ARKW vs SXQG

ARKW vs SXQG

Which is better, ARKW or SXQG?

Each has led over a different period.

SXQG has a lower expense ratio. ARKW led over 3Y, SXQG over 1Y, 5Y and the full window.

Lower Fees: SXQGHigher Returns: split

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

MetricARKWSXQG
Expense Ratio0.76%0.55%Best
AUM$2.0B$58M
Dividend Yield1.60%0.00%
Holdings86170
YTD Return-3.48%+1.31%Best
1Y Return-10.45%-0.63%Best
3Y Return (annualized)+35.18%Best+10.77%
5Y Return (annualized)-0.83%+3.58%Best
Volatility (annualized)40.8%16.3%Best
Max Drawdown-76.8%-34.0%Best
$10,000 over 5 years$9,592$11,923Best
Fund FamilyArk Invest6 Meridian ETF
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionSep 30, 2014May 10, 2021

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: May 11, 2021 to Nov 12, 2026 (5.5 years).

ARKW vs SXQG 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 5.5 years both funds cover.

Compare ARKW against instead:ARKW vs SPYARKW vs QQQARKW vs VOOARKW vs VTISXQG against:SXQG vs VXUS

ARKW vs SXQG Performance

ARK Next Generation Technology ETF (ARKW) is an ETF from Ark Invest and ETC 6 Meridian Quality Growth ETF (SXQG) is an ETF from 6 Meridian ETF. Over the past year ARKW returned -10.45% while SXQG returned -0.63%. Year to date, ARKW is down 3.48% versus a gain of 1.31% for SXQG.

Over three years, ARKW compounded at +35.18% per year against +10.77% for SXQG; over five years the annualized figures are -0.83% and +3.58% respectively. Across the full 6-year window we track, SXQG has the edge at +5.90% annualized vs +2.23%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ARKW has been the more volatile fund, with annualized monthly volatility of 40.8% compared with 16.3% for SXQG. 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 -76.8% for ARKW and -34.0% for SXQG. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ARKW charges 0.76% per year while SXQG charges 0.55%. On a $10,000 position that is $76 vs $55 annually, a gap of $21 per year that compounds over a long holding period. On income, ARKW currently yields 1.60% against 0.00% for SXQG.

Holdings Overlap

SXQG already in ARKW16.1%

At least 16.1% of SXQG'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.

SXQG and ARKW share little of their money.

7 positions in common, counted across the 39 positions we hold weights for in ARKW and 84 in SXQG, against full books of 86 and 170.

Top Shared Holdings

StockWeight in ARKWWeight in SXQGDifference
NVDANvidia Corp4.19%4.62%0.43%
PLTRPalantir Technologies Inc.2.93%4.51%1.58%
CRWDCrowdstrike Holdings Inc2.16%3.14%0.98%
DDOGDatadog Inc. Class A2.49%1.32%1.17%
SPOTSpotify Technology S.A. Ordinary Shares1.12%1.06%0.06%
ABNBAirbnb Inc0.79%1.23%0.44%
TOSTToast Inc0.56%0.25%0.31%

You are not choosing between two funds in isolation.

Whichever of ARKW and SXQG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ARKWSXQG

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Frequently Asked Questions

Which is cheaper, ARKW or SXQG?

ARKW has an expense ratio of 0.76% while SXQG charges 0.55%. SXQG is the cheaper option, by $21 a year on a $10,000 investment.

Which performed better, ARKW or SXQG?

Over the past year ARKW returned -10.45% vs -0.63% for SXQG, so SXQG leads on 1-year performance. Over the longest common window we track (6 years), ARKW annualized +2.23% vs +5.90% for SXQG. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ARKW or SXQG?

ARKW has been the more volatile fund at 40.8% annualized versus 16.3% for SXQG. Worst drawdown: ARKW -76.8% vs SXQG -34.0%.

Should I hold both ARKW and SXQG?

ARKW and SXQG have a monthly-return correlation of 0.72, 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 SXQG?

At least 16.1% of SXQG's money is in holdings ARKW also owns. Our book for ARKW is partial, so the real figure is this or higher. They hold 7 positions in common, counted across the 39 positions we hold weights for in ARKW and 84 in SXQG.

Which pays a higher dividend, ARKW or SXQG?

ARKW yields 1.60% while SXQG yields 0.00%, so ARKW currently pays the higher dividend yield.

Is SXQG better than ARKW?

SXQG has a lower expense ratio. ARKW led over 3Y, SXQG over 1Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.