ARKX vs BBRE
Comparison between ARK SPACE & DEFENSE INNOVATION ETF (ARKX, ETF) and JPMORGAN BETABUILDERS MSCI US REIT ETF (BBRE, ETF).
5-Year PerformanceARKX has outperformed BBRE, delivering a return of +11.3% compared to +4.8%
ARKX vs BBRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ARKX
$1.10B
Winner
BBRE
$1.20B
Expense Ratio
ARKX
0.75%
Winner
BBRE
0.11%
Max Drawdown
ARKX
43.61%
Winner
BBRE
43.61%
Sharpe Ratio
Winner
ARKX
1.29
BBRE
1.05
5Y Beta
ARKX
1.42
Winner
BBRE
0.54
P/E Ratio
ARKX
568.74
Winner
BBRE
34.77
Forward P/E
ARKX
40.21
Winner
BBRE
35.48
PEG Ratio
ARKX
1.49
BBRE
N/A
5Y Dividends CAGR
ARKX
N/A
BBRE
4.87%
5Y EPS CAGR
Winner
ARKX
14.93%
BBRE
9.34%
Debt to Equity
ARKX
N/A
BBRE
38.17%
P/S Ratio
Winner
ARKX
6.04
BBRE
7.40
P/B Ratio
ARKX
4.98
Winner
BBRE
2.40
ARKX vs BBRE - Holdings Comparison
ARKX and BBRE have 1 common holdings. Overlap is -0.04%
ARKX's top 25 holdings weight is 91.86%. BBRE's top 25 holdings weight is 71.11%.
| Rank | ARKX | BBRE |
|---|---|---|
| #1 | ADVANCED MICRO DEVICES INC (AMD) - 7.91% | WELLTOWER INC (WELL) - 10.69% |
| #2 | ROCKET LAB CORP (RKLB) - 7.66% | PROLOGIS INC (PLD) - 9.78% |
| #3 | L3HARRIS TECHNOLOGIES INC (LHX) - 7.08% | SIMON PROPERTY GROUP INC (SPG) - 4.43% |
| #4 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 6.42% | DIGITAL REALTY TRUST INC (DLR) - 4.34% |
| #5 | TERADYNE INC (TER) - 6.08% | EQUINIX INC (EQIX) - 4.33% |
| #6 | DEERE & CO (DE) - 5.16% | REALTY INCOME CORP (O) - 4.00% |
| #7 | AEROVIRONMENT INC (AVAV) - 4.94% | PUBLIC STORAGE (PSA) - 3.74% |
| #8 | ARCHER AVIATION INC CLASS A (ACHR) - 4.12% | IRON MOUNTAIN INC (IRM) - 3.00% |
| #9 | IRIDIUM COMMUNICATIONS INC (IRDM) - 3.95% | VENTAS INC (VTR) - 3.00% |
| #10 | AMAZON.COM INC (AMZN) - 3.86% | EXTRA SPACE STORAGE INC (EXR) - 2.42% |
| #11 | INTUITIVE MACHINES INC ORDINARY SHARES CLASS A (LUNR) - 3.40% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.39% |
| #12 | ALPHABET INC CLASS C (GOOG) - 3.40% | AVALONBAY COMMUNITIES INC (AVB) - 2.11% |
| #13 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 3.03% | EQUITY RESIDENTIAL (EQR) - 1.87% |
| #14 | JOBY AVIATION INC (JOBY) - 3.01% | ESSEX PROPERTY TRUST INC (ESS) - 1.48% |
| #15 | NVIDIA CORP (NVDA) - 3.00% | INVITATION HOMES INC (INVH) - 1.42% |
| #16 | TRIMBLE INC (TRMB) - 2.85% | KIMCO REALTY CORP (KIM) - 1.39% |
| #17 | KOMATSU LTD (n/a) - 2.65% | W.P. CAREY INC (WPC) - 1.35% |
| #18 | TESLA INC (TSLA) - 2.48% | HOST HOTELS & RESORTS INC (HST) - 1.35% |
| #19 | STRATA CRITICAL MEDICAL INC CLASS A (SRTA) - 1.70% | SUN COMMUNITIES INC (SUI) - 1.29% |
| #20 | THALES (n/a) - 1.65% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.28% |
| #21 | ELBIT SYSTEMS LTD (n/a) - 1.62% | HEALTHPEAK PROPERTIES INC (DOC) - 1.19% |
| #22 | HEICO CORP (HEI) - 1.57% | REGENCY CENTERS CORP (REG) - 1.15% |
| #23 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 1.52% | GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.08% |
| #24 | BWX TECHNOLOGIES INC (BWXT) - 1.41% | UDR INC (UDR) - 1.03% |
| #25 | GARMIN LTD (GRMN) - 1.39% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.00% |
| Total Holdings | 34 | 111 |
ARKX vs BBRE - Historical Returns
Returns include dividend reinvestment.
