ARKW vs QQQ

ARKW vs QQQ

Which is better, ARKW or QQQ?

Each has led over a different period.

QQQ has a lower expense ratio. ARKW led over 3Y and the full window, QQQ over 1Y and 5Y. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 48.0%.

Lower Fees: QQQHigher Returns: splitLess Concentrated: QQQ

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

MetricARKWQQQ
Expense Ratio0.76%0.18%Best
AUM$1.6B$483.5B
Dividend Yield1.49%0.44%
Holdings44107
YTD Return+4.27%+16.87%Best
1Y Return-2.52%+22.98%Best
3Y Return (annualized)+38.95%Best+24.98%
5Y Return (annualized)+1.94%+14.39%Best
Volatility (annualized)33.7%18.5%Best
Max Drawdown-80.0%-35.1%Best
$10,000 over 5 years$11,008$19,586Best
Top 10 Weight48.0%46.5%Best
Fund FamilyArk InvestInvesco (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionSep 30, 2014Mar 10, 1999

Volatility and max drawdown are measured over the window both funds cover: Sep 30, 2014 to Sep 11, 2026 (11.9 years).

ARKW vs QQQ 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.

ARKW vs QQQ Performance

ARK Next Generation Internet ETF (ARKW) is an ETF from Ark Invest and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year ARKW returned -2.52% while QQQ returned +22.98%. Year to date, ARKW is up 4.27% versus a gain of 16.87% for QQQ.

Over three years, ARKW compounded at +38.95% per year against +24.98% for QQQ; over five years the annualized figures are +1.94% and +14.39% respectively. Across the full 12-year window we track, ARKW has the edge at +21.14% annualized vs +18.34%.

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 18.5% for QQQ. 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 -35.1% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ARKW charges 0.76% per year while QQQ charges 0.18%. On a $10,000 position that is $76 vs $18 annually, a gap of $58 per year that compounds over a long holding period. On income, ARKW currently yields 1.49% against 0.44% for QQQ.

Holdings Overlap

ARKW already in QQQ54.4%
QQQ already in ARKW38.8%

54.4% of ARKW's money is in holdings QQQ also owns. 38.8% of QQQ's money is in holdings ARKW also owns.

The two portfolios partly overlap.

18 positions in common, counted across the 41 positions we hold weights for in ARKW and 102 in QQQ, against full books of 44 and 107.

What only one of them owns

Our book lists 78 positions for QQQ that do not appear in our book for ARKW (59.0% of the fund), and 19 for ARKW that do not appear in QQQ (40.4%).

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.

Top Shared Holdings

StockWeight in ARKWWeight in QQQDifference
NVDANvidia Corp.2.31%8.44%6.13%
AMDAdvanced Micro Devices Inc.7.00%3.45%3.55%
TSLATesla Inc7.36%2.56%4.80%
AMZNAmazon.Com Inc4.01%4.67%0.66%
GOOGAlphabet Inc3.51%3.13%0.38%
SHOP:CAShopify Inc.4.71%0.77%3.94%
METAMeta Platforms, Inc.2.68%2.78%0.10%
AVGOBroadcom Inc2.05%3.16%1.11%
SPCXSpace Exploration Technologies4.12%0.91%3.21%
PLTRPalantir Technologies Inc3.10%1.60%1.50%

54.4% of ARKW is already inside QQQ.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

ARKWQQQ

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Frequently Asked Questions

Which is cheaper, ARKW or QQQ?

ARKW has an expense ratio of 0.76% while QQQ charges 0.18%. QQQ is the cheaper option, by $58 a year on a $10,000 investment.

Which performed better, ARKW or QQQ?

Over the past year ARKW returned -2.52% vs +22.98% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (12 years), ARKW annualized +21.14% vs +18.34% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ARKW or QQQ?

ARKW has been the more volatile fund at 33.7% annualized versus 18.5% for QQQ. Worst drawdown: ARKW -80.0% vs QQQ -35.1%.

Should I hold both ARKW and QQQ?

ARKW and QQQ have a monthly-return correlation of 0.81, 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 QQQ?

54.4% of ARKW's money is in holdings QQQ also owns. 38.8% of QQQ's is in holdings ARKW also owns. They hold 18 positions in common, counted across the 41 positions we hold weights for in ARKW and 102 in QQQ.

Which pays a higher dividend, ARKW or QQQ?

ARKW yields 1.49% while QQQ yields 0.44%, so ARKW currently pays the higher dividend yield.

Is QQQ better than ARKW?

QQQ has a lower expense ratio. ARKW led over 3Y and the full window, QQQ over 1Y and 5Y. QQQ is less concentrated, with 46.5% of the fund in its ten largest positions against 48.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.