ARKG vs NAN

Quick Verdict

ARKG has a lower expense ratio. ARKG delivered stronger 1-year returns. NAN offers more diversification with 79 holdings.

Lower Fees: ARKGHigher Returns: ARKGMore Diversified: NAN

Side-by-Side Comparison

MetricARKGNANWinner
Expense Ratio0.75%3.77%
AUM$1.6B-
Dividend Yield0.00%7.50%
Holdings33162
YTD Return+47.50%-
1Y Return+84.80%-
3Y Return (annualized)+9.13%-
5Y Return (annualized)-13.10%-
Volatility (annualized)36.3%-
Max Drawdown-83.6%-
Fund FamilyArk InvestNuveen
CategoryEquityTax Preferred
InceptionOct 31, 2014May 26, 1999

ARKG vs NAN Performance

ARK Genomic Revolution ETF (ARKG) is a ETF from Ark Invest and Nuveen New York Quality Municipal Income Fund (NAN) is a ETF from Nuveen.

Risk: Volatility and Drawdowns

Fees and Cost Over Time

ARKG charges 0.75% per year while NAN charges 3.77%. On a $10,000 position that is $75 vs $377 annually, a gap of $302 per year that compounds over a long holding period. On income, ARKG currently yields 0.00% against 7.50% for NAN.

Holdings Overlap

0.0%overlap

ARKG and NAN share 0 holdings out of 110 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 NAN?

ARKG has an expense ratio of 0.75% while NAN charges 3.77%. ARKG is the cheaper option. On a $10,000 investment, that is $302 per year of difference.

What is the holdings overlap between ARKG and NAN?

ARKG and NAN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 110 unique securities.

Which pays a higher dividend, ARKG or NAN?

ARKG yields 0.00% while NAN yields 7.50%, so NAN currently pays the higher dividend yield.

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