TDTF vs ARKX

Comparison between FLEXSHARES IBOXX 5-YEAR TARGET DURATION TIPS INDEX FUND (TDTF, ETF) and ARK SPACE & DEFENSE INNOVATION ETF (ARKX, ETF).

5-Year PerformanceARKX has outperformed TDTF, delivering a return of +10.4% compared to +1.7%

TDTF vs ARKX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TDTF(ETF)	ARKX(ETF)
Net Assets	$1B	$1.10B
Expense Ratio	0.18%	0.75%
Max Drawdown	20.88%	43.61%
Sharpe Ratio	0.40	1.29
5Y Beta	0.02	1.42
P/E Ratio	N/A	568.74
Forward P/E	N/A	40.21
PEG Ratio	N/A	1.49
5Y Dividends CAGR	17.47%	N/A
5Y EPS CAGR	N/A	14.93%
P/S Ratio	N/A	6.04
P/B Ratio	N/A	4.98

Net Assets

TDTF

$1B

Winner

ARKX

$1.10B

Expense Ratio

Winner

TDTF

0.18%

ARKX

0.75%

Max Drawdown

Winner

TDTF

20.88%

ARKX

43.61%

Sharpe Ratio

TDTF

0.40

Winner

ARKX

1.29

5Y Beta

Winner

TDTF

0.02

ARKX

1.42

P/E Ratio

TDTF

N/A

ARKX

568.74

Forward P/E

TDTF

N/A

ARKX

40.21

PEG Ratio

TDTF

N/A

ARKX

1.49

5Y Dividends CAGR

TDTF

17.47%

ARKX

N/A

5Y EPS CAGR

TDTF

N/A

ARKX

14.93%

P/S Ratio

TDTF

N/A

ARKX

6.04

P/B Ratio

TDTF

N/A

ARKX

4.98

TDTF vs ARKX - Historical Returns

Returns include dividend reinvestment.

Period	TDTF	ARKX
1 month	-0.65%	-2.38%
3 months	+0.22%	+8.69%
6 months	+1.37%	+17.78%
1 year	+4.81%	+52.99%
5 years(CAGR)	+1.71%	+10.37%
10 years(CAGR)	+2.87%	N/A
Max(CAGR)	+2.25%	+10.28%

Winner

TDTF

-0.65%

ARKX

-2.38%

TDTF

+0.22%

Winner

ARKX

+8.69%

TDTF

+1.37%

Winner

ARKX

+17.78%

TDTF

+4.81%

Winner

ARKX

+52.99%

5Y(CAGR)

TDTF

+1.71%

Winner

ARKX

+10.37%

10Y(CAGR)

TDTF

+2.87%

ARKX

N/A

Max(CAGR)

TDTF

+2.25%

Winner

ARKX

+10.28%

TDTF vs ARKX - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	TDTF	ARKX
2026	+1.46%	+12.52%
2025	+7.74%	+49.15%
2024	+2.49%	+29.79%
2023	+3.79%	+24.78%
2022	-9.44%	-34.62%
2021	+5.37%	-7.14%
2020	+9.63%	N/A
2019	+7.99%	N/A
2018	-0.66%	N/A
2017	+1.85%	N/A
2016	+3.95%	N/A
2015	-0.97%	N/A
2014	-0.56%	N/A
2013	-4.95%	N/A
2012	+5.67%	N/A
2011	+0.65%	N/A

TDTF vs ARKX Drawdown Comparison

The maximum drawdown for TDTF was -12.00%, occurring on Nov 3, 2022. Recovery took 771 trading sessions.

The maximum drawdown for ARKX was -43.61%, occurring on Oct 14, 2022. Recovery took 848 trading sessions.

The current TDTF drawdown is -0.77%. The current ARKX drawdown is -10.49%.

Rank	TDTF	ARKX
#1	-12.00% Mar 8, 2022 - Apr 3, 2025	-43.61% Sep 2, 2021 - Jan 21, 2025
#2	-9.60% Mar 5, 2020 - Apr 15, 2020	-25.47% Jan 24, 2025 - Jun 6, 2025
#3	-6.85% Sep 14, 2012 - Sep 7, 2017	-20.42% Jan 16, 2026 - May 22, 2026
#4	-4.11% Nov 17, 2021 - Mar 7, 2022	-19.39% Oct 8, 2025 - Jan 6, 2026
#5	-3.08% Sep 7, 2017 - Feb 20, 2019	-13.35% May 28, 2026 - Jun 10, 2026
#6	-2.56% Apr 3, 2025 - Jun 24, 2025	-9.22% Apr 5, 2021 - Jun 28, 2021
#7	-2.21% Feb 10, 2021 - Apr 28, 2021	-7.36% Jun 29, 2021 - Sep 2, 2021
#8	-2.09% Nov 18, 2011 - Jan 25, 2012	-7.22% Jul 17, 2025 - Sep 19, 2025
#9	-1.98% Sep 22, 2011 - Nov 1, 2011	-3.19% Jun 30, 2025 - Jul 9, 2025
#10	-1.89% Aug 29, 2019 - Jan 3, 2020	-3.00% Jun 9, 2025 - Jun 23, 2025
#11	-1.77% Apr 15, 2020 - Jun 1, 2020	-2.47% Sep 23, 2025 - Sep 30, 2025
#12	-1.58% Feb 27, 2026 - Apr 14, 2026	-1.05% Jan 6, 2026 - Jan 8, 2026
#13	-1.25% Feb 28, 2012 - Apr 11, 2012	-0.44% Jan 12, 2026 - Jan 14, 2026
#14	-1.24% May 10, 2021 - Jul 2, 2021	-0.35% Oct 6, 2025 - Oct 8, 2025
#15	-1.19% Jul 31, 2012 - Aug 28, 2012	-0.33% Jan 21, 2025 - Jan 23, 2025