ARKG vs SPGM

ARKG vs SPGM
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Quick Verdict

SPGM has a lower expense ratio. ARKG delivered stronger 1-year returns. SPGM offers more diversification with 2,985 holdings.

Lower Fees: SPGMHigher Returns: ARKGMore Diversified: SPGM

Side-by-Side Comparison

MetricARKGSPGMWinner
Expense Ratio0.75%0.09%
AUM$1.6B$1.8B
Dividend Yield0.00%1.81%
Holdings322,985
YTD Return+48.90%+15.41%
1Y Return+73.25%+25.49%
3Y Return (annualized)+11.21%+21.81%
5Y Return (annualized)-11.54%+11.66%
Volatility (annualized)36.3%13.7%
Max Drawdown-83.6%-34.0%
Fund FamilyArk InvestSPDR State Street Global Advisors
CategoryEquityEquity
InceptionOct 31, 2014Feb 27, 2012

ARKG vs SPGM Performance

ARK Genomic Revolution ETF (ARKG) is a ETF from Ark Invest and State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) is a ETF from SPDR State Street Global Advisors. Over the past year ARKG returned +73.25% while SPGM returned +25.49%. Year to date, ARKG is up 48.90% versus a gain of 15.41% for SPGM.

Over three years, ARKG compounded at +11.21% per year against +21.81% for SPGM; over five years the annualized figures are -11.54% and +11.66% respectively. Across the full 12-year window we track, SPGM has the edge at +9.95% annualized vs +7.73%. 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 13.7% for SPGM. 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 -34.0% for SPGM. 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ARKG charges 0.75% per year while SPGM charges 0.09%. On a $10,000 position that is $75 vs $9 annually, a gap of $66 per year that compounds over a long holding period. On income, ARKG currently yields 0.00% against 1.81% for SPGM.

Holdings Overlap

0.8%overlap

ARKG and SPGM share 17 holdings out of 2860 unique holdings combined, representing a 0.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ARKGWeight in SPGMDifference
TXG9.52%0.00%9.52%
TWST7.78%0.01%7.77%
TEM6.86%0.00%6.86%
LLYProProPro
ILMNProProPro
GHProProPro
NTRAProProPro
BEAMProProPro
CDNAProProPro
VCYTProProPro
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Frequently Asked Questions

Which is cheaper, ARKG or SPGM?

ARKG has an expense ratio of 0.75% while SPGM charges 0.09%. SPGM is the cheaper option. On a $10,000 investment, that is $66 per year of difference.

Which performed better, ARKG or SPGM?

Over the past year ARKG returned +73.25% vs +25.49% for SPGM, so ARKG leads on 1-year performance. Over the longest common window we track (12 years), ARKG annualized +7.73% vs +9.95% for SPGM. Past performance does not guarantee future results.

Which is riskier, ARKG or SPGM?

ARKG has been the more volatile fund at 36.3% annualized versus 13.7% for SPGM. Worst drawdown: ARKG -83.6% vs SPGM -34.0%.

Should I hold both ARKG and SPGM?

ARKG and SPGM have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ARKG and SPGM?

ARKG and SPGM share 17 common holdings with a 0.8% weight overlap. Combined, they hold 2860 unique securities.

Which pays a higher dividend, ARKG or SPGM?

ARKG yields 0.00% while SPGM yields 1.81%, so SPGM currently pays the higher dividend yield.

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