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ARKX vs SPY

Comparison between ARK SPACE & DEFENSE INNOVATION ETF (ARKX, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed ARKX, delivering a return of +12.4% compared to +8.5%

ARKX vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ARKX
$934M
Winner
SPY
$781B
Expense Ratio
ARKX
0.75%
Winner
SPY
0.09%
Max Drawdown
Winner
ARKX
43.61%
SPY
56.47%
Sharpe Ratio
ARKX
0.53
Winner
SPY
1.12
5Y Beta
ARKX
1.43
Winner
SPY
1.00
P/E Ratio
ARKX
249.28
Winner
SPY
28.53
Forward P/E
ARKX
34.35
Winner
SPY
21.47
PEG Ratio
ARKX
1.44
SPY
N/A
5Y Dividends CAGR
ARKX
N/A
SPY
6.00%
5Y EPS CAGR
ARKX
16.33%
Winner
SPY
25.58%
Debt to Equity
ARKX
N/A
SPY
32.09%
P/S Ratio
ARKX
5.20
Winner
SPY
3.75
P/B Ratio
Winner
ARKX
4.74
SPY
5.64

ARKX vs SPY - Holdings Comparison

ARKX and SPY have 19 common holdings. Overlap is 14.69%

ARKX's top 25 holdings weight is 90.02%. SPY's top 25 holdings weight is 51.74%.

RankARKXSPY
#1
SPACE EXPLORATION TECHNOLOGIES CORP CLASS A (SPCX) - 8.02%
NVIDIA CORP (NVDA) - 7.89%
#2
L3HARRIS TECHNOLOGIES INC (LHX) - 6.98%
APPLE INC (AAPL) - 7.37%
#3
KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 6.08%
MICROSOFT CORP (MSFT) - 4.50%
#4
DEERE & CO (DE) - 5.84%
AMAZON.COM INC (AMZN) - 3.82%
#5
ADVANCED MICRO DEVICES INC (AMD) - 5.69%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
ROCKET LAB CORP (RKLB) - 5.37%
BROADCOM INC (AVGO) - 2.86%
#7
AMAZON.COM INC (AMZN) - 4.30%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
ALPHABET INC CLASS C (GOOG) - 4.21%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
AEROVIRONMENT INC (AVAV) - 4.01%
TESLA INC (TSLA) - 1.70%
#10
TERADYNE INC (TER) - 3.76%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
NVIDIA CORP (NVDA) - 3.30%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
IRIDIUM COMMUNICATIONS INC (IRDM) - 3.17%
ELI LILLY AND CO (LLY) - 1.40%
#13
TESLA INC (TSLA) - 3.13%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 3.08%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
ARCHER AVIATION INC CLASS A (ACHR) - 3.05%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
KOMATSU LTD (n/a) - 2.97%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
TRIMBLE INC (TRMB) - 2.94%
VISA INC CLASS A (V) - 0.90%
#18
JOBY AVIATION INC (JOBY) - 2.31%
WALMART INC (WMT) - 0.76%
#19
HEICO CORP (HEI) - 1.89%
INTEL CORP (INTC) - 0.75%
#20
THALES (n/a) - 1.81%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.65%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 1.65%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
ELBIT SYSTEMS LTD (n/a) - 1.63%
ABBVIE INC (ABBV) - 0.66%
#24
GARMIN LTD (GRMN) - 1.61%
CATERPILLAR INC (CAT) - 0.65%
#25
BWX TECHNOLOGIES INC (BWXT) - 1.57%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings37505

ARKX vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
ARKX
-5.67%
Winner
SPY
+0.63%
3M
ARKX
-6.58%
Winner
SPY
+4.46%
6M
ARKX
-8.33%
Winner
SPY
+7.67%
1Y
ARKX
+13.83%
Winner
SPY
+17.68%
5Y(CAGR)
ARKX
+8.54%
Winner
SPY
+12.42%
10Y(CAGR)
ARKX
N/A
SPY
+14.84%
Max(CAGR)
ARKX
+8.25%
Winner
SPY
+8.44%

ARKX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearARKXSPY
2026+3.06%+8.63%
2025+49.15%+18.00%
2024+29.79%+25.59%
2023+24.78%+26.72%
2022-34.62%-18.64%
2021-7.14%+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

ARKX vs SPY Drawdown Comparison

The maximum drawdown for ARKX was -43.61%, occurring on Oct 14, 2022. Recovery took 848 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current ARKX drawdown is -18.02%. The current SPY drawdown is -2.57%.

RankARKXSPY
#1-43.61%
Sep 2, 2021 - Jan 21, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-25.47%
Jan 24, 2025 - Jun 6, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-20.42%
Jan 16, 2026 - May 22, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-19.71%
May 28, 2026 - Jul 17, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.39%
Oct 8, 2025 - Jan 6, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.22%
Apr 5, 2021 - Jun 28, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-7.36%
Jun 29, 2021 - Sep 2, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.22%
Jul 17, 2025 - Sep 19, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.19%
Jun 30, 2025 - Jul 9, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.00%
Jun 9, 2025 - Jun 23, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.47%
Sep 23, 2025 - Sep 30, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.05%
Jan 6, 2026 - Jan 8, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.44%
Jan 12, 2026 - Jan 14, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.35%
Oct 6, 2025 - Oct 8, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.33%
Jan 21, 2025 - Jan 23, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between ARKX and SPY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

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