RSMC vs ARKX
Comparison between ROCKEFELLER U.S. SMALL-MID CAP ETF (RSMC, ETF) and ARK SPACE & DEFENSE INNOVATION ETF (ARKX, ETF).
RSMC vs ARKX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RSMC
$763M
ARKX
$760M
Expense Ratio
RSMC
0.75%
ARKX
0.75%
Max Drawdown
Winner
RSMC
22.33%
ARKX
43.61%
Sharpe Ratio
RSMC
0.52
Winner
ARKX
0.84
5Y Beta
Winner
RSMC
0.97
ARKX
1.46
P/E Ratio
Winner
RSMC
31.91
ARKX
135.41
Forward P/E
Winner
RSMC
19.66
ARKX
33.36
PEG Ratio
RSMC
N/A
ARKX
0.42
5Y EPS CAGR
RSMC
15.40%
Winner
ARKX
17.03%
Debt to Equity
RSMC
60.87%
ARKX
N/A
P/S Ratio
Winner
RSMC
0.88
ARKX
5.45
P/B Ratio
Winner
RSMC
3.81
ARKX
5.10
RSMC vs ARKX - Holdings Comparison
RSMC and ARKX have 1 common holdings. Overlap is -0.01%
RSMC's top 25 holdings weight is 66.47%. ARKX's top 25 holdings weight is 90.04%.
| Rank | RSMC | ARKX |
|---|---|---|
| #1 | HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC (HASI) - 3.98% | SPACE EXPLORATION TECHNOLOGIES CORP CLASS A (SPCX) - 7.96% |
| #2 | RADNET INC (RDNT) - 3.67% | L3HARRIS TECHNOLOGIES INC (LHX) - 6.82% |
| #3 | FIRSTCASH HOLDINGS INC (FCFS) - 3.40% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 6.18% |
| #4 | INTERDIGITAL INC (IDCC) - 3.15% | DEERE & CO (DE) - 5.74% |
| #5 | STONEX GROUP INC (SNEX) - 3.13% | ADVANCED MICRO DEVICES INC (AMD) - 5.55% |
| #6 | TD SYNNEX CORP (SNX) - 3.05% | ROCKET LAB CORP (RKLB) - 4.80% |
| #7 | JONES LANG LASALLE INC (JLL) - 2.94% | AEROVIRONMENT INC (AVAV) - 4.45% |
| #8 | KORN FERRY (KFY) - 2.78% | AMAZON.COM INC (AMZN) - 4.39% |
| #9 | SEI INVESTMENTS CO (SEIC) - 2.62% | ALPHABET INC CLASS C (GOOG) - 4.16% |
| #10 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.60% | TERADYNE INC (TER) - 4.06% |
| #11 | MUELLER INDUSTRIES INC (MLI) - 2.58% | ARCHER AVIATION INC CLASS A (ACHR) - 3.40% |
| #12 | PRIMO BRANDS CORP ORDINARY SHARES CLASS A (PRMB) - 2.55% | NVIDIA CORP (NVDA) - 3.30% |
| #13 | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 2.48% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 3.12% |
| #14 | PJT PARTNERS INC CLASS A (PJT) - 2.47% | TESLA INC (TSLA) - 3.05% |
| #15 | CSW INDUSTRIALS INC (CSW) - 2.39% | KOMATSU LTD (n/a) - 3.04% |
| #16 | CHURCHILL DOWNS INC (CHDN) - 2.38% | TRIMBLE INC (TRMB) - 3.01% |
| #17 | U.S. BANK MONEY MARKET DEPOSIT ACCOUNT (n/a) - 2.37% | IRIDIUM COMMUNICATIONS INC (IRDM) - 2.65% |
| #18 | CASELLA WASTE SYSTEMS INC CLASS A (CWST) - 2.32% | JOBY AVIATION INC (JOBY) - 2.29% |
| #19 | NORDSON CORP (NDSN) - 2.31% | HEICO CORP (HEI) - 1.90% |
| #20 | OLLIE'S BARGAIN OUTLET HOLDINGS INC (OLLI) - 2.31% | THALES (n/a) - 1.89% |
| #21 | IMPINJ INC (PI) - 2.30% | ELBIT SYSTEMS LTD (n/a) - 1.75% |
| #22 | AAON INC (AAON) - 2.25% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 1.70% |
| #23 | CHAMPION HOMES INC (SKY) - 2.17% | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.68% |
| #24 | ONTO INNOVATION INC (ONTO) - 2.14% | GARMIN LTD (GRMN) - 1.61% |
| #25 | ONE GAS INC (OGS) - 2.13% | BWX TECHNOLOGIES INC (BWXT) - 1.54% |
| Total Holdings | 47 | 37 |
RSMC vs ARKX - Historical Returns
Returns include dividend reinvestment.
