ARKK vs DFSD

Comparison between ARK INNOVATION ETF (ARKK, ETF) and DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD, ETF).

ARKK vs DFSD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ARKK(ETF)	DFSD(ETF)
Net Assets	$6.50B	$6.60B
Expense Ratio	0.75%	0.16%
Max Drawdown	81.07%	9.85%
Sharpe Ratio	1.07	0.58
5Y Beta	1.97	0.03
P/E Ratio	-22.58	N/A
Forward P/E	49.73	N/A
5Y Dividends CAGR	-5.69%	N/A
P/S Ratio	5.24	N/A
P/B Ratio	4.96	N/A

Net Assets

ARKK

$6.50B

Winner

DFSD

$6.60B

Expense Ratio

ARKK

0.75%

Winner

DFSD

0.16%

Max Drawdown

ARKK

81.07%

Winner

DFSD

9.85%

Sharpe Ratio

Winner

ARKK

1.07

DFSD

0.58

5Y Beta

ARKK

1.97

Winner

DFSD

0.03

P/E Ratio

ARKK

-22.58

DFSD

N/A

Forward P/E

ARKK

49.73

DFSD

N/A

5Y Dividends CAGR

ARKK

-5.69%

DFSD

N/A

P/S Ratio

ARKK

5.24

DFSD

N/A

P/B Ratio

ARKK

4.96

DFSD

N/A

ARKK vs DFSD - Historical Returns

Returns include dividend reinvestment.

Period	ARKK	DFSD
1 month	+8.46%	-0.09%
3 months	+11.10%	-0.40%
6 months	+1.25%	+1.15%
1 year	+35.95%	+4.78%
5 years(CAGR)	-4.47%	+2.53%
10 years(CAGR)	+16.64%	N/A
Max(CAGR)	+13.33%	+2.53%

Winner

ARKK

+8.46%

DFSD

-0.09%

Winner

ARKK

+11.10%

DFSD

-0.40%

Winner

ARKK

+1.25%

DFSD

+1.15%

Winner

ARKK

+35.95%

DFSD

+4.78%

5Y(CAGR)

ARKK

-4.47%

Winner

DFSD

+2.53%

10Y(CAGR)

ARKK

+16.64%

DFSD

N/A

Max(CAGR)

Winner

ARKK

+13.33%

DFSD

+2.53%

ARKK vs DFSD - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	ARKK	DFSD
2026	-0.33%	+0.43%
2025	+35.21%	+6.52%
2024	+12.42%	+4.53%
2023	+73.36%	+6.02%
2022	-67.79%	-5.69%
2021	-23.72%	-0.02%
2020	+150.57%	N/A
2019	+34.25%	N/A
2018	-0.51%	N/A
2017	+83.80%	N/A
2016	+0.20%	N/A
2015	+3.70%	N/A
2014	-1.08%	N/A

ARKK vs DFSD 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 DFSD was -8.45%, occurring on Oct 20, 2022. Recovery took 552 trading sessions.

The current ARKK drawdown is -49.46%. The current DFSD drawdown is -0.56%.

Rank	ARKK	DFSD
#1	-80.96% Feb 12, 2021 - Dec 28, 2022	-8.45% Nov 18, 2021 - Feb 1, 2024
#2	-42.54% Feb 19, 2020 - May 20, 2020	-1.47% Feb 27, 2026 - Mar 26, 2026
#3	-32.03% Apr 27, 2015 - Sep 22, 2016	-1.34% Apr 3, 2025 - Apr 28, 2025
#4	-28.89% Aug 31, 2018 - Apr 3, 2019	-0.67% Oct 1, 2024 - Nov 29, 2024
#5	-18.63% Jul 24, 2019 - Nov 26, 2019	-0.67% Dec 6, 2024 - Jan 27, 2025
#6	-18.05% Apr 10, 2019 - Jul 24, 2019	-0.52% Apr 30, 2025 - May 27, 2025
#7	-15.94% Mar 12, 2018 - Jun 5, 2018	-0.50% Mar 27, 2024 - May 3, 2024
#8	-14.51% Sep 1, 2020 - Oct 7, 2020	-0.42% Feb 1, 2024 - Mar 5, 2024
#9	-14.26% Oct 5, 2016 - Feb 2, 2017	-0.42% Feb 5, 2025 - Feb 21, 2025
#10	-13.39% Oct 13, 2020 - Nov 20, 2020	-0.40% Jun 4, 2025 - Jun 12, 2025
#11	-9.99% Jan 29, 2018 - Feb 26, 2018	-0.37% Oct 22, 2025 - Nov 21, 2025
#12	-9.86% Jun 20, 2018 - Aug 27, 2018	-0.35% Nov 26, 2025 - Dec 16, 2025
#13	-8.01% Nov 18, 2014 - Jan 23, 2015	-0.34% Mar 3, 2025 - Mar 19, 2025
#14	-7.43% Jun 10, 2020 - Jun 16, 2020	-0.29% Jun 30, 2025 - Jul 21, 2025
#15	-6.57% Jan 20, 2021 - Feb 4, 2021	-0.28% Mar 8, 2024 - Mar 22, 2024

Correlation

Correlation between ARKK and DFSD is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67

-101

Dividend Comparison (2015 - 2026)

ARKK vs DFSD dividend yield comparison.

Year	ARKK	DFSD
2026	0.00%	0.62%
2025	0.00%	4.12%
2024	0.00%	4.81%
2023	0.70%	3.89%
2022	0.00%	2.12%
2021	0.55%	0.11%
2020	1.64%	0.00%
2019	0.38%	0.00%
2018	3.14%	0.00%
2017	1.32%	0.00%
2015	2.27%	0.00%