ARKW vs IVV
ARK Next Generation Internet ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | ARKW | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.76% | 0.03% | |
| AUM | $1.6B | $907.0B | |
| Dividend Yield | 1.72% | 1.10% | |
| Holdings | 44 | 508 | |
| YTD Return | +1.17% | +13.22% | |
| 1Y Return | -0.57% | +21.62% | |
| 3Y Return (annualized) | +40.55% | +22.17% | |
| 5Y Return (annualized) | +2.02% | +13.42% | |
| Volatility (annualized) | 33.7% | 15.1% | |
| Max Drawdown | -80.0% | -56.5% | |
| Fund Family | Ark Invest | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Sep 30, 2014 | May 15, 2000 |
ARKW vs IVV Performance
ARK Next Generation Internet ETF (ARKW) 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 ARKW returned -0.57% while IVV returned +21.62%. Year to date, ARKW is up 1.17% versus a gain of 13.22% for IVV.
Over three years, ARKW compounded at +40.55% per year against +22.17% for IVV; over five years the annualized figures are +2.02% and +13.42% respectively. Across the full 12-year window we track, ARKW has the edge at +20.96% annualized vs +7.02%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ARKW has been the more volatile fund, with annualized monthly volatility of 33.7% 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 -80.0% for ARKW 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 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ARKW charges 0.76% per year while IVV charges 0.03%. On a $10,000 position that is $76 vs $3 annually, a gap of $73 per year that compounds over a long holding period. On income, ARKW currently yields 1.72% against 1.10% for IVV.
Holdings Overlap
ARKW and IVV share 17 holdings out of 529 unique holdings combined, representing a 17.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ARKW or IVV?
ARKW has an expense ratio of 0.76% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $73 per year of difference.
Which performed better, ARKW or IVV?
Over the past year ARKW returned -0.57% vs +21.62% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (12 years), ARKW annualized +20.96% vs +7.02% for IVV. Past performance does not guarantee future results.
Which is riskier, ARKW or IVV?
ARKW has been the more volatile fund at 33.7% annualized versus 15.1% for IVV. Worst drawdown: ARKW -80.0% vs IVV -56.5%.
Should I hold both ARKW and IVV?
ARKW and IVV have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ARKW and IVV?
ARKW and IVV share 17 common holdings with a 17.4% weight overlap. Combined, they hold 529 unique securities.
Which pays a higher dividend, ARKW or IVV?
ARKW yields 1.72% while IVV yields 1.10%, so ARKW currently pays the higher dividend yield.
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