ARKX vs PHO

AARKX

BPHO

Measures won1–4PHO wins · of 6 · 5Y

$10,000 · 5Y$13,283PHO

Lowest cost0.59%PHO · $59 on $10k

Most income0.50%PHO · $50 on $10k

Smallest drop−13.8%PHO · worst fall in 1Y

Held in common3.4%ARKX and PHO

ARKX

PHO

ARK Space & Defense Innovation ETF · $737MInvesco Water Resources ETF · $2.2B

+30.5%3 years · per year$22,203 · $14,918+14.3%

[…]5 years · per year[…] · $13,283+5.8%

0.75%Expense ratio$75 · $59 on $10k · lower wins0.59%

0.00%12-mo yield$0 · $50 on $10k0.50%

−28.3%Worst dropSmaller wins−13.8%

34.5%VolatilityLower wins16.4%

1–4PHO wins

$10,000 · 5 yearsOne scale

Shared top holdingsARKX · PHO

3.6%TRMB3.4%

Held in common3.4%

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	BPHO	Invesco Water Resources ETFRead Desk		0.59%	0.50%	−0.4%	+7.0%	+4.4%	+14.3%	+5.8%	−13.8%	$2.2B
2	AARKX	ARK Space & Defense Innovation ETFRead Desk		0.75%	0.00%	+5.1%	−1.9%	−4.4%	+30.5%	new	−28.3%	$737M

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	BPHO	Invesco Water Resources ETFRead Desk		0.59%	0.50%	−0.4%	+7.0%	+4.4%	+14.3%	+5.8%	−13.8%	$2.2B
2	AARKX	ARK Space & Defense Innovation ETFRead Desk		0.75%	0.00%	+5.1%	−1.9%	−4.4%	+30.5%	new	−28.3%	$737M

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

ARKX vs PHO

ARKX

ARK Space & Defense Innovation

[…]

PHO

Invesco Water Resources

$13,283

MeasureARKXPHO

Fee0.75%0.59%

Cost on $10k a year$75$59

Yield0.00%0.50%

5 years, per year[…]+5.8%

3 years, per year+30.5%+14.3%

Worst drop · 1Y−28.3%−13.8%

Volatility · 1Y34.5%16.4%

4–1measures won
PHO first

3.4%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ARKX, PHO

Today

3.4%most shared, ARKX and PHO

ARKXPHO

ARKX—3.4%

PHO3.4%—

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

Income After Fees on $10,000

−$9most kept, PHO

PHO$50 − $59 = −$9

ARKX$0 − $75 = −$75

KeptFee

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