ARKK vs SMBS
Comparison between ARK INNOVATION ETF (ARKK, ETF) and SCHWAB MORTGAGE-BACKED SECURITIES ETF (SMBS, ETF).
ARKK vs SMBS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ARKK
$6.50B
SMBS
$6.50B
Expense Ratio
ARKK
0.75%
Winner
SMBS
0.03%
Max Drawdown
ARKK
81.07%
Winner
SMBS
4.02%
Sharpe Ratio
ARKK
0.23
Winner
SMBS
0.46
5Y Beta
ARKK
1.99
Winner
SMBS
0.04
P/E Ratio
ARKK
-20.91
SMBS
N/A
Forward P/E
ARKK
49.68
SMBS
N/A
5Y Dividends CAGR
ARKK
-5.69%
SMBS
N/A
P/S Ratio
ARKK
8.55
SMBS
N/A
P/B Ratio
ARKK
5.46
SMBS
N/A
ARKK vs SMBS - Historical Returns
Returns include dividend reinvestment.
1M
ARKK
-3.05%
Winner
SMBS
-0.54%
3M
ARKK
-0.87%
Winner
SMBS
-0.54%
6M
ARKK
-6.13%
Winner
SMBS
+0.29%
1Y
ARKK
+1.89%
Winner
SMBS
+5.48%
5Y(CAGR)
ARKK
-7.78%
SMBS
N/A
10Y(CAGR)
ARKK
+15.11%
SMBS
N/A
Max(CAGR)
Winner
ARKK
+12.95%
SMBS
+5.25%
ARKK vs SMBS - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | ARKK | SMBS |
|---|---|---|
| 2026 | -2.09% | +0.80% |
| 2025 | +35.21% | +8.23% |
| 2024 | +12.42% | -0.07% |
| 2023 | +73.36% | N/A |
| 2022 | -67.79% | N/A |
| 2021 | -23.72% | N/A |
| 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 SMBS 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 SMBS was -3.20%, occurring on Jan 13, 2025. Recovery took 52 trading sessions.
The current ARKK drawdown is -50.35%. The current SMBS drawdown is -1.34%.
| Rank | ARKK | SMBS |
|---|---|---|
| #1 | -80.96% Feb 12, 2021 - Dec 28, 2022 | -3.20% Dec 6, 2024 - Feb 25, 2025 |
| #2 | -42.54% Feb 19, 2020 - May 20, 2020 | -2.83% Apr 4, 2025 - Jun 26, 2025 |
| #3 | -32.03% Apr 27, 2015 - Sep 22, 2016 | -2.83% Feb 27, 2026 - May 19, 2026 |
| #4 | -28.89% Aug 31, 2018 - Apr 3, 2019 | -1.11% Jun 26, 2025 - Aug 1, 2025 |
| #5 | -18.63% Jul 24, 2019 - Nov 26, 2019 | -0.90% Oct 28, 2025 - Nov 25, 2025 |
| #6 | -18.05% Apr 10, 2019 - Jul 24, 2019 | -0.89% Mar 3, 2025 - Apr 1, 2025 |
| #7 | -15.94% Mar 12, 2018 - Jun 5, 2018 | -0.85% Sep 16, 2025 - Oct 14, 2025 |
| #8 | -14.51% Sep 1, 2020 - Oct 7, 2020 | -0.78% Nov 26, 2025 - Dec 18, 2025 |
| #9 | -14.26% Oct 5, 2016 - Feb 2, 2017 | -0.58% Jan 14, 2026 - Feb 6, 2026 |
| #10 | -13.39% Oct 13, 2020 - Nov 20, 2020 | -0.47% Aug 13, 2025 - Aug 22, 2025 |
| #11 | -9.99% Jan 29, 2018 - Feb 26, 2018 | -0.39% Aug 5, 2025 - Aug 13, 2025 |
| #12 | -9.86% Jun 20, 2018 - Aug 27, 2018 | -0.39% Dec 29, 2025 - Jan 7, 2026 |
| #13 | -8.01% Nov 18, 2014 - Jan 23, 2015 | -0.38% Nov 25, 2024 - Nov 29, 2024 |
| #14 | -7.43% Jun 10, 2020 - Jun 16, 2020 | -0.36% Apr 1, 2025 - Apr 3, 2025 |
| #15 | -6.57% Jan 20, 2021 - Feb 4, 2021 | -0.31% Oct 21, 2025 - Oct 28, 2025 |
Correlation
Correlation between ARKK and SMBS is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
0.72
-101
Dividend Comparison (2015 - 2026)
ARKK vs SMBS dividend yield comparison.
| Year | ARKK | SMBS |
|---|---|---|
| 2026 | 0.00% | 2.58% |
| 2025 | 0.00% | 4.83% |
| 2024 | 0.00% | 0.50% |
| 2023 | 0.70% | 0.00% |
| 2021 | 0.55% | 0.00% |
| 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% |
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