USA vs ARKQ

Comparison between Liberty All-Star Equity Fund (USA, ETF) and ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF (ARKQ, ETF).

5-Year PerformanceARKQ has outperformed USA, delivering a return of +12.2% compared to +3.5%

USA vs ARKQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USA(ETF)	ARKQ(ETF)
Net Assets	$2B	$2.10B
Expense Ratio	N/A	0.75%
Max Drawdown	82.89%	60.20%
Sharpe Ratio	-0.31	2.02
5Y Beta	0.80	1.66
P/E Ratio	N/A	-2319.13
Forward P/E	N/A	45.56
PEG Ratio	N/A	1.45
5Y Dividends CAGR	5.01%	N/A
5Y EPS CAGR	N/A	16.78%
P/S Ratio	N/A	4.55
P/B Ratio	N/A	5.71

Net Assets

USA

$2B

Winner

ARKQ

$2.10B

Expense Ratio

USA

N/A

ARKQ

0.75%

Max Drawdown

USA

82.89%

Winner

ARKQ

60.20%

Sharpe Ratio

USA

-0.31

Winner

ARKQ

2.02

5Y Beta

Winner

USA

0.80

ARKQ

1.66

P/E Ratio

USA

N/A

ARKQ

-2319.13

Forward P/E

USA

N/A

ARKQ

45.56

PEG Ratio

USA

N/A

ARKQ

1.45

5Y Dividends CAGR

USA

5.01%

ARKQ

N/A

5Y EPS CAGR

USA

N/A

ARKQ

16.78%

P/S Ratio

USA

N/A

ARKQ

4.55

P/B Ratio

USA

N/A

ARKQ

5.71

USA vs ARKQ - Historical Returns

Returns include dividend reinvestment.

Period	USA	ARKQ
1 month	+2.96%	+15.12%
3 months	-2.32%	+11.30%
6 months	-0.44%	+19.48%
1 year	-3.74%	+81.50%
5 years(CAGR)	+3.50%	+12.20%
10 years(CAGR)	+12.41%	+23.16%
Max(CAGR)	+6.63%	+18.87%

USA

+2.96%

Winner

ARKQ

+15.12%

USA

-2.32%

Winner

ARKQ

+11.30%

USA

-0.44%

Winner

ARKQ

+19.48%

USA

-3.74%

Winner

ARKQ

+81.50%

5Y(CAGR)

USA

+3.50%

Winner

ARKQ

+12.20%

10Y(CAGR)

USA

+12.41%

Winner

ARKQ

+23.16%

Max(CAGR)

USA

+6.63%

Winner

ARKQ

+18.87%

USA vs ARKQ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	USA	ARKQ
2026	-3.31%	+15.84%
2025	-0.65%	+50.23%
2024	+22.04%	+36.90%
2023	+21.13%	+42.50%
2022	-25.15%	-47.92%
2021	+37.60%	+1.02%
2020	+11.48%	+103.11%
2019	+39.77%	+25.63%
2018	-4.91%	-10.07%
2017	+32.32%	+50.37%
2016	+8.93%	+16.82%
2015	-2.04%	-1.41%
2014	+9.24%	+0.15%
2013	+28.69%	N/A
2012	+18.32%	N/A
2011	-8.62%	N/A
2010	+19.75%	N/A
2009	+30.27%	N/A
2008	-43.42%	N/A
2007	-5.19%	N/A
2006	+10.28%	N/A
2005	-5.71%	N/A
2004	+10.37%	N/A
2003	+50.09%	N/A
2002	-35.15%	N/A
2001	-2.94%	N/A
2000	+17.03%	N/A
1999	-7.83%	N/A

USA vs ARKQ Drawdown Comparison

The maximum drawdown for USA was -69.18%, occurring on Mar 9, 2009. Recovery took 1522 trading sessions.

The maximum drawdown for ARKQ was -59.88%, occurring on Dec 28, 2022. Recovery took 1110 trading sessions.

The current USA drawdown is -8.52%.

Rank	USA	ARKQ
#1	-69.18% Jul 13, 2007 - Jul 30, 2013	-59.88% Feb 12, 2021 - Jul 17, 2025
#2	-50.47% May 21, 2001 - Mar 5, 2004	-36.74% Feb 19, 2020 - May 26, 2020
#3	-47.07% Feb 12, 2020 - Nov 17, 2020	-29.62% Apr 15, 2015 - Jul 26, 2016
#4	-33.98% Oct 11, 2021 - Jul 12, 2024	-22.97% Aug 29, 2018 - Dec 16, 2019
#5	-25.78% Sep 27, 2018 - Jun 18, 2019	-20.58% Jan 16, 2026 - May 8, 2026
#6	-21.83% May 14, 2015 - Dec 7, 2016	-18.79% Oct 29, 2025 - Jan 6, 2026
#7	-20.11% Nov 5, 1999 - Jun 16, 2000	-13.43% Mar 12, 2018 - Jun 18, 2018
#8	-18.49% Apr 5, 2004 - Feb 14, 2005	-13.00% Sep 2, 2020 - Oct 9, 2020
#9	-17.97% Aug 2, 2005 - Dec 20, 2006	-11.19% Jan 26, 2018 - Mar 12, 2018
#10	-17.69% Jan 28, 2025 - Apr 7, 2025	-10.26% Oct 5, 2016 - Dec 27, 2016
#11	-10.82% Jan 31, 2001 - May 1, 2001	-9.76% Nov 24, 2014 - Apr 10, 2015
#12	-10.47% Aug 27, 2014 - Nov 18, 2014	-9.21% Oct 14, 2020 - Nov 16, 2020
#13	-10.41% Apr 21, 2021 - Jun 1, 2021	-7.47% Jun 18, 2018 - Aug 27, 2018
#14	-10.03% Jan 26, 2018 - Jun 6, 2018	-7.19% Oct 3, 2014 - Oct 28, 2014
#15	-9.02% Feb 16, 2005 - Jul 26, 2005	-7.13% Jun 8, 2017 - Jul 25, 2017

Correlation

Correlation between USA and ARKQ is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2000 - 2026)

USA vs ARKQ dividend yield comparison.

Year	USA	ARKQ
2026	5.74%	0.00%
2025	10.67%	0.27%
2024	10.22%	0.00%
2023	9.56%	0.00%
2022	12.11%	0.00%
2021	9.67%	0.80%
2020	9.13%	0.86%
2019	9.75%	0.00%
2018	12.64%	2.86%
2017	8.89%	1.54%
2016	9.30%	0.00%
2015	9.53%	0.98%
2014	6.52%	0.00%
2013	5.86%	0.00%
2012	6.71%	0.00%
2011	8.06%	0.00%
2010	6.29%	0.00%
2009	7.16%	0.00%
2008	18.57%	0.00%
2007	12.77%	0.00%
2006	10.62%	0.00%
2005	9.54%	0.00%
2004	9.31%	0.00%
2003	8.25%	0.00%
2002	13.25%	0.00%
2001	10.82%	0.00%
2000	5.90%	0.00%