Finny logo
Finny logo
Dibs:
Dibs:
0

7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $14.95 a month, without ads. Start a free trial. Go ad free!

18 important things you should know about ARK ARKW ETF

Updated: September 18, 2020
50
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
Bear Case
  • Low net assets
  • High expense ratio

Before we start: if you’re looking for ARKW “stock” price, you can quickly find it out by visiting Finny and typing "ARKW quote". If you’re looking for a quick scoop on ARKW "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "ARKW". You’ll get all this info in one place.

Are you looking to buy or sell ARKW? Or perhaps you’re looking for ARKW fact sheet, and learn about its alternatives? If so, you came to the right place.

In this ARKW ETF review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: ARKW performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: ARKW buy or sell; the pros and cons of investing in ARKW ETF;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to ARKW.

And here is the list of questions we’ll answer:

  1. Describe ARK Web x.0 ETF (ARKW).
  2. What is ARKW underlying index?
  3. What are ARKW holdings?
  4. What is ARKW performance? What are ARKW historical returns?
  5. How many up and down years did ARKW have historically?
  6. What is ARKW dividend yield?
  7. What is ARKW expense ratio?
  8. What is ARKW tax efficiency (tax-cost ratio)?
  9. What is ARKW beta? How would you assess ARKW risk?
  10. What is ARKW Sharpe ratio?
  11. What is ARKW Finny Score? ARKW buy or sell?
  12. What are the pros of investing in ARKW? What are ARKW buy reasons?
  13. What are the cons of investing in ARKW? What are ARKW sell reasons?
  14. Compare and contrast: ARKW vs ARKK.
  15. Compare and contrast: ARKW vs ARKQ.
  16. Compare and contrast: ARKW vs QQQ.
  17. Compare and contrast: ARKW vs FTEC.

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe ARK Web x.0 ETF (ARKW).

The Fund seeks long-term growth of capital. The Fund will invest primarily in domestic and foreign equity securities of companies that are relevant to the Funds investment theme of Web x.0. It will be concentrated in issuers in issuers having their principal business activities in the internet information provider.

2. What is ARKW underlying index?

--.

3. What are ARKW top holdings?

ARKW has 41 stock holdings and 0 bond holdings.

The top 10 holdings represent 48.90% of total assets. Here are the top holdings:

Name Symbol % Assets
Tesla Inc TSLA 9.43%
Square Inc A SQ 8.35%
Roku Inc Class A ROKU 5.42%
2U Inc TWOU 4.75%
Zillow Group Inc C Z 4.49%
Splunk Inc SPLK 3.79%
LendingTree Inc TREE 3.40%
Pinterest Inc PINS 3.29%
Xilinx Inc XLNX 3.08%
Facebook Inc A FB 2.90%

4. What is ARKW performance? What are ARKW historical returns?

ARKW has generated the following returns:

  • 1-month return is 2.38%;
  • 3-month return is 36.05%;
  • 1-year return is 109.43%;
  • 3-year return is 43.81%;
  • 5-year return is 41.92%.

5. How many up and down years did ARKW have historically?

In the last 10 years, ARKW had 5 up years and 0 down years. See Performances

6. What is ARKW dividend yield?

ARKW yield is 0%.

7. What is ARKW expense ratio?

ARKW expense ratio is 0.76%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses. See Expenses

8. What is ARKW tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 0%;
  • 3-year ax cost ratio is 1.24%.

See Taxes

9. What is ARKW beta? How would you assess ARKW risk?

  • 3-year beta is 1.44;
  • 5-year beta is 1.43.

See Risks

10. What is ARKW Sharpe ratio?

  • 3-year Sharpe ratio is 1.31;
  • 5-year Sharpe ratio is 1.24.

See Risks

Analysis

11. What is Finny Score? buy or sell?

Finny Score is 50. Our quantitative analysis shows 2 reasons to buy and 2 reasons to sell it, resulting in the Finny Score of 50.

12. What are the pros of investing in ARKW? What are ARKW buy reasons?

The following are ARKW strengths from our perspective:

  • <strong>ARKW 3-year return</strong> is 43.81%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 8.21%.
  • <strong>ARKW 5-year return</strong> is 41.92%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 10.45%.

13. What are the cons of investing in ARKW? What are ARKW negatives?

The following are ARKW weaknesses from our perspective:

  • <strong>ARKW net assets</strong> are $790.54 million. This fund is not a popular choice with retail investors.
  • <strong>ARKW expense ratio</strong> is 0.76%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Alternatives

14. Compare and contrast: ARKW vs ARKK.

Both ARKW and ARKK are ETFs. ARKW has a higher 5-year return than ARKK (41.92% vs 37%). ARKW has a higher expense ratio than ARKK (0.76% vs 0.75%). Below is the comparison between ARKW and ARKK.

