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ARKK vs. SCHD

ARK Innovation ETF

ARKK
$
Today’s Change
()
vs

Schwab US Dividend Equity ETF

SCHD
$
Today’s Change
()

Correlation

1M
3M
6M
YTD
1Y
3Y
Max

Performance Measures**

for the time period Oct 31, 2014 to Dec 16, 2025

Returns

1M Trailing Return:

3M Trailing Return:

ARKK

6.2%

-1.1%

SCHD

2.8%

2.2%

Diff.

+3.4%

-3.3%

Measures of Risk or Volatility

Max Drawdown:

Standard Deviation:

ARKK

-80.9%

38.3%

SCHD

-33.4%

16.6%

Diff.

-47.5%

+21.7%

Measures of Risk-Adjusted Performance

Sharpe Ratio:

Calmar Ratio:

ARKK

0.54

0.17

SCHD

0.69

0.32

Diff.

-0.15

-0.15

ARKKARK Innovation ETF
SCHDSchwab US Dividend Equity ETF

What is ARKK?

ARK will select investments for ARKK that represent its highest-conviction investment ideas within the theme of disruptive innovation, as described above, in constructing the Fund s portfolio. The Fund is an actively managed exchange-traded fund ( ETF ) that will invest under normal circumstances primarily (at least 65% of its assets) in domestic equity securities and U.S. exchange traded foreign equity securities of companies that are relevant to the Fund s investment theme of disruptive innovation.

Snapshot
**

ARKK ARK Innovation ETF
SCHD Schwab US Dividend Equity ETF
Inception date
Oct 31, 2014
Oct 20, 2011
Expense ratio
0.75%
0.06%
ARKK has a higher expense ratio than SCHD by 0.69%. This can indicate that it’s more expensive to invest in ARKK than SCHD.
Type
Global Equities
US Equities
ARKK targets investing in Global Equities, while SCHD targets investing in US Equities.
Fund owner
ARK Funds
Schwab
ARKK is managed by ARK Funds, while SCHD is managed by Schwab.
Volume (1m avg. daily)
$529,712,420
$191,902,599
Both ARKK and SCHD are considered high-volume assets. They’re less likely to be affected by issues like slippage and failed orders on Composer than low-volume assets.
AUM
$6,719,241,511
$47,737,029,197
ARKK has more assets under management than SCHD by $41,017,787,686. Higher AUM can be associated with better liquidity and lower slippage in trading.
Associated index
None
Dow Jones U.S. Dividend 100 Index
ARKK is based off of the undefined, while SCHD is based off of the Dow Jones U.S. Dividend 100 Index
Inverse/Leveraged
No
No
Neither ARKK nor SCHD use an inverse or leveraged strategy.
Passive/Active
Active
Passive
ARKK uses a Active investing strategy, while SCHD uses a Passive investing strategy.
Dividend
No
Yes
SCHD may offer dividends, while ARKK does not. The frequency and yield of the dividend for SCHD may vary.
Prospectus
Neither ARKK nor SCHD require a K1.

Trading Strategies
Related toARKK

Wooden ARKK Machine 2.2 + BB V3.0.4.2a Merged with MIM CONS and V1 New SOXL Baller

Category

Tactical asset allocation, leveraged ETFs, trend following, mean reversion, volatility hedging, sector rotation, crypto overlay, daily rebalancing

OOS Cumulative Return

495.24%

Trading Strategies
Related toSCHD

TQQQ FTLT OVERFIT (255.2% RR/46.4% Max DD)

Category

Leveraged ETFs, Tactical allocation, Trend following, Momentum/RSI, Mean reversion, Volatility hedge, Bonds, Tech-heavy

OOS Cumulative Return

526.97%

Create your own algorithmic
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Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.