ARKW vs BDVL

Comparison between ARK NEXT GENERATION INTERNET ETF (ARKW, ETF) and iShares Disciplined Volatility Equity Active ETF (BDVL, ETF).

ARKW vs BDVL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ARKW(ETF)	BDVL(ETF)
Net Assets	$1.70B	$1.70B
Expense Ratio	0.76%	0.40%
Max Drawdown	80.55%	7.71%
Sharpe Ratio	-0.26	0.59
5Y Beta	1.77	0.61
P/E Ratio	-46.94	23.63
Forward P/E	45.61	21.11
5Y EPS CAGR	N/A	17.73%
Debt to Equity	N/A	-25.70%
P/S Ratio	5.68	2.22
P/B Ratio	6.96	4.93

Net Assets

ARKW

$1.70B

BDVL

$1.70B

Expense Ratio

ARKW

0.76%

Winner

BDVL

0.40%

Max Drawdown

ARKW

80.55%

Winner

BDVL

7.71%

Sharpe Ratio

ARKW

-0.26

Winner

BDVL

0.59

5Y Beta

ARKW

1.77

Winner

BDVL

0.61

P/E Ratio

Winner

ARKW

-46.94

BDVL

23.63

Forward P/E

ARKW

45.61

Winner

BDVL

21.11

5Y EPS CAGR

ARKW

N/A

BDVL

17.73%

Debt to Equity

ARKW

N/A

BDVL

-25.70%

P/S Ratio

ARKW

5.68

Winner

BDVL

2.22

P/B Ratio

ARKW

6.96

Winner

BDVL

4.93

ARKW vs BDVL - Holdings Comparison

ARKW and BDVL have 15 common holdings. Overlap is 2.56%

ARKW's top 25 holdings weight is 84.53%. BDVL's top 25 holdings weight is 43.39%.

Rank	ARKW	BDVL
#1	ADVANCED MICRO DEVICES INC (AMD) - 7.95%	INR/USD PURCHASED (n/a) - 4.37%
#2	TESLA INC (TSLA) - 7.93%	EUR/USD PURCHASED (n/a) - 4.19%
#3	ROBINHOOD MARKETS INC CLASS A (HOOD) - 5.63%	JPY/USD PURCHASED (n/a) - 3.90%
#4	ARK BITCOIN ETF HOLDCO (ARKW) (n/a) - 4.78%	USD CASH (n/a) - 3.55%
#5	SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 4.48%	ISHARES MSCI INDIA ETF (INDA) - 2.53%
#6	COINBASE GLOBAL INC ORDINARY SHARES CLASS A (COIN) - 3.85%	HKD/USD PURCHASED (n/a) - 2.52%
#7	AMAZON.COM INC (AMZN) - 3.78%	ASML HOLDING NV (n/a) - 1.62%
#8	ALPHABET INC CLASS C (GOOG) - 3.69%	ALPHABET INC CLASS C (GOOG) - 1.44%
#9	CIRCLE INTERNET GROUP INC ORDINARY SHARES CLASS A (CRCL) - 3.62%	MASTERCARD INC CLASS A (MA) - 1.34%
#10	BLOCK INC CLASS A (XYZ) - 3.33%	AMAZON.COM INC (AMZN) - 1.26%
#11	SPACE EXPLORATION TECHNOLOGIES CORP CLASS A (SPCX) - 3.28%	HOWMET AEROSPACE INC (HWM) - 1.26%
#12	ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 3.16%	JOHNSON & JOHNSON (JNJ) - 1.17%
#13	COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 2.90%	INTEL CORP (INTC) - 1.15%
#14	PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 2.80%	PROGRESSIVE CORP (PGR) - 1.15%
#15	META PLATFORMS INC CLASS A (META) - 2.77%	CISCO SYSTEMS INC (CSCO) - 1.14%
#16	CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 2.74%	KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.13%
#17	DATADOG INC CLASS A (DDOG) - 2.66%	REPUBLIC SERVICES INC (RSG) - 1.12%
#18	OPENAI (n/a) - 2.47%	TJX COMPANIES INC (TJX) - 1.10%
#19	CLOUDFLARE INC (NET) - 2.18%	CADENCE DESIGN SYSTEMS INC (CDNS) - 1.10%
#20	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.15%	MCKESSON CORP (MCK) - 1.09%
#21	BROADCOM INC (AVGO) - 2.11%	VISA INC CLASS A (V) - 1.08%
#22	CEREBRAS SYSTEMS INC CLASS A (CBRS) - 1.75%	SOUTHERN CO (SO) - 1.07%
#23	NVIDIA CORP (NVDA) - 1.54%	TWD/USD PURCHASED (n/a) - 1.05%
#24	BITMINE IMMERSION TECHNOLOGIES INC (BMNR) - 1.52%	n/a (n/a) - 1.04%
#25	RUBRIK INC CLASS A SHARES (RBRK) - 1.46%	MICROSOFT CORP (MSFT) - 1.02%
Total Holdings	46	561

ARKW vs BDVL - Historical Returns

Returns include dividend reinvestment.

