ARKX vs EZM
Comparison between ARK SPACE & DEFENSE INNOVATION ETF (ARKX, ETF) and WISDOMTREE U.S. MIDCAP FUND (EZM, ETF).
5-Year PerformanceARKX has outperformed EZM, delivering a return of +10.4% compared to +7.8%
ARKX vs EZM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ARKX
$893M
EZM
$886M
Expense Ratio
ARKX
0.75%
Winner
EZM
0.38%
Max Drawdown
Winner
ARKX
43.61%
EZM
60.61%
Sharpe Ratio
Winner
ARKX
1.49
EZM
1.21
5Y Beta
ARKX
1.41
Winner
EZM
0.95
P/E Ratio
ARKX
233.11
Winner
EZM
19.24
Forward P/E
ARKX
41.33
Winner
EZM
13.41
PEG Ratio
ARKX
1.56
EZM
N/A
5Y Dividends CAGR
ARKX
N/A
EZM
13.63%
5Y EPS CAGR
ARKX
13.90%
Winner
EZM
16.02%
Debt to Equity
ARKX
N/A
EZM
35.92%
P/S Ratio
ARKX
6.43
Winner
EZM
1.19
P/B Ratio
ARKX
5.55
Winner
EZM
2.22
ARKX vs EZM - Holdings Comparison
ARKX and EZM have 0 common holdings. Overlap is 0.00%
ARKX's top 25 holdings weight is 91.55%. EZM's top 25 holdings weight is 16.18%.
| Rank | ARKX | EZM |
|---|---|---|
| #1 | ROCKET LAB CORP (RKLB) - 9.00% | VIATRIS INC (VTRS) - 1.44% |
| #2 | ADVANCED MICRO DEVICES INC (AMD) - 7.93% | CF INDUSTRIES HOLDINGS INC (CF) - 0.92% |
| #3 | L3HARRIS TECHNOLOGIES INC (LHX) - 7.29% | APA CORP (APA) - 0.80% |
| #4 | TERADYNE INC (TER) - 6.64% | OVINTIV INC (OVV) - 0.74% |
| #5 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 5.55% | TD SYNNEX CORP (SNX) - 0.71% |
| #6 | DEERE & CO (DE) - 4.77% | RENAISSANCERE HOLDINGS LTD (RNR) - 0.71% |
| #7 | AEROVIRONMENT INC (AVAV) - 4.46% | ALCOA CORP (AA) - 0.69% |
| #8 | AMAZON.COM INC (AMZN) - 4.04% | THE AES CORP (AES) - 0.69% |
| #9 | IRIDIUM COMMUNICATIONS INC (IRDM) - 4.04% | BORGWARNER INC (BWA) - 0.69% |
| #10 | ARCHER AVIATION INC CLASS A (ACHR) - 4.02% | STERLING INFRASTRUCTURE INC (STRL) - 0.69% |
| #11 | ALPHABET INC CLASS C (GOOG) - 3.70% | SIRIUS XM HOLDINGS INC (SIRI) - 0.62% |
| #12 | INTUITIVE MACHINES INC ORDINARY SHARES CLASS A (LUNR) - 3.03% | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.62% |
| #13 | JOBY AVIATION INC (JOBY) - 2.95% | FRANKLIN RESOURCES INC (BEN) - 0.60% |
| #14 | TRIMBLE INC (TRMB) - 2.81% | RAMBUS INC (RMBS) - 0.57% |
| #15 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 2.75% | ENTEGRIS INC (ENTG) - 0.57% |
| #16 | KOMATSU LTD (n/a) - 2.69% | DAVITA INC (DVA) - 0.56% |
| #17 | TESLA INC (TSLA) - 2.57% | SITIME CORP ORDINARY SHARES (SITM) - 0.56% |
| #18 | NVIDIA CORP (NVDA) - 2.44% | JACKSON FINANCIAL INC (JXN) - 0.55% |
| #19 | THALES (n/a) - 1.69% | GLOBE LIFE INC (GL) - 0.54% |
| #20 | STRATA CRITICAL MEDICAL INC CLASS A (SRTA) - 1.69% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.51% |
| #21 | ELBIT SYSTEMS LTD (n/a) - 1.65% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.49% |
| #22 | BWX TECHNOLOGIES INC (BWXT) - 1.56% | SKYWORKS SOLUTIONS INC (SWKS) - 0.49% |
| #23 | HEICO CORP (HEI) - 1.47% | LINCOLN NATIONAL CORP (LNC) - 0.48% |
