ARKQ vs SCHD
ARK Autonomous Technology & Robotics ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | ARKQ | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.06% | |
| AUM | $2.2B | $103.7B | |
| Dividend Yield | 0.23% | 3.31% | |
| Holdings | 39 | 104 | |
| YTD Return | +8.32% | +25.62% | |
| 1Y Return | +29.75% | +32.62% | |
| 3Y Return (annualized) | +32.93% | +15.58% | |
| 5Y Return (annualized) | +9.46% | +9.63% | |
| Volatility (annualized) | 27.6% | 13.6% | |
| Max Drawdown | -59.9% | -33.4% | |
| Fund Family | Ark Invest | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Sep 30, 2014 | Oct 20, 2011 |
ARKQ vs SCHD Performance
ARK Autonomous Technology & Robotics ETF (ARKQ) is a ETF from Ark Invest and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year ARKQ returned +29.75% while SCHD returned +32.62%. Year to date, ARKQ is up 8.32% versus a gain of 25.62% for SCHD.
Over three years, ARKQ compounded at +32.93% per year against +15.58% for SCHD; over five years the annualized figures are +9.46% and +9.63% respectively. Across the full 12-year window we track, ARKQ has the edge at +17.76% annualized vs +11.47%. 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 13.6% for SCHD. 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 -33.4% for SCHD. 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 0.54. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
ARKQ charges 0.75% per year while SCHD charges 0.06%. On a $10,000 position that is $75 vs $6 annually, a gap of $69 per year that compounds over a long holding period. On income, ARKQ currently yields 0.23% against 3.31% for SCHD.
Holdings Overlap
ARKQ and SCHD share 0 holdings out of 140 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, ARKQ or SCHD?
ARKQ has an expense ratio of 0.75% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $69 per year of difference.
Which performed better, ARKQ or SCHD?
Over the past year ARKQ returned +29.75% vs +32.62% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (12 years), ARKQ annualized +17.76% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, ARKQ or SCHD?
ARKQ has been the more volatile fund at 27.6% annualized versus 13.6% for SCHD. Worst drawdown: ARKQ -59.9% vs SCHD -33.4%.
Should I hold both ARKQ and SCHD?
ARKQ and SCHD have a monthly-return correlation of 0.54, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ARKQ and SCHD?
ARKQ and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 140 unique securities.
Which pays a higher dividend, ARKQ or SCHD?
ARKQ yields 0.23% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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