ARKX vs LGLV
Comparison between ARK SPACE & DEFENSE INNOVATION ETF (ARKX, ETF) and STATE STREET(R) SPDR(R) US LARGE CAP LOW VOLATILITY INDEX ETF (LGLV, ETF).
5-Year PerformanceARKX has outperformed LGLV, delivering a return of +11.3% compared to +8.2%
ARKX vs LGLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ARKX
$1.10B
LGLV
$1.10B
Expense Ratio
ARKX
0.75%
Winner
LGLV
0.12%
Max Drawdown
ARKX
43.61%
Winner
LGLV
36.99%
Sharpe Ratio
Winner
ARKX
1.29
LGLV
0.34
5Y Beta
ARKX
1.42
Winner
LGLV
0.43
P/E Ratio
ARKX
568.74
Winner
LGLV
23.48
Forward P/E
ARKX
40.21
Winner
LGLV
19.98
PEG Ratio
ARKX
1.49
Winner
LGLV
0.49
5Y Dividends CAGR
ARKX
N/A
LGLV
10.68%
5Y EPS CAGR
Winner
ARKX
14.93%
LGLV
10.53%
Debt to Equity
ARKX
N/A
LGLV
69.18%
P/S Ratio
ARKX
6.04
Winner
LGLV
2.79
P/B Ratio
ARKX
4.98
Winner
LGLV
3.24
ARKX vs LGLV - Holdings Comparison
ARKX and LGLV have 6 common holdings. Overlap is 2.33%
ARKX's top 25 holdings weight is 91.86%. LGLV's top 25 holdings weight is 28.74%.
| Rank | ARKX | LGLV |
|---|---|---|
| #1 | ADVANCED MICRO DEVICES INC (AMD) - 7.91% | WELLTOWER INC (WELL) - 3.91% |
| #2 | ROCKET LAB CORP (RKLB) - 7.66% | REALTY INCOME CORP (O) - 1.82% |
| #3 | L3HARRIS TECHNOLOGIES INC (LHX) - 7.08% | DUKE ENERGY CORP (DUK) - 1.42% |
| #4 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 6.42% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.26% |
| #5 | TERADYNE INC (TER) - 6.08% | SOUTHERN CO (SO) - 1.23% |
| #6 | DEERE & CO (DE) - 5.16% | CISCO SYSTEMS INC (CSCO) - 1.22% |
| #7 | AEROVIRONMENT INC (AVAV) - 4.94% | CONSOLIDATED EDISON INC (ED) - 1.14% |
| #8 | ARCHER AVIATION INC CLASS A (ACHR) - 4.12% | COCA-COLA CO (KO) - 1.11% |
| #9 | IRIDIUM COMMUNICATIONS INC (IRDM) - 3.95% | PEPSICO INC (PEP) - 1.06% |
| #10 | AMAZON.COM INC (AMZN) - 3.86% | CME GROUP INC CLASS A (CME) - 1.02% |
| #11 | INTUITIVE MACHINES INC ORDINARY SHARES CLASS A (LUNR) - 3.40% | AMEREN CORP (AEE) - 0.96% |
| #12 | ALPHABET INC CLASS C (GOOG) - 3.40% | GENERAL DYNAMICS CORP (GD) - 0.96% |
| #13 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 3.03% | DTE ENERGY CO (DTE) - 0.96% |
| #14 | JOBY AVIATION INC (JOBY) - 3.01% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 0.96% |
| #15 | NVIDIA CORP (NVDA) - 3.00% | COLGATE-PALMOLIVE CO (CL) - 0.95% |
| #16 | TRIMBLE INC (TRMB) - 2.85% | JOHNSON & JOHNSON (JNJ) - 0.92% |
| #17 | KOMATSU LTD (n/a) - 2.65% | VISA INC CLASS A (V) - 0.91% |
| #18 | TESLA INC (TSLA) - 2.48% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.90% |
| #19 | STRATA CRITICAL MEDICAL INC CLASS A (SRTA) - 1.70% | CENTERPOINT ENERGY INC (CNP) - 0.89% |
| #20 | THALES (n/a) - 1.65% | LINDE PLC (LIN) - 0.87% |
| #21 | ELBIT SYSTEMS LTD (n/a) - 1.62% | MCDONALD'S CORP (MCD) - 0.86% |
| #22 | HEICO CORP (HEI) - 1.57% | THE TRAVELERS COMPANIES INC (TRV) - 0.86% |
