ARKK vs FPX

AARKK

BFPX

Measures won1–5FPX wins · of 6 · 5Y

$10,000 · 5Y$12,520FPX · ARKK $6,326

Lowest cost0.57%FPX · $57 on $10k

Most income0.20%FPX · $20 on $10k

Smallest drop−23.6%FPX · worst fall in 1Y

Held in common8.3%ARKK and FPX

ARKK

FPX

ARK Innovation ETF · $7.9BFirst Trust US Equity Opportunities ETF · $1.3B

+28.8%3 years · per year$21,371 · $20,843+27.7%

−8.8%5 years · per year$6,326 · $12,520+4.6%

0.75%Expense ratio$75 · $57 on $10k · lower wins0.57%

0.00%12-mo yield$0 · $20 on $10k0.20%

−25.3%Worst dropSmaller wins−23.6%

38.4%VolatilityLower wins27.1%

1–5FPX wins

$10,000 · 5 yearsOne scale

Shared top holdingsARKK · FPX

7.3%SPCX8.4%

1.9%CRWV0.6%

4.8%CRCL0.4%

0.0%LLY9.7%

Held in common8.3%

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	BFPX	First Trust US Equity Opportunities ETFRead Desk		0.57%	0.20%	+1.8%	−1.9%	−3.0%	+27.7%	+4.6%	−23.6%	$1.3B
2	AARKK	ARK Innovation ETFRead Desk		0.75%	0.00%	+3.2%	−1.9%	−11.2%	+28.8%	−8.8%	−25.3%	$7.9B

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	BFPX	First Trust US Equity Opportunities ETFRead Desk		0.57%	0.20%	+1.8%	−1.9%	−3.0%	+27.7%	+4.6%	−23.6%	$1.3B
2	AARKK	ARK Innovation ETFRead Desk		0.75%	0.00%	+3.2%	−1.9%	−11.2%	+28.8%	−8.8%	−25.3%	$7.9B

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

ARKK vs FPX

ARKK

ARK Innovation

$6,326

FPX

First Trust US Equity Opportunities

$12,520

MeasureARKKFPX

Fee0.75%0.57%

Cost on $10k a year$75$57

Yield0.00%0.20%

5 years, per year−8.8%+4.6%

3 years, per year+28.8%+27.7%

Worst drop · 1Y−25.3%−23.6%

Volatility · 1Y38.4%27.1%

5–1measures won
FPX first

8.3%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ARKK, FPX

Today

8.3%most shared, ARKK and FPX

ARKKFPX

ARKK—8.3%

FPX8.3%—

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

Income After Fees on $10,000

−$37most kept, FPX

FPX$20 − $57 = −$37

ARKK$0 − $75 = −$75

KeptFee

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