FXO vs ARKX
Comparison between FIRST TRUST FINANCIALS ALPHADEX FUND (FXO, ETF) and ARK SPACE & DEFENSE INNOVATION ETF (ARKX, ETF).
5-Year PerformanceARKX has outperformed FXO, delivering a return of +11.2% compared to +9.3%
FXO vs ARKX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FXO
$1B
Winner
ARKX
$1.10B
Expense Ratio
Winner
FXO
0.60%
ARKX
0.75%
Max Drawdown
FXO
72.24%
Winner
ARKX
43.61%
Sharpe Ratio
FXO
0.80
Winner
ARKX
1.29
5Y Beta
Winner
FXO
0.90
ARKX
1.42
P/E Ratio
Winner
FXO
10.61
ARKX
568.74
Forward P/E
Winner
FXO
9.83
ARKX
40.21
PEG Ratio
FXO
N/A
ARKX
1.49
5Y Dividends CAGR
FXO
7.96%
ARKX
N/A
5Y EPS CAGR
FXO
14.04%
Winner
ARKX
14.93%
Debt to Equity
FXO
53.18%
ARKX
N/A
P/S Ratio
Winner
FXO
1.67
ARKX
6.04
P/B Ratio
Winner
FXO
1.37
ARKX
4.98
FXO vs ARKX - Holdings Comparison
FXO and ARKX have 1 common holdings. Overlap is 0.00%
FXO's top 25 holdings weight is 38.26%. ARKX's top 25 holdings weight is 91.86%.
| Rank | FXO | ARKX |
|---|---|---|
| #1 | SEI INVESTMENTS CO (SEIC) - 1.73% | ADVANCED MICRO DEVICES INC (AMD) - 7.91% |
| #2 | T. ROWE PRICE GROUP INC (TROW) - 1.72% | ROCKET LAB CORP (RKLB) - 7.66% |
| #3 | FIRST AMERICAN FINANCIAL CORP (FAF) - 1.69% | L3HARRIS TECHNOLOGIES INC (LHX) - 7.08% |
| #4 | THE HANOVER INSURANCE GROUP INC (THG) - 1.69% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 6.42% |
| #5 | AFFILIATED MANAGERS GROUP INC (AMG) - 1.67% | TERADYNE INC (TER) - 6.08% |
| #6 | EVEREST GROUP LTD (EG) - 1.61% | DEERE & CO (DE) - 5.16% |
| #7 | FACTSET RESEARCH SYSTEMS INC (FDS) - 1.59% | AEROVIRONMENT INC (AVAV) - 4.94% |
| #8 | CINCINNATI FINANCIAL CORP (CINF) - 1.59% | ARCHER AVIATION INC CLASS A (ACHR) - 4.12% |
| #9 | BANK OZK (OZK) - 1.58% | IRIDIUM COMMUNICATIONS INC (IRDM) - 3.95% |
| #10 | AGNC INVESTMENT CORP (AGNC) - 1.56% | AMAZON.COM INC (AMZN) - 3.86% |
| #11 | ALLSTATE CORP (ALL) - 1.54% | INTUITIVE MACHINES INC ORDINARY SHARES CLASS A (LUNR) - 3.40% |
| #12 | AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.53% | ALPHABET INC CLASS C (GOOG) - 3.40% |
| #13 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.53% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 3.03% |
| #14 | JEFFERIES FINANCIAL GROUP INC (JEF) - 1.51% | JOBY AVIATION INC (JOBY) - 3.01% |
| #15 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.51% | NVIDIA CORP (NVDA) - 3.00% |
| #16 | ARCH CAPITAL GROUP LTD (ACGL) - 1.49% | TRIMBLE INC (TRMB) - 2.85% |
| #17 | MGIC INVESTMENT CORP (MTG) - 1.48% | KOMATSU LTD (n/a) - 2.65% |
| #18 | RENAISSANCERE HOLDINGS LTD (RNR) - 1.48% | TESLA INC (TSLA) - 2.48% |
| #19 | AXIS CAPITAL HOLDINGS LTD (AXS) - 1.46% | STRATA CRITICAL MEDICAL INC CLASS A (SRTA) - 1.70% |
| #20 | RITHM CAPITAL CORP (RITM) - 1.46% | THALES (n/a) - 1.65% |
| #21 | WHITE MOUNTAINS INSURANCE GROUP LTD (WTM) - 1.45% | ELBIT SYSTEMS LTD (n/a) - 1.62% |
| #22 | ASSURED GUARANTY LTD (AGO) - 1.40% | HEICO CORP (HEI) - 1.57% |
