ARKX vs VLU
Comparison between ARK SPACE & DEFENSE INNOVATION ETF (ARKX, ETF) and STATE STREET(R) SPDR(R) S&P(R) 1500 VALUE TILT ETF (VLU, ETF).
5-Year PerformanceVLU has outperformed ARKX, delivering a return of +13.2% compared to +10.9%
ARKX vs VLU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ARKX
$760M
Winner
VLU
$760M
Expense Ratio
ARKX
0.75%
Winner
VLU
0.12%
Max Drawdown
ARKX
43.61%
Winner
VLU
37.91%
Sharpe Ratio
ARKX
0.84
Winner
VLU
1.97
5Y Beta
ARKX
1.46
Winner
VLU
0.78
P/E Ratio
ARKX
135.41
Winner
VLU
19.67
Forward P/E
ARKX
33.36
Winner
VLU
15.39
PEG Ratio
ARKX
0.42
VLU
N/A
5Y Dividends CAGR
ARKX
N/A
VLU
9.17%
5Y EPS CAGR
Winner
ARKX
17.03%
VLU
14.77%
Debt to Equity
ARKX
N/A
VLU
23.33%
P/S Ratio
ARKX
5.45
Winner
VLU
1.42
P/B Ratio
ARKX
5.10
Winner
VLU
2.74
ARKX vs VLU - Holdings Comparison
ARKX and VLU have 22 common holdings. Overlap is 7.97%
ARKX's top 25 holdings weight is 90.04%. VLU's top 25 holdings weight is 30.78%.
| Rank | ARKX | VLU |
|---|---|---|
| #1 | SPACE EXPLORATION TECHNOLOGIES CORP CLASS A (SPCX) - 7.96% | AMAZON.COM INC (AMZN) - 2.94% |
| #2 | L3HARRIS TECHNOLOGIES INC (LHX) - 6.82% | EXXON MOBIL CORP (XOM) - 2.31% |
| #3 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 6.18% | ALPHABET INC CLASS C (GOOG) - 1.97% |
| #4 | DEERE & CO (DE) - 5.74% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.84% |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 5.55% | WALMART INC (WMT) - 1.78% |
| #6 | ROCKET LAB CORP (RKLB) - 4.80% | VERIZON COMMUNICATIONS INC (VZ) - 1.72% |
| #7 | AEROVIRONMENT INC (AVAV) - 4.45% | APPLE INC (AAPL) - 1.64% |
| #8 | AMAZON.COM INC (AMZN) - 4.39% | CHEVRON CORP (CVX) - 1.58% |
| #9 | ALPHABET INC CLASS C (GOOG) - 4.16% | MICROSOFT CORP (MSFT) - 1.41% |
| #10 | TERADYNE INC (TER) - 4.06% | JPMORGAN CHASE & CO (JPM) - 1.31% |
| #11 | ARCHER AVIATION INC CLASS A (ACHR) - 3.40% | BANK OF AMERICA CORP (BAC) - 1.30% |
| #12 | NVIDIA CORP (NVDA) - 3.30% | META PLATFORMS INC CLASS A (META) - 1.01% |
| #13 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 3.12% | JOHNSON & JOHNSON (JNJ) - 0.94% |
| #14 | TESLA INC (TSLA) - 3.05% | ALPHABET INC CLASS A (GOOGL) - 0.92% |
| #15 | KOMATSU LTD (n/a) - 3.04% | INTEL CORP (INTC) - 0.84% |
| #16 | TRIMBLE INC (TRMB) - 3.01% | COMCAST CORP CLASS A (CMCSA) - 0.84% |
| #17 | IRIDIUM COMMUNICATIONS INC (IRDM) - 2.65% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.83% |
| #18 | JOBY AVIATION INC (JOBY) - 2.29% | CITIGROUP INC (C) - 0.81% |
| #19 | HEICO CORP (HEI) - 1.90% | MICRON TECHNOLOGY INC (MU) - 0.80% |
| #20 | THALES (n/a) - 1.89% | CVS HEALTH CORP (CVS) - 0.74% |
| #21 | ELBIT SYSTEMS LTD (n/a) - 1.75% | AT&T INC (T) - 0.67% |
| #22 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 1.70% | BROADCOM INC (AVGO) - 0.67% |
