), ARKG annualized +7.73% vs +6.94% for MFEM. Past performance does not guarantee future results.

Which is riskier, ARKG or MFEM?

ARKG has been the more volatile fund at 36.3% annualized versus 17.7% for MFEM. Worst drawdown: ARKG -83.6% vs MFEM -45.3%.

Should I hold both ARKG and MFEM?

ARKG and MFEM have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ARKG and MFEM?

ARKG and MFEM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 534 unique securities.

Which pays a higher dividend, ARKG or MFEM?

ARKG yields 0.00% while MFEM yields 2.39%, so MFEM currently pays the higher dividend yield.

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