ARKW ARKK
Segment Equity: Global Internet Equity: Global - Total Market
Net Assets $790.54M $3.10B
Expense Ratio 0.76% 0.75%
Management Style passive (index-based) passive (index-based)
Underlying Index -- --
YTD Return 80.85% 73.93%
1-Year Return 109.43% 102.35%
3-Year Return 43.81% 39.69%
5-Year Return 41.92% 37%
10-Year Return N/A N/A
Dividend Yield N/A 0.34%

ARKK profile: The Fund seeks long-term growth of capital. The Fund is an actively-managed exchange-traded fund that will invest under normal circumstances primarily (at least 65% of its assets) in domestic and foreign equity securities of companies that are relevant to the Funds investment theme of disruptive innovation.

For further information, check out ARKW vs ARKK comparison details.

15. Compare and contrast: ARKW vs ARKQ.

Both ARKW and ARKQ are ETFs. ARKW has a higher 5-year return than ARKQ (41.92% vs 28.01%). ARKW has a higher expense ratio than ARKQ (0.76% vs 0.75%). Below is the comparison between ARKW and ARKQ.

ARKW ARKQ
Segment Equity: Global Internet Equity: Global Technology
Net Assets $790.54M $209.18M
Expense Ratio 0.76% 0.75%
Management Style passive (index-based) passive (index-based)
Underlying Index -- --
YTD Return 80.85% 55.22%
1-Year Return 109.43% 84.07%
3-Year Return 43.81% 25.67%
5-Year Return 41.92% 28.01%
10-Year Return N/A N/A
Dividend Yield N/A N/A

ARKQ profile: The Fund seeks long-term growth of capital. The Fund will invest primarily in domestic and foreign equity securities of companies that are relevant to the Funds investment theme of industrial innovation. It will be concentrated in issuers in groups of industries in the industrials and information technology sectors.

For further information, check out ARKW vs ARKQ comparison details.

16. Compare and contrast: ARKW vs QQQ.

Both ARKW and QQQ are ETFs. ARKW has a higher 5-year return than QQQ (41.92% vs 23.79%). ARKW has a higher expense ratio than QQQ (0.76% vs 0.2%). Below is the comparison between ARKW and QQQ.

ARKW QQQ
Segment Equity: Global Internet Equity: U.S. - Large Cap
Net Assets $790.54M $100.58B
Expense Ratio 0.76% 0.2%
Management Style passive (index-based) passive (index-based)
Underlying Index -- NASDAQ-100 Index
YTD Return 80.85% 33.89%
1-Year Return 109.43% 51.79%
3-Year Return 43.81% 25.81%
5-Year Return 41.92% 23.79%
10-Year Return N/A 21.19%
Dividend Yield N/A 0.74%

QQQ profile: The Fund seeks to provide investment results that generally correspond to the price and yield performance of the Nasdaq-100 Index. The Index measures the average performance of a broadly diversified group of equity securities issued by 100 of the largest non-financial companies listed on The NASDAQ Stock Market, Inc.

For further information, check out ARKW vs QQQ comparison details.

17. Compare and contrast: ARKW vs FTEC.

Both ARKW and FTEC are ETFs. ARKW has a higher 5-year return than FTEC (41.92% vs 26.72%). ARKW has a higher expense ratio than FTEC (0.76% vs 0.08%). Below is the comparison between ARKW and FTEC.

ARKW FTEC
Segment Equity: Global Internet Equity: U.S. Technology
Net Assets $790.54M $3.48B
Expense Ratio 0.76% 0.08%
Management Style passive (index-based) passive (index-based)
Underlying Index -- MSCI USA IMI Information Technology Index
YTD Return 80.85% 28.8%
1-Year Return 109.43% 48.11%
3-Year Return 43.81% 27.91%
5-Year Return 41.92% 26.72%
10-Year Return N/A N/A
Dividend Yield N/A 1.19%

FTEC profile: The Fund seeks investment returns that correspond to the performance of the MSCI USA IMI Information Technology Index. The Fund will invest at least 80% of its assets in securities of MSCI USA IMI Information Technology Index which represents the performance of the information technology sector in the U.S. equity market.

For further information, check out ARKW vs FTEC comparison details.

In the ARKW review, we covered ARKW key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
Follow Us