| #23 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.68% | CONOCOPHILLIPS (COP) - 0.65% |
| #24 | GARMIN LTD (GRMN) - 1.61% | NVIDIA CORP (NVDA) - 0.64% |
| #25 | BWX TECHNOLOGIES INC (BWXT) - 1.54% | THE GOLDMAN SACHS GROUP INC (GS) - 0.62% |
| Total Holdings | 37 | 1424 |
ARKX vs VLU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ARKX
+6.64%
VLU
+2.64%
3M
ARKX
-3.51%
Winner
VLU
+6.49%
6M
ARKX
+2.15%
Winner
VLU
+11.12%
1Y
Winner
ARKX
+30.14%
VLU
+27.90%
5Y(CAGR)
ARKX
+10.88%
Winner
VLU
+13.21%
10Y(CAGR)
ARKX
N/A
VLU
+14.13%
Max(CAGR)
ARKX
+9.58%
Winner
VLU
+13.93%
ARKX vs VLU - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | ARKX | VLU |
|---|---|---|
| 2026 | +10.76% | +17.96% |
| 2025 | +49.15% | +16.93% |
| 2024 | +29.79% | +17.18% |
| 2023 | +24.78% | +17.26% |
| 2022 | -34.62% | -9.01% |
| 2021 | -7.14% | +32.52% |
| 2020 | N/A | +9.22% |
| 2019 | N/A | +25.72% |
| 2018 | N/A | -7.87% |
| 2017 | N/A | +16.99% |
| 2016 | N/A | +18.60% |
| 2015 | N/A | -0.88% |
| 2014 | N/A | +14.49% |
| 2013 | N/A | +34.60% |
| 2012 | N/A | +2.14% |
ARKX vs VLU Drawdown Comparison
The maximum drawdown for ARKX was -43.61%, occurring on Oct 14, 2022. Recovery took 848 trading sessions.
The maximum drawdown for VLU was -37.36%, occurring on Mar 23, 2020. Recovery took 193 trading sessions.
The current ARKX drawdown is -11.90%. The current VLU drawdown is -1.04%.
| Rank | ARKX | VLU |
|---|---|---|
| #1 | -43.61% Sep 2, 2021 - Jan 21, 2025 | -37.36% Feb 12, 2020 - Nov 16, 2020 |
| #2 | -25.47% Jan 24, 2025 - Jun 6, 2025 | -20.21% Sep 24, 2018 - Oct 25, 2019 |
| #3 | -21.78% May 28, 2026 - Jul 29, 2026 | -19.56% Jan 11, 2022 - Jul 28, 2023 |
| #4 | -20.42% Jan 16, 2026 - May 22, 2026 | -16.23% Feb 19, 2025 - Jul 1, 2025 |
| #5 | -19.39% Oct 8, 2025 - Jan 6, 2026 | -15.95% May 19, 2015 - Jul 25, 2016 |
| #6 | -9.22% Apr 5, 2021 - Jun 28, 2021 | -10.57% Jan 26, 2018 - Aug 21, 2018 |
| #7 | -7.36% Jun 29, 2021 - Sep 2, 2021 | -10.55% Jul 31, 2023 - Dec 11, 2023 |
| #8 | -7.22% Jul 17, 2025 - Sep 19, 2025 | -7.43% Sep 4, 2014 - Nov 5, 2014 |
| #9 | -3.19% Jun 30, 2025 - Jul 9, 2025 | -6.63% Jan 15, 2014 - Feb 24, 2014 |
| #10 | -3.00% Jun 9, 2025 - Jun 23, 2025 | -6.34% Feb 11, 2026 - Apr 14, 2026 |
| #11 | -2.47% Sep 23, 2025 - Sep 30, 2025 | -6.21% Nov 29, 2024 - Feb 19, 2025 |
| #12 | -1.05% Jan 6, 2026 - Jan 8, 2026 | -5.99% Jul 17, 2024 - Aug 23, 2024 |
| #13 | -0.44% Jan 12, 2026 - Jan 14, 2026 | -5.76% Nov 8, 2021 - Dec 27, 2021 |
| #14 | -0.35% Oct 6, 2025 - Oct 8, 2025 | -5.32% Oct 31, 2012 - Dec 11, 2012 |
| #15 | -0.33% Jan 21, 2025 - Jan 23, 2025 | -5.16% May 31, 2013 - Jul 9, 2013 |
Correlation
Correlation between ARKX and VLU is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
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