ETF Versus

ARKK vs IWD

ARK Innovation ETF vs iShares Russell 1000 Value ETF

Last updated: 2026-04-02

ARKK ARK

ARK Innovation ETF (ARKK) is an exchange-traded fund issued by ARK that provides exposure to thematic - innovation securities. It charges a high expense ratio of 0.75%. Launched in 2014, the fund has a 12-year track record.

AUM: $6.7B ER: 0.75% Yield: N/A Since: 2014-10-31
IWD iShares

iShares Russell 1000 Value ETF (IWD) is an exchange-traded fund issued by iShares that provides exposure to large-cap U.S. value stocks trading at below-market valuations. It charges a moderate expense ratio of 0.19%. The fund offers a moderate dividend yield of 1.66%. Launched in 2000, the fund has a 26-year track record.

AUM: N/A ER: 0.19% Yield: 1.66% Since: 2000-05-26

Quick Verdict

IWD is significantly cheaper at 0.19% vs 0.75% expense ratio, saving you approximately $1,076 per $10,000 invested over 10 years. Over the past year, ARKK has significantly outperformed with a 38.6% return vs 13.7%.

Key Metrics

Metric ARKK IWD
Expense Ratio 0.75% 0.19%
Dividend Yield N/A 1.7%
Fund Family ARK iShares
Category Thematic - Innovation US Large Cap Value

Performance Chart

Indexed to 100 at start (5-year comparison)

20 46 72 98 124 150 2021-04 2022-06 2023-10 2024-12 2026-04
ARKK -44.0%
IWD +39.5%

Performance Comparison

Period ARKK IWD Difference
1 Month -5.72% -3.22% -2.50%
3 Months -13.00% +1.38% -14.38%
6 Months -25.61% +4.82% -30.43%
YTD -13.00% +1.38% -14.38%
1 Year +38.62% +13.74% +24.88%
3 Years +72.13% +40.52% +31.61%
5 Years -43.99% +39.50% -83.49%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period ARKK Fees IWD Fees You Save
$10,000 10 years $1,453 $377 $1,076
$10,000 20 years $6,064 $1,613 $4,451
$10,000 30 years $18,984 $5,178 $13,806
$50,000 10 years $7,266 $1,884 $5,382
$50,000 30 years $94,918 $25,888 $69,030
$100,000 30 years $189,836 $51,776 $138,060

Risk Metrics

Based on 5 years of daily returns

Metric ARKK IWD
Annualized Volatility 46.4% 14.9%
Max Drawdown -77.3% -20.3%
Sharpe Ratio -0.12 0.22

Dividend Comparison

Metric ARKK IWD
Annual Dividend (per share) $0.00 $3.58
Dividend Yield 0.00% 1.66%
Distribution Frequency None Quarterly

Top Holdings

ARKK Top Holdings

NameWeight
Tesla Inc1088.03%
CRISPR Therapeutics AG548.07%
Roku Inc500.14%
Tempus AI Inc487.20%
Coinbase Global Inc462.29%
Shopify Inc424.50%
Robinhood Markets Inc399.82%
Advanced Micro Devices Inc397.53%
Teradyne Inc357.06%
Beam Therapeutics Inc353.11%

Which One Should You Choose?

Choose IWD if...

you want the lowest fees and plan to buy and hold long-term. Over decades, the expense ratio difference compounds significantly.

Choose ARKK if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

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