FTSM vs ARKK

Comparison between FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM, ETF) and ARK INNOVATION ETF (ARKK, ETF).

5-Year PerformanceFTSM has outperformed ARKK, delivering a return of +3.5% compared to -5.8%

FTSM vs ARKK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTSM(ETF)	ARKK(ETF)
Net Assets	$6.40B	$6.50B
Expense Ratio	0.29%	0.75%
Max Drawdown	5.39%	81.07%
Sharpe Ratio	1.12	1.08
5Y Beta	-0.00	1.98
P/E Ratio	N/A	-22.24
Forward P/E	N/A	52.16
5Y Dividends CAGR	41.94%	-5.69%
P/S Ratio	N/A	5.40
P/B Ratio	N/A	5.32

Net Assets

FTSM

$6.40B

Winner

ARKK

$6.50B

Expense Ratio

Winner

FTSM

0.29%

ARKK

0.75%

Max Drawdown

Winner

FTSM

5.39%

ARKK

81.07%

Sharpe Ratio

Winner

FTSM

1.12

ARKK

1.08

5Y Beta

Winner

FTSM

-0.00

ARKK

1.98

P/E Ratio

FTSM

N/A

ARKK

-22.24

Forward P/E

FTSM

N/A

ARKK

52.16

5Y Dividends CAGR

Winner

FTSM

41.94%

ARKK

-5.69%

P/S Ratio

FTSM

N/A

ARKK

5.40

P/B Ratio

FTSM

N/A

ARKK

5.32

FTSM vs ARKK - Historical Returns

Returns include dividend reinvestment.

Period	FTSM	ARKK
1 month	+0.33%	+5.64%
3 months	+0.84%	+9.49%
6 months	+1.84%	+4.81%
1 year	+4.17%	+42.24%
5 years(CAGR)	+3.46%	-5.83%
10 years(CAGR)	+2.55%	+16.24%
Max(CAGR)	+2.22%	+13.66%

FTSM

+0.33%

Winner

ARKK

+5.64%

FTSM

+0.84%

Winner

ARKK

+9.49%

FTSM

+1.84%

Winner

ARKK

+4.81%

FTSM

+4.17%

Winner

ARKK

+42.24%

5Y(CAGR)

Winner

FTSM

+3.46%

ARKK

-5.83%

10Y(CAGR)

FTSM

+2.55%

Winner

ARKK

+16.24%

Max(CAGR)

FTSM

+2.22%

Winner

ARKK

+13.66%

FTSM vs ARKK - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	FTSM	ARKK
2026	+1.42%	+3.77%
2025	+4.60%	+35.21%
2024	+5.20%	+12.42%
2023	+5.12%	+73.36%
2022	+1.04%	-67.79%
2021	-0.03%	-23.72%
2020	+1.12%	+150.57%
2019	+2.81%	+34.25%
2018	+1.92%	-0.51%
2017	+1.62%	+83.80%
2016	+1.18%	+0.20%
2015	+0.22%	+3.70%
2014	-0.11%	-1.08%

FTSM vs ARKK Drawdown Comparison

The maximum drawdown for FTSM was -4.12%, occurring on Mar 20, 2020. Recovery took 67 trading sessions.

The maximum drawdown for ARKK was -80.96%, occurring on Dec 28, 2022. This drawdown has not yet recovered.

The current ARKK drawdown is -47.38%.

Rank	FTSM	ARKK
#1	-4.12% Mar 3, 2020 - Jun 8, 2020	-80.96% Feb 12, 2021 - Dec 28, 2022
#2	-1.80% Aug 31, 2015 - May 10, 2017	-42.54% Feb 19, 2020 - May 20, 2020
#3	-0.65% Oct 4, 2021 - Nov 2, 2022	-32.03% Apr 27, 2015 - Sep 22, 2016
#4	-0.35% May 21, 2015 - Aug 31, 2015	-28.89% Aug 31, 2018 - Apr 3, 2019
#5	-0.30% Oct 21, 2014 - Jan 30, 2015	-18.63% Jul 24, 2019 - Nov 26, 2019
#6	-0.20% Sep 5, 2014 - Oct 16, 2014	-18.05% Apr 10, 2019 - Jul 24, 2019
#7	-0.15% Apr 3, 2025 - Apr 17, 2025	-15.94% Mar 12, 2018 - Jun 5, 2018
#8	-0.15% Mar 16, 2015 - Apr 20, 2015	-14.51% Sep 1, 2020 - Oct 7, 2020
#9	-0.13% Jan 30, 2015 - Mar 2, 2015	-14.26% Oct 5, 2016 - Feb 2, 2017
#10	-0.12% Feb 27, 2026 - Mar 30, 2026	-13.39% Oct 13, 2020 - Nov 20, 2020
#11	-0.12% Nov 23, 2018 - Dec 24, 2018	-9.99% Jan 29, 2018 - Feb 26, 2018
#12	-0.12% Jun 10, 2020 - Jun 22, 2020	-9.86% Jun 20, 2018 - Aug 27, 2018
#13	-0.12% Jul 6, 2020 - Jul 20, 2020	-8.01% Nov 18, 2014 - Jan 23, 2015
#14	-0.10% Mar 20, 2023 - Mar 23, 2023	-7.43% Jun 10, 2020 - Jun 16, 2020
#15	-0.10% Aug 7, 2014 - Aug 15, 2014	-6.57% Jan 20, 2021 - Feb 4, 2021

Correlation

Correlation between FTSM and ARKK is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.48

-101

Dividend Comparison (2014 - 2026)

FTSM vs ARKK dividend yield comparison.

Year	FTSM	ARKK
2026	1.69%	0.00%
2025	4.28%	0.00%
2024	4.91%	0.00%
2023	4.62%	0.70%
2022	1.62%	0.00%
2021	0.39%	0.55%
2020	1.20%	1.64%
2019	2.38%	0.38%
2018	2.14%	3.14%
2017	1.49%	1.32%
2016	1.03%	0.00%
2015	0.48%	2.27%
2014	0.16%	0.00%