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ARKK

etf10Aggressive

ARK Innovation ETF

Thematic — Disruptive Innovation (Active)

$60.00
AUM $6.00B

Snapshot

Actively-managed, high-conviction bets on disruptive innovation (AI, genomics, fintech, EVs). High potential upside paired with extreme volatility and deep drawdowns.

Expense Ratioi
0.75%
10Y Return
6.0%
annualized
15Y Return
—
annualized
20Y Return
—
annualized
Yield
0.0%
Holdings
35
AUM
$6.00B
Turnoveri
70%
Tracking Err.
0.90%
Structure
Active

Long-Term Total Return

i

Decade-scale view, dividends reinvested, vs. the S&P 500.

ARKK1.7×S&P 5002.4×

Growth of $10,000 invested at the start of the period, total return (price + reinvested dividends). Illustrative.

Risk Profile

i
Aggressive

Higher growth potential with larger drawdowns and uncertainty.

Volatilityi
45%
Betai
1.80
Max Drawdowni
-67%
1Y Return
+7%
momentum

2–5 Year Outlook

i

Hypothetical bear / base / bull scenarios — not a prediction.

Hypothetical 5-year scenarios for $10,000 invested today.

ScenarioAnnualizedTotal 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.

Hypothetical scenarios, not a forecast. These ranges are modeled from illustrative assumptions about growth and valuation — not predictions, price targets, or a recommendation to buy or sell. Real outcomes vary widely and can be negative. 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
Active
Manager tenure 11y

Sector Exposure

  • Technology38%
  • Health Care24%
  • Financials18%
  • Consumer Disc.12%
  • Other8%

Geographic Exposure

  • United States88%
  • Other12%

Moat Analysis

i
2 / 5

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.

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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.

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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.