SPGM vs ARKW

Comparison between SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF) and ARK NEXT GENERATION INTERNET ETF (ARKW, ETF).

5-Year PerformanceSPGM has outperformed ARKW, delivering a return of +11.3% compared to +1.7%

SPGM vs ARKW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPGM(ETF)	ARKW(ETF)
Net Assets	$1.40B	$1.50B
Expense Ratio	0.09%	0.76%
Max Drawdown	33.97%	80.55%
Sharpe Ratio	2.19	1.18
5Y Beta	0.90	1.75
P/E Ratio	27.74	-59.25
Forward P/E	20.40	46.70
5Y Dividends CAGR	19.85%	N/A
5Y EPS CAGR	23.51%	N/A
P/S Ratio	0.35	3.95
P/B Ratio	4.72	6.71

Net Assets

SPGM

$1.40B

Winner

ARKW

$1.50B

Expense Ratio

Winner

SPGM

0.09%

ARKW

0.76%

Max Drawdown

Winner

SPGM

33.97%

ARKW

80.55%

Sharpe Ratio

Winner

SPGM

2.19

ARKW

1.18

5Y Beta

Winner

SPGM

0.90

ARKW

1.75

P/E Ratio

SPGM

27.74

Winner

ARKW

-59.25

Forward P/E

Winner

SPGM

20.40

ARKW

46.70

5Y Dividends CAGR

SPGM

19.85%

ARKW

N/A

5Y EPS CAGR

SPGM

23.51%

ARKW

N/A

P/S Ratio

Winner

SPGM

0.35

ARKW

3.95

P/B Ratio

Winner

SPGM

4.72

ARKW

6.71

SPGM vs ARKW - Holdings Comparison

SPGM and ARKW have 27 common holdings. Overlap is 11.27%

SPGM's top 25 holdings weight is 29.28%. ARKW's top 25 holdings weight is 86.74%.

Rank	SPGM	ARKW
#1	NVIDIA CORP (NVDA) - 4.15%	ADVANCED MICRO DEVICES INC (AMD) - 8.69%
#2	APPLE INC (AAPL) - 3.64%	TESLA INC (TSLA) - 8.46%
#3	MICROSOFT CORP (MSFT) - 2.61%	ARK BITCOIN ETF HOLDCO (ARKW) (n/a) - 5.96%
#4	AMAZON.COM INC (AMZN) - 1.85%	ROBINHOOD MARKETS INC CLASS A (HOOD) - 5.01%
#5	ALPHABET INC CLASS A (GOOGL) - 1.53%	SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 4.58%
#6	ALPHABET INC CLASS C (GOOG) - 1.52%	ROKU INC CLASS A (ROKU) - 4.23%
#7	BROADCOM INC (AVGO) - 1.40%	AMAZON.COM INC (AMZN) - 4.09%
#8	n/a (TSM) - 1.38%	CIRCLE INTERNET GROUP INC ORDINARY SHARES CLASS A (CRCL) - 4.08%
#9	META PLATFORMS INC CLASS A (META) - 1.29%	COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 3.88%
#10	TESLA INC (TSLA) - 1.06%	COINBASE GLOBAL INC ORDINARY SHARES CLASS A (COIN) - 3.87%
#11	JPMORGAN CHASE & CO (JPM) - 0.90%	ALPHABET INC CLASS C (GOOG) - 3.55%
#12	EXXON MOBIL CORP (XOM) - 0.80%	ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 3.13%
#13	ELI LILLY AND CO (LLY) - 0.70%	PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 2.87%
#14	SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.66%	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.84%
#15	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.63%	BLOCK INC CLASS A (XYZ) - 2.83%
#16	VISA INC CLASS A (V) - 0.58%	OPENAI GROUP PBC SERIES C (n/a) - 2.55%
#17	ASML HOLDING NV (n/a) - 0.56%	BROADCOM INC (AVGO) - 2.32%
#18	CHEVRON CORP (CVX) - 0.53%	BULLISH (BLSH) - 2.09%
#19	COSTCO WHOLESALE CORP (COST) - 0.52%	BITMINE IMMERSION TECHNOLOGIES INC (BMNR) - 2.00%
#20	WALMART INC (WMT) - 0.51%	CLOUDFLARE INC (NET) - 1.85%
#21	JOHNSON & JOHNSON (JNJ) - 0.51%	META PLATFORMS INC CLASS A (META) - 1.82%
#22	CHUBB LTD (CB) - 0.50%	CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.81%
#23	TENCENT HOLDINGS LTD (n/a) - 0.50%	EVERPURE INC CLASS A (P) - 1.49%
#24	NESTLE SA (n/a) - 0.50%	DATADOG INC CLASS A (DDOG) - 1.46%
#25	CATERPILLAR INC (CAT) - 0.45%	NETFLIX INC (NFLX) - 1.28%
Total Holdings	2333	43

SPGM vs ARKW - Historical Returns

Returns include dividend reinvestment.

