ARKQ vs SCHD
ARK Autonomous Technology & Robotics ETF vs Schwab US Dividend Equity ETF
Which is better, ARKQ or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. ARKQ led over 3Y and the full window, SCHD over 1Y and 5Y. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 55.9%.
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 | ARKQ | SCHD |
|---|---|---|
| Expense Ratio | 0.75% | 0.06%Best |
| AUM | $1.9B | $112.2B |
| Dividend Yield | 0.27% | 3.13% |
| Holdings | 39 | 103 |
| YTD Return | +3.22% | +27.56%Best |
| 1Y Return | +27.43% | +30.29%Best |
| 3Y Return (annualized) | +30.64%Best | +16.37% |
| 5Y Return (annualized) | +7.57% | +10.23%Best |
| Volatility (annualized) | 27.4% | 14.6%Best |
| Max Drawdown | -59.9% | -33.4%Best |
| $10,000 over 5 years | $14,403 | $16,274Best |
| Top 10 Weight | 55.9% | 41.5%Best |
| Fund Family | Ark Invest | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Sep 30, 2014 | Oct 20, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Sep 30, 2014 to Sep 4, 2026 (11.9 years).
ARKQ vs SCHD 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 11.9 years both funds cover.
ARKQ vs SCHD Performance
ARK Autonomous Technology & Robotics ETF (ARKQ) is an ETF from Ark Invest and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year ARKQ returned +27.43% while SCHD returned +30.29%. Year to date, ARKQ is up 3.22% versus a gain of 27.56% for SCHD.
Over three years, ARKQ compounded at +30.64% per year against +16.37% for SCHD; over five years the annualized figures are +7.57% and +10.23% respectively. Across the full 12-year window we track, ARKQ has the edge at +17.17% annualized vs +10.48%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ARKQ has been the more volatile fund, with annualized monthly volatility of 27.4% compared with 14.6% 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 what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.54. They move together some of the time, and apart the rest.
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 0.27% against 3.13% for SCHD.
Holdings Overlap
We hold position weights for 38 holdings in ARKQ and 100 in SCHD, totalling 99.8% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 38 positions we hold weights for in ARKQ and 100 in SCHD, against full books of 39 and 103.
What only one of them owns
Our book lists 98 positions for SCHD that do not appear in our book for ARKQ (99.7% of the fund), and 32 for ARKQ that do not appear in SCHD (91.0%).
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.
You are not choosing between two funds in isolation.
Whichever of ARKQ and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $69 a year on a $10,000 investment.
Which performed better, ARKQ or SCHD?
Over the past year ARKQ returned +27.43% vs +30.29% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (12 years), ARKQ annualized +17.17% vs +10.48% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ARKQ or SCHD?
ARKQ has been the more volatile fund at 27.4% annualized versus 14.6% 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 their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, ARKQ or SCHD?
ARKQ yields 0.27% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than ARKQ?
SCHD has a lower expense ratio. ARKQ led over 3Y and the full window, SCHD over 1Y and 5Y. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 55.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.