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by klos ✦

ARKK vs SCHD

ARK Innovation ETF vs Schwab U.S. Dividend Equity ETF

Buy ARKK if…

  • You want stronger recent performance

Buy SCHD if…

  • You want lower costs (0.06% vs 0.75%)
  • You prefer higher liquidity and trading volume
  • You want higher dividend income (+3.79%)
  • You prioritize historical performance
Type
ETF
ETF
Issuer
ARK ETF Trust
Schwab ETFs
Holdings
46
97
Index
Dow Jones U.S. Large-Cap Growth
AUM
$8B
$71B
Inception
2014
2011

Key Metrics

Expense Ratio
0.75%
0.06%
Dividend Yield
0.00%
+3.79%
Daily Liquidity
9.68M
17.65M
Risk (β)
2.41
0.79

Cost Calculator

$
%
ARKK Fees
$0
SCHD Fees
$0

Annualized Returns

YTD
+37.49%
+3.40%
1 Year
+31.53%
-3.04%
3 Years
+27.03%
+5.13%
5 Years
-6.60%
+8.91%
10 Years
+14.90%
+11.30%

Top 10 Holdings

Tesla Inc
12.26%
Merck & Company Inc
4.97%
Tempus AI, Inc. Class A Common Stock
5.57%
Amgen Inc
4.86%
Roku Inc
5.47%
Cisco Systems Inc
4.50%
Crispr Therapeutics AG
5.42%
AbbVie Inc
4.30%
Coinbase Global Inc
5.20%
The Coca-Cola Company
4.23%
Shopify Inc
5.04%
Bristol-Myers Squibb Company
4.03%
Robinhood Markets Inc
4.22%
PepsiCo Inc
3.98%
Roblox Corp
3.79%
Chevron Corp
3.78%
Palantir Technologies Inc.
3.49%
Lockheed Martin Corporation
3.75%
Advanced Micro Devices Inc
3.35%
Verizon Communications Inc
3.74%

Related Comparisons

Compare ARKK to:

Compare SCHD to:

ARKK

The fund is an actively-managed exchange-traded fund (ETF) 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 fund's investment theme of disruptive innovation. Its investments in foreign equity securities will be in both developed and emerging markets. The fund may invest in foreign securities listed on foreign exchanges as well as American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs"). The fund is non-diversified.

SCHD

To pursue its goal, the fund generally invests in stocks that are included in the index. The index is designed to measure the performance of high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios. The fund will invest at least 90% of its net assets in these stocks.

Sector Breakdown

ARKK SCHD