Period	SPGM	ARKW
1 month	+7.17%	+17.62%
3 months	+5.31%	+14.83%
6 months	+13.38%	-8.19%
1 year	+36.03%	+40.74%
5 years(CAGR)	+11.26%	+1.71%
10 years(CAGR)	+12.93%	+23.96%
Max(CAGR)	+11.34%	+20.78%

SPGM

+7.17%

Winner

ARKW

+17.62%

SPGM

+5.31%

Winner

ARKW

+14.83%

Winner

SPGM

+13.38%

ARKW

-8.19%

SPGM

+36.03%

Winner

ARKW

+40.74%

5Y(CAGR)

Winner

SPGM

+11.26%

ARKW

+1.71%

10Y(CAGR)

SPGM

+12.93%

Winner

ARKW

+23.96%

Max(CAGR)

SPGM

+11.34%

Winner

ARKW

+20.78%

SPGM vs ARKW - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	SPGM	ARKW
2026	+9.75%	-1.50%
2025	+23.70%	+37.47%
2024	+17.65%	+48.08%
2023	+21.33%	+101.17%
2022	-17.95%	-68.05%
2021	+20.77%	-18.52%
2020	+14.24%	+151.90%
2019	+26.23%	+35.63%
2018	-10.47%	+1.03%
2017	+22.11%	+84.89%
2016	+10.39%	+11.88%
2015	-2.10%	+16.62%
2014	+11.58%	+2.70%
2013	+20.65%	N/A
2012	+1.33%	N/A

SPGM vs ARKW Drawdown Comparison

The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.

The maximum drawdown for ARKW was -80.52%, occurring on Dec 28, 2022. This drawdown has not yet recovered.

The current SPGM drawdown is -0.16%. The current ARKW drawdown is -20.30%.

Rank	SPGM	ARKW
#1	-33.97% Feb 12, 2020 - Aug 24, 2020	-80.52% Feb 12, 2021 - Dec 28, 2022
#2	-25.92% Jan 4, 2022 - Jan 25, 2024	-40.66% Feb 19, 2020 - May 19, 2020
#3	-21.99% Jun 18, 2015 - Jan 24, 2017	-31.62% Dec 2, 2015 - Jul 18, 2016
#4	-19.40% Jan 26, 2018 - Oct 24, 2019	-25.49% Aug 29, 2018 - Mar 21, 2019
#5	-16.90% Feb 18, 2025 - Jun 2, 2025	-14.72% May 3, 2019 - Jul 15, 2019
#6	-13.83% Jul 10, 2014 - Dec 3, 2014	-14.03% Sep 1, 2020 - Oct 8, 2020
#7	-11.87% Mar 19, 2012 - Sep 13, 2012	-13.41% Jul 24, 2019 - Nov 22, 2019
#8	-9.50% Feb 25, 2026 - Apr 15, 2026	-13.23% Jun 22, 2015 - Dec 1, 2015
#9	-8.97% Dec 16, 2013 - May 27, 2014	-12.00% Mar 12, 2018 - Jun 4, 2018
#10	-8.55% Jul 16, 2024 - Aug 30, 2024	-9.72% Nov 6, 2020 - Nov 20, 2020
#11	-8.37% May 21, 2013 - Aug 8, 2013	-9.07% Jan 26, 2018 - Feb 15, 2018
#12	-7.49% Sep 2, 2020 - Nov 9, 2020	-8.59% Oct 13, 2020 - Nov 5, 2020
#13	-6.08% Sep 17, 2012 - Dec 18, 2012	-8.44% Oct 3, 2014 - Oct 31, 2014
#14	-5.52% Sep 3, 2021 - Oct 25, 2021	-7.51% Jun 18, 2018 - Aug 27, 2018
#15	-5.28% Nov 8, 2021 - Jan 4, 2022	-7.49% Oct 3, 2016 - Nov 17, 2016

Correlation

Correlation between SPGM and ARKW is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2012 - 2025)

SPGM vs ARKW dividend yield comparison.

Year	SPGM	ARKW
2025	1.89%	1.59%
2024	1.98%	0.00%
2023	2.09%	0.00%
2022	2.37%	0.00%
2021	1.94%	0.17%
2020	1.45%	1.29%
2019	2.46%	0.00%
2018	1.89%	13.05%
2017	2.29%	2.05%
2016	1.87%	0.00%
2015	3.70%	2.29%
2014	2.18%	0.00%
2013	1.75%	0.00%
2012	2.26%	0.00%