ARKW vs GRNY
ARK Next Generation Technology ETF vs Fundstrat Granny Shots US Large Cap ETF
Which is better, ARKW or GRNY?
Each has led over a different period.
GRNY has a lower expense ratio. ARKW led over the full window, GRNY over 1Y.
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 | ARKW | GRNY |
|---|---|---|
| Expense Ratio | 0.76% | 0.75%Best |
| AUM | $2.0B | $3.8B |
| Dividend Yield | 1.60% | 0.13% |
| Holdings | 86 | 86 |
| YTD Return | -2.35% | +6.02%Best |
| 1Y Return | -9.93% | +4.02%Best |
| 3Y Return (annualized) | +35.75% | - |
| 5Y Return (annualized) | -0.21% | - |
| Volatility (annualized) | 35.2% | 17.4%Best |
| Max Drawdown | -36.2% | -24.2%Best |
| $10,000 over 2 years | $15,119Best | $13,113 |
| Fund Family | Ark Invest | Fundstrat Capital |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Sep 30, 2014 | Nov 7, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Nov 7, 2024 to Nov 11, 2026 (2 years).
ARKW vs GRNY 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 2 years both funds cover.
ARKW vs GRNY Performance
ARK Next Generation Technology ETF (ARKW) is an ETF from Ark Invest and Fundstrat Granny Shots US Large Cap ETF (GRNY) is an ETF from Fundstrat Capital. Over the past year ARKW returned -9.93% while GRNY returned +4.02%. Year to date, ARKW is down 2.35% versus a gain of 6.02% for GRNY.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ARKW has been the more volatile fund, with annualized monthly volatility of 35.2% compared with 17.4% for GRNY. 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 -36.2% for ARKW and -24.2% for GRNY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ARKW charges 0.76% per year while GRNY charges 0.75%. On a $10,000 position that is $76 vs $75 annually, a gap of $1 per year that compounds over a long holding period. On income, ARKW currently yields 1.60% against 0.13% for GRNY.
Holdings Overlap
At least 20.0% of GRNY's money is in holdings ARKW also owns.
Stated as a floor: for ARKW, our book for it covers 94.9% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
GRNY and ARKW share little of their money.
8 positions in common, counted across the 39 positions we hold weights for in ARKW and 42 in GRNY, against full books of 86 and 86.
Top Shared Holdings
| Stock | Weight in ARKW | Weight in GRNY | Difference |
|---|---|---|---|
| TSLATesla Inc | 7.42% | 2.45% | 4.97% |
| HOODRobinhood Markets Inc - A | 4.13% | 2.59% | 1.54% |
| NVDANvidia Corp | 4.19% | 2.35% | 1.84% |
| AMZNAmazon.Com Inc | 4.22% | 2.26% | 1.96% |
| SPCXSpace Exploration Technologies | 3.73% | 2.67% | 1.06% |
| AMDAdvanced Micro Devices Inc | 2.96% | 2.82% | 0.14% |
| PLTRPalantir Technologies Inc. | 2.93% | 2.71% | 0.22% |
| NFLXNetflix Inc | 0.96% | 2.12% | 1.16% |
You are not choosing between two funds in isolation.
Whichever of ARKW and GRNY 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, ARKW or GRNY?
ARKW has an expense ratio of 0.76% while GRNY charges 0.75%. GRNY is the cheaper option, by $1 a year on a $10,000 investment.
Which performed better, ARKW or GRNY?
Over the past year ARKW returned -9.93% vs +4.02% for GRNY, so GRNY leads on 1-year performance. Over the longest common window we track (2 years), ARKW annualized +22.96% vs +14.51% for GRNY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ARKW or GRNY?
ARKW has been the more volatile fund at 35.2% annualized versus 17.4% for GRNY. Worst drawdown: ARKW -36.2% vs GRNY -24.2%.
Should I hold both ARKW and GRNY?
ARKW and GRNY have a monthly-return correlation of 0.87, 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 ARKW and GRNY?
At least 20.0% of GRNY's money is in holdings ARKW also owns. Our book for ARKW is partial, so the real figure is this or higher. They hold 8 positions in common, counted across the 39 positions we hold weights for in ARKW and 42 in GRNY.
Which pays a higher dividend, ARKW or GRNY?
ARKW yields 1.60% while GRNY yields 0.13%, so ARKW currently pays the higher dividend yield.
Is GRNY better than ARKW?
GRNY has a lower expense ratio. ARKW led over the full window, GRNY over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.