Compare · 2 funds side by side · dividends reinvested

ARKX and SPYM

ARKXARK×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

ARKX 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 Space & Defense Innovation ETFThematic · Defense & space0.75%0.00%−0.2%−7.2%+31.4%[…]−23.4%33.7%$737M1.9

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: ARKX 2021 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

ARK Space & Defense Innovation ETF · $737M[…]

ARKX

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 15.5% in common

ARKXMeasureSPYM

−0.2%Year to dateJan 1 → Nov 4+13.4%

−7.2%1 yearTotal return+13.5%

+31.4%3 years · per year$10,000 became $22,682 · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

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

0.00%Trailing 12-mo yield$0 · $101 a year on $10k1.01%

−23.4%Worst dropSmaller is better−8.9%

33.7%VolatilityLower is calmer12.8%

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

1–6SPYM wins

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

More Ways to See the Pairs

ARKX vs SPYM: Top 5 Holdings

Today

ARKX

36.1%in top 5

SPYM

in top 527.3%

ARKXStockSPYM

10.8%SPCXnot top 5

7.7%LHXnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

6.0%KTOSnot top 5

not top 5MSFT5.9%

5.9%DEnot top 5

5.6%AVAVnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common15.5%

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

ARKX vs SPYM Returns, Every Period

ARKARKX

−7.2%

past year

SPYMSPDR

+13.5%

past year

ARKXSPYMFaded: behind in that period

1–2SPYM wins

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

Thematic vs Core: ARKX vs SPYM

YTD

ARKARKX

−0.2%

SPYMSPDR

+13.4%

−0.2%Year to date+13.4%

−23.4%Worst drop · 1Y−8.9%

33.7%Volatility · 1Y12.8%

0.0%Yield1.0%

$737MAssets$182B

4–0SPYM wins

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

Cost, Income and Risk

Fees: ARKX, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

ARKX0.75%$75

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

Yields: ARKX, SPYM

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

ARKX0.00%$0

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

ARKX$0 − $75 = −$75

KeptFee

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

Overlap: ARKX, SPYM

Today

15.5%most shared, ARKX and SPYM

ARKXSPYM

ARKX—15.5%

SPYM15.5%—

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

ARKXWorst drop−23.4%33.7% vol

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

Paid More vs Made More

YTD

SPYMARKX

+13.4%Year to date−0.2%

1.0%Yield0.0%

+13.5%Past year−7.2%

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