Compare · 2 funds side by side · dividends reinvested

ARKQ and SPYM

ARKQARK×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

ARKQ and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.1

ARK Autonomous Technology & Robotics ETFThematic · AI & semis0.75%0.28%−6.0%−12.9%+32.4%+5.6%−25.1%34.7%$1.9B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: ARKQ 2014 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

ARK Autonomous Technology & Robotics ETF · $1.9B$13,110

ARKQ

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 18.8% in common

ARKQMeasureSPYM

−6.0%Year to dateJan 1 → Nov 4+13.4%

−12.9%1 yearTotal return+13.5%

+32.4%3 years · per year$10,000 became $23,185 · $19,186+24.3%

+5.6%5 years · per year$10,000 became $13,110 · $18,126+12.6%

0.75%Expense ratio$75 · $2 a year on $10k · lower is better0.02%

0.28%Trailing 12-mo yield$28 · $101 a year on $10k1.01%

−25.1%Worst dropSmaller is better−8.9%

34.7%VolatilityLower is calmer12.8%

ARKQSPYM Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7SPYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ARKQ vs SPYM: Top 5 Holdings

Today

ARKQ

37.9%in top 5

SPYM

in top 527.3%

ARKQStockSPYM

12.9%TSLAnot top 5

8.6%SPCXnot top 5

5.8%NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

5.6%KTOSnot top 5

4.9%PLTRnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common18.8%

End-of-day Nov 4, 2026 · share of each fund

ARKQ vs SPYM Returns, Every Period

ARKARKQ

+5.6%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

ARKQSPYMFaded: behind in that period

1–3SPYM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs Core: ARKQ vs SPYM

YTD

ARKARKQ

−6.0%

SPYMSPDR

+13.4%

−6.0%Year to date+13.4%

−25.1%Worst drop · 1Y−8.9%

34.7%Volatility · 1Y12.8%

0.3%Yield1.0%

$1.9BAssets$182B

4–0SPYM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ARKQ, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

ARKQ0.75%$75

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ARKQ, SPYM

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

ARKQ0.28%$28

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

ARKQ$28 − $75 = −$47

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ARKQ, SPYM

Today

18.8%most shared, ARKQ and SPYM

ARKQSPYM

ARKQ—18.8%

SPYM18.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%SPYM, at 12.8% volatility

SPYMWorst drop−8.9%12.8% vol

ARKQWorst drop−25.1%34.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMARKQ

+13.4%Year to date−6.0%

1.0%Yield0.3%

+13.5%Past year−12.9%

0.02%Fee0.75%

4–0SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026