PWV vs ARKG
Comparison between INVESCO LARGE CAP VALUE ETF (PWV, ETF) and ARK GENOMIC REVOLUTION ETF (ARKG, ETF).
5-Year PerformancePWV has outperformed ARKG, delivering a return of +14.8% compared to -13.0%
PWV vs ARKG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PWV
$1.70B
ARKG
$1.70B
Expense Ratio
Winner
PWV
0.55%
ARKG
0.75%
Max Drawdown
Winner
PWV
50.70%
ARKG
83.69%
Sharpe Ratio
Winner
PWV
2.53
ARKG
1.57
5Y Beta
Winner
PWV
0.59
ARKG
1.67
P/E Ratio
PWV
16.81
Winner
ARKG
-14.25
Forward P/E
PWV
14.06
ARKG
N/A
PEG Ratio
PWV
0.36
ARKG
N/A
5Y Dividends CAGR
PWV
9.13%
ARKG
N/A
5Y EPS CAGR
PWV
9.79%
ARKG
N/A
Debt to Equity
PWV
39.29%
Winner
ARKG
7.82%
P/S Ratio
Winner
PWV
1.37
ARKG
10.58
P/B Ratio
Winner
PWV
2.58
ARKG
5.34
PWV vs ARKG - Holdings Comparison
PWV and ARKG have 1 common holdings. Overlap is 0.00%
PWV's top 25 holdings weight is 65.65%. ARKG's top 25 holdings weight is 94.59%.
| Rank | PWV | ARKG |
|---|---|---|
| #1 | ABBVIE INC (ABBV) - 3.73% | 10X GENOMICS INC ORDINARY SHARES CLASS A (TXG) - 9.17% |
| #2 | UNITEDHEALTH GROUP INC (UNH) - 3.64% | TWIST BIOSCIENCE CORP (TWST) - 7.92% |
| #3 | BANK OF AMERICA CORP (BAC) - 3.61% | TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 7.16% |
| #4 | JOHNSON & JOHNSON (JNJ) - 3.58% | CRISPR THERAPEUTICS AG (CRSP) - 6.17% |
| #5 | WELLS FARGO & CO (WFC) - 3.56% | PERSONALIS INC (PSNL) - 5.68% |
| #6 | MORGAN STANLEY (MS) - 3.50% | ABSCI CORP (ABSI) - 5.37% |
| #7 | CITIGROUP INC (C) - 3.50% | ELI LILLY AND CO (LLY) - 4.69% |
| #8 | JPMORGAN CHASE & CO (JPM) - 3.48% | GUARDANT HEALTH INC (GH) - 4.36% |
| #9 | THE GOLDMAN SACHS GROUP INC (GS) - 3.37% | ILLUMINA INC (ILMN) - 4.35% |
| #10 | MERCK & CO INC (MRK) - 3.32% | NATERA INC (NTRA) - 4.03% |
| #11 | COCA-COLA CO (KO) - 3.26% | BEAM THERAPEUTICS INC (BEAM) - 3.95% |
| #12 | PEPSICO INC (PEP) - 3.01% | CAREDX INC (CDNA) - 3.74% |
| #13 | CHEVRON CORP (CVX) - 2.99% | COMPASS PATHWAYS PLC ADR (CMPS) - 3.28% |
| #14 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.92% | VERACYTE INC (VCYT) - 3.20% |
| #15 | VERIZON COMMUNICATIONS INC (VZ) - 2.77% | RECURSION PHARMACEUTICALS INC CLASS A (RXRX) - 2.64% |
| #16 | CARDINAL HEALTH INC (CAH) - 1.59% | ADAPTIVE BIOTECHNOLOGIES CORP (ADPT) - 2.52% |
| #17 | ALLSTATE CORP (ALL) - 1.59% | NURIX THERAPEUTICS INC ORDINARY SHARES (NRIX) - 2.48% |
| #18 | VALERO ENERGY CORP (VLO) - 1.59% | BUTTERFLY NETWORK INC ORDINARY SHARES CLASS A (BFLY) - 2.04% |
| #19 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.55% | INTELLIA THERAPEUTICS INC (NTLA) - 2.03% |
| #20 | CVS HEALTH CORP (CVS) - 1.54% | SCHRODINGER INC ORDINARY SHARES (SDGR) - 1.94% |
| #21 | U.S. BANCORP (USB) - 1.53% | IONIS PHARMACEUTICALS INC (IONS) - 1.78% |
| #22 | DELTA AIR LINES INC (DAL) - 1.53% | GENEDX HOLDINGS CORP ORDINARY SHARES CLASS A (WGS) - 1.73% |
| #23 | THE TRAVELERS COMPANIES INC (TRV) - 1.51% | ALAMAR BIOSCIENCES INC (ALMR) - 1.51% |
| #24 | METLIFE INC (MET) - 1.49% | PRIME MEDICINE INC (PRME) - 1.43% |
| #25 | PHILLIPS 66 (PSX) - 1.49% | CERUS CORP (CERS) - 1.42% |
| Total Holdings | 52 | 32 |
PWV vs ARKG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PWV
+2.16%
ARKG
+1.03%
3M
PWV
+11.35%
Winner
ARKG
+41.67%
6M
PWV
+14.97%
Winner
ARKG
+49.50%
1Y
PWV
+31.83%
Winner
ARKG
+84.80%
5Y(CAGR)
Winner
PWV
+14.77%
ARKG
-13.01%
10Y(CAGR)
Winner
PWV
+12.25%
ARKG
+9.21%
Max(CAGR)
Winner
PWV
+10.52%
ARKG
+7.29%
PWV vs ARKG - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PWV | ARKG |
|---|---|---|
| 2026 | +20.92% | +47.50% |
| 2025 | +19.47% | +18.44% |
| 2024 | +13.95% | -28.04% |
| 2023 | +10.50% | +18.83% |
| 2022 | -1.98% | -55.37% |
| 2021 | +30.66% | -33.83% |
| 2020 | -4.55% | +181.99% |
| 2019 | +29.16% | +40.89% |
| 2018 | -14.36% | -4.68% |
| 2017 | +16.04% | +44.36% |
| 2016 | +20.43% | -15.91% |
| 2015 | -4.84% | -1.57% |
| 2014 | +13.32% | +5.62% |
| 2013 | +29.72% | N/A |
| 2012 | +14.97% | N/A |
| 2011 | +5.30% | N/A |
| 2010 | +12.02% | N/A |
| 2009 | +15.26% | N/A |
| 2008 | -26.06% | N/A |
| 2007 | +5.32% | N/A |
| 2006 | +22.45% | N/A |
| 2005 | +8.65% | N/A |
PWV vs ARKG Drawdown Comparison
The maximum drawdown for PWV was -49.06%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.
