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ARKK vs CWB

Comparison between ARK INNOVATION ETF (ARKK, ETF) and STATE STREET(R) SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF (CWB, ETF).

5-Year PerformanceCWB has outperformed ARKK, delivering a return of +6.3% compared to -5.5%

ARKK vs CWB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ARKK
$5.60B
CWB
$5.60B
Expense Ratio
ARKK
0.75%
Winner
CWB
0.40%
Max Drawdown
ARKK
81.07%
Winner
CWB
32.16%
Sharpe Ratio
ARKK
0.50
Winner
CWB
1.14
5Y Beta
ARKK
1.98
Winner
CWB
0.67
P/E Ratio
ARKK
-24.12
CWB
N/A
Forward P/E
ARKK
45.91
CWB
N/A
5Y Dividends CAGR
ARKK
-5.69%
Winner
CWB
-4.11%
P/S Ratio
ARKK
7.98
CWB
N/A
P/B Ratio
ARKK
5.41
CWB
N/A

ARKK vs CWB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ARKK
+10.96%
CWB
+0.20%
3M
Winner
ARKK
+12.52%
CWB
-1.17%
6M
Winner
ARKK
+20.59%
CWB
+10.46%
1Y
ARKK
+17.28%
Winner
CWB
+24.41%
5Y(CAGR)
ARKK
-5.47%
Winner
CWB
+6.27%
10Y(CAGR)
Winner
ARKK
+15.99%
CWB
+11.67%
Max(CAGR)
Winner
ARKK
+13.96%
CWB
+11.57%

ARKK vs CWB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearARKKCWB
2026+10.09%+15.56%
2025+35.21%+16.44%
2024+12.42%+10.97%
2023+73.36%+14.90%
2022-67.79%-20.52%
2021-23.72%+2.71%
2020+150.57%+52.07%
2019+34.25%+22.44%
2018-0.51%-3.35%
2017+83.80%+15.84%
2016+0.20%+11.56%
2015+3.70%-0.87%
2014-1.08%+8.01%
2013N/A+19.29%
2012N/A+14.23%
2011N/A-7.95%
2010N/A+12.77%
2009N/A+29.61%

ARKK vs CWB Drawdown Comparison

The maximum drawdown for ARKK was -80.96%, occurring on Dec 28, 2022. This drawdown has not yet recovered.

The maximum drawdown for CWB was -32.06%, occurring on Mar 23, 2020. Recovery took 76 trading sessions.

The current ARKK drawdown is -44.17%. The current CWB drawdown is -6.09%.

RankARKKCWB
#1-80.96%
Feb 12, 2021 - Dec 28, 2022
-32.06%
Feb 19, 2020 - Jun 8, 2020
#2-42.54%
Feb 19, 2020 - May 20, 2020
-29.86%
Feb 12, 2021 - Jul 16, 2025
#3-32.03%
Apr 27, 2015 - Sep 22, 2016
-17.09%
May 2, 2011 - Oct 18, 2012
#4-28.89%
Aug 31, 2018 - Apr 3, 2019
-15.95%
Jun 1, 2015 - Jul 22, 2016
#5-18.63%
Jul 24, 2019 - Nov 26, 2019
-13.79%
Jun 20, 2018 - Feb 25, 2019
#6-18.05%
Apr 10, 2019 - Jul 24, 2019
-11.08%
Jun 2, 2026 - Jul 29, 2026
#7-15.94%
Mar 12, 2018 - Jun 5, 2018
-10.76%
Apr 26, 2010 - Oct 5, 2010
#8-14.51%
Sep 1, 2020 - Oct 7, 2020
-9.06%
Sep 5, 2014 - Mar 20, 2015
#9-14.26%
Oct 5, 2016 - Feb 2, 2017
-7.61%
Sep 1, 2020 - Oct 9, 2020
#10-13.39%
Oct 13, 2020 - Nov 20, 2020
-7.58%
Jan 19, 2010 - Mar 8, 2010
#11-9.99%
Jan 29, 2018 - Feb 26, 2018
-7.52%
Oct 29, 2025 - Jan 13, 2026
#12-9.86%
Jun 20, 2018 - Aug 27, 2018
-7.36%
Jan 26, 2018 - Mar 12, 2018
#13-8.01%
Nov 18, 2014 - Jan 23, 2015
-6.76%
Jan 28, 2026 - Apr 8, 2026
#14-7.43%
Jun 10, 2020 - Jun 16, 2020
-6.52%
May 21, 2013 - Jul 22, 2013
#15-6.57%
Jan 20, 2021 - Feb 4, 2021
-6.24%
May 3, 2019 - Jul 12, 2019

Correlation

Correlation between ARKK and CWB is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75
-101

Dividend Comparison (2009 - 2026)

ARKK vs CWB dividend yield comparison.

YearARKKCWB
20260.00%0.88%
20250.00%1.69%
20240.00%1.85%
20230.70%1.97%
20220.00%2.21%
20210.55%1.97%
20201.64%2.34%
20190.38%3.03%
20183.14%6.17%
20171.32%4.25%
20160.00%4.60%
20152.27%7.52%
20140.00%7.37%
20130.00%3.66%
20120.00%3.84%
20110.00%4.97%
20100.00%4.59%
20090.00%3.88%

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