| #23 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 1.52% | FIRSTENERGY CORP (FE) - 0.85% |
| #24 | BWX TECHNOLOGIES INC (BWXT) - 1.41% | MARSH (MRSH) - 0.85% |
| #25 | GARMIN LTD (GRMN) - 1.39% | CHUBB LTD (CB) - 0.85% |
| Total Holdings | 34 | 172 |
ARKX vs LGLV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ARKX
+3.96%
LGLV
+2.51%
3M
Winner
ARKX
+12.58%
LGLV
-0.16%
6M
Winner
ARKX
+24.97%
LGLV
+2.88%
1Y
Winner
ARKX
+59.40%
LGLV
+6.33%
5Y(CAGR)
Winner
ARKX
+11.31%
LGLV
+8.23%
10Y(CAGR)
ARKX
N/A
LGLV
+11.29%
Max(CAGR)
ARKX
+11.13%
Winner
LGLV
+11.75%
ARKX vs LGLV - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | ARKX | LGLV |
|---|---|---|
| 2026 | +17.19% | +3.35% |
| 2025 | +49.15% | +8.79% |
| 2024 | +29.79% | +15.88% |
| 2023 | +24.78% | +9.02% |
| 2022 | -34.62% | -7.09% |
| 2021 | -7.14% | +30.70% |
| 2020 | N/A | +7.07% |
| 2019 | N/A | +31.91% |
| 2018 | N/A | +0.78% |
| 2017 | N/A | +17.66% |
| 2016 | N/A | +13.77% |
| 2015 | N/A | +3.00% |
| 2014 | N/A | +18.26% |
| 2013 | N/A | +18.38% |
ARKX vs LGLV Drawdown Comparison
The maximum drawdown for ARKX was -43.61%, occurring on Oct 14, 2022. Recovery took 848 trading sessions.
The maximum drawdown for LGLV was -36.62%, occurring on Mar 23, 2020. Recovery took 213 trading sessions.
The current ARKX drawdown is -6.78%. The current LGLV drawdown is -4.12%.
| Rank | ARKX | LGLV |
|---|---|---|
| #1 | -43.61% Sep 2, 2021 - Jan 21, 2025 | -36.62% Feb 14, 2020 - Dec 17, 2020 |
| #2 | -25.47% Jan 24, 2025 - Jun 6, 2025 | -17.49% Dec 29, 2021 - Dec 28, 2023 |
| #3 | -20.42% Jan 16, 2026 - May 22, 2026 | -13.61% Sep 21, 2018 - Feb 19, 2019 |
| #4 | -19.39% Oct 8, 2025 - Jan 6, 2026 | -10.18% Nov 27, 2024 - May 19, 2025 |
| #5 | -13.35% May 28, 2026 - Jun 10, 2026 | -10.04% Nov 19, 2015 - Mar 16, 2016 |
| #6 | -9.22% Apr 5, 2021 - Jun 28, 2021 | -9.04% Aug 17, 2015 - Oct 28, 2015 |
| #7 | -7.36% Jun 29, 2021 - Sep 2, 2021 | -7.99% Jan 26, 2018 - Jul 18, 2018 |
| #8 | -7.22% Jul 17, 2025 - Sep 19, 2025 | -7.52% Sep 2, 2016 - Dec 13, 2016 |
| #9 | -3.19% Jun 30, 2025 - Jul 9, 2025 | -6.86% Mar 2, 2026 - Mar 27, 2026 |
| #10 | -3.00% Jun 9, 2025 - Jun 23, 2025 | -6.10% Sep 2, 2021 - Oct 21, 2021 |
| #11 | -2.47% Sep 23, 2025 - Sep 30, 2025 | -5.91% May 21, 2013 - Jul 15, 2013 |
| #12 | -1.05% Jan 6, 2026 - Jan 8, 2026 | -5.56% Aug 2, 2013 - Oct 18, 2013 |
| #13 | -0.44% Jan 12, 2026 - Jan 14, 2026 | -5.18% Mar 28, 2024 - Jun 24, 2024 |
| #14 | -0.35% Oct 6, 2025 - Oct 8, 2025 | -5.14% Sep 19, 2014 - Oct 28, 2014 |
| #15 | -0.33% Jan 21, 2025 - Jan 23, 2025 | -4.50% Jul 26, 2019 - Sep 4, 2019 |
Correlation
Correlation between ARKX and LGLV is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
0.72
-101
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