ARKK
etf10AggressiveARK Innovation ETF
Thematic — Disruptive Innovation (Active)
Snapshot
Actively-managed, high-conviction bets on disruptive innovation (AI, genomics, fintech, EVs). High potential upside paired with extreme volatility and deep drawdowns.
Long-Term Total Return
Decade-scale view, dividends reinvested, vs. the S&P 500.
Growth of $10,000 invested at the start of the period, total return (price + reinvested dividends). Illustrative.
Risk Profile
Higher growth potential with larger drawdowns and uncertainty.
2–5 Year Outlook
Hypothetical bear / base / bull scenarios — not a prediction.
Hypothetical 5-year scenarios for $10,000 invested today.
| Scenario | Annualized | Total return | $10,000 → |
|---|---|---|---|
| Bull 19%/yr total return | +18.6%/yr | +135% | $23,465 |
| Base 6%/yr total return (≈ long-run trend) | +6.0%/yr | +34% | $13,382 |
| Bear -10%/yr total return | -9.7%/yr | -40% | $5,987 |
Projected from the fund's long-run total-return trend, widened by its volatility.
Technical Indicators
Objective price signals — moving averages, RSI, 52-week range — to interpret, not act on.
Illustrative daily prices (last ~9 months) with 50- and 200-day moving averages.
- Trading above its 50- and 200-day moving averages — a textbook uptrend.
- RSI 47 — neutral (neither overbought nor oversold).
- 9% below its 52-week high.
- MACD is below its signal line (negative momentum).
Technical indicators are objective descriptions of price behavior, not signals to act on. They are computed from illustrative sample prices and say nothing about a company's value. Not investment advice.
Fund Facts
- Expense ratio
- 0.75%Lower compounds to more wealth over decades
- 30-day yield
- 0.0%
- Holdings
- 35
- Turnover
- 70%Proxy for tax efficiency
- Tracking error
- 0.90%
- Structure
- ActiveManager tenure 11y
Sector Exposure
- Technology38%
- Health Care24%
- Financials18%
- Consumer Disc.12%
- Other8%
Geographic Exposure
- United States88%
- Other12%
Moat Analysis
A concentrated, high-conviction thematic bet on early-stage innovators. The upside is real but so is the risk: high fees, high turnover, concentrated positions, and history shows very large drawdowns.
Risk Factors
What could impair the long-term thesis.
- Extreme volatility and deep, prolonged drawdowns
- High fee and turnover (tax-inefficient)
- Concentration in unprofitable, speculative names
- Manager/strategy-dependent
Hypothetical Growth
What a past investment would be worth today.
Hypothetical growth calculator
See what an investment made years ago would be worth today, vs. the S&P 500 — a Premium tool.
$9/mo or $84/yr · cancel anytime
Forward Scenario Modeler
Project a starting investment across multi-decade horizons.
Forward scenario modeler
Model conservative, base, and optimistic returns across 10–40 year horizons with Premium.
$9/mo or $84/yr · cancel anytime
Data as of 2025-12-31. Illustrative sample data for research & education — not live market data, and not a recommendation to buy or sell ARKK.