ARKQ vs IVV
ARK Autonomous Technology & Robotics ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. ARKQ delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | ARKQ | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.03% | |
| AUM | $2.2B | $865.2B | |
| Dividend Yield | 0.23% | 1.09% | |
| Holdings | 39 | 508 | |
| YTD Return | +9.84% | +14.50% | |
| 1Y Return | +27.80% | +22.02% | |
| 3Y Return (annualized) | +33.48% | +21.80% | |
| 5Y Return (annualized) | +10.21% | +13.37% | |
| Volatility (annualized) | 27.6% | 15.1% | |
| Max Drawdown | -59.9% | -56.5% | |
| Fund Family | Ark Invest | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Sep 30, 2014 | May 15, 2000 |
ARKQ vs IVV Performance
ARK Autonomous Technology & Robotics ETF (ARKQ) is a ETF from Ark Invest and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year ARKQ returned +27.80% while IVV returned +22.02%. Year to date, ARKQ is up 9.84% versus a gain of 14.50% for IVV.
Over three years, ARKQ compounded at +33.48% per year against +21.80% for IVV; over five years the annualized figures are +10.21% and +13.37% respectively. Across the full 12-year window we track, ARKQ has the edge at +17.88% annualized vs +7.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ARKQ has been the more volatile fund, with annualized monthly volatility of 27.6% compared with 15.1% 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 -59.9% for ARKQ and -56.5% for IVV. 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 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ARKQ 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, ARKQ currently yields 0.23% against 1.09% for IVV.
Holdings Overlap
ARKQ and IVV share 17 holdings out of 528 unique holdings combined, representing a 15.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ARKQ or IVV?
ARKQ has an expense ratio of 0.75% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
Which performed better, ARKQ or IVV?
Over the past year ARKQ returned +27.80% vs +22.02% for IVV, so ARKQ leads on 1-year performance. Over the longest common window we track (12 years), ARKQ annualized +17.88% vs +7.07% for IVV. Past performance does not guarantee future results.
Which is riskier, ARKQ or IVV?
ARKQ has been the more volatile fund at 27.6% annualized versus 15.1% for IVV. Worst drawdown: ARKQ -59.9% vs IVV -56.5%.
Should I hold both ARKQ and IVV?
ARKQ and IVV have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ARKQ and IVV?
ARKQ and IVV share 17 common holdings with a 15.9% weight overlap. Combined, they hold 528 unique securities.
Which pays a higher dividend, ARKQ or IVV?
ARKQ yields 0.23% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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