ARKF vs SCHV

ARK Fintech Innovation ETF vs Schwab US Large-Cap Value ETF

Quick take
  • SCHV has the lower expense ratio at 0.04% vs 0.75% for ARKF.
  • SCHV pays a higher dividend yield (1.85%).

Side-by-side metrics

MetricARKFSCHV
Expense ratio
Annual fee. Lower is better.
0.75%0.04%
Dividend yield
Trailing 12-month yield.
0.10%1.85%
AUM
Assets under management — bigger funds are typically more liquid.
$828M$15.17B
YTD return
-10.39%11.49%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
2.060.82
P/E ratio
36.5221.96
Last price
$42.28$32.47
Inception
Issuer
ARKSchwab

ARKF top holdings

Top holdings · ARKF
SHOPShopify Inc Registered Shs -A- Subord Vtg9.27%
COINCoinbase Global Inc Ordinary Shares - Class A5.83%
CRCLCircle Internet Group Inc Ordinary Shares - Class A5.47%
XYZBlock Inc Class A5.31%
HOODRobinhood Markets Inc Class A4.47%
PLTRPalantir Technologies Inc Ordinary Shares - Class A4.20%
TOSTToast Inc Class A4.12%
AMDAdvanced Micro Devices Inc3.88%
AMZNAmazon.com Inc3.87%
Sector breakdown · ARKF
Consumer Cyclical16.4%
Technology42.7%
Communication Services12.2%
Financial Services28.5%
Healthcare0.2%

SCHV top holdings

Top holdings · SCHV
BRK-BBerkshire Hathaway Inc Class B2.97%
JPMJPMorgan Chase & Co2.84%
XOMExxon Mobil Corp2.20%
MUMicron Technology Inc1.99%
WMTWalmart Inc1.91%
JNJJohnson & Johnson1.86%
INTCIntel Corp1.51%
CATCaterpillar Inc1.28%
ABBVAbbVie Inc1.23%
CVXChevron Corp1.23%
Sector breakdown · SCHV
Real Estate4.1%
Consumer Cyclical6.9%
Basic Materials2.8%
Consumer Defensive8.8%
Technology18.2%
Communication Services2.5%
Financial Services19.6%
Utilities4.6%
Industrials14.0%
Energy7.2%
Healthcare11.3%

About ARKF

ARKF (ARK Fintech Innovation ETF) is Fintech companies disrupting financial services. Managed by ARK, the fund carries $828M in assets under management, an expense ratio of 0.75%, a dividend yield of 0.10%. Its largest holding is Shopify Inc Registered Shs -A- Subord Vtg (SHOP), which represents 9.3% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 16.4%.

About SCHV

SCHV (Schwab US Large-Cap Value ETF) is Large-cap US value at low cost. Managed by Schwab, the fund carries $15.2B in assets under management, an expense ratio of 0.04%, a dividend yield of 1.85%. Its largest holding is Berkshire Hathaway Inc Class B (BRK-B), which represents 3.0% of the portfolio. Real Estate is the fund's largest sector exposure at 4.1%.