ARKK vs IVV
ARK Innovation ETF vs iShares Core S&P 500 ETF
Which is better, ARKK or IVV?
Large Cap Growth against Large Cap Blend.
IVV has a lower expense ratio. ARKK led over 3Y and the full window, IVV over 1Y and 5Y. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 49.0%.
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
| Metric | ARKK | IVV |
|---|---|---|
| Expense Ratio | 0.75% | 0.03%Best |
| AUM | $5.6B | $886.7B |
| Dividend Yield | 0.00% | 1.10% |
| Holdings | 48 | 508 |
| YTD Return | +11.28% | +13.86%Best |
| 1Y Return | +16.51% | +21.57%Best |
| 3Y Return (annualized) | +25.61%Best | +21.48% |
| 5Y Return (annualized) | -6.82% | +12.88%Best |
| Volatility (annualized) | 36.1% | 14.9%Best |
| Max Drawdown | -80.9% | -33.9%Best |
| $10,000 over 5 years | $7,024 | $18,327Best |
| Top 10 Weight | 49.0% | 37.9%Best |
| Fund Family | Ark Invest | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Oct 31, 2014 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: Oct 31, 2014 to Sep 3, 2026 (11.8 years).
ARKK 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 11.8 years both funds cover.
ARKK vs IVV Performance
ARK Innovation ETF (ARKK) 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 ARKK returned +16.51% while IVV returned +21.57%. Year to date, ARKK is up 11.28% versus a gain of 13.86% for IVV.
Over three years, ARKK compounded at +25.61% per year against +21.48% for IVV; over five years the annualized figures are -6.82% and +12.88% respectively. Across the full 12-year window we track, ARKK has the edge at +14.06% annualized vs +12.73%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ARKK has been the more volatile fund, with annualized monthly volatility of 36.1% compared with 14.9% 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 -80.9% for ARKK 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 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ARKK 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, ARKK currently yields 0.00% against 1.10% for IVV.
Holdings Overlap
37.7% of ARKK's money is in holdings IVV also owns. 27.5% of IVV's money is in holdings ARKK also owns.
The two portfolios partly overlap.
14 positions in common, counted across the 44 positions we hold weights for in ARKK and 505 in IVV, against full books of 48 and 508.
What only one of them owns
Our book lists 483 positions for IVV that do not appear in our book for ARKK (71.9% of the fund), and 26 for ARKK that do not appear in IVV (49.2%).
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
| Stock | Weight in ARKK | Weight in IVV | Difference |
|---|---|---|---|
| TSLATesla Motors Inc | 9.40% | 1.36% | 8.04% |
| NVDANvidia Corp. | 2.27% | 7.98% | 5.71% |
| AMZNAmazon.Com Inc | 2.67% | 4.01% | 1.34% |
| AMDAdvanced Micro Devices Inc | 3.59% | 1.18% | 2.41% |
| GOOGAlphabet Inc. C | 1.80% | 2.56% | 0.76% |
| AVGOBroadcom Inc | 1.28% | 2.98% | 1.70% |
| PLTRPalantir Technologies Inc | 3.56% | 0.55% | 3.01% |
| COINCoinbase Globa-A | 3.94% | 0.05% | 3.89% |
| HOODRobinhood Markets Inc - A | 3.52% | 0.11% | 3.41% |
| GOOGLAlphabet Inc.Class A | 0.41% | 3.19% | 2.78% |
37.7% of ARKK is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ARKK or IVV?
ARKK 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, ARKK or IVV?
Over the past year ARKK returned +16.51% vs +21.57% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (12 years), ARKK annualized +14.06% vs +12.73% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ARKK or IVV?
ARKK has been the more volatile fund at 36.1% annualized versus 14.9% for IVV. Worst drawdown: ARKK -80.9% vs IVV -33.9%.
Should I hold both ARKK and IVV?
ARKK and IVV have a monthly-return correlation of 0.72, 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 ARKK and IVV?
37.7% of ARKK's money is in holdings IVV also owns. 27.5% of IVV's is in holdings ARKK also owns. They hold 14 positions in common, counted across the 44 positions we hold weights for in ARKK and 505 in IVV.
Which pays a higher dividend, ARKK or IVV?
ARKK yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
Is IVV better than ARKK?
IVV has a lower expense ratio. ARKK led over 3Y and the full window, IVV over 1Y and 5Y. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 49.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.