ARKF vs SPY

AARKF

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · ARKF $7,837

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common11.3%ARKF and SPY

ARKF

SPY

ARK Blockchain & Fintech Innovation ETF · $831MState Street SPDR S&P 500 ETF · $819B

+32.0%3 years · per year$23,010 · $18,039+21.7%

−4.8%5 years · per year$7,837 · $17,118+11.3%

0.75%Expense ratio$75 · $9 on $10k · lower wins0.09%

0.10%12-mo yield$10 · $103 on $10k1.03%

−32.9%Worst dropSmaller wins−8.9%

34.9%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsARKF · SPY

4.2%AMZN4.0%

2.8%NVDA6.9%

4.8%META2.1%

1.5%AMD1.0%

Held in common11.3%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AARKF	ARK Blockchain & Fintech Innovation ETFRead Desk		0.75%	0.10%	+1.2%	−12.2%	−22.4%	+32.0%	−4.8%	−32.9%	$831M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AARKF	ARK Blockchain & Fintech Innovation ETFRead Desk		0.75%	0.10%	+1.2%	−12.2%	−22.4%	+32.0%	−4.8%	−32.9%	$831M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ARKF vs SPY

ARKF

ARK Blockchain & Fintech Innovation

$7,837

SPY

SPDR S&P 500

$17,118

MeasureARKFSPY

Fee0.75%0.09%

Cost on $10k a year$75$9

Yield0.10%1.03%

5 years, per year−4.8%+11.3%

3 years, per year+32.0%+21.7%

Worst drop · 1Y−32.9%−8.9%

Volatility · 1Y34.9%13.6%

5–1measures won
SPY first

11.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: ARKF, SPY

Today

11.3%most shared, ARKF and SPY

ARKFSPY

ARKF—11.3%

SPY11.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

ARKF$10 − $75 = −$65

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee