PWV vs ARKW
Comparison between INVESCO LARGE CAP VALUE ETF (PWV, ETF) and ARK NEXT GENERATION INTERNET ETF (ARKW, ETF).
5-Year PerformancePWV has outperformed ARKW, delivering a return of +12.1% compared to +1.7%
PWV vs ARKW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PWV
$1.40B
Winner
ARKW
$1.50B
Expense Ratio
Winner
PWV
0.55%
ARKW
0.76%
Max Drawdown
Winner
PWV
50.70%
ARKW
80.55%
Sharpe Ratio
Winner
PWV
2.14
ARKW
1.18
5Y Beta
Winner
PWV
0.64
ARKW
1.75
P/E Ratio
PWV
16.12
Winner
ARKW
-59.25
Forward P/E
Winner
PWV
13.72
ARKW
46.70
PEG Ratio
PWV
0.28
ARKW
N/A
5Y Dividends CAGR
PWV
7.51%
ARKW
N/A
5Y EPS CAGR
PWV
10.49%
ARKW
N/A
Debt to Equity
PWV
58.30%
ARKW
N/A
P/S Ratio
Winner
PWV
1.38
ARKW
3.95
P/B Ratio
Winner
PWV
2.23
ARKW
6.71
PWV vs ARKW - Holdings Comparison
PWV and ARKW have 1 common holdings. Overlap is 0.00%
PWV's top 25 holdings weight is 66.07%. ARKW's top 25 holdings weight is 86.74%.
| Rank | PWV | ARKW |
|---|---|---|
| #1 | UNITEDHEALTH GROUP INC (UNH) - 4.35% | ADVANCED MICRO DEVICES INC (AMD) - 8.69% |
| #2 | CITIGROUP INC (C) - 3.81% | TESLA INC (TSLA) - 8.46% |
| #3 | MORGAN STANLEY (MS) - 3.66% | ARK BITCOIN ETF HOLDCO (ARKW) (n/a) - 5.96% |
| #4 | CISCO SYSTEMS INC (CSCO) - 3.61% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 5.01% |
| #5 | JPMORGAN CHASE & CO (JPM) - 3.40% | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 4.58% |
| #6 | BANK OF AMERICA CORP (BAC) - 3.39% | ROKU INC CLASS A (ROKU) - 4.23% |
| #7 | THE GOLDMAN SACHS GROUP INC (GS) - 3.34% | AMAZON.COM INC (AMZN) - 4.09% |
| #8 | CHEVRON CORP (CVX) - 3.30% | CIRCLE INTERNET GROUP INC ORDINARY SHARES CLASS A (CRCL) - 4.08% |
| #9 | EXXON MOBIL CORP (XOM) - 3.28% | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 3.88% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.14% | COINBASE GLOBAL INC ORDINARY SHARES CLASS A (COIN) - 3.87% |
| #11 | WELLS FARGO & CO (WFC) - 3.13% | ALPHABET INC CLASS C (GOOG) - 3.55% |
| #12 | THE WALT DISNEY CO (DIS) - 3.11% | ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 3.13% |
| #13 | VERIZON COMMUNICATIONS INC (VZ) - 3.08% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 2.87% |
| #14 | JOHNSON & JOHNSON (JNJ) - 3.01% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.84% |
| #15 | PEPSICO INC (PEP) - 3.00% | BLOCK INC CLASS A (XYZ) - 2.83% |
| #16 | VALERO ENERGY CORP (VLO) - 1.68% | OPENAI GROUP PBC SERIES C (n/a) - 2.55% |
| #17 | MARATHON PETROLEUM CORP (MPC) - 1.66% | BROADCOM INC (AVGO) - 2.32% |
| #18 | EBAY INC (EBAY) - 1.64% | BULLISH (BLSH) - 2.09% |
| #19 | BANK OF NEW YORK MELLON CORP (BK) - 1.60% | BITMINE IMMERSION TECHNOLOGIES INC (BMNR) - 2.00% |
| #20 | TARGET CORP (TGT) - 1.53% | CLOUDFLARE INC (NET) - 1.85% |
| #21 | CVS HEALTH CORP (CVS) - 1.52% | META PLATFORMS INC CLASS A (META) - 1.82% |
| #22 | PHILLIPS 66 (PSX) - 1.49% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.81% |
| #23 | BAKER HUGHES CO CLASS A (BKR) - 1.46% | EVERPURE INC CLASS A (P) - 1.49% |
| #24 | ALLSTATE CORP (ALL) - 1.44% | DATADOG INC CLASS A (DDOG) - 1.46% |
| #25 | AFLAC INC (AFL) - 1.44% | NETFLIX INC (NFLX) - 1.28% |
| Total Holdings | 52 | 43 |
PWV vs ARKW - Historical Returns
Returns include dividend reinvestment.