| #23 | GLOBE LIFE INC (GL) - 1.35% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 1.52% |
| #24 | WESTERN ALLIANCE BANCORP (WAL) - 1.34% | BWX TECHNOLOGIES INC (BWXT) - 1.41% |
| #25 | ZIONS BANCORP NA (ZION) - 1.30% | GARMIN LTD (GRMN) - 1.39% |
| Total Holdings | 108 | 34 |
FXO vs ARKX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FXO
+5.67%
ARKX
+2.69%
3M
FXO
+11.09%
Winner
ARKX
+11.20%
6M
FXO
+2.62%
Winner
ARKX
+23.97%
1Y
FXO
+17.13%
Winner
ARKX
+57.45%
5Y(CAGR)
FXO
+9.26%
Winner
ARKX
+11.19%
10Y(CAGR)
FXO
+12.99%
ARKX
N/A
Max(CAGR)
FXO
+8.19%
Winner
ARKX
+10.86%
FXO vs ARKX - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FXO | ARKX |
|---|---|---|
| 2026 | +2.47% | +15.76% |
| 2025 | +13.88% | +49.15% |
| 2024 | +27.24% | +29.79% |
| 2023 | +9.08% | +24.78% |
| 2022 | -9.62% | -34.62% |
| 2021 | +39.47% | -7.14% |
| 2020 | +5.64% | N/A |
| 2019 | +26.07% | N/A |
| 2018 | -11.40% | N/A |
| 2017 | +17.18% | N/A |
| 2016 | +20.31% | N/A |
| 2015 | +1.29% | N/A |
| 2014 | +9.86% | N/A |
| 2013 | +36.94% | N/A |
| 2012 | +19.02% | N/A |
| 2011 | -8.70% | N/A |
| 2010 | +18.07% | N/A |
| 2009 | +30.70% | N/A |
| 2008 | -37.89% | N/A |
| 2007 | -20.20% | N/A |
FXO vs ARKX Drawdown Comparison
The maximum drawdown for FXO was -71.30%, occurring on Mar 6, 2009. Recovery took 1480 trading sessions.
The maximum drawdown for ARKX was -43.61%, occurring on Oct 14, 2022. Recovery took 848 trading sessions.
The current FXO drawdown is -0.01%. The current ARKX drawdown is -7.92%.
| Rank | FXO | ARKX |
|---|---|---|
| #1 | -71.30% May 24, 2007 - Apr 11, 2013 | -43.61% Sep 2, 2021 - Jan 21, 2025 |
| #2 | -48.55% Feb 20, 2020 - Dec 4, 2020 | -25.47% Jan 24, 2025 - Jun 6, 2025 |
| #3 | -28.81% Jan 11, 2022 - Mar 20, 2024 | -20.42% Jan 16, 2026 - May 22, 2026 |
| #4 | -21.48% Sep 20, 2018 - Jul 12, 2019 | -19.39% Oct 8, 2025 - Jan 6, 2026 |
| #5 | -21.35% Nov 25, 2024 - Aug 13, 2025 | -13.35% May 28, 2026 - Jun 10, 2026 |
| #6 | -19.26% Aug 10, 2015 - Aug 5, 2016 | -9.22% Apr 5, 2021 - Jun 28, 2021 |
| #7 | -11.72% Feb 6, 2026 - Mar 27, 2026 | -7.36% Jun 29, 2021 - Sep 2, 2021 |
| #8 | -9.66% Jan 26, 2018 - Aug 20, 2018 | -7.22% Jul 17, 2025 - Sep 19, 2025 |
| #9 | -9.32% Jun 1, 2021 - Aug 25, 2021 | -3.19% Jun 30, 2025 - Jul 9, 2025 |
| #10 | -9.12% Nov 3, 2021 - Jan 11, 2022 | -3.00% Jun 9, 2025 - Jun 23, 2025 |
| #11 | -8.14% Jul 31, 2024 - Aug 23, 2024 | -2.47% Sep 23, 2025 - Sep 30, 2025 |
| #12 | -8.13% Jul 24, 2019 - Nov 4, 2019 | -1.05% Jan 6, 2026 - Jan 8, 2026 |
| #13 | -7.51% Mar 28, 2024 - May 15, 2024 | -0.44% Jan 12, 2026 - Jan 14, 2026 |
| #14 | -7.20% Sep 2, 2014 - Oct 31, 2014 | -0.35% Oct 6, 2025 - Oct 8, 2025 |
| #15 | -7.14% Sep 19, 2025 - Dec 10, 2025 | -0.33% Jan 21, 2025 - Jan 23, 2025 |
Correlation
Correlation between FXO and ARKX is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
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