| #24 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 1.42% | ALBERTSONS COMPANIES INC CLASS A (ACI) - 0.47% |
| #25 | GARMIN LTD (GRMN) - 1.39% | MKS INC (MKSI) - 0.47% |
| Total Holdings | 34 | 509 |
ARKX vs EZM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ARKX
+5.52%
EZM
+0.66%
3M
Winner
ARKX
+8.34%
EZM
+5.65%
6M
Winner
ARKX
+19.82%
EZM
+8.94%
1Y
Winner
ARKX
+62.33%
EZM
+23.06%
5Y(CAGR)
Winner
ARKX
+10.38%
EZM
+7.77%
10Y(CAGR)
ARKX
N/A
EZM
+10.44%
Max(CAGR)
Winner
ARKX
+10.49%
EZM
+9.46%
ARKX vs EZM - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | ARKX | EZM |
|---|---|---|
| 2026 | +13.39% | +8.69% |
| 2025 | +49.15% | +9.06% |
| 2024 | +29.79% | +10.82% |
| 2023 | +24.78% | +20.20% |
| 2022 | -34.62% | -12.73% |
| 2021 | -7.14% | +33.04% |
| 2020 | N/A | +5.41% |
| 2019 | N/A | +23.94% |
| 2018 | N/A | -13.00% |
| 2017 | N/A | +16.60% |
| 2016 | N/A | +21.22% |
| 2015 | N/A | -4.54% |
| 2014 | N/A | +9.77% |
| 2013 | N/A | +36.84% |
| 2012 | N/A | +16.52% |
| 2011 | N/A | +0.01% |
| 2010 | N/A | +24.31% |
| 2009 | N/A | +46.06% |
| 2008 | N/A | -34.76% |
| 2007 | N/A | -6.95% |
ARKX vs EZM Drawdown Comparison
The maximum drawdown for ARKX was -43.61%, occurring on Oct 14, 2022. Recovery took 848 trading sessions.
The maximum drawdown for EZM was -59.57%, occurring on Mar 6, 2009. Recovery took 864 trading sessions.
The current ARKX drawdown is -9.80%. The current EZM drawdown is -1.53%.
| Rank | ARKX | EZM |
|---|---|---|
| #1 | -43.61% Sep 2, 2021 - Jan 21, 2025 | -59.57% Jun 4, 2007 - Nov 4, 2010 |
| #2 | -25.47% Jan 24, 2025 - Jun 6, 2025 | -47.26% Jan 16, 2020 - Nov 24, 2020 |
| #3 | -20.42% Jan 16, 2026 - May 22, 2026 | -25.67% Jul 7, 2011 - Feb 3, 2012 |
| #4 | -19.39% Oct 8, 2025 - Jan 6, 2026 | -23.53% Nov 25, 2024 - Dec 5, 2025 |
| #5 | -9.80% May 28, 2026 - Jun 5, 2026 | -23.14% Aug 29, 2018 - Nov 27, 2019 |
| #6 | -9.22% Apr 5, 2021 - Jun 28, 2021 | -22.42% Jan 4, 2022 - Dec 14, 2023 |
| #7 | -7.36% Jun 29, 2021 - Sep 2, 2021 | -21.08% Jun 23, 2015 - Aug 23, 2016 |
| #8 | -7.22% Jul 17, 2025 - Sep 19, 2025 | -14.98% Mar 19, 2012 - Sep 14, 2012 |
| #9 | -3.19% Jun 30, 2025 - Jul 9, 2025 | -11.29% Jul 3, 2014 - Nov 24, 2014 |
| #10 | -3.00% Jun 9, 2025 - Jun 23, 2025 | -9.53% Jan 26, 2018 - Jul 19, 2018 |
| #11 | -2.47% Sep 23, 2025 - Sep 30, 2025 | -8.78% Jul 31, 2024 - Sep 30, 2024 |
| #12 | -1.05% Jan 6, 2026 - Jan 8, 2026 | -8.70% Feb 10, 2026 - Apr 17, 2026 |
| #13 | -0.44% Jan 12, 2026 - Jan 14, 2026 | -8.33% May 7, 2021 - Oct 14, 2021 |
| #14 | -0.35% Oct 6, 2025 - Oct 8, 2025 | -7.83% Apr 29, 2011 - Jul 7, 2011 |
| #15 | -0.33% Jan 21, 2025 - Jan 23, 2025 | -7.73% Nov 16, 2021 - Jan 4, 2022 |
Correlation
Correlation between ARKX and EZM is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
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