Period	ARKW	BDVL
1 month	-0.55%	+1.28%
3 months	-0.03%	+2.35%
6 months	-4.91%	+3.32%
1 year	-11.14%	+8.01%
5 years(CAGR)	-0.68%	N/A
10 years(CAGR)	+21.32%	N/A
Max(CAGR)	+19.76%	+9.35%

ARKW

-0.55%

Winner

BDVL

+1.28%

ARKW

-0.03%

Winner

BDVL

+2.35%

ARKW

-4.91%

Winner

BDVL

+3.32%

ARKW

-11.14%

Winner

BDVL

+8.01%

5Y(CAGR)

ARKW

-0.68%

BDVL

N/A

10Y(CAGR)

ARKW

+21.32%

BDVL

N/A

Max(CAGR)

Winner

ARKW

+19.76%

BDVL

+9.35%

ARKW vs BDVL - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	ARKW	BDVL
2026	-7.15%	+6.03%
2025	+37.47%	+1.98%
2024	+48.08%	N/A
2023	+101.17%	N/A
2022	-68.05%	N/A
2021	-18.52%	N/A
2020	+151.90%	N/A
2019	+35.63%	N/A
2018	+1.03%	N/A
2017	+84.89%	N/A
2016	+11.88%	N/A
2015	+16.62%	N/A
2014	+2.70%	N/A

ARKW vs BDVL Drawdown Comparison

The maximum drawdown for ARKW was -80.52%, occurring on Dec 28, 2022. This drawdown has not yet recovered.

The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.

The current ARKW drawdown is -24.87%. The current BDVL drawdown is -0.65%.

Rank	ARKW	BDVL
#1	-80.52% Feb 12, 2021 - Dec 28, 2022	-7.71% Feb 27, 2026 - May 6, 2026
#2	-40.66% Feb 19, 2020 - May 19, 2020	-3.36% Nov 12, 2025 - Dec 5, 2025
#3	-31.62% Dec 2, 2015 - Jul 18, 2016	-2.31% May 26, 2026 - Jun 15, 2026
#4	-25.49% Aug 29, 2018 - Mar 21, 2019	-1.99% Sep 17, 2025 - Oct 20, 2025
#5	-14.72% May 3, 2019 - Jul 15, 2019	-1.79% Jul 10, 2026 - Jul 23, 2026
#6	-14.03% Sep 1, 2020 - Oct 8, 2020	-1.55% Jun 15, 2026 - Jul 6, 2026
#7	-13.41% Jul 24, 2019 - Nov 22, 2019	-1.51% May 6, 2026 - May 26, 2026
#8	-13.23% Jun 22, 2015 - Dec 1, 2015	-1.48% Jan 12, 2026 - Jan 26, 2026
#9	-12.00% Mar 12, 2018 - Jun 4, 2018	-1.43% Oct 27, 2025 - Nov 11, 2025
#10	-9.72% Nov 6, 2020 - Nov 20, 2020	-1.05% Jan 27, 2026 - Feb 9, 2026
#11	-9.07% Jan 26, 2018 - Feb 15, 2018	-0.87% Dec 11, 2025 - Dec 22, 2025
#12	-8.59% Oct 13, 2020 - Nov 5, 2020	-0.75% Dec 26, 2025 - Jan 6, 2026
#13	-8.44% Oct 3, 2014 - Oct 31, 2014	-0.72% Jul 6, 2026 - Jul 10, 2026
#14	-7.51% Jun 18, 2018 - Aug 27, 2018	-0.69% Dec 5, 2025 - Dec 11, 2025
#15	-7.49% Oct 3, 2016 - Nov 17, 2016	-0.64% Feb 11, 2026 - Feb 20, 2026

Correlation

Correlation between ARKW and BDVL is -0.47 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.47

-101