1M
PWV
+1.13%
Winner
ARKW
+17.62%
3M
PWV
+3.27%
Winner
ARKW
+14.83%
6M
Winner
PWV
+12.04%
ARKW
-8.19%
1Y
PWV
+26.47%
Winner
ARKW
+40.74%
5Y(CAGR)
Winner
PWV
+12.07%
ARKW
+1.71%
10Y(CAGR)
PWV
+11.83%
Winner
ARKW
+23.96%
Max(CAGR)
PWV
+10.09%
Winner
ARKW
+20.78%
PWV vs ARKW - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PWV | ARKW |
|---|---|---|
| 2026 | +8.64% | -1.50% |
| 2025 | +19.47% | +37.47% |
| 2024 | +13.95% | +48.08% |
| 2023 | +10.50% | +101.17% |
| 2022 | -1.98% | -68.05% |
| 2021 | +30.66% | -18.52% |
| 2020 | -4.55% | +151.90% |
| 2019 | +29.16% | +35.63% |
| 2018 | -14.36% | +1.03% |
| 2017 | +16.04% | +84.89% |
| 2016 | +20.43% | +11.88% |
| 2015 | -4.84% | +16.62% |
| 2014 | +13.32% | +2.70% |
| 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 ARKW Drawdown Comparison
The maximum drawdown for PWV was -49.06%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.
The maximum drawdown for ARKW was -80.52%, occurring on Dec 28, 2022. This drawdown has not yet recovered.
The current PWV drawdown is -1.59%. The current ARKW drawdown is -20.30%.
| Rank | PWV | ARKW |
|---|---|---|
| #1 | -49.06% Oct 9, 2007 - May 6, 2010 | -80.52% Feb 12, 2021 - Dec 28, 2022 |
| #2 | -45.10% May 6, 2010 - Jul 18, 2013 | -40.66% Feb 19, 2020 - May 19, 2020 |
| #3 | -37.64% Feb 12, 2020 - Feb 23, 2021 | -31.62% Dec 2, 2015 - Jul 18, 2016 |
| #4 | -22.24% Jan 26, 2018 - Oct 25, 2019 | -25.49% Aug 29, 2018 - Mar 21, 2019 |
| #5 | -16.38% Jan 11, 2022 - Jul 31, 2023 | -14.72% May 3, 2019 - Jul 15, 2019 |
| #6 | -15.12% May 21, 2015 - Jul 8, 2016 | -14.03% Sep 1, 2020 - Oct 8, 2020 |
| #7 | -14.32% Nov 29, 2024 - Jun 23, 2025 | -13.41% Jul 24, 2019 - Nov 22, 2019 |
| #8 | -10.45% Jun 4, 2007 - Oct 5, 2007 | -13.23% Jun 22, 2015 - Dec 1, 2015 |
| #9 | -9.27% Jul 31, 2023 - Dec 1, 2023 | -12.00% Mar 12, 2018 - Jun 4, 2018 |
| #10 | -8.72% Sep 19, 2014 - Nov 18, 2014 | -9.72% Nov 6, 2020 - Nov 20, 2020 |
| #11 | -6.53% Jan 15, 2014 - Mar 6, 2014 | -9.07% Jan 26, 2018 - Feb 15, 2018 |
| #12 | -6.46% May 5, 2006 - Jul 28, 2006 | -8.59% Oct 13, 2020 - Nov 5, 2020 |
| #13 | -6.25% Jun 4, 2021 - Aug 12, 2021 | -8.44% Oct 3, 2014 - Oct 31, 2014 |
| #14 | -6.24% Feb 15, 2007 - Apr 16, 2007 | -7.51% Jun 18, 2018 - Aug 27, 2018 |
| #15 | -6.21% Jul 17, 2024 - Aug 23, 2024 | -7.49% Oct 3, 2016 - Nov 17, 2016 |
Correlation
Correlation between PWV and ARKW is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
0.71
-101
Dividend Comparison (2005 - 2026)
PWV vs ARKW dividend yield comparison.
| Year | PWV | ARKW |
|---|---|---|
| 2026 | 0.47% | 0.00% |
| 2025 | 2.12% | 1.59% |
| 2024 | 2.08% | 0.00% |
| 2023 | 2.16% | 0.00% |
| 2022 | 2.29% | 0.00% |
| 2021 | 1.89% | 0.17% |
| 2020 | 2.66% | 1.29% |
| 2019 | 2.24% | 0.00% |
| 2018 | 2.34% | 13.05% |
| 2017 | 1.55% | 2.05% |
| 2016 | 2.35% | 0.00% |
| 2015 | 2.42% | 2.29% |
| 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% |
Select Stocks to Compare
Popular: PWV vs SPYARKW vs SPY
More Comparisons
Compare with similar stocks