1M
ARKX
+3.96%
Winner
BBRE
+4.51%
3M
Winner
ARKX
+12.58%
BBRE
+8.39%
6M
Winner
ARKX
+24.97%
BBRE
+15.77%
1Y
Winner
ARKX
+59.40%
BBRE
+18.76%
5Y(CAGR)
Winner
ARKX
+11.31%
BBRE
+4.84%
Max(CAGR)
Winner
ARKX
+11.13%
BBRE
+7.57%
ARKX vs BBRE - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | ARKX | BBRE |
|---|---|---|
| 2026 | +17.19% | +16.42% |
| 2025 | +49.15% | +3.06% |
| 2024 | +29.79% | +7.20% |
| 2023 | +24.78% | +14.06% |
| 2022 | -34.62% | -24.16% |
| 2021 | -7.14% | +48.23% |
| 2020 | N/A | -6.02% |
| 2019 | N/A | +28.24% |
| 2018 | N/A | -2.56% |
ARKX vs BBRE Drawdown Comparison
The maximum drawdown for ARKX was -43.61%, occurring on Oct 14, 2022. Recovery took 848 trading sessions.
The maximum drawdown for BBRE was -43.61%, occurring on Mar 23, 2020. Recovery took 292 trading sessions.
The current ARKX drawdown is -6.78%. The current BBRE drawdown is -0.63%.
| Rank | ARKX | BBRE |
|---|---|---|
| #1 | -43.61% Sep 2, 2021 - Jan 21, 2025 | -43.61% Feb 21, 2020 - Apr 20, 2021 |
| #2 | -25.47% Jan 24, 2025 - Jun 6, 2025 | -31.13% Dec 31, 2021 - Nov 26, 2024 |
| #3 | -20.42% Jan 16, 2026 - May 22, 2026 | -18.92% Nov 27, 2024 - Feb 10, 2026 |
| #4 | -19.39% Oct 8, 2025 - Jan 6, 2026 | -14.30% Aug 6, 2018 - Feb 5, 2019 |
| #5 | -13.35% May 28, 2026 - Jun 10, 2026 | -8.07% Mar 2, 2026 - Apr 16, 2026 |
| #6 | -9.22% Apr 5, 2021 - Jun 28, 2021 | -7.40% Sep 3, 2021 - Oct 26, 2021 |
| #7 | -7.36% Jun 29, 2021 - Sep 2, 2021 | -6.11% Oct 24, 2019 - Jan 21, 2020 |
| #8 | -7.22% Jul 17, 2025 - Sep 19, 2025 | -5.67% Nov 24, 2021 - Dec 8, 2021 |
| #9 | -3.19% Jun 30, 2025 - Jul 9, 2025 | -5.07% Jun 20, 2019 - Jul 10, 2019 |
| #10 | -3.00% Jun 9, 2025 - Jun 23, 2025 | -4.26% Apr 30, 2021 - May 24, 2021 |
| #11 | -2.47% Sep 23, 2025 - Sep 30, 2025 | -4.06% Apr 12, 2019 - May 3, 2019 |
| #12 | -1.05% Jan 6, 2026 - Jan 8, 2026 | -4.04% Jul 10, 2019 - Aug 19, 2019 |
| #13 | -0.44% Jan 12, 2026 - Jan 14, 2026 | -3.86% Jun 10, 2021 - Jul 12, 2021 |
| #14 | -0.35% Oct 6, 2025 - Oct 8, 2025 | -3.74% May 26, 2026 - Jun 9, 2026 |
| #15 | -0.33% Jan 21, 2025 - Jan 23, 2025 | -2.73% Apr 20, 2026 - May 6, 2026 |
Correlation
Correlation between ARKX and BBRE is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
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