1M
RSMC
+3.56%
Winner
ARKX
+6.64%
3M
Winner
RSMC
+4.80%
ARKX
-3.51%
6M
Winner
RSMC
+9.13%
ARKX
+2.15%
1Y
RSMC
+12.01%
Winner
ARKX
+30.14%
5Y(CAGR)
RSMC
N/A
ARKX
+10.88%
Max(CAGR)
RSMC
+7.63%
Winner
ARKX
+9.58%
RSMC vs ARKX - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | RSMC | ARKX |
|---|---|---|
| 2026 | +14.02% | +10.76% |
| 2025 | -0.75% | +49.15% |
| 2024 | +0.68% | +29.79% |
| 2023 | N/A | +24.78% |
| 2022 | N/A | -34.62% |
| 2021 | N/A | -7.14% |
RSMC vs ARKX Drawdown Comparison
The maximum drawdown for RSMC was -22.33%, occurring on Apr 8, 2025. Recovery took 347 trading sessions.
The maximum drawdown for ARKX was -43.61%, occurring on Oct 14, 2022. Recovery took 848 trading sessions.
The current RSMC drawdown is -1.81%. The current ARKX drawdown is -11.90%.
| Rank | RSMC | ARKX |
|---|---|---|
| #1 | -22.33% Nov 25, 2024 - Apr 17, 2026 | -43.61% Sep 2, 2021 - Jan 21, 2025 |
| #2 | -4.43% Jun 30, 2026 - Aug 4, 2026 | -25.47% Jan 24, 2025 - Jun 6, 2025 |
| #3 | -4.34% Nov 11, 2024 - Nov 25, 2024 | -21.78% May 28, 2026 - Jul 29, 2026 |
| #4 | -4.29% May 8, 2026 - Jun 12, 2026 | -20.42% Jan 16, 2026 - May 22, 2026 |
| #5 | -3.31% Oct 16, 2024 - Nov 6, 2024 | -19.39% Oct 8, 2025 - Jan 6, 2026 |
| #6 | -2.71% Aug 17, 2026 - Aug 20, 2026 | -9.22% Apr 5, 2021 - Jun 28, 2021 |
| #7 | -2.65% Apr 24, 2026 - May 5, 2026 | -7.36% Jun 29, 2021 - Sep 2, 2021 |
| #8 | -1.38% Jun 22, 2026 - Jun 30, 2026 | -7.22% Jul 17, 2025 - Sep 19, 2025 |
| #9 | -1.18% Jun 15, 2026 - Jun 18, 2026 | -3.19% Jun 30, 2025 - Jul 9, 2025 |
| #10 | -0.99% Aug 5, 2026 - Aug 12, 2026 | -3.00% Jun 9, 2025 - Jun 23, 2025 |
| #11 | -0.09% May 6, 2026 - May 8, 2026 | -2.47% Sep 23, 2025 - Sep 30, 2025 |
| #12 | -0.05% Oct 14, 2024 - Oct 16, 2024 | -1.05% Jan 6, 2026 - Jan 8, 2026 |
| #13 | N/A | -0.44% Jan 12, 2026 - Jan 14, 2026 |
| #14 | N/A | -0.35% Oct 6, 2025 - Oct 8, 2025 |
| #15 | N/A | -0.33% Jan 21, 2025 - Jan 23, 2025 |
Correlation
Correlation between RSMC and ARKX is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.69
-101
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