Compare · 3 funds side by side · dividends reinvested

UFO, ARKX and PHO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,505UFO · best of the three

02 / 04

UFO, ARKX and PHO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Water Resources ETFUnsorted0.59%0.49%+8.6%+7.2%+15.8%+6.4%−13.8%16.1%$2.1B1.5

Procure Space ETFThematic · Defense & space0.75%0.38%+5.1%+8.0%+40.5%+7.7%−42.0%40.9%$449M1.9

ARK Space & Defense Innovation ETFThematic · Defense & space0.75%0.00%+3.2%−4.6%+33.1%[…]−21.8%33.6%$737M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: UFO 2019 · ARKX 2021 · PHO 2005

Head to Head

Swap sides Versus in desk

Head to Head

Procure Space ETF · $449M$14,505

UFO

ARKX

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

$10,000 five years ago, dividends reinvested · they hold 24.4% in common

UFOMeasureARKX

+5.1%Year to dateJan 1 → Nov 3+3.2%

+8.0%1 yearTotal return−4.6%

+40.5%3 years · per year$10,000 became $27,750 · $23,588+33.1%

+7.7%5 years · per year$10,000 became $14,505 · […][…]

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

0.38%Trailing 12-mo yield$38 · $0 a year on $10k0.00%

−42.0%Worst dropSmaller is better−21.8%

40.9%VolatilityLower is calmer33.6%

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

4–2UFO wins

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

More Ways to See the Pairs

UFO vs ARKX: Top 5 Holdings

Today

UFO

36.5%in top 5

ARKX

in top 536.1%

UFOStockARKX

14.7%SPCX10.6%

not top 5LHX7.8%

not top 5DE6.0%

not top 5KTOS6.0%

5.9%TRMBnot top 5

not top 5AVAV5.7%

5.5%ECHOnot top 5

5.2%SIRInot top 5

5.2%GRMNnot top 5

Held in common24.4%

End-of-day Nov 3, 2026 · share of each fund

UFO vs ARKX Returns, Every Period

ProcureamUFO

+8.0%

past year

ARKXARK

−4.6%

past year

UFOARKXFaded: behind in that period

3–0UFO wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Thematic vs Unsorted: UFO vs PHO

YTD

ProcureamUFO

+5.1%

PHOInvesco

+8.6%

+5.1%Year to date+8.6%

−42.0%Worst drop · 1Y−13.8%

40.9%Volatility · 1Y16.1%

0.4%Yield0.5%

$449MAssets$2.1B

4–0PHO wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UFO, ARKX, PHO

Today

0.59%lowest, PHO

FundExpense ratioFee$10k

PHO0.59%$59

UFO0.75%$75

ARKX0.75%$75

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: UFO, ARKX, PHO

0.49%highest, PHO

FundTrailing yieldYield$10k

PHO0.49%$49

UFO0.38%$38

ARKX0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, PHO

PHO$49 − $59 = −$10

UFO$38 − $75 = −$37

ARKX$0 − $75 = −$75

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: UFO, ARKX, PHO

Today

24.4%most shared, UFO and ARKX

UFOARKXPHO

UFO—24.4%4.1%

ARKX24.4%—4.0%

PHO4.1%4.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+8.0%UFO, at 40.9% volatility

PHOWorst drop−13.8%16.1% vol

ARKXWorst drop−21.8%33.6% vol

UFOWorst drop−42.0%40.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PHOUFO

+8.6%Year to date+5.1%

0.5%Yield0.4%

+7.2%Past year+8.0%

0.59%Fee0.75%

3–1PHO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026