The maximum drawdown for ARKG was -83.59%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current PWV drawdown is -0.94%. The current ARKG drawdown is -61.49%.
| Rank | PWV | ARKG |
|---|---|---|
| #1 | -49.06% Oct 9, 2007 - May 6, 2010 | -83.59% Jan 20, 2021 - Apr 8, 2025 |
| #2 | -45.10% May 6, 2010 - Jul 18, 2013 | -37.44% Jun 22, 2015 - Aug 29, 2017 |
| #3 | -37.64% Feb 12, 2020 - Feb 23, 2021 | -35.09% Aug 31, 2018 - Apr 3, 2019 |
| #4 | -22.24% Jan 26, 2018 - Oct 25, 2019 | -34.99% Mar 6, 2020 - Apr 20, 2020 |
| #5 | -16.38% Jan 11, 2022 - Jul 31, 2023 | -20.71% Jul 30, 2019 - Dec 17, 2019 |
| #6 | -15.12% May 21, 2015 - Jul 8, 2016 | -17.57% Mar 9, 2018 - Jun 14, 2018 |
| #7 | -14.32% Nov 29, 2024 - Jun 23, 2025 | -15.74% Apr 10, 2019 - Jul 3, 2019 |
| #8 | -10.45% Jun 4, 2007 - Oct 5, 2007 | -14.04% May 22, 2020 - Jun 22, 2020 |
| #9 | -9.27% Jul 31, 2023 - Dec 1, 2023 | -13.43% Jan 29, 2018 - Mar 8, 2018 |
| #10 | -8.72% Sep 19, 2014 - Nov 18, 2014 | -12.70% Oct 13, 2020 - Nov 19, 2020 |
| #11 | -6.53% Jan 15, 2014 - Mar 6, 2014 | -12.31% Aug 21, 2020 - Sep 18, 2020 |
| #12 | -6.46% May 5, 2006 - Jul 28, 2006 | -11.23% Oct 6, 2017 - Jan 22, 2018 |
| #13 | -6.25% Jun 4, 2021 - Aug 12, 2021 | -11.00% Dec 22, 2020 - Jan 8, 2021 |
| #14 | -6.24% Feb 15, 2007 - Apr 16, 2007 | -9.59% Feb 19, 2020 - Mar 6, 2020 |
| #15 | -6.21% Jul 17, 2024 - Aug 23, 2024 | -9.59% Jul 13, 2018 - Aug 22, 2018 |
Correlation
Correlation between PWV and ARKG is 0.10 which considered as a very weak or no correlation - the stocks move independently of each other.
0.10
-101
Dividend Comparison (2005 - 2026)
PWV vs ARKG dividend yield comparison.
| Year | PWV | ARKG |
|---|---|---|
| 2026 | 0.94% | 0.00% |
| 2025 | 2.12% | 0.00% |
| 2024 | 2.08% | 0.00% |
| 2023 | 2.16% | 0.00% |
| 2022 | 2.29% | 0.00% |
| 2021 | 1.89% | 0.62% |
| 2020 | 2.66% | 0.85% |
| 2019 | 2.24% | 3.14% |
| 2018 | 2.34% | 0.82% |
| 2017 | 1.55% | 1.34% |
| 2016 | 2.35% | 0.00% |
| 2015 | 2.42% | 0.00% |
| 2014 | 1.93% | 0.00% |
| 2013 | 1.82% | 0.00% |
| 2012 | 2.41% | 0.00% |
| 2011 | 2.21% | 0.00% |
| 2010 | 2.24% | 0.00% |
| 2009 | 2.19% | 0.00% |
| 2008 | 2.81% | 0.00% |
| 2007 | 2.28% | 0.00% |
| 2006 | 1.35% | 0.00% |
| 2005 | 1.28% | 0.00% |
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